Sales Automation

Automate sales workflows

Sales automation is key to efficient sales, saving time and enhancing productivity. Pipeline CRM optimizes workflows, allowing for focused selling and multi-channel lead engagement. It supports your team with reminders, suggested actions, and easy progress tracking, leading to successful deal closures.

Pipeline CRM’s automation has eliminated the need to think about or do repetitive tasks. As a result, we’ve created a consistent pattern of experience for our clients

— Steve Hettema, CEO of Rainier Custom Homes

Automate everything that matters

Allow your sales team to focus on their most valuable tasks

Workflow automation

Build, iterate, and continuously refine sales automation and collaboration workflows that evolve with your changing business needs with data- and trigger-based actions and automated tasks

Lead routing

Automatically gather leads from customized lead gen forms and landing pages. Lead gen forms utilize round robin functionality for effective lead routing by automating lead assignment.

Email sequences

Save time with automated follow-up and lead nurturing. Polish and refine your campaigns with insights from in-app email reporting

Build your revenue machine

Allow your sales team to focus on their most valuable tasks

Data-Based Triggers

Time-Based Triggers

Trigger-based actions

Create a task
Create a deal
Send a notification
Apply a Todo Template
Update Customer Health
Assign owner
Update a custom field
Move a deal between pipelines

We’ve modernized our entire sales approach overnight. Pipeline CRM has truly changed the way we operate.

— Dan Riesenberg, Director of Sales and Business Development at ICI Foods

What's possible with Pipeline CRM automations?

Prospecting and Data Entry

Built-in leads sourcing options includes using lead forms, custom landing pages, trigger-based email campaigns and bulk emails.

Lead data gathered from Pipeline’s lead gen forms and landing pages are automatically filled, reducing manual entry.

Ensure accurate data entry using conditional formatting and required fields, mandating certain info before saving records, keeping CRM data clean.

If an existing company is linked to a specific deal, a task to review the deal is auto-generated and assigned to the deal’s owner.

Initial Outreach and Follow-up Tasks

Sales rep can use built-in AI Email Assistant and ChatGPT to generate emails. Email templates provide tailored emails to reach out to prospects.

The team collaborates using Notes and Activity tagging functionality to provide internal updates. Sales reps receive real-time alerts from other team members.

Sales reps can customize company profiles and add new sections to track important metrics and company’s progress across different deals.

Pipeline Tracking and Deal Progression

The sales pipeline is updated in real-time to reflect the stage of each deal. Use multiple pipelines to track different product lines or revenue streams.

Sales reps track responses, follow-up actions and engagement metrics, such as email opens and replies. Based on engagement, leads are qualified or cold/unqualified and the CRM is updated.

When deals are updated, follow-up tasks are auto-triggered for other team members, ensuring continuous engagement with high-priority prospects.

Proposal Negotiation and Closing

Sales teams use Instant Quotes to generate proposals from data in the deals profile. Send for signature with eSign.

Manage ongoing communication with prospects to ensure all team members stay updated. Track sends, views, and whether or not its been followed up on.

Pipeline CRM is updated to reflect the final deal status – won or lost. If the deal is successful, it automatically moves into the closed-won section.

Our clients are now integrated into the process flow within Pipeline CRM. This eliminates the need for back-and-forth emails or Excel spreadsheets, allowing us to maintain oversight of tasks our clients need to check off, ensuring we and they are making the progress we want.

— James Marciano, Founder, Tuck Advisors

Basic Automations

Your sales team shouldn't waste time on repetitive tasks

These simple automations handle the boring stuff automatically—assigning deals to the right people, creating follow-up reminders, and notifying your team when something important happens. Set them up once, then get back to selling.

🔄 Deal Stage Change -> Assign New Owner

Purpose – Ensure that deals in critical stages are handled by the appropriate team members

Trigger – Deal stage changes to a specific stage (e.g., “Negotiation”)

Action – Update the deal owner to a designated user (e.g., assign to a senior sales rep)

📅 Time-Based Task Creation for Follow-Up

Purpose – Prompt timely follow-ups to keep the sales process moving

Trigger – Deal has been in the “Proposal” stage for 7 days

Action – Create a task for the deal owner: “Follow up on proposal sent”

🆕 New Person Added → Apply To-Do Template

Purpose – Standardize the onboarding process for new contacts

Trigger – New person record is created

Action – Apply a predefined to-do template that includes tasks like “Send welcome email,” “Schedule introductory call,” etc.

📤 Data Export Notification

Purpose – Maintain oversight of data exports for security and compliance

Trigger – User exports data from the CRM

Action – Send a notification to the user’s manager with details of the export

📈 High-Value Deal Alert

Purpose – Ensure that significant opportunities are visible to leadership

Trigger – New deal is created with an amount exceeding $10,000

Action – Notify executive users about the high-value deal

🏆 Deal won --> Convert to customer

Purpose – When a deal is won, automatically converts the Company record to customer.

Trigger – Deal stage changes to ‘Closed – Won’

Action – Convert Company to Customer

Advanced Automations

Ready to level up? Build custom workflows that match how you actually sell

Score and route leads to the perfect rep, trigger email sequences when deals hit specific stages, sync data between all your tools, and flag at-risk deals before it’s too late. The best part? Everything runs in the background while your team focuses on conversations that close.

🛬 New Inbound Lead Qualification & Routing

Purpose – Automates scoring, routing, and tasking for inbound enterprise leads.

Trigger: New person is created

Conditions:

Source = “Webform”
Title contains “VP,” “Director,” or “Head”
Company size > 50 employees (via custom field

Actions:

Assign to Enterprise Sales Rep
Tag as “High Priority”
Create a task: “Qualify lead within 2 business days”
Notify CSM if company is in a named account list

💼 Deal Stuck in Mid-Funnel Stage

Purpose – Flags high-value deals that are sitting idle in the late-stage without action.

Trigger: Deal is in “Negotiation” stage for 10+ days

Conditions:

Last activity date > 10 days ago
Deal value > $15,000
Deal owner is not a manager

Actions:

Create a task: “Escalate deal to manager for review”
Notify manager via email
Tag deal with “stalled”

📊 Quarter-End Reporting Reminder for All Active Accounts

Purpose: Triggers proactive check-ins for quarterly engagement reporting.

Trigger: Today is within 5 days of end of quarter

Conditions:

Company status = Active
CSM is assigned

Actions:

Create task: “Review account usage and prep notes”
Notify assigned CSM
Add tag: “QBR Review”

🔁 Automated Re-engagement for Dormant Deals

Purpose: Resurrects stalled deals and helps owners prioritize re-engagement.

Trigger: Last activity date > 45 days

Conditions:

Deal stage ≠ “Won” or “Lost”
Deal source = “Outbound”

Actions:

Create a task: “Re-engage with prospect”
Send Slack notification to owner
Update custom field “Status Reason” to “At Risk”
Add tag: “Cold”

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Workflow Automations

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