Email Marketing and Automation Integration

CRM Administrator - Julie Lee
CRM Administrator - Julie Lee Member Posts: 2 VERIFIED MEMBER
edited April 24 in Workflow Automation #1

Hello Pipedrive Community. 

I'm looking for an integration for an email to be sent when a deal is marked as won. Are there any third-party platforms this could work with? 

Or is there any word, on when HTML templates would be enabled or available on Pipedrive directly? 

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    edited October 2021 #2

    You can set this up using Outfunnel.

  • Andrus Purde
    Andrus Purde Member Posts: 128 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 5 Likes Name Dropper
    edited September 2021 #3

    There are lots of options listed in the PD Marketplace. It's worth noting that many of these are designed for sending cold emails (eg. lemlist, klenty, mailshake). If you'd like to send a richly designed HTML you may want to use marketing email tools like Mailchimp or ActiveCampaign. The native integrations are not usable for the use case of sending an email upon winning a deal but Outfunnel offers a 2-way deep integration with Pipedrive eg. see our Pipedrive-Mailchimp integration.  

    Like @Amit Sarda mentioned already, Outfunnel also offers our own simple email tool that can be used for sending emails for any segment that match a Pipedrive filter (eg. contacts whose deal was won) but dedicated email tools like Mailchimp and ActiveCampaign would have better HTML templates and power features.

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 828 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited September 2021 #4

    +1 for outfunnel! 

  • Michaela Staffova_54977
    Michaela Staffova_54977 Member Posts: 1 VERIFIED MEMBER
    edited September 2021 #5

    Hi guys, Michaela from Integromat here. Hope everyone's having a great Thursday!

    I just wanted to step in and say you could totally automate a process like this with Integromat. it's a no-code platform that lets you connect Pipedrive to pretty much any other app and automate all kinds of tasks and processes. 

    If you'd like to learn more about what the options are, you can check out the Pipedrive and Email integration pages. They feature the currently available triggers, actions, and pre-made templates for both services and therefore give you an idea of all the cool stuff that can be done.

    If you have any questions, feel free to ask, I'll be happy to assist :)

     

     

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