What’s the difference between Sequences and Automations?
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Sequences are step-by-step workflows made up of personalized manual emails and follow-up tasks. They help nurture leads over time in a more hands-on, tailored way.
Automations are broader, more complex workflows that are triggered by specific conditions in Pipedrive. They streamline repetitive tasks across your entire sales pipeline – not just lead communication.
Key differences between Sequences and Automations
Feature | Sequences | Automations |
|---|---|---|
Focus area | Lead nurturing | Broad sales process automation |
Trigger | Manual: You enroll deals into a sequence | Automatic: Triggered by events or conditions |
Automation level | Requires manual input | Fully automated |
Complexity | Simple, linear flows (emails + activities) | Advanced logic with multiple trigger/action types |
Sales funnel | Top to mid-funnel | All funnel stages |
Use case examples
Sequences | Use Sequences when you want to stay personal and hands-on with lead nurturing.
Example: Send a series of emails over two weeks to follow up with a lead who downloaded a whitepaper. |
Automations | Use Automations to streamline broader, repetitive tasks across your sales pipeline.
Example: Assign a task to a rep and update a deal’s stage automatically when a demo is scheduled |
Visual overview
Sequence builder
- Predefined trigger: Deal added to Sequence
- Actions: Manual email and Activity
Automation builder
- Flexible trigger setup: Choose from a wide range of events
- Actions: Multiple possibilities including task assignment, email sends, deal updates and more
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