Simple but POWERFUL Automation Using Pipedrive to Nurture Deals

Hey Pipedrive enthusiasts! Today, I've got a simple yet incredibly powerful automation technique that will help you nurture deals without lifting a finger. We'll walk through the process step-by-step, showing you how to keep your brand top of mind and ensure no deal slips through the cracks.

Step 1: Completing an Activity

Imagine this: You've just spoken to Bob, and he's told you he's not going to make a purchase for at least six months. You don't want to forget about Bob, but you have tons of other deals to manage. This is where Pipedrive's automation can save the day.

Step 2: Setting the Expected Close Date

First, we set Bob's expected close date to six months from today, January 2025. We've also labeled the deal as '6 months'. While the label isn't necessary for this particular automation, it can help keep things organised if you have multiple automation rules in place.

For now, Bob's deal will stay in the 'Proposal Made' stage. We haven't lost the business; we just know it's going to take a while to move forward.

Step 3: Starting the Automation

Now, let's set up the automation. The trigger for this automation is simple: Pipedrive will recognise that a deal isn't expected to close for six months and will start the automation 18- days prior to the expected close date.

Step 4: Adding Conditions

Next, we add some conditions to ensure only the right deals pass through the automation. Here are the conditions we've set:

• Label is '6 months'
• Deal stage is 'Proposal Made'
• Deal status is 'Open'

These conditions make sure that only deals matching these criteria move on to the next stage of the automation.

Step 5: Sending the Nurture Campaign

Once the conditions are met, Pipedrive will send our '6 month nurture campaign'. This ensures Bob gets the right message at the right time, keeping him engaged with your brand.

Step 6: Extending the Automation

We've added a delay step for four weeks and then checked the conditions again. If Bob's deals still meets the criteria, a second nurture email will be sent. This cycle continues, ensuring Bob received regular, personalised communication without any manual effort from you.

In the meantime, you've done absolutely nothing extra. Pipedrive handles the follow-ups, keeping your cooler deals warmed up and ensuring your brand is top of Bob's mind.

Step 7: Blending Actions

You can blend different actions throughout the automation. For instance, send an email on day 1, follow up with another email a month later, and set activities for your sales team to call the client occasionally. This ensures a human touch is still part of the process without having to commit it to memory.

Why This Automation is a Gamer-Changer

This simple yet powerful automation ensures no deal is forgotten. It keeps your sales pipeline healthy by nurturing cooler deals automatically and consistently. Plus, it projects a professional image to your clients, showing that you're always on top of things.

Getting Started

To create this automation, you'll need at least the Advanced Pipedrive plan (starting at ￡29 + VAT per user, per month) with the Campaigns add-on (from just ￡16 + VAT per company, per month).

With this setup, you'll be able to nurture your deals effortlessly, ensuring that every potential client feels valued and remembered.

And there you have it! A simple, actionable guide to setting up powerful automation in Pipedrive. Ready to keep your deals warm and your brand top of mind? Give this automation a try and see the results for yourself!

Try Pipedrive FREE for 30-days with absolutely no commitment and be guided towards mastery by myself. Or to discuss your specific needs, schedule a free consultation with me today.