Whether you operate an e-commerce business or a B2B company, the importance of automating repetitive, manual activities can't be overstated. However, due to the sheer weight of their work and limited knowledge about Pipedrive workflow automation, your sales team could be spending only less than 30% of the time selling.
About one-third of all sales tasks can be automated, but only one in four companies has automated at least one of its sales processes. That's probably because many salespeople are yet to experience the benefits of the automation applications and technologies we have today.
In this article, we walk you through the basic steps to setting up Pipedrive workflow automation and how to set up the right integrations for your business needs.
What Processes Can Be Automated in Pipedrive?
Sales automation refers to leaving mundane, repetitive tasks to your sales CRM software. This can help reduce overhead costs by automating administrative tasks related to sales activities, save you time and help you focus on what really matters - creating a great customer experience every time.
1. Sales Activities
Sales activities are the strategies and tactics you use to sell your products or services to customers. Being a full-featured sales CRM, Pipedrive allows users to automate almost every aspect of the customer sales journey, including:
- Administrative tasks such as scheduling meetings and appointments with customers/prospects
- Creating new pipelines
- Contact management (finding more information about leads/customers from social channels such as LinkedIn)
- Follow-up with customers via email or phone
- Assigning deals to specific sales team members
Whatever repetitive sales activity you have in mind, there's a good chance that Pipedrive has a built-in feature to automate it. If not, you can find more features in the Pipedrive Marketplace.
2. Marketing Activities
Marketing your business is a vital part of running a successful company. It's important to get potential customers excited about your brand and drive sales and revenue.
With Pipedrive, you can automate several marketing activities such as:
- Email marketing with custom templates
- Proposals
- Lead nurturing
- Follow up with inactive deals
Email marketing is the primary marketing channel, according to 29% of marketers, and can be made even more effective with automation. With Pipedrive workflow automation, you can create custom email templates for a newly acquired deal or whenever a deal moves onto the next stage of your sales pipeline.
3. Human Resources Management
Managing employees also comes off as a challenge for many small businesses without an established corporate structure. Activities such as employee onboarding, finding new candidates, employee performance evaluation, data collection, and storage take up much time to plan and execute.
In response, 47% of companies intend to increase AI-based technologies spending for HR. With Pipedrive workflow automation for human resources, you can:
- Collect employee information such as names, phone numbers, and physical and email addresses to create a full profile
- Handle the payroll more efficiently with the collected data
- Plan for onboarding and training - delivering fast, critical onboarding increases new hire performance by 11.3%
Automating activities in your human resource department minimises the time taken to manually retrieve employee information, allowing the department to run its activities more efficiently.
4. Accounting and Finance Bookkeeping
Even the most well-run, organised, and diligent small businesses have trouble staying on top of all the transactions that need to be recorded. Keeping track of financial activities can seem daunting, especially if you're just starting.
Pipedrive workflow automation for accounting can help streamline your books. You no longer have to spend time tracking down information or manually updating your records. With the prevalence of third-party accounting software, you can easily acquire these integrations:
- PandaDoc
- Xero
- RevCent
- FreshBooks
- QuickBooks Online
Why Automate Your Workflows?
67% of businesses have turned to automated processes across various operations. From automating customer service to manufacturing, many businesses are currently implementing workflows to streamline processes, cut costs, and boost employee efficiency.
The benefits of automating your business processes are clear: you can save time and money by reducing errors and omissions, freeing employees to focus on higher-value activities instead of repetitive tasks.
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Helps salespeople who are always multitasking - Workflows isolate specific actions and feed the right information to the right team member at the right time. With manual tasks automated, your team is free to focus on the big-picture stuff.
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Real-time collaboration - Set up video conferences and create an online forum for your team. Leverage workflow automation tools like Slack and Trello to take your team's communication to the next level.
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Escape from time-starvation - Your sales team spends too much time feeding their computers customer information, scheduling calls, and other administrative activities. Automation eases the load and reduces burnout.
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Satisfied sales staff - Automating workflows frees up more time for your sales team and takes away unnecessary manual tasks so they can spend more time doing what they love.
Before you make any decisions, take some time to consider why it makes sense for your company in particular:
- How many processes require human input?
- Do these processes need to be automated?
- Are there any unnecessary steps?
"Automaly have really understood our needs as a business and delivered quality advice, support, and software training at every step to help support our ambitious growth goals."
- Thomas MacKenzie, CEO, RankedRight
Pipedrive Automation for Manual Workflow Tasks
Manual workflows include typing the same customer names, account numbers, payment details, and more into your system every month. Pipedrive allows you to eliminate repetitive manual tasks such as sending emails whenever a customer moves to the next stage of the sales process.
Here are practical Pipedrive workflow automation examples:
Save LinkedIn Profiles
Extensions such as LinkPort and Bardeen make it easy to import LinkedIn contact names, phone numbers, email addresses, and profiles directly into your Pipedrive account - without manual copy-pasting every detail.
Save an Email as a Pipedrive Activity
Pipedrive allows users to schedule and send emails as actions (activities) to people, leads, deals, and organisations. You can also set up activity reminder emails about your scheduled activities beforehand.
Send Daily Reports to Slack and Email
Pipedrive offers Slack and email integrations to send your daily reports directly from your account. The integration helps you and your sales reps work together more efficiently with real-time notifications about deals won or lost, and new deals added. The Dealbot for Slack enables you to move deals quickly by keeping everyone informed.
Use Shortcuts to Add Notes to Contacts or Deals
Click the notes icon in your Deals detailed view window, type in your notes, format them as needed, and click "save." Locate your newly added note using the search bar at the top of your account window.
Export Pipedrive Deals, Contacts, and Organisations
Exporting data in Pipedrive is possible through the List View or Export Data. The List View builds wholesome deal reports by combining information about deals, organisations, and people. The Export Data option allows you to extract specific information in CSV and Excel formats.
Create Custom Playbooks
Playbooks are a comprehensive, interactive tool that helps your sales team better understand your company. They highlight the challenges your team is bound to face and, more importantly, what to say in every situation. Think of it as having a one-minute salesperson in your pocket at all times.
Using Pipedrive Workflow Automation Tools
The Pipedrive marketplace offers a vast suite of tools to integrate into your account to streamline your sales process. You can use the Zoom meetings integration to host video conferences with your customers in a virtual location.
Other tools cover customer support, data management, phone solutions, web forms and surveys, proposals, and contracts categories.
If you still can't find what you're looking for, integrate Zapier and Make (formerly Integromat) into your Pipedrive account. This gives you access to thousands of your favourite tools under one roof.
Pipedrive API
Pipedrive API is a RESTful API that can integrate Pipedrive with other systems. It uses a JSON format for output and offers Node.js and PHP libraries for developers who want to create their own apps.
Benefits of Pipedrive Automation with the Help of Automaly Professionals
Setting up your own Pipedrive account and finding the best integrations can be challenging if you're new. Automaly is here to help.
Working with Automaly delivers several benefits:
- Higher efficiency - Say goodbye to repetitive administrative tasks. We help our clients automate workflows with Pipedrive to save time, increase efficiency, and streamline sales processes.
- Reduced costs - Why waste money on ineffective or unsuitable integrations? Our certified Pipedrive experts can recommend the best integrations for your business needs.
- Employee engagement - Don't fall in the 55% of companies that don't use automation due to lack of expertise. Our experts will guide and train your team and provide ongoing support.
Get in touch and start automating today!
Conclusion
Automation is a staple for any business that wants to stay ahead of the curve with our range of automation and AI services. As Pipedrive workflow automation continues transforming industries from manufacturing to service providers, there's more to come.
Got any questions about Pipedrive workflow automation and integrations? Get in touch with an automation and AI expert today!
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