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How Pipedrive CRM revolutionizes your marketing: automation, campaigns, and CRM

  • Writer: Elise Dejour
    Elise Dejour
  • Dec 26, 2025
  • 3 min read
CRM Pipedrive pour le marketing

How Pipedrive helps your marketing department perform


Modern marketing is no longer limited to attracting prospects. It must qualify, nurture, and convert these leads into loyal customers. To achieve this, marketing teams need powerful tools that can centralize data, automate tasks, and measure results. That's exactly what Pipedrive offers, an intuitive CRM designed to streamline collaboration between marketing and sales.   


Let's explore how Pipedrive can transform your marketing strategy, focusing on its key features: automation, campaigns, segmentation, and email sequences.


 

Why does marketing need a CRM like Pipedrive?


Today, marketing is data-driven. Every interaction counts: clicks, downloads, forms, opened emails, etc. But without a structured system, this data remains scattered, and opportunities can be lost.   


A CRM like Pipedrive allows you to:

  • Centralize all customer and prospect information.

  • Track the entire lead journey, from the first interaction to conversion.

  • Automate repetitive tasks to save time.

  • Analyze campaign performance with clear reports.

 

Pipedrive's essential marketing features


How can a CRM like Pipedrive help your marketing teams generate leads, upsell, and cross-sell? And ultimately, improve your company's performance?


1. Segmentation and organization of contacts


With Pipedrive, you can sort your contacts into lists based on specific criteria: lead source, industry, location, behavior (clicks, downloads), etc.


This segmentation is essential for:

  • Customizing your campaigns (e.g., sending a special offer to prospects interested in a specific product). 

  • Optimize your open and conversion rates.

  • Easily manage your databases without the risk of duplicates.


You create a list called "Prospects interested in CRM" and another called "Active customers." This allows you to send content tailored to each group.


2. Automation of marketing tasks


Automation is one of Pipedrive's major strengths. It allows you to:   

  • Trigger automatic actions (sending emails, notifications, updating statuses) as soon as a lead reaches a certain stage.

  • Create smart workflows to avoid oversights.

  • Save time and focus on strategy.   


Automation example:

  • When a prospect downloads a guide from your website, Pipedrive can automatically: Add the contact to the "Hot Leads" list.

  • Send a welcome email. Schedule a follow-up call by the sales team.


 

3. Marketing campaigns and email sequences


Pipedrive offers advanced features for sending targeted campaigns and creating automated email sequences.


Concrete example: sending a promotional email to a segmented list

  1. Create your list: "Premium Customers."

  2. Write your email: announce a new feature or promotion. 

  3. Schedule the sending: immediately or on a specific date.

  4. Add a sequence: if the customer does not open the email, a reminder is sent 3 days later.


This allows you to track your KPIs in real time, such as: open rate, click-through rate, and conversions generated by the campaign.


4. Reporting and performance analysis


With Pipedrive dashboards, you can:

  • Measure the effectiveness of your campaigns.

  • Analyze marketing ROI.

  • Adjust your strategies in real time.


5. Connection with your marketing and communication tools


One of Pipedrive's great advantages is its ability to integrate with a multitude of tools that are essential for your marketing team. This interconnectivity allows you to centralize your data and automate your processes without having to use multiple platforms.


Among the most useful integrations:

 

  • WhatsApp: to communicate directly with your prospects and customers via instant messaging.

  • Outlook and Gmail: synchronization of emails and calendars for seamless follow-up.

  • Your website: integration of contact forms and incoming leads directly into Pipedrive. 

  • Mailchimp: to manage your email marketing campaigns and newsletters.

  • Google Ads & LinkedIn Ads: track advertising performance and lead attribution.

  • Online chat tools (e.g., LiveChat): to convert visitors into qualified leads.


Why is this important? These integrations allow your marketing team to work in a connected ecosystem, where every interaction is tracked and every piece of data is used to improve conversion. No more juggling multiple tools everything is centralized in Pipedrive.

How does Almakom maximize the value of Pipedrive for your marketing?


At Almakom, we go far beyond simply installing CRM software. We help you:   

  • Set up pipelines tailored to your marketing strategy.

  • Create smart automations for your campaigns.

  • Connect Pipedrive to your existing tools (ERP, e-commerce, BI).

  • Train your teams for quick and effective adoption.


 

The tangible benefits for your business


  • Time savings: fewer manual tasks, more strategy.

  • Better marketing and sales collaboration: a single tool, a shared vision.

  • Increased conversion rates: accurate lead tracking.

  • Data-driven management: clear and actionable reporting.

 

FAQ Pipedrive


Is Pipedrive suitable for Swiss SMEs?

Yes, Pipedrive is designed to be simple, flexible, and affordable, ideal for small and medium-sized businesses.

Can Pipedrive be connected to an ERP such as Business Central?

Absolutely. Almakom performs CRM-ERP integrations for a 360° view.

Does Pipedrive offer marketing automation?

Yes, through its workflows and integrations with tools such as Mailchimp. Our teams will work closely with your marketing department to tailor Pipedrive to their needs.



 

Contact us today for a personalized demo and discover how we can transform your marketing strategy.



 
 
 

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