Sales and support
Keep the next sales conversation moving in Pipedrive
A promising inquiry needs a next step while the interest is still fresh. Bob captures what a prospect wants and connect the conversation to the people, deals, and activities your team manages in Pipedrive.
Bob captures the prospect’s need, updates the Pipedrive person and deal, and sets the next activity.
Give every lead a reason and a next action
Sales teams lose time when records contain contact details but little context. Office 168/52 helps Bob gather the customer’s goal, timing, and outstanding questions. An enabled Pipedrive workflow can carry that information into the right relationship and prepare a concrete follow-up, giving the salesperson a useful place to start.
Workflows
Match the person and organization
Consult permitted records to connect a new conversation with an existing relationship.
Capture the opportunity
Prepare a lead or supported deal update with the service requested, decision timeline, and relevant conversation details.
Set up the follow-up
Use enabled activity or note actions to make the next call or task visible to the responsible salesperson.
Example workflow
Example workflow
A prospect asks about a service package but cannot speak until Friday. Bob captures the main requirements and preferred callback window. The configured workflow associates the inquiry with the correct Pipedrive person and prepares a follow-up activity with a focused briefing.
Illustrative example, not a live execution log.
Connection and setup
Connect Pipedrive, map lead and activity fields, and choose the matching and ownership rules for your sales process.
How Bob turns a conversation into a useful next step
Bob starts with the customer's request and the business information you approve. When the workflow needs a current record, Bob retrieves it from the connected service. When the next step changes a record or sends a message, Bob follows the permissions and approval steps you configure. The customer gets a useful next response, and your team gets a clear handoff when a person needs to take over.
Questions
Does every inquiry have to become a deal?
No. Your workflow can capture a lead or prepare a staff task first, preserving the difference between an early question and a qualified opportunity.
Can Bob decide whether a deal is won?
Deal outcomes should follow your business process. Bob can prepare or execute enabled updates when the required conditions and approvals are satisfied.
Who decides what Bob can change or send?
You choose the records Bob reads and the actions he takes. A reply, a record update, or an outbound message follows the approval step you set for that workflow. See the pricing page for plans. This page does not list prices.
Continue this workflow with
These are related workflows, not prerequisites.
Get started with Pipedrive
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