Sales sequences
Accelerate your pipeline by nurturing sales sequences
Sales sequences take the guesswork out of follow-ups, helping you move deals forward without missing a step.
Pipedrive’s Sequences feature, part of our sales prospecting solution Pulse, enables you to build email and task flows that nurture every lead through your pipeline.
See how Pipedrive helps sales teams personalize follow-ups and close more deals with less manual effort.
Full access. No credit card required.
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Build smarter follow-up with sales sequences in Pipedrive’s CRM
Consistent, targeted follow-ups keep your deals moving through a healthy pipeline. Pipedrive’s Sequences run customized follow-ups across your sales process.
Automate your flow: Set up automated emails and activities from first touchpoint to final follow-up.
Keep deals moving: Trigger personalized emails and tasks at every stage to keep leads moving forward.
Prioritize best-fit leads: Focus your time on high-potential leads with customizable scoring and smart filtering.
Pipedrive’s Sequences capabilities
Create nurturing sales sequences in a few clicks
Map out every step in your sales follow-up workflows. Set up repeatable follow-up paths to move leads forward without constant oversight.
Streamline and scale your follow-up efforts
Reach more prospects at the right time with targeted emails and follow-ups. Link sequences to automations for greater pipeline efficiency.
Automate your next steps with a personal touch
Add deals to sequences individually or in bulk. Customize messages before sending to keep every interaction authentic.
What to look for in CRM sales sequences
Pipedrive’s built-in Sequences keep follow-ups organized and measurable – right inside your pipeline. Look for a CRM with a clear workspace to build and run your sequences without slowing you down.
See everything at a glance: View all sequences, number of deals enrolled and their progress in one dashboard.
Build each step in context: Define what happens and when using a simple sequencing interface.
Plan your follow-ups: Draft personalized emails and schedule sales activities into the sequence.
Track what’s next: Monitor which steps are complete, pending or overdue.
How to set up sales sequences in Pulse
Set up Sequences in six easy steps:
Automate your sales journey with customizable workflows
Sales sequences handle follow-ups, but other steps – like updating fields – still take time to manage.
Workflow automation handles those actions in the background, triggering updates and task assignments as deals progress.
Pipedrive’s automations complement your sales strategy, helping you streamline repetitive tasks and act faster at every stage.
Learn more about Pipedrive’s workflow automation features.
Close deals quicker with AI-powered insights
Don’t let hot deals go cold. Pipedrive’s AI Sales Assistant surfaces stalled deals and next best actions.
AI sales tools highlight risks, flag inactivity and suggest the best next steps based on real-time data.
Use Pipedrive’s AI Sales Assistant to spot problems early and focus your attention where it matters most.
Learn more about Pipedrive’s AI Sales Assistant.
Stay on top of every deal with efficient task management
Sales Sequences are only part of the picture. Stay on schedule with tasks tied to each step.
Task management tools help you plan each step, set clear deadlines and link actions to deals in your pipeline.
Stay on top of your next steps with Pipedrive’s task and activity features to get reminders when it’s time to take action.
Learn more about Pipedrive’s activities and goals.
Write and review sales emails faster with AI
Sequences have better response rates when your sales outreach is relevant, but writing personalized emails takes time.
AI tools help you generate draft messages – including subject lines and CTAs – and summarize past conversations to move faster and improve open rates.
With Pipedrive’s AI email writer, you keep your messaging personal and consistent across every step in your Sequence.
Learn more about Pipedrive’s AI email writer.
Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
How Pipedrive helped MediaVision boost lead generation by 30%
MediaVision needed a more structured way to generate and follow up with leads across multiple channels.
Pipedrive’s automation tools – alongside the LeadBooster and Web Visitors add-ons – made it easier to assign next steps and track activity at each deal stage. Its sales reps now capture 30% more leads than before they switched to Pipedrive.
“LeadBooster and Web Visitors cover most of the things we were thinking of at the time, in the sense that we needed a flexible tool to allow us to do different campaigns and collect data.”
