Features

Workflow automation

CRM automation

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 automation software 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 campaigns automation with top-performing email templates? Check. Chatbots for lead nurturing? Check. Lead scoring automation 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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Pipedrive automation features

Automate your sales workflow

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!

Automate sales tasks

Boost your sales reps’ productivity by automating repetitive sales activities

Send emails automatically

Trigger automated and personalized emails to prospects and customers

Schedule automation steps

Schedule an activity after a deal has been moved to a specific stage in your pipeline

Create sales workflows

Create smart yet simple automated workflows

How Key Search made its workflow 40% faster

Six years ago, before switching to Pipedrive, Key Search was using an outdated platform that was difficult to use and impossible to customize.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 workflow 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.

Read the case study

I think that without Pipedrive, we would not have grown so fast. We must hire additional consultants now because the system is getting bigger and we need more help!
FP

Franziska Palumbo-SeidelCEO and Founder

Send personalized emails automatically

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 workflow automation, 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.

Schedule sales workflow steps to occur at the right time

Sometimes – whether to personalize the customer experience or simply space out certain automations – you want to schedule automations to occur at a later date/time rather than immediately.

With Pipedrive’s delay feature, you can set up actions to be performed automatically and at your preferred time or date. Use “predefined” or “custom” preferences to add an action, a condition or even a delay to your sequence.

Automate Slack notifications

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 workflow automation 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 workflow 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.

Workflow automation FAQ

  • What is workflow automation?

    Workflow automation is a process that leverages algorithms to help sales and marketing teams focus on productive activities rather than mundane tasks and static messaging. Workflow automation features cover a wide area of topics, including lead management, lead generation, project management, email marketing and forecasting.

  • How to set up automated workflows in Pipedrive?

    Setting up workflow automations in Pipedrive is quick and intuitive. You need to click on the dedicated app section, configure a trigger, add a condition or multiple conditions and select an action. Note that only admin users can set up automated workflows.

  • How does workflow automation help CRM?

    CRM workflow automations aren’t just about automating sales tasks. They also allow companies to put customer needs at the center of their processes, thereby enhancing customer satisfaction. For example, companies can use workflow automations to accommodate a prospect throughout their customer journey, direct them to the appropriate landing pages and address their needs before they reach out to customer support.

  • Who uses CRM automations?

    High-performance marketing and sales teams in small businesses and large corporations across all industries use CRM automations. Among them are creative agencies, ecommerce businesses, IT, manufacturers, real estate agencies and many more.

Focus on activities that matter

Pipedrive is designed to:

  • Help you to control complex sales processes
  • Apply activity-based sales methodology to ensure follow-ups
  • Offer plenty of highly customizable features
  • Include live customer support
  • Make scaling up as your team grows a breeze
  • Consistently launch new integrations with leading software tools

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments

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