Black Friday is one of those times when business feels both exciting and overwhelming. Enquiries come flying in, deals pile up, and it can be hard to keep track of what needs your attention first.
This year, let Pipedrive take some of that pressure off. With a few simple automations, you can stay organised, respond faster, and close more deals without burning out.
Here are five automations that will help you stay calm and in control when things get busy.
5 Pipedrive Automations for Black Friday
1. Turn Every Enquiry Into an Opportunity
When Black Friday hits, timing is everything. A fast response can be the difference between winning a sale and losing it to a competitor. But when enquiries are coming in from multiple channels, it’s easy for one or two to go missing.
Pipedrive can automatically capture new leads from your website, chatbot, or web forms and instantly create a deal in your pipeline. You can even set up automations to assign new leads to the right salesperson based on source, product interest, or region.
To keep things running smoothly, you can add a follow-up task so every new contact gets the attention they deserve.
Why it matters: You respond faster, stay professional, and never lose a potential sale because someone got busy or forgot to check an inbox.
Pro tip: Use Pipedrive’s LeadBooster or Web Forms to capture leads directly into your CRM. Pair it with an automation that sends a friendly “Thanks for reaching out” email, so your lead gets an instant reply while your team prepares to follow up.
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2. Keep Deals Moving Automatically
During Black Friday, your pipeline might be fuller than it’s been all year. That’s a good problem to have, but it can get messy quickly if deals aren’t moving forward.
With Pipedrive’s workflow automations, you can keep everything flowing. Set up rules that automatically move deals from one stage to the next when certain conditions are met, such as when an activity is completed or an email is sent.
You can also trigger notifications or create new tasks when a deal changes stage. For example, if a deal moves to “Proposal Sent,” Pipedrive can automatically schedule a follow-up for two days later to check in.
Why it matters: You’ll keep your sales data accurate, your team aligned, and your deals moving forward without having to spend hours manually updating your CRM.
Example: Create an automation that moves a deal to “Won” once a signed contract is uploaded, or automatically marks it as “Lost” after 30 days with no activity. That way, your pipeline always reflects reality.
3. Never Miss a Follow-Up
Consistency wins deals. During the end-of-year rush, it’s easy to forget who you need to follow up with. But automation makes sure you never drop the ball.
You can set Pipedrive to automatically create an activity when a deal reaches a key stage or when there hasn’t been any contact for a set number of days. That gentle nudge reminds your team to check in, send an email, or make a call before the opportunity goes cold.
Why it matters: Your clients feel cared for, and you maintain steady communication even when things are hectic. No more relying on sticky notes, spreadsheets, or memory to keep track.
Pro tip: Combine this with email templates in Pipedrive. When an automation creates a follow-up task, have it include a ready-to-send message that fits your brand tone and saves you even more time.
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4. Revisit the Ones That Got Away
Not every lead converts during the Black Friday frenzy, and that’s completely normal. Some prospects just need a bit more time or a different offer.
Pipedrive helps you identify deals that have gone quiet and gives you the tools to re-engage them later. Set up an automation that flags deals with no activity after a certain number of days, adds a “Revisit Later” label, or creates a reminder to reach out in a few weeks.
This keeps your pipeline healthy and your future sales calendar full. When January rolls around and things slow down, you’ll already have a list of warm leads ready for a friendly follow-up.
Why it matters: You don’t lose valuable opportunities just because the timing wasn’t right during the Black Friday rush.
Example: Create a workflow that tags inactive deals as “Post-Black Friday Follow-Up” and adds them to a nurture campaign. That way, you’re planting seeds for future success.
5. Stay in Control With Real-Time Insights
When your sales activity spikes, visibility becomes everything. You need to know what’s working, where deals are getting stuck, and what’s driving conversions.
Pipedrive’s dashboards and reports give you that live view. You can set up alerts to notify you when a deal reaches a key stage or when something needs immediate attention. For example, if a high-value opportunity has been sitting idle for five days, you can receive an automatic Slack or email notification.
Why it matters: You stay informed, proactive, and in control of your business performance, even when things move fast.
Pro tip: Build a dashboard that shows real-time deal velocity, conversion rates, and source performance during the Black Friday period. It’s one of the best ways to see where to focus your team’s energy.
Automations That Work While You Sleep
The best part about these Pipedrive automations is that once you’ve set them up, they keep working for you. You don’t need to touch them again unless your process changes. They ensure that every enquiry, every follow-up, and every opportunity gets handled properly, even when your team is running flat out.
And with Motii’s help, you don’t have to build it all from scratch. As a Platinum Pipedrive Partner, Motii helps Australian businesses design and implement sales automations that actually fit their workflow. From lead capture to post-sale follow-up, the right setup can transform the way your team works through busy seasons.
If you’d like a hand getting your automations up and running before the next big sales rush, Motii’s automation setup service can help you hit the ground running.
Book a chat with a Pipedrive Expert Now
Why Automating for Black Friday Matters in Australia
Black Friday has become a major event for Australian retailers, service providers, and B2B companies alike. It’s not just an American shopping day anymore. Local businesses are using it as a launchpad for summer campaigns and end-of-year sales targets.
The challenge is that it all happens fast. Customers expect instant responses, smooth sales journeys, and quick follow-ups. Automation isn’t just convenient, it’s essential.
By building your Black Friday automations now, you’re setting yourself up for better customer experiences, stronger conversion rates, and less stress when the rush hits.
Quick FAQ
What’s the best time to set up Black Friday automations in Pipedrive?
Ideally, you should have them running at least two weeks before your campaign starts. That gives you time to test and tweak them before the rush.
Can I use these automations beyond Black Friday?
Absolutely. These workflows are useful year-round. They help you manage leads, follow-ups, and reporting for any busy sales period.
Do I need coding or advanced tech skills?
Not at all. Pipedrive’s automation builder is designed for sales teams, not developers. If you can describe your process, you can automate it. And if you’d like expert guidance, Motii can help you get it right from the start.
Ready to Take the Chaos Out of Black Friday?
Black Friday doesn’t have to be stressful. With a few smart Pipedrive automations, you can handle high volumes, stay organised, and focus on what really matters — building relationships and closing deals.
If you’re ready to simplify your sales process and take control of the busy season, book a free Pipedrive demo with Motii. As Australia’s Platinum Pipedrive Partner, we’ll walk you through the automations that make the biggest impact, so you can finish the year strong and start the next one even better.
Book a chat with a Pipedrive Expert Now
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