Pipedrive is a powerful CRM that allows you to streamline communication with prospects and customers using email templates and automated email sequences. This guide walks you through setting up both features to help improve productivity and maintain consistent messaging.

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🧩 Why Use Email Templates and Sequences?

• Save time with reusable, pre-written content
• Ensure consistency in your communication
• Automate follow-ups with sequences
• Personalize at scale using merge fields

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📬 Setting Up Email Templates in Pipedrive

Step 1: Navigate to the Email Tab

1. Log in to your Pipedrive account.
2. Click on the Mail tab in the top navigation bar.
3. Ensure your email is connected to Pipedrive (via Gmail, Outlook, or other provider).

Step 2: Create a New Template

1. Click the “Templates” icon (envelope with a document).
2. Click “New template”.
3. Fill out the fields:
   • Template name: Something recognizable (e.g., “Initial Outreach”)
   • Subject: Use merge fields like {first_name} for personalization
   • Email body: Write your message using plain text or HTML

Step 3: Add Merge Fields

Use curly braces {} to include dynamic fields such as:

• {first_name}
• {last_name}
• {organization}
• {deal_title}

This allows each email to feel personalized without manual effort.

Step 4: Save and Reuse

Click “Save template”. Now, you can access it from the email composer anytime you’re sending emails through Pipedrive.

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🔁 Setting Up Email Sequences (Smart Docs or Workflow Automation)

Pipedrive doesn’t natively support traditional email drip sequences out-of-the-box, but you can automate emails through Workflow Automation (in Advanced, Professional, or Power plans) or integrate with tools like Outfunnel or Mailigen.

Option A: Using Pipedrive Workflow Automation

Step 1: Go to Workflow Automation

1. Click your profile picture > Tools and apps > Workflow Automation.
2. Click “Create new workflow”.

Step 2: Define the Trigger

Choose a trigger such as:

• A new deal is created
• A deal is moved to a stage
• A person is added

Step 3: Add an Email Action

• Select “Send email”
• Choose an email template you’ve created
• Define delay if needed (e.g., wait 2 days before sending the next email)

Step 4: Add More Steps

Chain multiple “Send email” actions with time delays to create a sequence.

Step 5: Save and Activate

Name your workflow, then click Activate. Emails will now send automatically based on your defined logic.

Option B: Using 3rd-Party Tools for Advanced Sequences

If you need advanced drip campaigns, conditional logic, or analytics, integrate Pipedrive with:

• Outfunnel
• Mailigen (owned by Pipedrive)
• Zapier + Email platform (Mailchimp, ActiveCampaign, etc.)

These tools allow you to build multi-step campaigns with more granular control.

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✅ Best Practices

• Test your templates before sending live emails
• Keep templates short, clear, and engaging
• Use A/B testing where possible
• Schedule sends based on recipient time zones
• Monitor performance through email tracking and deal progress

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🧠 FAQs

Can I include attachments in my email templates?

Yes, you can upload attachments directly while composing or editing the email.

Can I personalize emails sent through sequences?

Yes, merge fields work in automated emails via templates.

Do I need a paid plan to access automation?

Yes, Workflow Automation is available on Advanced and higher plans.