# Pipedrive Workflow Automation with LeadBoxer

Pipedrive harnesses a powerful rule-based automation feature called **Automation**.

Automation can take a trigger event and perform one or many actions if the trigger is fired. The nice thing about this is that it can trigger based on the content of a note inside an activity, which is exactly what LeadBoxer creates. Meaning that you can automate your workflow based on the web and email behaviour of your Leads & Customers!

The possibilities are endless, but go get you going we are going to prove an example. In this example we are going to fire a slack message if a lead or customer looks at the pricing page.

***

#### Step 1: go to automation and create a new Automation

![](//d33v4339jhl8k0.cloudfront.net/docs/assets/565e1cb7c697915b26a5c214/images/5e1b764304286364bc93c672/file-yO6t2V4IQJ.png)

#### Step 2: Create a new custom workflow

#### ![](//d33v4339jhl8k0.cloudfront.net/docs/assets/565e1cb7c697915b26a5c214/images/5e1b7a242c7d3a7e9ae615c5/file-mefECGxqIU.png)Step 3: Update the trigger starting event

![](//d33v4339jhl8k0.cloudfront.net/docs/assets/565e1cb7c697915b26a5c214/images/5e1b79c52c7d3a7e9ae615c4/file-eIoDThkIC7.png)

#### Step 4: Specify the conditions: a URL you want to trigger on

#### ![](//d33v4339jhl8k0.cloudfront.net/docs/assets/565e1cb7c697915b26a5c214/images/5e1f25dc2c7d3a7e9ae6428f/file-VfclqqZ5vF.png)Step 5: Setup the action (in this example we have already connected our Slack to Pipedrive)

![](//d33v4339jhl8k0.cloudfront.net/docs/assets/565e1cb7c697915b26a5c214/images/5e1f26f82c7d3a7e9ae642a9/file-suTnt8t6eH.png)

#### Step 6: Configure the message that will be send to Slack

#### ![](//d33v4339jhl8k0.cloudfront.net/docs/assets/565e1cb7c697915b26a5c214/images/5e1f272e2c7d3a7e9ae642ad/file-PvnoyNat2l.png)Thats it!

Identified leads that look at our pricing page are now showing up in our Sales Slack Channel. Sweet.

![](//d33v4339jhl8k0.cloudfront.net/docs/assets/565e1cb7c697915b26a5c214/images/5e1b75722c7d3a7e9ae615c0/file-Wvvks6cxYP.png)

Still need help? [Contact Us](broken://pages/SKt6MlWMLn3ZlGGTOhhm) [Contact Us](broken://pages/SKt6MlWMLn3ZlGGTOhhm)

Last updated on January 15, 2020


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