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Your No-code and AI Automation PartnerSupercharge Sales with Pipedrive Automation
Streamline your sales process with Pipedrive automation. Trigger actions like automated lead updates, deal progress notifications, and contact syncing across platforms to enhance your CRM efficiency and boost sales performance.
When a New Deal is Created
1. Notify Team on Slack
Send notification to Slack channel.
Update a Record
2. Update Google Sheets
Automatically update sheets with deal changes.
Create a Task
3. Create Task in Asana
Generate a follow-up task after lead update.
Sync Contacts
4. Sync with Mailchimp
Add new Pipedrive contacts to Mailchimp list.
Send Personalized Emails
5. Email Follow-ups with Gmail
Send Gmail follow-ups once deal stage changes.
- Repeat -
Automation Benefits
Benefits of Pipedrive Automation
Harness the power of automation to streamline CRM tasks and boost sales productivity.
Streamline Sales Workflows
Automating repetitive tasks speeds up processes and improves accuracy.
Enhance Communication
Keep your team informed with automated alerts and updates.
Improve Customer Engagement
Automated follow-up tasks ensure timely responses to customer inquiries.
Boost Data Reliability
Reduce errors by automating data entry and syncing across platforms.
Save Time and Resources
Automate manual tasks to save time for sales activities.
Increase Revenue Opportunities
Identify and seize opportunities quicker with real-time data updates.
Features
Key Pipedrive Automation Features
Unlock powerful automation features essential for optimizing CRM with Pipedrive.
- 1Automated Lead Updates
Keep your lead data fresh by automatically updating records across platforms.
- 2Deal Stage Notifications
Receive instant alerts on deal stages to act quickly and close deals faster.
- 3Contact Data Sync
Seamlessly integrate contact data with your email marketing tools.
Outcomes
Automation Impact on Sales
Maximize your sales efforts and drive growth by integrating Pipedrive with other tools.
70%
Increased Sales Efficiency
95%
Improved Data Accuracy
60%
Reduced Manual Tasks
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FAQ
Pipedrive Automation FAQs
Answers to common questions about automating Pipedrive with API integrations.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Book a ConsultationCustom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.