Here’s a Zapier template to get you started Not only can you set the frequency at which to send further emails, you can also use Zapier filters to only send follow-up emails for contacts who haven't replied to you, to only send emails on workdays, and more. Integrating Pipedrive with Gmail using Zapier neatly takes care of these problems, and allows you to set up your own automated email follow-up campaigns, without spending money on a new cold email outreach tool. While Pipedrive can send emails on your behalf, it can't send replies. wait 3 days before taking the next action). Pipedrive has a great built-in automation builder, but it doesn't allow you to set up "delays" (i.e. Something you might have already run into with Pipedrive is that you can't set up automated email follow-ups. For example, add them to different pipelines or stages depending on their answers to the lead form. Tip 3: use Zapier’s built-in tools: Filters, Paths and Formatter (Lookup Tables) to apply rules to process leads. filter for qualified leads based on their answers to questions like “Annual Revenue” or “Team Size”. Then set up filters in Pipedrive to easily categorize and qualify new leads - e.g. Tip 2: create Pipedrive custom fields for each of the questions on your form, and fill them with Zapier. multiple webforms, platforms like social media, or ads), you’ll get a picture of where your best leads originated from. By implementing this across your different lead sources (e.g. Tip 1: create a "Lead Source" custom field in Pipedrive, then use Zapier to fill it with the name of the webform. Here are Zapier templates to get you started with Typeform, Gravity Forms, WPForms, Google Forms and Jotform. It can also map that deal to a specific stage and pipeline, assign an owner, and fill in Pipedrive fields like name and phone number. Whenever a form is filled out, Zapier can create a new deal in Pipedrive, along with a new person and/or organization to associate with that deal. If your lead form doesn't already have a built-in integration with Pipedrive (by the way, you can check built-in integrations here), you can use Zapier to connect the two (by the way, Zapier is a tool that lets you build your own automations and integrations between your online platforms). One of the easiest time-savers is to have those leads go directly into Pipedrive. You probably have at least one way of collecting leads on your website, for example a contact form or lead magnet. Looking to get more out of Pipedrive using Zapier? Here are some of the automations and integrations I set up most often for my Pipedrive clients: Lead Forms Capture, track and follow up with leads more efficiently
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