Auto respond to new web leads with Pipedrive
Need help with Pipedrive? Book a 30-minute introductory call to learn more about our consulting service » https://minorco.com/pipedrive Leads go cold in minutes. If you’re still manually replying to new inquiries in Pipedrive, you’re already losing deals to faster competitors. In this video, I show you how to automate your first email in Pipedrive so you can instantly follow up with prospects and stay top of mind. You’ll learn how to: Create a Pipedrive web form to capture inquiries. Use automation (Growth plan or higher required) to instantly send a personalised email. Build and manage email templates (spa, sauna, cold plunge) that adjust based on the inquiry. Add an activity reminder so your sales team follows up with a call the same day. Test the automation to ensure emails and activities fire correctly. Use deal title prefixes and if/else logic to run powerful, targeted workflows. If you don’t have time to build forms or automations yourself, book a call with us. We’ve helped clients save thousands of hours and close more deals with Pipedrive consulting. 👉 Leave a comment: How long would you personally wait for a response before moving on to another company? 👍 Like & Subscribe if this video helps you level up your Pipedrive skills! Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Asana to the next level » https://minorco.com/pipedrive 0:00 - Introduction 0:49 - Web Forms In Pipedrive 2:03 - Pipedrive Subscription Requirements 2:29 - Creating An Email Template 3:25 - Bonus Tip ! 4:01 - Creating Automations In Pipedrive 8:31 - Review & Final Checks 9:10 - How It Looks In Pipedrive 9:55 - Outro Sign up to Pipedrive using my partner link and get an extended trial: https://minorco.com/affiliate/pipedrive Request a quote! Purchase your Pipedrive licenses through MinorCo and receive the best price on your subscription + complimentary support: https://minorco.com/pipedrive-request... Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Pipedrive to the next level » https://minorco.com/pipedrive Sign up to my newsletter to get regular tips and videos on how to use Pipedrive better » https://minorco.com/newsletter

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