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What is sales pipeline automation?

What is sales pipeline automation?

Automation 360 helps a contact progress down your sales pipeline with little or no employee involvement. You set the conditions once, and the automation system will be triggered by a certain date or event, for example, when a contact is added to your mailing list, a CRM deal is created or changed, a new user registers or makes a purchase, etc. Your audience will be able to receive welcome emails, engaging content, abandoned cart notifications, order confirmations, and other useful messages.

With the help of Automation 360, you will be able to manage eight marketing channels, such as email, SMS, web push, and Viber campaigns, Facebook Messenger, Instagram, Telegram, and WhatsApp chatbots, from a single CRM system — no programming skills required.

Streamline your sales workflows with Automation 360

Leverage multiple marketing channels to deliver messages tailored to users' tags, deal stages, or CRM tasks.

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Nurture leads

Automate every stage of your sales pipeline — from introducing users to your brand to handling objections, recovering abandoned carts, providing customer support, encouraging repeat purchases, and updating lead statuses in your CRM system.
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Save time

Automation 360 can send event-triggered notifications and move deals to new stages in your CRM system. Let’s say a client has completed their payment through your chatbot. They will receive a thank-you message, and their deal will move from the "Pending" stage to the "Paid" stage.
All you have to do is keep an eye on your campaign performance and tweak Automation 360 features to your needs.
Boost conversions

Boost conversions

Assess your analytics based on timing, recipients, and individual elements to enrich user experience and amp up automated campaign effectiveness.
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Drive your marketing success

Send and schedule messages tailored to user behavior, pipeline stages, and other criteria. Deliver relevant campaigns across multiple communication channels at the right time to enhance user engagement and scale sales growth.
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Add chatbot auto-replies to your automated flows

With the help of Automation 360, you will be able to manage eight marketing channels, such as email, SMS, web push, and Viber campaigns, Facebook Messenger, Instagram, Telegram, and WhatsApp chatbots, from a single CRM system — no programming skills required.
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Manage your course effectively and lighten your workload

Automation 360 and our online course builder are already integrated, empowering you to cross even more routine tasks off your list. Welcome new students to your course, send event-triggered notifications and updates, and issue certificates automatically.

Send automated emails triggered by your customers’ actions

SendPulse's services help you build relationships with customers and sell 24/7

Abandoned cart email

Abandoned cart email

Send your customers email reminders about the products they added to their carts but did not purchase yet.
Post-purchase email

Post-purchase email

Send an automated email to thank a customer for their purchase, provide their order number, payment details, and shipping options, ask for feedback, or offer a discount for future purchases.
Registration email

Registration email

Welcome new customers after they register on your website. Tell them about the value and possibilities your company offers.
Confirmation email

Confirmation email

Send customers confirmation emails with detailed information about their orders or bookings.
Feedback email

Feedback email

Boost customer loyalty by asking them about their experience with your product or service.
Re-engagement email

Re-engagement email

Spark your audience's interest again with the help of new promotions or surveys.
Custom event

Custom event

Create your own event to start an automated email flow when it is triggered.

Interact with your customers using Automation 360

Automation 360 is a SendPulse marketing and sales automation tool. Entrepreneurs and marketers use it successfully without having any programming skills.

You can start sending automated campaigns and see positive results after one month

How does automation work?

Adding an event

Adding an event

Choose an event, for example, "Abandoned cart," that will be your campaign's trigger.

We will generate a URL and an example of the expected data and launch your campaign when the event occurs.

Creating an automated flow

Creating an automated flow

Set up an automation triggered by your event.

You can add email, SMS, and web push campaigns with variables.

Triggering the event

Triggering the event

Once the event is triggered, for example, when a visitor leaves your website without purchasing the products they added to their cart, SendPulse receives this information.
Launching the automated flow

Launching the automated flow

Automation 360 will launch your flow and send your subscriber an email: "Oops, it seems that you forgot something!"
Reaching the goal

Reaching the goal

The "Purchase" event is triggered after a customer makes an order. You will be able to track your conversion rate and improve this metric.

Automation 360 features

Multiple marketing channels

Multiple marketing channels

Automate your email, SMS, web push, and chatbot campaigns

Performance statistics

Performance statistics

Keep track of user conversion rate and other statistics

Data filter

Data filter

Send different campaigns based on variables, conditions, and events

Campaign history

Campaign history

See all of the emails you sent to a specific user at different stages of their customer journey

Detailed statistics

Detailed statistics

Get the big picture of your campaign performance by analyzing your statistics

API and webhooks

API and webhooks

Send data using our API or incoming webhooks for better security

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Detailed statistics on the go

Manage email marketing, even if you are out of the office – email campaign statistics can be viewed in our mobile app for iOS and Android.

FAQ

This service allows you to move clients down your sales funnel faster and automatically send messages depending on users' behavior or actions. SendPulse allows you to create and change deals in CRM automatically, nurture your leads, and send all kinds of triggered emails, including abandoned cart emails, welcome emails, transactional emails, confirmation emails, and more.

With SendPulse, you can use different Automation 360 tools for free and send email, SMS, web push, Viber, and chatbot campaigns. Choose our paid plan to send more campaigns to your subscribers. Go to our pricing page to choose the right plan for your business.

Use welcome emails to onboard new clients, and send anniversary emails to celebrate your relationships with loyal subscribers. Creating abandoned cart emails will help you motivate customers to complete their purchase, and re-engagement emails will help you re-connect with inactive subscribers and clean your mailing list. With the help of SendPulse's Automation 360, you can create and send all of these emails for free.

Bulk email services, like SendPulse, provide brands with intuitive and affordable tools to manage their sales pipelines. It means that small and mid-sized businesses can afford to implement email marketing automation and grow faster. Another reason why marketing automation is a must today is that users want personalized communication with their favorite brands.

Move clients down your sales funnel automatically

Automate your communication with customers to get more leads and closed deals after one month