Pipedrive Automation

Workflow automation that sells while your team sells.

Lead routing, follow-up sequences, stage-change actions and CRM hygiene — automated cleanly inside Pipedrive (with Zapier and Make where it makes sense).

Pipedrive Advisory Council member
Global Pipedrive Partner
200+ Pipedrive projects delivered
CRM, automation, AI and reporting expertise
The right thing to automate

Not "everything." The right things.

The temptation when you discover Pipedrive automation is to automate everything. Do not. Automate the work that is repetitive, low-judgement, and well-defined — and leave the parts of selling that involve judgement to humans. The best Pipedrive automations make your reps faster at the things only they can do. They do not try to replace selling.

In practice that means automating the admin around a sale — capture, routing, follow-up creation, hygiene, escalation, handover — not the conversations. A rep who is spending two hours a day on admin and six hours selling can become a rep spending thirty minutes on admin and seven-and-a-half hours selling. That is what good automation buys you.

Automation patterns we build

The workflows that pay off fastest.

Lead capture & routing

Forms, ads and lead-source integrations create a deal automatically against the right owner, with source attribution preserved and a first-touch activity scheduled — no rep ever has to type a new lead in manually.

Next-activity automation

Every stage change creates the right follow-up activity for the rep, with a sensible default due date. Reps stop forgetting to schedule the next step. Managers stop chasing reps to log the next step.

Follow-up sequences

Conditional email sequences triggered from deal stage or activity outcomes — running inside Pipedrive natively or in an integrated marketing-automation tool, depending on what the sequence needs to do.

Stale-deal alerts

Rotting rules per stage, with manager notifications when a deal has gone too long without movement. Surfaces the deals worth saving and the deals worth losing fast.

Lost-deal handling

Automated re-engagement on lost deals after a defined cool-off, structured lost-reason capture for reporting, and clean archival so dead deals do not pollute live reporting.

CRM hygiene

Required-field enforcement, automatic deduplication, stale-record archival, ownership reassignment on departures — the boring work that keeps Pipedrive trustworthy as the team grows.

How an automation engagement works

Audit, prioritise, build, document.

We start with an audit — your sales process, your current Pipedrive setup, your team's biggest time sinks. Out of that we produce a prioritised automation backlog with the expected payoff per workflow. You decide what to build first; we build it in a sandbox, test it against real data, ship it, and document it.

Smaller pieces of automation work can run as standalone projects. Larger transformations usually pair automation with a fresh Pipedrive implementation or a senior Pipedrive Consultant engagement. For tools that live outside Pipedrive itself, see Pipedrive integration.

A sample of our work

A sample of our work.

FAQ

Pipedrive automation — common questions.

What can be automated in Pipedrive?

Lead capture and routing, deal creation from forms, next-activity creation, stage-change actions, follow-up email sequences, stale-deal alerts, lost-deal handling, ownership reassignment, data hygiene, manager notifications, integration with downstream tools — most of the recurring clicks your team does today can be automated. We focus on the automations with the highest payoff per hour of build time.

Should automation be built in Pipedrive natively or in Zapier?

Native Pipedrive automation is cheaper and easier to maintain — use it for anything that lives entirely inside Pipedrive. Zapier and Make are the right answer when the automation touches an external tool. We will recommend the right venue per workflow rather than pushing everything through one tool.

How do you make sure automations do not run amok?

Every automation we build is tested in a sandbox, has explicit guardrails (rate limits, exit conditions, idempotency where it matters), and is documented so your admins can adjust it without re-engaging us. We avoid the most common failure mode: automations that fire on every record change because no-one set the right trigger condition.

How quickly does automation pay for itself?

For most teams the payback is measured in weeks, not months. Saving each rep one hour a day across a five-person sales team is twenty-five hours a week of recovered selling time. Automations rarely cost what that time is worth.

Testimonials

What clients say.

★★★★★

Dan has been an amazing asset to our team. There are so many instances where we reached out to Pipedrive Support only to be told what we were requesting wasn't available. I had begun to believe we made a big mistake in licensing the Pipedrive platform until I met Dan. His deep knowledge of Pipedrive has allowed us to have the platform perform the way we imagined, but we would have NEVER gotten there without Dan. Dan's expertise extends far beyond Pipedrive and includes his ability to connect other solutions — like MailChimp, Outfunnel, and Zapier — to deliver the solution we are very excited to be using. I highly recommend Dan to anyone trying to navigate Pipedrive!

★★★★★

Daniel has done a fantastic job. He was very patient and really took the time to understand our needs, which kept changing (sorry Dan!)! We used Dan to integrate MailChimp with Pipedrive, automate our website and Facebook enquiries to go straight into Pipedrive, and also create a few automations within Pipedrive. His knowledge is superb — he could do everything we needed him to do and if we threw something new into the mix he quickly worked out how to do it. My experience with Dan has been excellent. Dan is also a really nice guy and very easy to work with. I would definitely recommend him, we will be using him again.

★★★★★

Dan helped us with a really complex Pipedrive setup, including integrating multiple platforms and automations. The process he implemented has streamlined our business and is saving myself and the team hours every week. I highly recommend Dan and can't wait to work with him again. 5 Stars!

★★★★★

Dan is a consummate professional and was an absolute pleasure to work with. His skillset enabled us to create a truly useful CRM system and maximise its features. We look forward to working with Dan again. Highly recommend.

★★★★★

Dan went above and beyond to understand and optimise our needs, and was very flexible with us throughout the project. Very positive experience.

★★★★★

Dan was awesome — would definitely hire him again!

★★★★★

Daniel was outstanding to work with. His expertise with Pipedrive and Zapier is immense, and he was a huge help with everything we needed done. Excited to get to use our new automations and become more efficient. We'll no doubt use him again in the future. Highly recommend!

★★★★★

He knows his stuff, that's for sure! I highly recommend Dan.

★★★★★

Dan is a knowledgeable resource and greatly helped our Pipedrive implementation. His professionalism and experience made this easy. We'll come back to Dan with any future CRM needs.

★★★★★

Daniel was superb. He took the time to properly understand what we were looking to achieve and delivered a straightforward set of automations which has saved us a huge amount of time.

★★★★★

Amazing to work with. Will use again.

★★★★★

Dan is very knowledgeable and great to work with. He brings not only a robust understanding of Pipedrive as a tool, but also experience with how to integrate it into a successful sales process. He is responsive and prepared. Highly recommend!

★★★★★

The best work I have seen in a while. I will go to him for other projects as well!

★★★★★

Excellent support and knowledge from Dan. Thank you for all your great input. Best of luck.

★★★★★

Daniel has extensive knowledge and experience with Pipedrive and proposed very accurate and valuable solutions to our issues. His contribution was instrumental with the implementation and in getting started with the software.

★★★★★

Really pleased with the outcome — the job was very complex and after multiple attempts with other freelancers and no joy, Daniel managed to get the job done within 1–2 days. I can definitely recommend using Daniel and will definitely be keeping in touch when more work is needed.

★★★★★

Dan went above and beyond cleaning up our Pipedrive account and creating a ton of automations. Highly recommended!!!

★★★★★

Dan did a super job for us! We knew we needed an automated solution for handling incoming leads and we had picked Pipedrive as our platform, but that's about all we knew. Dan helped us think through our current manual lead management system and then took over from there. The milestones were all hit on time and on budget. And when unanticipated surprises came up we were able to work through them with good communication. We will definitely go back to him with any similar project. I whole-heartedly recommend Dan for this type of work!

★★★★★

Dan was extremely knowledgable and set up the CRM without any problems. He was quick to respond to any queries and went out of his way to make sure the project was completed successfully. Thank you, Dan, for your hard work on this project. We will definitely be hiring Dan again for future projects.

★★★★★

Daniel is AMAZING!!! Not only did he simplify all the issues I was facing with my CRM, but he set it up in a way where I now save 3–4 hours a day dealing with clients. Look no further, hire Dan to set up your CRM. HIGHLY recommended.

★★★★★

Dan has been an amazing asset to our team. There are so many instances where we reached out to Pipedrive Support only to be told what we were requesting wasn't available. I had begun to believe we made a big mistake in licensing the Pipedrive platform until I met Dan. His deep knowledge of Pipedrive has allowed us to have the platform perform the way we imagined, but we would have NEVER gotten there without Dan. Dan's expertise extends far beyond Pipedrive and includes his ability to connect other solutions — like MailChimp, Outfunnel, and Zapier — to deliver the solution we are very excited to be using. I highly recommend Dan to anyone trying to navigate Pipedrive!

★★★★★

Daniel has done a fantastic job. He was very patient and really took the time to understand our needs, which kept changing (sorry Dan!)! We used Dan to integrate MailChimp with Pipedrive, automate our website and Facebook enquiries to go straight into Pipedrive, and also create a few automations within Pipedrive. His knowledge is superb — he could do everything we needed him to do and if we threw something new into the mix he quickly worked out how to do it. My experience with Dan has been excellent. Dan is also a really nice guy and very easy to work with. I would definitely recommend him, we will be using him again.

★★★★★

Dan helped us with a really complex Pipedrive setup, including integrating multiple platforms and automations. The process he implemented has streamlined our business and is saving myself and the team hours every week. I highly recommend Dan and can't wait to work with him again. 5 Stars!

★★★★★

Dan is a consummate professional and was an absolute pleasure to work with. His skillset enabled us to create a truly useful CRM system and maximise its features. We look forward to working with Dan again. Highly recommend.

★★★★★

Dan went above and beyond to understand and optimise our needs, and was very flexible with us throughout the project. Very positive experience.

★★★★★

Dan was awesome — would definitely hire him again!

★★★★★

Daniel was outstanding to work with. His expertise with Pipedrive and Zapier is immense, and he was a huge help with everything we needed done. Excited to get to use our new automations and become more efficient. We'll no doubt use him again in the future. Highly recommend!

★★★★★

He knows his stuff, that's for sure! I highly recommend Dan.

★★★★★

Dan is a knowledgeable resource and greatly helped our Pipedrive implementation. His professionalism and experience made this easy. We'll come back to Dan with any future CRM needs.

★★★★★

Daniel was superb. He took the time to properly understand what we were looking to achieve and delivered a straightforward set of automations which has saved us a huge amount of time.

★★★★★

Amazing to work with. Will use again.

★★★★★

Dan is very knowledgeable and great to work with. He brings not only a robust understanding of Pipedrive as a tool, but also experience with how to integrate it into a successful sales process. He is responsive and prepared. Highly recommend!

★★★★★

The best work I have seen in a while. I will go to him for other projects as well!

★★★★★

Excellent support and knowledge from Dan. Thank you for all your great input. Best of luck.

★★★★★

Daniel has extensive knowledge and experience with Pipedrive and proposed very accurate and valuable solutions to our issues. His contribution was instrumental with the implementation and in getting started with the software.

★★★★★

Really pleased with the outcome — the job was very complex and after multiple attempts with other freelancers and no joy, Daniel managed to get the job done within 1–2 days. I can definitely recommend using Daniel and will definitely be keeping in touch when more work is needed.

★★★★★

Dan went above and beyond cleaning up our Pipedrive account and creating a ton of automations. Highly recommended!!!

★★★★★

Dan did a super job for us! We knew we needed an automated solution for handling incoming leads and we had picked Pipedrive as our platform, but that's about all we knew. Dan helped us think through our current manual lead management system and then took over from there. The milestones were all hit on time and on budget. And when unanticipated surprises came up we were able to work through them with good communication. We will definitely go back to him with any similar project. I whole-heartedly recommend Dan for this type of work!

★★★★★

Dan was extremely knowledgable and set up the CRM without any problems. He was quick to respond to any queries and went out of his way to make sure the project was completed successfully. Thank you, Dan, for your hard work on this project. We will definitely be hiring Dan again for future projects.

★★★★★

Daniel is AMAZING!!! Not only did he simplify all the issues I was facing with my CRM, but he set it up in a way where I now save 3–4 hours a day dealing with clients. Look no further, hire Dan to set up your CRM. HIGHLY recommended.

Specialised Pipedrive services

Other ways we can help with Pipedrive.

Ready when you are

Give your reps their afternoons back.

Tell us where your team is losing time in Pipedrive. We will come back with the three automations that would buy back the most hours.