Pipedrive’s automation and emailing features have come a long way since I first started using the CRM back in 2015. Creating a simple nurture sequence is easy and is great for getting your leads to book a discovery call, following up on quotes or nurturing leads over the long run until they’re ready to make a purchase decision.
In this video, I show you how to create a simple email nurture sequence using the native automation features in Pipedrive.
- 0:00 – Intro
- 0:30 – Pipedrive Automation
- 1:27 – Creating a new automation
- 2:13 – Adding your trigger
- 2:30 – Filtering the automation with conditions
- 3:00 – Adding delays and email actions
- 11:49 – How the automation works
- 13:24 – Make sure you test your automation
- 14:11 – Outro
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