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Stefan in 't Veld

Stefan in 't Veld

Stefan is the co-founder of Replicable and is specialised in building automated processes.

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Add contacts to an email sequence in Autopilot that will be sent 6 months in the future

This workflow adds contacts to an email sequence in Autopilot on a predefined date in the future. 

Pipedrive
Autopilot
Asana
Google Chat
Add contacts to an email sequence in Autopilot that will be sent 6 months in the future
trigger

Contact enters a filter

Create a date variable "Send future lead follow-up email on this date". Here you can enter the date you want the email to be sent. If the date equals today, the contact will be added to the sequence. 

Add contacts to an email sequence in Autopilot that will be sent 6 months in the future
action 1

Add the contact to the email sequence in Autopilot

Based on the filter, the contact is pushed to Autopilot and then added to the appropriate list. Based on the journey, the email will be sent on the first possible instance (e.g. not on weekends)

Add contacts to an email sequence in Autopilot that will be sent 6 months in the future
action 2

Create task in Asana

You want to manually follow-up every contact that doesn't reply.

Add contacts to an email sequence in Autopilot that will be sent 6 months in the future
action 3

Send notification in Google Chat

Keep yourself in the loop when someone is added so that you know an email was sent.

Explanation

Before

You have tons of notes in your agenda to follow-up on people from the past. On busy days, you forget about these.

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After

You get 3-6 meetings per week "for free" from leads that you talked to 6 months ago.

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workflows

Other workflows

Get inspired by other workflows that we've built. We can swap out tools if you don't use them and replace them with your tool stack.

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How to send a Webflow form to ActiveCampaign and enrich

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Mailchimp

Bookmark link to add contacts to your newsletter

Bookmark link to add contacts to your newsletter in Mailchimp.

Gmail
Mailchimp
Google Chat

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Pipedrive
Typeform
Gmail

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This workflow sends an email to the accountancy software with the instruction to create a new client.

Lemlist
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This workflow labels a contact in a prospecting database in Airtable when they do not reply in Lemlist. Then it is manually assessed what the next step should be. We purposeful do not collect this in a CRM to keep it tidy.

Lemlist
Pipedrive

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Not all replies in Lemlist are opportunities. As you do not want negative replies to end up as deal in Pipedrive, we manually assess the replies in Lemlist. Positive replies are marked as opportunities. These are then pushed to Pipedrive as deals.

Pipedrive
Lemlist

Create lead in Pipedrive when contact replies to a campaign in Lemlist

Push all replies from Lemlist to the lead inbox of Pipedrive. In the lead inbox you manually assess every reply and convert leads to deals if they are interested.

Pipedrive
Zapier

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Turn your sales pitch into a template note and pin this to the deal when it enter a certain stage.

PandaDoc
Pipedrive
Autopilot
Asana

Add former clients to an email sequence in Autopilot 12 months after the contract is signed

This workflow adds contacts to an email sequence to ask how the work you've delivered is progressing. Naturally, you can ask if they need any help.

Handwrytten
Pipedrive
Google Chat

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This workflow automatically sends a postcard using Handwrytten to every new client.

Pipedrive
Mailchimp
Google Chat

Add new contacts to your newsletter in Mailchimp

This workflow adds new contacts to your newsletter subscriber list in Mailchimp. Optionally, this includes a double opt-in email loop.

Typeform
Pipedrive

Create a new lead in Pipedrive when a Typeform is filled in

The workflow adds new organisations, persons and leads for new Typeform submissions. In most cases, this Typeform is embedded on the website as a contact form. We choose to create leads (not deals) in Pipedrive, and convert them manually to deals.

Pipedrive
Zapier

Cleaning contact details in Pipedrive

This workflow helps you to keep data clean and consistent in Pipedrive.

Airtable
HubSpot
Google Chat

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Sync the data between 2 or more applications so that when fields change in 1 applications it also changes in the others.

Pipedrive
PandaDoc

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Typeform
Google Docs
Asana
PandaDoc

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Typeform
Google Drive
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Google Slides

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Onboarding a new client consists of repeatable tedious tasks. Also, these tasks are often forget or not properly done so that e.g. documents are spread over your Google Shared Drive

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This workflow updates the funnel stage in Pipedrive when a client books a meeting through Calendly. As a result, deals are always in the right stage.

Notion
Gmail

Create Notion task from Gmail email

Create an alternative email address that is used to create tasks in Notion. Simply email yourself to get a task in Notion.

Ready to automate your operations?

Our automation experts can probably find improvements in your current tool stack, automations or processes. Feel free to contact us for a free audit.

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