
AutomationsPipedrive
Pipedrive’s Automations feature is designed to prevent deals from falling through the cracks. You can automate just about any repetitive sales task, like creating a deal whenever a new contact is added, transferring ownership to another rep when a deal reaches a new stage and much more.
Vendor
Pipedrive
Company Website
Product details
CRM automation
Some parts of your work, like finalizing an offer or closing a deal, feel rewarding. Others, like manual data entry or reviewing email lists to filter demographics, are often repetitive and time-consuming. The way forward? CRM automation tools. Pipedrive’s Automations feature helps you eliminate unnecessary manual work and boost productivity. Set up flows and triggered events so that tasks happen without you having to lift a finger.
Features
- **Automate sales tasks: **Boost your sales reps’ productivity by automating repetitive sales activities
- **Send emails automatically: **Trigger automated and personalized emails to prospects and customers
- **Schedule automation steps: **Schedule an activity after a deal has been moved to a specific stage in your pipeline
- **Create sales workflows: **Create smart yet simple automated workflows