What is business workflow automation?

Business automation uses technology to handle routine tasks and workflow processes . Workflow automation for small businesses to enterprise-level companies streamlines business process management (BPM) and helps reduce human error and manual work.

What are the best business processes to automate?

Manual processes that follow rules, happen often and are crucial for business operations are the best candidates for automation. Examples of places to automate business workflows include manual data entry , report generation and invoice processing .

What is the best tool for workflow?

The “best” automation solution depends on your business needs, existing systems and budget. If you’re looking for a CRM with a strong sales focus that doubles as a no-code workflow automation platform, Pipedrive is an excellent option.

What are workflow automation examples for CRM?

CRM automation can streamline lead nurturing with email sequences and use templates to manage sales pipelines . It can also handle routing for customer services and reduce manual data entry.

What are the benefits of workflow automation?

Business automation workflows boost productivit y and scalability. They also streamline employee onboarding and simplify task management. These benefits mean a better customer experience , increased customer satisfaction and fewer manual errors.

What is robotic process automation (RPA)?

RPA uses bots to automate rule-based tasks by mimicking human actions. RPA goes beyond the workflow automation tasks within a CRM. For instance, a bot could extract data from a spreadsheet and add it to Pipedrive. You can integrate Pipedrive with RPA tools using low-code Zapier or custom APIs.

Business workflow automation

Simplify your business workflows with Pipedrive’s automation

Time-consuming manual tasks in sales, marketing and operations make it hard for your small business to grow.

Pipedrive’s business workflow automation software handles repetitive tasks and keeps things moving without you constantly having to watch over them.

See how Pipedrive’s business workflow automation cuts admin work, makes key steps consistent and helps your business grow.

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Streamline operations and save time with business workflow automation

Pipedrive brings all your sales tools and data into one intuitive platform. With powerful automations, you can focus on what matters most while Pipedrive handles the repetitive tasks.

Cut the busywork: Eliminate repetitive tasks like follow-ups and focus on work that drives revenue.
Close deals faster: Use customer interactions to trigger actions and keep opportunities moving.
Stay perfectly aligned: Keep team members on one page with shared workspaces and instant notifications.

Pipedrive’s accounting workflow features

Build custom workflows

Design automation sequences in Pipedrive’s drag-and-drop builder. Enhance team productivity without any coding skills.

Get automated insights

Visualize sales metrics with customizable dashboards that update in real time. Identify opportunities to make data-driven decisions.

Craft AI-powered emails

Generate compelling, personalized sales messages from simple prompts using AI. Save hours while maintaining a consistent brand voice.

Simplify data enrichment

Pull contact and company details from trusted sources. Keep comprehensive customer records without human intervention.

Route leads quickly

Assign leads to the right reps using custom rules based on currency or expertise. Eliminate bottlenecks by ensuring timely follow-ups.

Schedule sales activities

Set up tasks automatically and track progress with easy-to-read visuals. Stay updated without constantly checking in.

What to look for in a CRM with business workflow automation

Your customer relationship management (CRM) system should match how your team works and grow with your business. Pick a platform with the following features to adapt to complex workflows.

Custom CRM pipelines: Set up pipelines and fields for each use case, making Pipedrive ideal for every type of business.
Automated scheduling: Set reminders for follow-ups and notifications.
Team collaboration: Assign task owners and give your team a shared dashboard to track progress and find key insights.
Marketplace integrations: Connect your CRM with project management tools and add features with third-party apps like Trello, Asana, Slack and Microsoft Teams.

Automate repetitive sales tasks to save time and reduce manual effort

When sales reps have to enter customer and activity information manually, it pulls them away from selling.

Workflow automation tools enrich contact records, schedule next steps and notify stakeholders when it’s time to act.

Pipedrive’s sales automation software ties together sales and operations. It helps reps update records and route manual tasks to the right people.

Learn more about Pipedrive’s sales automation features.

Identify bottlenecks with AI-powered insights into sales workflows

Finding stalled deals means digging through messages, which makes it easy to miss important signs.

Artificial intelligence spots conversation patterns and finds problems without manual intervention.

Pipedrive’s AI Sales Assistant analyzes sentiment, sums up emails and offers tips to speed up decision-making.

Learn more about Pipedrive’s AI automation.

Link tasks to specific pipeline stages to ensure timely follow-ups

Tracking follow-up tasks by hand creates gaps where promising opportunities fall through the cracks.

Activity linking automatically ties tasks to deal stages, so your team never misses important next steps.

Pipedrive lets you set up automatic activities for each stage to optimize your sales process and eliminate inefficiencies.

Learn more about Pipedrive’s CRM processes and activities.

Over 500+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

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How Pipedrive helped Intrnz boost annual revenue by 250%

Intern housing provider Intrnz struggled to handle a large volume of emails and calls with a complex system that made workflow management harder.

The team used Pipedrive with Autopilot to automate messages but keep them personal. This simpler automation system cut out manual work and boosted annual turnover by 250%.

“Using Pipedrive made it possible to handle […] four times the amount of inbound business with the same human resources. There are a lot of CRMs in the same price range as Pipedrive, but none (that) offer this level of deep integration.”

Read the case study

Automate email campaigns with Campaigns by Pipedrive

Campaigns by Pipedrive is a full email marketing tool that engages contacts and nurtures leads in one place. Add it to any Pipedrive plan to improve customer satisfaction with:

Email building tools. Send personalized marketing emails to your contacts without switching platforms.
Performance analytics. Track open rates, click-throughs and conversions with intuitive real-time dashboards.
Smart segmentation. Target specific audiences using CRM data to deliver the right message at the right time.

Learn more about Pipedrive’s Campaigns add-on.