Pipedrive automation
Pipedrive is the CRM of choice for sales-driven mid-sized companies. But without automation, you are left with manual copy-paste, forgotten follow-ups and hours of reporting. We put an end to that: your Pipedrive workflows run automatically, and you focus on closing.
What we automate
From deal creation to reporting: we automate the processes that slow down your sales team every day.
Deals move through your pipeline automatically: when a quotation is sent, the deal jumps to the next stage. Activities, tasks and notifications are created automatically per stage.
New tasks are created automatically as soon as a deal reaches a certain stage: a call after 3 days, an email follow-up after a week, a reminder before the quotation expiry date.
Personalised email chains start automatically after first contact, quotation creation or contract dispatch. Every step is timed, personalised and matched to customer behaviour.
One click in the CRM generates a professional PDF quotation with all customer data, products and individual terms. Automatic dispatch by email including tracking.
Every Monday you receive an automatic pipeline update in Slack or by email: deal values per stage, conversion rates, forecasts and comparison to the previous month, with no manual spreadsheets.
New leads are assigned automatically to the right salesperson by region, industry or round-robin principle. No manual handovers, no forgotten contacts.
Integrations
Pipedrive becomes the centre of your tech stack. We integrate the tools your company already uses.
Deal won? The invoice is created automatically in LexOffice, with all customer data, line items and payment terms. No retyping, no errors.
Your sales team is notified in Slack in real time: new lead, deal stage change, deal won. Relevant information, in the right channel.
For everything Pipedrive cannot do on its own: multi-step workflows via Make connect Pipedrive to hundreds of other tools, such as DATEV, Google Sheets, Calendly and more.
Workflow examples
Concrete automations we have successfully implemented in mid-sized companies.
A prospect fills in your contact form. The following happens automatically: the lead is created in Pipedrive as a person and deal, categorised by lead score, assigned to the responsible salesperson, and a personalised welcome email is sent. The salesperson receives a Slack notification with all relevant data.
As soon as a quotation is sent in Pipedrive, a follow-up sequence starts: after 3 days a friendly chaser email, after 7 days a reminder call as a task, after 14 days a final offer with special terms. If the customer replies in the meantime, the sequence stops automatically.
Deal set to "Won"? An invoice is created in LexOffice automatically, an onboarding email is sent to the customer, a project folder is created in Google Drive and the sales team is informed via Slack. The deal value flows automatically into the monthly revenue reporting.
Frequently asked questions
Next step
In 30 minutes we analyse your Pipedrive processes and show you which workflows can be automated right away. Free and non-binding.