Skip to main content

Talk with 75,000+ like-minded Marketing and Sales professionals. ⭐ Not a Pipedrive user? No problem, sign up using Gmail or via LinkedIn.

Automated Email/Campaign Sequecences for Deals

Hey folks.. quick question about what Pipedrive is planning to do regarding automated email sequences for deals. 

I've been impressed with the SMS and email sequences that can be built out in 

Anyone know what's going to be possible with first release? 


Sign up to be an early Automated campaigns Beta user!

Starting July we will be  releasing the first version of marketing automations for our customers. Our team is looking for users willing to be among the first to try the live functionality. We will be releasing the feature gradually, making sure that the sending of emails works as expected.

Early adopters

First users will receive access to the live feature in the first part of July. Dates will be specified a couple of weeks later. At this stage, functionality will be only in English, as translations will not yet be in place. 

As part of the process, we will invite early adopters to 30-45 min interviews after trying out the functionality, about their experience, any comments or propositions. 

Who are we looking for?

  • Experienced users, who have sent out several email campaigns through Campaigns
  • Customers on Advanced or Professional plans
  • Preferably, users with at least 5000 subscribed contacts

If you are interested in getting access to this feature first, apply in this google form by the June 30th.

What can you achieve with a great email marketing campaign?

Here are a few things you can achieve with good email marketing:

  • Generate new leads
  • Increase website traffic
  • Increase your social media following
  • Collect target audience data
  • Build a community around your brand
  • Boost sales of an existing product, service or range
  • Raise awareness of a new product, service, range or event

A clear objective will help you come up with stronger email campaign ideas, but it’ll also enable you to measure performance and optimize your follow-up content.

Say your goal is to increase website traffic. Simply track the number of website visitors who click through from each email.

If instead, you aim to increase new product sales using an email-exclusive discount code, you can look at how often customers use that code to determine whether or not it provides enough value.

Click here for a more in-depth look at how to create and manage an email marketing campaign that differentiates your business.

Workflow sending emails: Set Date

Feature Request:  In workflow automation, we can select to send an email on a condition match.  Is there a way to place a DATE field of WHEN the email(s) will be sent?  I would like to have the event trigger a series of emails but each one on different dates that the emails go out.  Adding this field seems like a simple thing.  PLEASE!!!!