One of the most common reasons people approach me is they need help automating their sales process but they don't know what's possible with Pipedrive or where to start. In this video, I'll be sharing some examples of the kinds of things you can automate with Pipedrive. While I don't go into specifics in this video, it'll give you some ideas of the kinds of things that are possible.
Here are some of the most common things you can automate:
- Importing leads from a form or website.
- Sending welcome emails to new leads.
- Update custom fields and labels.
- Adding leads to an email drip campaign.
- Auto-create activities to help with lead follow up.
- Create contracts, proposals and quotes.
- Transferring ‘Won' sales to a project management tool.
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