Follow up faster and win more Pipedrive deals

Close more Pipedrive deals by following up faster using personalized multi-channel communications such as email and Facebook ads.

About this template

You’re 7 times more likely to have a meaningful conversation with a customer if you respond within the first hour. But a surprising number of companies take over 24 hours to follow up. So how do you follow up faster? In this journey when someone submits the free trial form we immediately assign the lead to a sales person and add a new deal in their pipeline. The lead receives personalized communications on your website as well as via email, and an activity is scheduled to make an introduction call. For those organizations with multiple sales people or sales territories Autopilot has the ability to round robin assign leads to specific sales groups. This means every sales person is assigned an equal amount of leads over time.
Tags: Customer Acquisition, B2B Marketing, Software as a Service (SaaS), Lead Nurturing, and Pipedrive Marketing
Integrations: Pipedrive, Facebook, Headsup

About Autopilot

Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $1/month.

Shapes used in this journey

Triggers

Form Submitted
Add a contact to a journey when they submit a form.

Actions

Send Email
Send a contact a personalized marketing or transactional email.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.

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What’s Autopilot? Watch this video to learn more.