Some parts of your work, like finalizing an offer or closing a deal, feel rewarding. Others, like manual data entry or reviewing email lists to filter demographics, are often repetitive and time-consuming. The way forward? CRM automation tools.
Pipedrive’s Automations feature helps you eliminate unnecessary manual work and boost productivity. Set up flows and triggered events so that tasks happen without you having to lift a finger.
Workflow automation isn’t the only process you can automate in our software. Drip campaign automation with top-performing email templates? Check. Chatbots for lead nurturing? Check. Lead scoring automation, automatic lead assignment and revenue forecasting? Check. And the list goes on, with new features introduced daily.
Fun fact: Our State of Sales and Marketing report revealed that people who automate tasks are 16% more likely to hit their targets.
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Automated sales processes support sales reps throughout the entire sales cycle.
For example, Pipedrive’s sales automation features can push a deal forward by auto-creating a deal when a qualified lead is added or activities whenever a deal moves along the pipeline.
When it comes to efficient teamwork, Pipedrive lets you transfer deal ownership between different reps and create workflows for your sales team to follow, reducing the chance of human error.
Pipedrive's automation features also assist you with customer retention by allowing you to schedule campaigns to fuel customer interactions.
No time to set up automated workflows? Our set of pre-made workflow automation templates have you covered!
Boost your sales reps’ productivity by automating repetitive sales activities
Trigger automated and personalized emails to prospects and customers
Create smart yet simple automated workflows
Six years ago, before switching to Pipedrive, Key Search was using an outdated platform that was difficult to use and impossible to customize.
Since transitioning to Pipedrive, the team has implemented more than 100 automations for various processes, including recruitment, invoicing, relationship management with referral partners, candidate management, client management, revenue forecasts and marketing. Now, their processes are 40% faster.
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The modern customer is sophisticated and demands a product that addresses their individual needs at the right moment. According to our State of Sales and Marketing report, salespeople and marketers with access to automation tools are 22% more likely to be satisfied in their role.
With Pipedrive’s Automations feature, you can automatically send a personalized email whenever a deal is created or reaches a certain stage. This keeps your leads and prospects warm while you can focus on other high-priority sales activities.
Using Slack to communicate with your team members? Then you’d probably want to notify them about important activities that affect them, like a new lead being added or a deal moving to a new stage.
With Pipedrive’s Automations feature, you can easily send out real-time, custom Slack notifications. All you have to do is set up your trigger to occur when a deal, contact, or activity is created, updated, or deleted. Alternatively, you can choose from two existing Slack workflow templates that will allow you to send deal-related information to your Slack channel or as a private message. Not using Slack? You can do the same with Microsoft Teams.
Slack isn’t the only app that integrates with our sales automation and marketing automation features. Check out these other great automation tools that are available on our Marketplace.
Enhance your sales and marketing automations even further with Zapier, which can automate actions in thousands of apps, syncing them with Pipedrive.
Discover thousands of options in our Zapier integration.
With Pipedrive’s Asana integration, Pipedrive can automatically update Asana tasks when a deal’s status changes – perfect if other teams need to be notified.
Sync up teams with Pipedrive’s Asana integration.
Trello’s Pipedrive integration streamlines work with other teams by syncing tasks in Trello with deals in Pipedrive, so a change in one tool is reflected in the other.
Improve company collaboration with the Trello integration.
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