What can you automate with Pipedrive? (Video #13)

One of the most common reasons people approach me is they need help automating their sales process but they don't know what's possible with Pipedrive or where to start. In this video, I'll be sharing some examples of the kinds of things you can automate with Pipedrive. While I don't go into specifics in this video, it'll give you some ideas of the kinds of things that are possible.
Here are some of the most common things you can automate:
- Importing leads from a form or website.
- Sending welcome emails to new leads.
- Update custom fields and labels.
- Adding leads to an email drip campaign.
- Auto-create activities to help with lead follow up.
- Create contracts, proposals and quotes.
- Transferring 'Won' sales to a project management tool.
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[@kokolorecords]

Great video! Very helpful

[@minor-co]

Thank you!

[@josh_ux]

You're one of the best teachers I've seen on KZbin. Thanks for the incredible in-depth videos on Pipedrive! It's nice to see someone who knows the complexities of CRM automations. Keep making more videos please. :)

[@minor-co]

Thanks Joshua, that really means a lot :)

[@AY-ln1mk]

agreed!

[@jeremylundevall1723]

Great stuff. There is a TON I am not using in Pipedrive and efficiency is so amazing when used properly. Love the video.

[@minor-co]

Thanks Jeremy!

[@AyeshaAli-pq4wn]

Thank you Paul, you are great support. I wanted to ask you I made a workflow in which once the contact becomes a lead , there are a flow of activities that are linked with the lead. But if the lead qualifies for the deal earlier , the list of activities keep appearing the deal pipedrive. How can we delete the activities if the lead is changed to deal. Thank you

[@minor-co]

I don't think this would be possible using Workflow Automation I'm afraid. This is generally when I would turn to a tool like Zapier (which is a bit more powerful) and you could use it to find/delete the outstanding activities.

[@user-ch7eb3gz9p]

can you include lead activities on the activity Calder and sync with outlook?

[@minor-co]

Yes, any activities you create on leads should show up on your activities list and will sync to your calendar (if you have this configured).

[@user-gp1vz5jh5i]

Hey Paul, great vid. Is it possible to set email tracking updates (say, if lead opens initial email) to trigger an automated follow-up email within Pipedrive automated workflow? Or would Zap be needed for that? cheers

[@minor-co]

Yes, there were some recent updates to Pipedrive's automation. So now you can use 'email link clicked' or 'response received' to filter your automations before sending further emails.

[@emoemo300]

Hi Paul, how can I trigger a organization field change based on a deal change?

[@minor-co]

You could do an automation like this: 1. Deal updated 2. Condition: Here's where you would specify what needs to change e.g. 'Custom field » has changed to » X' 3. Update org. You would reference the org that's linked to the trigger deal.

[@OtoLivingston]

How can we automate a text message as an appointment reminder in Pipedrive?

[@minor-co]

I'm afraid this isn't possible natively with Pipedrive but you could probably do this using Zapier to send an email via Toky or Justcall when an appointment is approaching.

[@mollietant3779]

PAULLLL please help! Can PipeDrive integrate with our app product ? E.g. sign-ups automatically added to contacts?

[@minor-co]

Sorry, I'm not sure what you're asking... what is the app product? You mean people signing up via an online form, you want to add as contact. Yes this is possible. The easiest way is using Pipedrive web forms.

[@neilscroxton6894]

Hi Paul, do you know how to make an automation that is triggered when a deal is won in one specific pipeline to make a new deal in a different pipeline? For example I have a service with progressive 'follow-on' services and so I set up a separate pipe for each (could also be complimentary services). Lets say I have 4 follow-on service; pipes A, B, C & D. A client can enter on any service and stop the service at any point, but they cannot go backwards or leap a service step. So, B follows A, C follows B, and D follows C. So, when a deal is won in pipe A, it would be great to auto fill pipe B and so on through the services. Does that make sense and is that possible?

[@minor-co]

Yes, so you could create an automation like this: 1. Deal updated 2. Condition: Deal status » has changed to » won AND Pipeline » is » A 3. Create deal on pipeline B. (You would then repeat this for your other pipelines)

[@neilscroxton6894]

@@minor-co Legend, thank you, we will give it a go.

[@themejiladiaries]

Hi Paul, thanks for the awesome video. Just a question. Will the integration between HubSpot and Pipedrive accurately show the specific form, like "Free Demo Form," when a customer submits it in HubSpot, or will it just provide general information in Pipedrive? I want to make sure I can see exactly what form leads submitted?

[@minor-co]

Sorry, I'm afraid I haven't used the Hubspot integration so I'm not really sure. Most people use one or the other (not both). If you're using Pipedrive, you can create your forms in the Leads section and then send automation follows ups using automation. Hope this helps.

[@michaelolson4135]

Does Pipedrive integrate with Tidycal?

[@minor-co]

Sorry I'm not sure, I'm not familiar with TidyCal. I did a quick Google and don't believe so.

[@ACatCalledSnow]

Can you possibly do a video please on creating an automation to send rotting deals to a Teams channel or by email to someone? I'm trying to set this up, but I can't seem to get the automation logic right - thank you, and great videos!

[@minor-co]

Thanks for the suggestion, I'll see what I can do.

[@whack1129]

does this work with using justcall and it sending a text to the deal you have added to pipedrive???

[@minor-co]

Yes, you could use Zapier to trigger an SMS via JustCall when a deal is added.

[@whack1129]

@@minor-co would you be willing to help me set this up? I've been trying to get it to do a certain action and cant figure it out

[@minor-co]

Yes, can you please contact me here so we can discuss next steps: paulminors.com/contact/

[@joshuarebel9731]

Hi Paul, great video. when i'm creating a pipedrive deal with zapier (email parser -> create deal -> pipedrive), i get the deal in my pipeline, but it isn't automatically linked with an organization. Can you assist me how to get this work?

[@minor-co]

Are you using a 'Custom Value' in your Zap to link the deal? If you're still struggling, you can reach out to me here: paulminors.com/contact/

[@xklusives]

Can this do event registration? We run a monthly meetup where we capture attendees by hand as they enter the facility.

[@minor-co]

Yes. You could use a form like Jotform or Google Forms to capture the event attendees, then use Zapier to auto-create the contacts and deals in Pipedrive. Or even simpler, you could use the Pipedrive web form to capture the names and emails.

[@FingerprintingGurus]

I would like to introduce this Pipedrive Automation to my Mobile Notary & Fingerprinting Business. Please advise how I can proceed

[@minor-co]

Feel free to book a call with me here and I'd love to see how I can help: paulminors.com/consulting/pipedrive-consulting/

[@GoodLuggageAutomotiveDetailing]

Hi Paul, I need a little lehmans terms if possible. Do I need Zappier to enable more of the automation process (collating data/ user information in to Pipedrive?) Does pipedrive do email automation or do I "have" to get another email marketing program i.e. mailchimp? Just some small questions please and appreciate taking the time to answer.

[@minor-co]

You can do all your email automation natively in Pipedrive if you like (no need for Zapier) using your connected email account or using Pipedrive Campaigns. You would only need to use Zapier if connecting a third-party tool like Mailchimp. Hope that helps!

[@GoodLuggageAutomotiveDetailing]

@paulminors no thats great, appreciate it thank you 🙏

[@michielpappenheim7190]

Is there a possibilty to send e-mails at a delay? I'd want to send an email after a couple days of the trigger activating?

[@minor-co]

Yes, this functionality was recently added.

[@RetiringInStyle]

Hello Paul. I'm weighing zoho v pipedrive. Hope you can help. Any way to connect 1 on 1?

[@minor-co]

Yes, you can contact me here: paulminors.com/contact/

[@LeoSan51123]

Hi Paul! IS it possible to send an automatic email follow-ups to avoid rotting deals?

[@minor-co]

This one is a bit tricker as there is no 'deal rotting' trigger. But you could do it with Zapier if a deal starts to rot, the deal can join a filter and this can be used to trigger Zapier to send an automated follow up.

[@LeoSan51123]

@@minor-co thanks for the response Paul. Our company is using Pipedrive and I am working on this project to lessen the task of our people. Haven’t tried Zapier but we will. Thank you