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What’s the difference between Sequences and Automations?

YS
Yssel Salas, June 3, 2025

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

Learn more about Automations here and Sequences here.

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