Hello! Thanks for asking. Indeed there are no native functions for this, however we've had great success with customers who integrate their third-party solution of choice to Pipedrive. You can find a list of these third parties here: www.pipedrive.com/en/marketplace/collections/communicate-with-leads AirCall and JustCall are probably the most popular but there are quite a few options.
Is there automated email/sms sequences in the different stages? For example once I move a lead to the 4th stage can I set up an automated email with let’s say X discount that gets triggered having the software email/sms the lead with a coupon?
Yes this is possible! Our Automation feature can automatically send an email template once a deal is moved to a specific stage in the Deals pipeline. You can also use merge-tags so that key personal data such as your "x discount" are included in the body of the template.
This looks awesome. Is it possible to have multiple "clients" on each opportunity i.e. sending the same or slightly different proposal to various companies under the same Deal/Project.
Just to clarify, I see in the comments here 2 months ago communication automation for marketing directly in the app was NOT available but now it seems it is (based on the response 2 weeks ago). Am I following correctly here? You can now setup email and text conversation workflows in Pipedrive?
Hello there! Apologies for the late reply here. The comment 2 months ago is asking about SMS text messages and voice calls - which indeed still require third-party integrations. However we do have email sync, and automated emails that can be sent directly from Pipedrive. So when it comes to email, we've got you covered with our native features. SMS text and voice calls however, you'll need third parties. Hope that makes sense, but you can also review our Knowledge Base articles here: support.pipedrive.com/en/article/email-sync The video you see embedded there will also be on RUclips very soon.
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I just want to thank you for sharing this content, it helped me decide on what CRM platform to use.
Great success! :) Let us know if there are more specific processes you'd like to see demos for on our channel - and happy closing!
Tx for the overview. I don't see texting allowed from the app, or automated voice calls. Is that something that can be done?
Hello! Thanks for asking. Indeed there are no native functions for this, however we've had great success with customers who integrate their third-party solution of choice to Pipedrive.
You can find a list of these third parties here: www.pipedrive.com/en/marketplace/collections/communicate-with-leads
AirCall and JustCall are probably the most popular but there are quite a few options.
Is there automated email/sms sequences in the different stages? For example once I move a lead to the 4th stage can I set up an automated email with let’s say X discount that gets triggered having the software email/sms the lead with a coupon?
Yes this is possible! Our Automation feature can automatically send an email template once a deal is moved to a specific stage in the Deals pipeline. You can also use merge-tags so that key personal data such as your "x discount" are included in the body of the template.
Is there automated sms sequences in the different stages?
This looks awesome. Is it possible to have multiple "clients" on each opportunity i.e. sending the same or slightly different proposal to various companies under the same Deal/Project.
Just to clarify, I see in the comments here 2 months ago communication automation for marketing directly in the app was NOT available but now it seems it is (based on the response 2 weeks ago). Am I following correctly here? You can now setup email and text conversation workflows in Pipedrive?
Hello there! Apologies for the late reply here.
The comment 2 months ago is asking about SMS text messages and voice calls - which indeed still require third-party integrations.
However we do have email sync, and automated emails that can be sent directly from Pipedrive. So when it comes to email, we've got you covered with our native features. SMS text and voice calls however, you'll need third parties.
Hope that makes sense, but you can also review our Knowledge Base articles here: support.pipedrive.com/en/article/email-sync
The video you see embedded there will also be on RUclips very soon.