Leads go cold in minutes. If you’re still manually replying to new inquiries in Pipedrive, you’re already losing deals to faster competitors.
In this video, I show you how to automate your first email in Pipedrive so you can instantly follow up with prospects and stay top of mind. You’ll learn how to:
Create a Pipedrive web form to capture inquiries.
Use automation (Growth plan or higher required) to instantly send a personalised email. Build and manage email templates (spa, sauna, cold plunge) that adjust based on the inquiry. Add an activity reminder so your sales team follows up with a call the same day. Test the automation to ensure emails and activities fire correctly. Use deal title prefixes and if/else logic to run powerful, targeted workflows.
If you don’t have time to build forms or automations yourself, book a call with us. We’ve helped clients save thousands of hours and close more deals with Pipedrive consulting.
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