Pipedrive: Automated Sales Pipeline & Follow-up Management

Overview

Automatically manage your sales pipeline with intelligent follow-ups and deal progression tracking.

Steps

1. Trigger: HubSpot – New Lead Created
2. Create Deal: Pipedrive – New Deal with lead details
3. Set Pipeline Stage: Pipedrive – Move to First Stage automatically
4. Schedule Follow-up: Pipedrive – Create Activity for next touchpoint
5. Update Stage: Pipedrive – Progress Deal based on activity completion
6. Lost Deal Handling: Pipedrive – Move to Lost and trigger re-engagement

Tip

Use Pipedrive's activity scheduling to ensure no follow-ups are missed and deals progress through your pipeline efficiently.