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How to setup Pipedrive Email automation?

ByAparna Seshadri

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Email automation has transformed how businesses engage with their audience. Pipedrive email automation is an add-on to the other offerings of the popular CRM, Pipedrive. In this guide, we'll check out Pipedrive email automation capabilities, it's benefits, limitations, and how you can improve the email automation experience with Mailmodo

Table of Contents

What is Pipedrive email automation?

Pipedrive email automation involves the process of automating emails within the Pipedrive CRM. You can automate emails based on trigger events using the workflow automation features. These automated emails can be configured to be sent from user emails, enhancing communication efficiency and saving time for sales teams.

Benefits of Pipedrive email automation:

Pipedrive CRM enables you to automate email campaigns with customized templates and boost productivity with your existing email client. It offers the following benefits, namely,

1. Time efficiency

It helps save time by reducing the time normally required for manually sending various email campaigns. They facilitate large-scale personalization by turning customer and sales data, organizing contacts into groups, and sending emails at optimal times.

2. Efficient resource management

When repetitive emails, such as welcoming customers or sending them reminders, get automated, marketers can focus on more important and creative tasks and build better strategies.

3. Minimal errors

By fetching data from the CRM and automating it through triggers based on events reduces the possibility of human errors occurring when you manually do it.

Limitations of Pipedrive automated emails

Pipedrive email automation also has its own share of limitations. Some limitations are as follows:

  • Lack of advanced features: Although Pipedrive offers customization options, some advanced features, such as scheduling or triggers based on custom date fields, are lacking, making it difficult to set up email trigger journeys.

  • Steep learning curve: While the platform is intuitive and user-friendly, it requires time and effort to understand its features fully. It can be overwhelming for some users to start using it.

  • Lack of opt-in options in forms: Lack of opt-in options in webforms puts users in a bind because that's when visitors become subscribers.

To overcome these limitations, you can integrate Pipedrive CRM with a full-stack email automation platform that can help you enjoy the full potential of email automation. One example of such an ESP Mailmodo. With Mailmodo, you can automate and also get many useful features such as interactive emails, AI for subject line generation, and pre-built journeys and templates.

The best of both worlds - Integrating Pipedrive CRM with Mailmodo

For the uninitiated, Mailmodo enhances email interactivity using AMP framework. It enables businesses in EdTech, eCommerce, and Hospitality, both B2B and B2C startups, to create interactive emails resembling web pages. Users design personalized AMP emails that engage and convert recipients, with tailored email automation for diverse industries.

Now, here’s how Mailmodo helps you overcome the limitations of Pipedrive automation:

  • Edit with Ease: Modify email automation workflows and journeys effortlessly within Mailmodo. Compare different versions of your edits for precision.

  • Customize Trigger Journeys: Set up trigger journeys with adjustable time intervals. Explore past and future dates for strategic planning.

  • Tailored Automation: Utilize various custom automation options to initiate impactful email campaigns effectively.

  • Intuitive User Interface: Enjoy a user-friendly editor and intuitive interface that make navigation seamless, ideal for beginners with minimal effort required.

  • Opt-In Management: Maintain email cadence by sending opt-ins, the initial step in gaining recipients' permission to access their inboxes.

  • Comprehensive Analytics: Track vital KPIs through Mailmodo's in-depth analytics. Refine email marketing strategies and enhance overall customer communication based on valuable insights.

Other than this, Mailmodo is an all-in-one email marketing platform that has other features too, including:

  • Craft interactive AMP emails.

  • Effortlessly integrate with various apps from the integrations library.

  • Use webhooks to seamlessly integrate even if a direct option isn’t available.

  • Choose from a rich template library or design your template from scratch using the intuitive drag-and-drop editor, all without coding.

  • Access comprehensive analytics and reporting features for effortless tracking of email performance and user engagement.

  • Create intricate automation workflows effortlessly, the foundation for targeted email campaigns.

  • Utilize pre-built journey templates from the library for instant email automation.

So, if you integrate your Pipedrive CRM or use it in sync with Mailmodo, you will be able to build a strong email marketing automation workflow to nurture your propects and close deals fast. Businesses can create advanced email automation workflows by combining the data obtained from Pipedrive CRM and triggering email journeys in Mailmodo for particular events.

Let’s look at how you can set up email automation with Mailmodo.

How to setup email automation in Pipedrive CRM with Mailmodo?

Though there are no direct integrations with Pipedrive, other ways exist to connect Pipedrive CRM with Mailmodo. There are two basic ways to do it:

  1. Import contacts to Mailmodo from Pipedrive CRM via automation

  2. Keep the contact data in Pipedrive CRM through connectors such as Zapier and Pabbly.

Import contacts to Mailmodo from Pipedrive CRM via automation

You can import contacts to Mailmodo from Pipedrive CRM with these three methods as ,

  • Connectors help integrate applications without extensive coding

  • APIs help with real-time synchronization and automation between systems are essential requirements

  • .csv files help when you have a large customer dataset

Here are 4 different ways to import contacts 👇

1. Import contacts via connectors

Connectors like Zapier, Pabbly, and Integromat facilitate seamless data import between different applications. They achieve this by acting as intermediaries that automate workflows, allowing data to flow between apps.

With the help of connectors, you can set up automated workflows between the apps.

For instance, when a lead gets added to the CRM or reaches a certain stage in the sales journey in Pipedrive CRM, you can select add contact in Mailmodo.

Pipedream is another connector designed for developers, enabling them to connect various APIs and automate workflows efficiently. For every activity in Pipedrive API, the journey gets triggered in Mailmodo through API in Pipedream.

However, they have certain limitations:

  • Incompatible data formats between systems can cause mapping difficulties, leading to incomplete or incorrect imports.

  • Connectors aren’t available for certain applications, restricting the platforms you can connect to.

2. Sending contacts and events via API from the website/app to Mailmodo

You can seamlessly use Mailmodo's API to import contacts from your software stack. This feature allows you to add contacts to a list in Mailmodo without triggering any email communication.

You need to fetch user data from Pipedrive and collect contact information. You can easily fetch the data for a current user or all users with your team of developers.

A. To get all user data from Pipedrive:

What you can do with the API

  • Get data from Pipedrive and update a list of contacts in Mailmodo

  • Import CRM data from API

You can send data to Mailmodo via REST API.

  • Use Pipedrive’s APIs to read and Mailmodo API to save contact data

This returns all the data about your users. Post obtaining a valid access token, you can use this endpoint to fetch the user’s info 👉 /v1/users/me and the syntax 👇

After fetching data, you can add contacts to a list through API without sending email. You need to head to Mailmodo’s developers page where you can find two ways of adding contacts to API.

B. Send data from the website/app directly to Mailmodo

You can implement this using:

  1. API for custom events

There are actions performed by people in your app or website, similar to signing up or making a purchase.

With the help of developers, you can create custom events of a contact using email as an identifier.

You can also read and learn more about how to implement Add Event API from our support page.

  1. Segment Integrations The Segment simplifies connecting to the Mailmodo API. It automatically adds a person to the Mailmodo contact database when they are identified on your site.

If they're already in the database, their traits are updated using Segment traits. Moreover, any user activity on your site can be sent to Mailmodo through Segment Track calls, streamlining the data transfer process.

In a few clicks, this integration enables you to create interactive emails that cater to highly targeted audiences, enhancing the effectiveness of your email marketing campaigns.

Despite this, they do have some limitations.

  • APIs often have rate limits, restricting the number of requests within a specific timeframe.

  • For non-technical users, API integration requires technical expertise and development effort.

3. Through Custom Integrations

Custom integrations provide a flexible way to import contacts into various platforms and applications. By creating tailored solutions, you can seamlessly transfer contact data and resources between systems.

If you need a direct integration or custom solution on integrating Pipedrive with Mailmodo, you can contact our team at enquiries@mailmodo.com

4. Uploading contacts manually via .csv files

You can also start with email automation using one of the easiest and most traditional methods. Importing contacts into Mailmodo via .csv offers a swift and efficient method to incorporate multiple contacts into your email marketing endeavors.

This seamless process allows you to upload a .csv file with essential contact details like email addresses and names. Utilize this data to construct meticulously targeted and highly personalized email campaigns tailored to your audience.

This method is the least important, and it has its fair share of limitations as well:

  • There will be issues with data integrity, such as missing or misformatted data will lead to incomplete imports or data corruption.

  • Handling large .csv files can be cumbersome, leading to processing delays and potential system slowdowns.

Once your contacts are imported, Mailmodo takes over. With Mailmodo, you have the power to craft personalized customer journeys. Whether marking birthdays and milestones, addressing cart abandonments, or extending warm welcome emails, Mailmodo's intuitive interface allows you to create targeted segments and initiate seamless automation.

Keep the contact data in Pipedrive CRM while triggering journeys in Mailmodo

1. Trigger via connectors like Zapier and Pabbly

Connectors facilitate automation by acting as intermediaries between various web applications. You can initiate automation when users trigger events such as a new email arriving or a form submission where users can set submissions specifying what actions should occur when a trigger event happens.

Zapier is one of the connectors that allow users to integrate with 4000+ applications and automate workflows without coding. You can start by setting a trigger where the trigger can be anything from adding a user to sending an email for post-fetching data on the user.

In Zapier, you can create a zap wherein if a new lead is added in Pipedrive CRM, it triggers a campaign from Mailmodo. This requires minimal effort and is easy to perform.

It is one way contacts are not imported; hence, integrations with Zapier work best, as Pipedrive doesn’t use Webhook integrations inside the CRM.

Takeaways

Pipedrive excels in managing sales pipelines and customer interactions with its user-friendly interface. While its basic email automation suffices for initial campaigns, intricate and advanced automation requires a comprehensive solution. Mailmodo, an end-to-end email service provider, meets this need with user-friendly automation, pre-built journeys, and a vast template library. By integrating with Mailmodo, Pipedrive CRM can fully harness the power of advanced email automation.

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Frequently Asked Questions

With Pipedrive’s automation feature, you can send automated emails. It can be just a simple welcome email to nurturing a lead or sending a message post the deal so on and forth.

Campaigns by Pipedrive lets you create email campaigns, engage with them, and directly manage data from the main account.

It allows users to work with emails inside Pipedrive. It has two solutions for email integrations-Smart Email BCC and the Sales Inbox. Smart Email BCC is available on all plans, while the Sales Inbox is available on Advanced and Professional.

Yes, you can send mass emails through their group emailing feature. But there are limits on the number of emails, so it’s important to check on the base.

What should you do next?

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