Mandrill and Pipedrive automations — Sales & Leads

Ready-made scenarios where Mandrill and Pipedrive work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

52 scenarios

New deals in Pipedrive — Sending emails in Mandrill
Stage change: deals in pipedrive — Sending emails in Mandrill
New deals in Pipedrive — Sending emails in Mandrill
New records in Google Sheets — Sending emails in Mandrill — variant 3
New form responses in Formstack — Sending emails in Mandrill — variant 4
A Chargebee event — a deal in Pipedrive and an email in Mandrill
Website leads greeted — email, CRM, team alert
A proposal right after the call — automatically
An instant personal reply to every new lead
Personalized quotes — delivered as PDF at once
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Email checking in your CRM — a list of live contacts
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
Pitch an upgrade at the exact moment a customer outgrows their plan
Inbound leads scored, with alerts and draft replies for the hot ones
A proposal and payment link right after the meeting
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
Open-house visitors into your CRM and into an email, right after the visit
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Client renewal reminders — ahead of time
Morning briefs for your meetings — who and where from
Cold outreach with personal emails and CRM logging
A brief on the counterpart's company before a call
CRM data quality audit, delivered to your inbox
Automatic lead qualification in Pipedrive
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Turn website chat into qualified leads in your CRM
Personal post-webinar follow-ups, written from the recording itself
A brief on the person and their company before a call
CRM deals synced to a sheet, with a daily email summary
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding from a single form: project, tasks, contract, channel
A chat that captures the lead and books the demo
Client proposals from a request — built and sent automatically
Lead gathering and drafted emails for approval, sending the approved
Website leads straight into CRM deals, with a team alert
Customer churn prediction from deals and tickets
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Manage your pipedrive CRM from a messenger via an AI assistant
Automated cold outreach — with research on every lead
Cold outreach with email checks and anti-spam pacing