Setting up email campaigns in Pipedrive involves a few straightforward steps:
Connect Your Email Account: First, connect your email account to Pipedrive. This will allow you to send and receive emails directly from the CRM. Create a Campaign: Navigate to the email marketing section and create a new campaign. Customize your email template and define your target audience. Automate: Set up automation rules to trigger emails based on specific actions, such as moving a lead to a different stage in the pipeline. Monitor: Once your campaign is live, monitor its performance through Pipedrive's analytics dashboard.