Email nurture in Pipedrive

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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[@janusask]

Thank you for a very informative video. To test my automations containing delays I normally change the delay step to 3 minutes during testing. That way testing can be conducted at a more efficient pace. Just an idea being put out there.

[@minor-co]

Great idea. I do the same, I should have mentioned...

[@centroknn]

Hi! Thanks for video. Is it possible to have tree with multiple options? For example one sequence IF email is opened or another sequence IF not

[@minor-co]

I'm afraid Pipedrive's automations doesn't support that kind of 'if, then, else' logic at the moment. You can only add conditions to stop the automation if criteria aren't met.

[@Davewade9017]

Thank you. very informative video. Is there an option to add a condition not to send follow up emails if said client responds to first email?

[@minor-co]

Yes, in the conditions there is an option to check for a reply which you can use to stop any further emails being sent

[@moonshotmedia4609]

Great video Paul. When setting up these automations can follow-up emails be sent in the same email thread?

[@minor-co]

Good question. I've never tried this but if you use 'Re: [subject]' the customers email client may add it to the same thread.

[@melodiesfeir9427]

Thanks Paul, very useful !! quick question - I would like to create 2 automations that are : - if contact person is created AND organisation type (custom field) is Venture Capital > send email template to contact person Also if I had 100 new contacts the same day will that work ? is there a limitation to the number of emails I can send ? Then the second automation I want to make is - if contact person has opened email AND organisation type is Venture Capital > create new deal in pipeline I have looked but I can't find an action that is being triggered by an email being open - is that correct ? thanks for your help !

[@minor-co]

This is a bit more than I can help with here in the comments. Can you please contact me here: paulminors.com/contact/

[@funnelmatix]

Hi Paul, great video as always! Is it possible to trigger these automations if someone fills out a specific form? I am thinking about a typical follow-up sequence. I have my ebook lead magnets attached to Pipedrive forms...

[@minor-co]

Yes. You would likely use a 'Lead Created' or 'Deal Created' trigger. So when your form creates the lead or deal, the automation could trigger a follow up.

[@user-sl8yu6or9s]

Hey Paul! Love this video, sorry for being 11 months late. Just curious, how would the trigger be if there are current deals sitting on the same pipeline, however I would like to reach them out through followups instead of doing it 1 by 1 for existing deal. Would the trigger be Deals Updated then?

[@minor-co]

If I understand what you're asking, you could bulk update the deals from the list view to trigger all the deals to trigger your automation at once.

[@LeeroyCrankins]

Great video, Paul! I’m looking to send warm follow-up emails to all my contacts at the beginning of each month. Any advice as to where I can set up that parameter? Thanks in advance!

[@minor-co]

You could do this easily using the group emailing feature. Simply select the contacts from the list view and you can send a group email.

[@realtimecyber]

Can you manually add people retroactively to this workflow?

[@minor-co]

It would depend on your trigger. e.g. if you trigger from a person label being updated, then sure.

[@jonathonwsims]

Our emails keep going to spam when sending through Pipedrive. Any thoughts?

[@minor-co]

Well the email is still going out from your Google or Microsoft account. The only thing I can think that Pipedrive is doing is adding the open/click tracking. But this is so common, I'd be surprised if this is why emails are going to spam.

[@colvideos1]

Why are you always pushing Zapier when they charge per "zap" (transaction), when there are other free connection applications? Do you sell Zapier and receive a commission? Calendar and newsletter options are available without additional transaction fees. Hmmm....

[@minor-co]

Haha, no I don't sell or receive a commission on Zapier. It's just what I know and have used the most. I'm sure there are other options out there. I just stick with what I know.