Automated campaigns with Pipedrive: a practical guide to saving time and increasing ROI
- Elise Dejour
- Jan 20
- 3 min read
Automating marketing campaigns is no longer just for large companies.
Sales and marketing teams in SMEs often face the same challenges: lack of time, manual lead tracking, marketing actions that are poorly coordinated with sales, and difficulty measuring return on investment.
The good news is that Pipedrive is not just a sales CRM, it's also a powerful tool for automating your marketing campaigns, improving collaboration between teams, and accelerating the conversion of opportunities.
In this article, we offer a practical, step-by-step guide to understanding how to launch automated campaigns with Pipedrive and, above all, how to reap real business benefits from them.
Why automate your marketing campaigns with Pipedrive?
Marketing automation has a simple goal:
👉 Do better, faster, with less manual effort.
With Pipedrive, automation allows you to:
automatically trigger actions based on a prospect's behavior,
ensure consistent and regular follow-up, avoid oversights on the part of sales reps,
align marketing and sales around the same pipeline.
Thanks to Pipedrive CRM and its automation system, your teams are more responsive, provide a better customer experience, and the sales cycle is shorter.
How Pipedrive helps marketing teams save time
Pipedrive includes features designed for marketing teams that are often underestimated and, above all, underused.
1. Smart contact segmentation
With advanced filters, you can create dynamic lists of prospects: by industry, lead source, maturity level, past interactions. And you can even create your own filters based on your business. These segments serve as the basis for targeted campaigns, which are much more effective than generic mailings.
2. Automated email campaigns (Pipedrive Campaigns)
With the Pipedrive Campaigns module, you can:
create professional marketing emails,
schedule automatic sequences,
track open and click-through rates, and link each campaign to sales opportunities.
Concrete example: A prospect downloads content → they automatically receive a series of emails → the sales rep is notified at the right time.
3. No-code automations
Pipedrive allows you to create simple scenarios: if a lead changes status → send an email, if an opportunity is created → assign a sales rep, if an email is opened → create a follow-up task.
Better collaboration between marketing and sales: finally aligned
One of the great advantages of Pipedrive is that it breaks down the divide between marketing and sales.
A shared view of the customer journey
All teams work on: the same data, the same communication history, the same indicators, no more need for lengthy meetings, everyone can track the progress of deals and ongoing campaigns
Marketing knows what really converts, salespeople know where leads come from and what messages have already been sent.
Better qualified leads for salespeople
Thanks to automated campaigns: leads arrive more mature, exchanges are more relevant, sales reps focus on selling, not qualifying.
👉 Less friction, more efficiency.
Ready-to-use tutorial: launch an automated campaign with Pipedrive
Here is a simple, concrete example, tailored to SMEs.
Step 1: define your objective
Examples: marketing nurturing/reactivating inactive prospects, nurturing inbound leads, support/follow-up after initial contact.
Step 2: Create your segment
Filter your contacts (example: leads with no activity for 30 days, inbound leads from a specific source such as a form on your website), save this filter as a dynamic segment.
Step 3: Create your email campaign
Write a clear, value-oriented email. You can also use templates or pre-designed emails available directly on Pipedrive. Add one or more simple calls to action (for example, you can directly attach a link to schedule an appointment with a sales representative or a link to your website via Pipedrive). Schedule the email to be sent or trigger it automatically.
Step 4: Connect automation
Define a rule (e.g., opening the email). Trigger an action (task, notification, status change).
Your campaign is ready and active.
Automation, performance, and ROI: the tangible benefits
Automation with Pipedrive allows you to:
reduce the time spent on repetitive tasks,
increase lead conversion rates,
improve customer follow-up,
and accurately measure marketing performance.
In short: lower operating costs, more sales, and measurable ROI.
Why work with an integrator like Almakom?
Even though Pipedrive is intuitive, it reaches its full potential when it is properly configured and integrated into your ecosystem.
At Almakom, we help SMEs structure their Pipedrive CRM and set up automated campaigns tailored to their business to ensure alignment between marketing and sales. We also guarantee integration with other tools (ERP, marketing tools, reporting).
Our approach is based on proximity, understanding business challenges, and change management to ensure adoption by teams.
A well-used CRM is a CRM that creates value.
Automating your campaigns with Pipedrive is not just about sending emails. It's about structuring your marketing, streamlining collaboration with sales, and driving performance in a sustainable way. With the right scenarios, the right tools, and the right support.
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