According to Moosend, 63% of companies using marketing automation outperformed competitors, and more CMOs are increasing their marketing technology budget to benefit from this trend. Businesses using Pipedrive CRM can find several integrations to help them achieve their desired ROI.
Using marketing automation technology to manage marketing processes and multifunctional campaigns across multiple channels is now standard practice. This article will help you understand more about Pipedrive for marketing, explore use cases, and discover key integrations that can drive up your marketing productivity.
Can Pipedrive be used for marketing?
Pipedrive is a top sales management tool designed to help teams manage intricate or lengthy sales processes. While it's primarily popular for allowing salespeople to focus on actions that close deals, it also greatly impacts marketing. Pipedrive gives marketers more control over the marketing workflow and makes collaboration with the sales team easier thanks to more direct information sharing.
Functionality that can be used for marketing
Let's explore Pipedrive functions that marketers can leverage for better conversion rates and optimised marketing funnels.
Email integration
According to the Content Marketing Institute, 87 percent of marketers use email marketing to disseminate their content. Email marketing with Pipedrive is easier to manage thanks to email automation, template creation, and storage. You can automatically send personalised emails to your prospects and leverage auto-reply functions for quick responses to customer inquiries.
Deal labels
Keeping track of every interaction with leads can get overwhelming. With Pipedrive, you can get an overview of your activities for goal tracking and easily label each deal so you know where in the marketing funnel the prospect is. You will also be automatically notified when a deal stays stagnant for too long so you can follow up with the prospect.
Lead interactions tracking
One of the most attractive features of Pipedrive is the user-friendly interface that allows you to create a custom workflow for your team. You can swiftly drag lead profiles from one part of the workflow to another, making it easy to track where in your sales funnel a prospect is.
After completing one stage, the lead's profile will automatically be moved to the next stage, or you can manually drag it. This functionality helps ensure no lead is overlooked or ignored.
Task automation
Pipedrive marketing allows you to automate repetitive tasks that take up your marketing team's time, such as contact management, lead scoring, and even generating a deal when a new contact arises. You can create activities that Pipedrive will automatically initiate each time a deal is moved along your pipeline.
Customised workflow
Pipedrive's visual pipeline prompts you to take action whenever there is movement along the marketing funnel. The workflow can be customised to share information on qualified leads with salespeople rather than a complex handover process.
What kind of marketing campaigns can be launched from Pipedrive?
Here are some excellent use cases for marketing automation with Pipedrive:
Lead nurture automation
About 63% of leads inquiring about a company will not make a purchase, hence the need for lead nurturing. Marketing automation in lead nurturing brings a 451% increase in qualified leads. With Pipedrive marketing, you can automate follow-up communication, marketing content distribution, email outreach, and leverage chatbots for customer inquiries.
Gathering information and feedback
Pipedrive marketing automation enables you to use smart forms to collect lead information from your website and upload it directly to your CRM. You can also use surveys to gather feedback all in one place.
Lead generation
Around 61% of marketers rank lead generation as their number one challenge. Consider Pipedrive integrations for lead generation tasks like lead research, targeted marketing campaigns, contact uploading, email and social media outreach, and lead scoring.
"76% of companies that implement marketing automation generate a return on their investment within the first year. Not only that, but 44% of them see a return within just six months." - Marketo Report 2021
Benefits of marketing automation with Pipedrive
Time-savings
Most mundane and repetitive tasks take up most of a marketer's time. Pipedrive can help you automate these tasks, leaving more time for lead conversions.
Easy integration into the sales process
Using Pipedrive for both marketing and sales activities makes collaboration easier. Pipedrive marketing automation makes for easy integration of the marketing funnel into the sales process.
Customised approach
Rather than change your way of doing things to fit the system, Pipedrive allows you to design the workflow according to your needs. If your business relies on multiple marketing channels, you can still monitor all activity on one dashboard.
Increased marketing productivity
Automation allows you to scale your marketing efforts - reaching out to more leads in a day, replying faster to hundreds of email inquiries, and filtering through prospects to remove dead ends through automated lead qualification.
Data-driven decision making
With marketing automation comes a greater ability to track your goals and campaign success. Gathering marketing intelligence is easier and faster, allowing you to optimise campaigns and forecast outcomes more accurately.
7 Pipedrive integrations for marketing automation
Here are some of the top-ranked apps from Pipedrive Marketplace for marketing automation:
- Outfunnel - An integration platform connecting Pipedrive with marketing tools like MailChimp, ActiveCampaign, HubSpot, and web forms, making contact gathering and emailing simpler.
- ActiveDEMAND - A marketing automation and call-tracking platform that integrates with Pipedrive to simplify tracking lead outreach efforts.
- Cliently - Integrates with Pipedrive to provide advanced email and marketing automation capabilities.
- Leady - Works with Pipedrive to track interactions with B2B leads at every touchpoint, allowing easier lead qualifying and scoring.
- SmartSender.io - Helps gather insight from your customer journey and optimise experiences for email marketing.
- Zapier - Enables seamless integration between Pipedrive and other apps through automatic information uploads and syncing lead databases.
- Intelli Messaging SMS - Allows Pipedrive SMS integration, enabling automated text messages inside the Pipedrive platform.
3 best app combinations for complex automated marketing campaigns
Automating an email campaign
Running an email campaign to boost revenue? Leverage Pipedrive integrations like Zapier to connect your contact management software, Outfunnel to automate emailing, and SmartSender.io to track your campaign outcomes.
Automating an SMS campaign
Success lies in targeting the right prospects. Use Leady to measure lead quality, Zapier to connect a contact management system and filter out unverified numbers, and Intelli Messaging SMS to automate business text messaging.
Automating a LinkedIn outreach campaign
Harness the power of LinkedIn with Outreachly to determine the right prospects, Zapier to enable contact database syncing with the CRM, and Leady to score leads.
How Automaly can help
Automaly is an Automation & AI consultancy that helps you precisely meet your CRM, sales, and marketing goals. As Premier Pipedrive Partners, we help businesses select and set up Pipedrive integrations that meet their marketing needs most efficiently.
Our team of automation experts can help you with:
- Sales & Marketing Automation consulting
- Business Automation consulting
- Pipedrive CRM sales automation
- Pipedrive CRM marketing automation
- Pipedrive workflow automation setup
- Pipedrive integrations consulting & setup
Conclusion
Pipedrive marketing automation can make a real difference in your campaigns. All you need is the right tools and knowledge to make effective integrations. Then you can set up effective automated marketing campaigns to win over prospects while saving time and resources.
If you haven't started the journey to marketing automation with Pipedrive, consider this a sign to join this growing trend today. You can read more about Automaly's AI & Automation services here.
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