Email nurture in Pipedrive [VIDEO]

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

Need help setting up Pipedrive and optimising it for your business? Join my Master Pipedrive program!