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Workflow automation
Workflow automation

Discuss workflow automation  and its benefits

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Planned: more features in Leads Inbox 📥

As we continue to fine-tune and expand Leads Inbox's capacities (see this post), there are still things up our sleeve that we want to bring you over the course of the following months, such as...

  • Custom fields
  • Selectable columns
  • Bulk actions
  • Exporting Leads
  • Email integration
  • Calling integration
  • Leads in the mobile app
  • Leads Insights
  • Leads included in Workflow Automation

As you can probably tell, we've been hearing your feedback and taking notes. 😉

Learn more about Leads Inbox from our Knowledge Base and our Academy.

Pro tip: Join our Research and Beta Testing channel for the chance... (More)

How may I set the automation workflow to send an email to third party involved in the deal? (I only see contact, creator, owner in the TO section)

How may I set the automation workflow to send an email to a third party involved in the deal? (I only see contact, creator, owner in the TO section)

for example, once the deal is moved to a new stage, an automatic email (template) sent to the client's agent, lawyer or advisor.

Chris Clegg
President | Research Director

Stopping Automated Sequence When a Prospect Responds

We're taking a serious look at Mailigen to automate our lead nurturing and prospecting work. One thing I'm hung up on is ending a auto-sequence if someone responds.

For example, let's say I have three email automation planned for lost customers (i.e., those whom we havne't worked with in 2 years or more). I want one of the CTAs to be "reply if you have any questions or would like to connect." Is it possible for me to automatically end the future emails in that sequence if someone replies?

Klenty is an email tool that provides this feature. Not sure... (More)

Aula 006 - Como vendedores devem utilizar o Pipedrive

Já pensou que para vender mais vendedores devem ter uma rotina correta ao utilizar o CRM?

É isso que vou ensinar nessa aula, como um bom vendedor conduz o seu Pipeline de vendas, é tudo que aprendi em mais de 70 projetos implantados e ter treinado mais de 1.000 vendedores, é realmente o que você precisa fazer e o que não se deve fazer para ter sucesso em vendas.

Vendedor, não perca essa aula para aprender o que vai fazer você a bater a meta. Gestor / Gerente / Diretor não perca essa aula para saber como seus vendedores devem... (More)