Pipedrive ‘Automations’ Seeks To Streamline & Simplify Sales Workflows

Published: October 30, 2023

Founded in 2010, Pipedrive is a sales CRM that helps drive small business growth. Pipedrive is used by revenue teams at more than 100,000 companies worldwide, is headquartered in New York with locations across Europe and the U.S.

The Lowdown

Automations is designed to streamline and simplify sales workflows. The feature seeks to empower users to easily design, customize and implement automated tasks, ranging from lead management to sales procedures. Recently, Pipedrive introduced two new features to the solution.

Back-Of-The-Box Details

The two new Automations features include:

  • Easy automation sharing, which allows salespeople to seamlessly create and share automations with any user on their account; and
  • Effortless automation ownership transfer, which allows admin users to easily transfer automations from one user to another with just a few clicks.

Who It’s For

The target users are salespeople. Pipedrive helps salespeople set up automations that adapt sequences based on specific email conditions, such as recipient clicks or replies to messages. The list view simplifies the process of finding workflows by allowing salespeople to filter, search, sort and categorize them with custom labels.

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What It Solves

Pipedrive’s Automations is a robust feature designed to streamline and simplify sales workflows. The updates to Automations save time by minimizing manual labor, automating recurring tasks, maintaining consistent follow-ups and facilitating smooth communication within a company’s sales operations.

What Makes It Special

Automation plays a pivotal role in sales by offering a boost in efficiency, consistency and productivity. Sales professionals, armed with intuitive and intelligent automation tools, become catalysts for transformative change within their organizations, elevating productivity, nurturing creativity and accelerating business expansion.



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