Nurture and Drip Campaigns
Hello,
I am wondering if anyone has successfully been able to develop solid drip campaigns for leads or prospects within Pipedrive without the use of an integration or other platform?
Or if you have needed to use an integration what did you use and how?
Would anyone be willing to share an example of what they have set up?
It seems that sequences or campaigns have several limitations, one being the amount of time you can delay steps and the other having to get team members to opt-in to the automation so that emails are sent via the contact owner and not a generic email.
We have several segments in our database that we want to tailor various email, phone, and task drip campaigns towards nurturing our leads and prospects that have consented to receive marketing from us. I am absolutely stumped at how to do this and quite frankly this is one of the primary reasons, I believe, to have a CRM in the first place.
I use a different CRM for real estate called KvCore and they have a whole drip campaign library full of content that can be customized for your clients, and an easy platform to build drip campaigns for clients or leads that the admin is able to assign to all agents on their team without the agents needing to opt-in. These campaigns allow tasks to be assigned to the agent, emails to come from the assigned agent, and texts to come from the assigned agent as well.
I am wondering if this is possible at all with Pipedrive? It's been quite frustrating coming from such a high level CRM with tons of content created or auto-generated for my real estate business to trying to figure out how to execute this with PD for my company's consulting business.