Pipedrive: Automating Follow-up Emails with Templates

All demos from “Pipedrive Automation: Getting Started Tutorial (2026)”

1. 0:441:44Pipedrive Automation Triggers: Event vs Date BasedA walkthrough of how to navigate to the automation builder and the difference between event-based triggers (deal updates) and date-based triggers (renewal or custom dates).Pipedrive· Build a cold-email sequence
2. 3:011:44Setting Automation Conditions in PipedriveDemonstrates how to set specific conditions for an automation, such as only triggering when a deal moves to a specific stage and matches a custom 'consulting' deal type.Pipedrive· Sync leads to CRM
3. 4:451:02Using If/Else Branching LogicShows how to use the If/Else feature to create different automation paths based on deal labels like 'Hot', 'Warm', or 'Cold'.Pipedrive· Sync leads to CRM
4. 5:571:58Automating Activity CreationA step-by-step guide on configuring an automated activity, including setting the subject, type, due date, and assigning it to the deal owner.Pipedrive· Sync leads to CRM
5. 8:221:19Automating Follow-up Emails with TemplatesCurrentDemonstrates how to add a delay and then automatically send a templated email with open and link tracking enabled.Pipedrive· Build a cold-email sequence
6. 11:321:01Setting Required Fields for AutomationsShows how to use the Data Fields settings to make specific fields mandatory at certain stages to ensure automations have the data they need to run.Pipedrive· Sync leads to CRM
7. 13:080:40Debugging Automations with History ViewWalks through the automation history log to see which paths were taken and identify where errors occurred in a specific run.Pipedrive· Sync leads to CRM
8. Watch “Pipedrive Automation: Getting Started Tutorial (2026)” →

Build a cold-email sequence

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1. 2:320:29Sending synced emails from PipedriveShows how to compose and send emails directly from the Pipedrive interface using the Gmail sync feature to keep conversations linked to deals.MinorCo
2. 9:230:19Using email templates in PipedriveShows how to select and send pre-written email templates for meeting follow-ups within the CRM.MinorCo
3. 6:062:15Email Synchronization and Visibility SettingsA step-by-step walkthrough of connecting a personal or team email account to Pipedrive, including setting up shared visibility and email signatures.Davame - Pipedrive
4. 1:34:313:25Creating Automated Email SequencesA demo of the 'Sequences' feature to set up multi-step email touchpoints and activities that run automatically when a deal is added to the sequence.Davame - Pipedrive
5. 4:051:02Customizing Pipeline View and stagesShows how to customize deal stages, move leads through the pipeline, and use visual icons to track relationship health.CRM Central
6. 5:070:53Setting up sales automationsDemonstrates setting up automated triggers, such as sending an email automatically when a deal is moved to a specific stage.CRM Central
7. 0:441:44Pipedrive Automation Triggers: Event vs Date BasedA walkthrough of how to navigate to the automation builder and the difference between event-based triggers (deal updates) and date-based triggers (renewal or custom dates).MinorCo
8. 8:221:19Automating Follow-up Emails with TemplatesCurrentDemonstrates how to add a delay and then automatically send a templated email with open and link tracking enabled.MinorCo
9. 15:530:29Using Email Templates in PipedriveDemonstrates the native email integration and how to use pre-written sales templates for consistent follow-up.MinorCo
10. 3:205:53Creating a sales sequence in PipedriveThe presenter walks through the Pipedrive interface to build a sequence from scratch, including adding email templates, setting wait times, and scheduling follow-up tasks like phone calls.MinorCo
11. 7:241:33Using Email Templates in PipedriveWalks through selecting and sending strategic email templates directly from the Pipedrive interface.Dominic The CX Guy
12. 1:11:1813:11Setting up email campaigns and sender accountsShows how to connect a Gmail account to Pipedrive Campaigns, verify subscribers, and compose an email template with tracking enabled.CloudMita