Replay Webinar : Pipeline Fever – The New Pipedrive Scores

🧠 Full Recap: Pipeline Fever – Discovering Pipedrive’s New Sequences Feature

🚀 What Are Sequences in Pipedrive?

Pipedrive recently introduced a new module called Pulse, and within it, a powerful feature: Sequences. This allows users to automate their follow-ups and client communications in a smart, personalized, and scalable way.

A sequence is a series of steps—like sending an email or scheduling a task—that can be triggered when a deal or lead reaches a certain point in your sales pipeline. This means you no longer need to manually follow up or worry about forgetting to reach out.

You can either build sequences from scratch or start from ready-made templates. These templates are designed for common scenarios like lead nurturing or deal conversion, and they can be fully customized to fit your business process.

⚙️ How Sequences Work

When creating a sequence, you can choose whether it should apply to a lead or a deal. Once that’s defined, you can start adding steps such as:

• An email sent automatically or saved as a draft
• A follow-up task assigned to a user
• Delays between steps (e.g., send 3 days later)
• Optional inclusion or exclusion of weekends

Each step gives you flexibility. For example, emails can be sent automatically, or saved as drafts so users can review and personalize them before sending. This is ideal for maintaining a more human and personal tone with leads.

Another key feature is the ability to stop a sequence when a lead replies. This avoids unnecessary follow-ups and ensures the process stays natural.

🤖 Automating Sequences with Pipedrive

Sequences become even more powerful when paired with Pipedrive’s native automation builder.

For instance, you can set up an automation that says:

“When a deal moves to the stage ‘Contact Made’, start Sequence 001 – Lead Nurturing.”

You can also add conditions, like checking if the email field is filled in, to avoid failed sends. And by using the if/else logic, it’s possible to direct different types of leads into different sequences, depending on their status, pipeline, or custom fields.

This helps create a smart, dynamic workflow that adapts to each situation, all without needing third-party tools.

✨ Benefits of Using Sequences

Sequences offer several major advantages over traditional automations:

• Visibility: Users can see upcoming emails, modify them, or cancel before they’re sent.
• Consistency: All leads get the same follow-up flow, improving process quality.
• Flexibility: Sequences can be triggered manually or automatically.
• Human touch: Emails are customizable, and can even be reviewed individually.
• AI Support: Pipedrive’s built-in AI can help generate email drafts quickly.

Another powerful element is that email replies automatically stop the sequence. This keeps conversations relevant and prevents the system from sending outdated or unnecessary messages.

🔒 Limitations and User Access

By default, every user in a Pipedrive account can create and manage sequences, even if they don’t have automation permissions. This is something to be aware of, especially for admins managing multiple teams.

Also, note that a single sequence is limited to 250 deals or leads at once. If you need to run more, you’ll have to duplicate the sequence and segment your data with filters.

Admins are advised to create a naming convention (e.g., “001_Lead_Qualification”) to keep sequences organized, especially when duplicating them for different teams or workflows.

📥 Manual and Bulk Usage

There are two main ways to add deals to sequences:

• Manually, directly from the deal view.
• In bulk, by selecting multiple deals in the list view and applying a sequence to them.

This makes it easier to adapt sequences to various sales workflows. Whether you’re dealing with high-touch clients or working at scale, sequences can fit both approaches.

📊 Tracking Progress

Within the Sequences tab, you can track:

• Which sequences are active or enabled
• Who created or activated them
• How many deals are currently “in progress” or “completed”
• Which contacts replied and ended the sequence

Pipedrive also tracks email opens and link clicks, making it easy to monitor engagement and optimize your messaging over time.