Pipedrive's automation and emailing features have come a long way since I first started using the CRM back in 2015. Creating a simple nurture sequence is easy and is great for getting your leads to book a discovery call, following up on quotes or nurturing leads over the long run until they're ready to make a purchase decision.
In this video, I show you how to create a simple email nurture sequence using the native automation features in Pipedrive.
0:00 - Intro
0:30 - Pipedrive Automation
1:27 - Creating a new automation
2:13 - Adding your trigger
2:30 - Filtering the automation with conditions
3:00 - Adding delays and email actions
11:49 - How the automation works
13:24 - Make sure you test your automation
14:11 - Outro
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