Pipedrive and YCLIENTS automations — Sales & Leads

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

32 scenarios

New Pipedrive land in Yclients by themselves
Contacts from Pipedrive into Yclients audiences
New Pipedrive contacts — into Yclients audiences
A closed deal — instantly a customer in billing
Stripe payments — as notes in Pipedrive
CRM deals into a sheet — a pipeline snapshot
Lead scoring and routing: hot leads straight to sales
CRM company and task from a form submission
The follow-up after a meeting — written for you
Contacts tagged by role and seniority — automatically
Leads from a post's likes and comments — straight to your CRM
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
Capture and route leads from every channel
Client renewal reminders — ahead of time
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Personal post-webinar follow-ups, written from the recording itself
CRM deals synced to a sheet, with a daily email summary
Deal close-date forecasting from your own history, auto-updated in the CRM
Re-engaging quiet clients — weekly, without manual tracking
Campaign and deal analytics — in one table
Automatic follow-ups for prospects who went quiet
Client onboarding from a single form: project, tasks, contract, channel
Incoming lead sorting and routing — automatically
Lead gathering and drafted emails for approval, sending the approved
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Sort email leads and file them into the CRM — by importance
BANT call qualification and CRM handling — on autopilot