1.Monitors deal stage updates
Integrate Pipedrive to retrieve associated organization and contact records and map deal fields to contact attributes.
Add staged deals to follow-up email campaign for prospects
Automatically monitor deal stage updates across Pipedrive and lemlist. Automatically add prospects to a staged email campaign when stage change events, pipeline moves, or qualifying deals activateβso you can map attributes, enroll leads, and remove them after the holding period without manual segmentation.
How this automation enrolls staged deals into follow-up
When deals move into a new pipeline stage, manual list updates can lag and send the wrong timing to prospects. This automation finds the related contact, filters qualifying records, formats attributes, enrolls leads in lemlist, and removes them after the delayβso your follow-up stays on schedule.
Pipedriveor swap with your favorite app
2.Filters for qualifying deals
Integrate Filter by Zapier to continue only for open, email-qualified deals and stop duplicates or excluded statuses.
Filter by Zapieror swap with your favorite app
3.Normalizes campaign attributes
Integrate Formatter by Zapier to lowercase and normalize project and property type values for campaign custom fields.
Formatter by Zapieror swap with your favorite app
4.Adds lead to campaign
Integrate lemlist to add leads by email and phone and set mapped attributes into campaign custom fields.
lemlistor swap with your favorite app
5.Waits then removes lead
Integrate Delay by Zapier and lemlist to wait configured days and then remove the same email from the campaign.
Delay by Zapieror swap with your favorite app
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