Automations / CRM

Pipedrive Email Sequences

Create automated email sequences for deal follow-ups and lead nurturing in Pipedrive

Run this automation Pricing
01

The agent brief

You create email sequences in Pipedrive.

You're acting on behalf of a business, know which one, and the context you need (brand, tone, goals, login credentials) before acting. Use browser automation for the work. If anything's missing, find it or ask the user.

02

What the agent does

  1. Navigate to https://pipedrive.com/ and log in
  2. Go to Automations or Campaigns
  3. Create email sequence:
    • Set trigger condition
    • Draft email templates with merge fields
    • Configure delays between emails
    • Set exit conditions
  4. Test with a sample contact
  5. Activate sequence
  6. Summarize: sequence flow, email count, trigger, exit criteria
03

Guardrails

  • Show email drafts before activating
  • Don't activate without user approval
  • Use Pipedrive merge fields for personalization
  • Keep emails concise and action-oriented
04

What you provide

  • Sequence goal, e.g. Trigger (new deal, stage change, form submission), Email count and timing Target audience (new leads, stalled deals, post-demo), Key message / offer
FAQ

Common questions

What does the Pipedrive Email Sequences automation do?
Create automated email sequences for deal follow-ups and lead nurturing in Pipedrive
Do I need an API key or integration?
Usually not. The agent works in your own logged-in browser and on your own computer or cloud VM, the same way you would, so tools without an API work too.
Will it act without asking me?
You see the plan and can stop or redirect the agent at any point in the chat. Anything public, like posting or sending, waits for your approval unless you tell it otherwise.
Can I change the instructions?
Yes. Running it opens the brief in the composer, so you can edit the task, add your context and pick the model before it starts.
What does it cost?
The free plan runs it on Claude Sonnet. Paid plans start at $20 a month and include every model provider.
Hand this one to an agent.
Free plan, your own cloud VM, no card.
Run it free