If you’re juggling a dozen sales conversations and keep waking up at 3am wondering who you forgot to follow up with, this is for you. Sales is hard enough without chasing every lead by hand. Drippi promises to automate your follow-up tasks so nothing slips through the cracks. This guide cuts through the fluff and shows you, step by step, how to actually use Drippi to keep your sales pipeline moving—without turning into a robot yourself.
Why bother automating follow-ups?
Let’s be real: most sales are lost because someone didn’t follow up in time, not because the pitch was bad. Manual reminders get ignored, sticky notes get buried, and CRMs are only as good as what you enter. Automation tools like Drippi fill the gaps, but only if you set them up right. Used well, Drippi can help you:
- Ping prospects at the right time, every time
- Nudge deals forward without annoying people
- Free up your brain for real conversations, not admin
But don’t expect magic. Drippi won’t suddenly double your close rate or fix a broken sales process. It’s a tool, not a silver bullet.
Step 1: Connecting Drippi to your sales process
Before you start dreaming up fancy automations, map out your real sales workflow. What’s your “typical” deal look like? Where do you drop the ball? Drippi works best when you build around your actual habits, not some idealized process.
Checklist: - Do you use a CRM? (Drippi connects to many, but check compatibility) - What are your pipeline stages? (e.g., New Lead, Qualified, Proposal Sent) - Where do tasks fall through the cracks? (Be honest)
Pro tip: If your sales process is chaos, get that sorted first. No tool can fix a fundamentally broken system.
Now, sign up for Drippi and connect it to your CRM. The process is usually straightforward—authorize Drippi, pick the CRM, and select which pipeline or deal stages you want to sync. Double-check permissions so Drippi can actually read/write tasks.
Step 2: Defining your follow-up rules
This is where the magic (or mess) happens. Drippi lets you set up automation rules—basically, “If X happens, automatically do Y.” Keep it simple at first.
Common follow-up triggers: - New lead enters the pipeline - No response after X days - Deal moves to a new stage (e.g., Proposal Sent) - Custom tags or fields (like “Hot Lead”)
What to automate: - Creating follow-up tasks (e.g., “Call John in 3 days”) - Sending reminder emails (to you or your team—not cold emails to prospects unless your sequences are solid) - Notifying you in Slack or by text
What NOT to automate: - Every single interaction. Don’t let Drippi spam people. - Custom, high-stakes deals. Use automation for routine stuff, not the big fish.
Example rule:
“When a Deal is marked as ‘Proposal Sent,’ create a follow-up task in 4 days and notify me by email if there’s no response.”
Set it up in Drippi: 1. Go to “Automations” or “Rules” in Drippi. 2. Click “New Rule.” 3. Choose the trigger (“Deal moves to Proposal Sent”). 4. Set the action (“Create follow-up task in 4 days”). 5. Add notifications if needed. 6. Save and test.
Pro tip: Start with one or two rules. See what works. Add complexity later.
Step 3: Customizing your follow-up sequences
Drippi can do more than just single reminders. You can build sequences—a series of tasks, emails, or reminders that kick off automatically.
Example sequence for a new lead: 1. Day 0: Create task “Call new lead.” 2. Day 2: If no response, send yourself a reminder email. 3. Day 5: If still no movement, create task “Send breakup email.”
How to build it: - In Drippi, create a “Sequence” or “Workflow.” - Add steps with delays or conditions (e.g., only continue if deal is still open). - Assign tasks to yourself or team members.
Don’t overdo it:
It’s tempting to build a 12-step, month-long sequence. Resist. Most deals don’t need more than 2-3 nudges. Automation is there to cover your blind spots, not replace regular selling.
Watch out for: - Overlapping reminders (especially if your CRM or other tools already send notifications). - Sequences that keep running even after a deal is lost—clean up your logic.
Step 4: Testing before you deploy
Nothing kills trust faster than a bot gone wild. Before rolling out your shiny new automations, test them like a paranoid engineer.
Testing checklist: - Set up a test deal in your CRM. - Trigger the automation and watch what happens. - Check your task list, email, and any notifications. - Make sure nothing is duplicated or missed.
Pro tip:
Actually do a dry run for a week. See if Drippi’s automations are helping or just annoying you.
Step 5: Training your team (and yourself)
If you’re solo, you can skip this. But if you have a team, don’t just flip a switch and hope for the best. People need to know:
- What Drippi is automating, and what’s still manual
- Where to find new tasks (inside Drippi, your CRM, email, etc.)
- How to snooze, complete, or override an automated task
Hold a quick call, send a Slack message, or record a short Loom video. Make it clear: automation is here to help, not micromanage.
Step 6: Reviewing and adjusting over time
Your sales process isn’t static, and neither should your automations be. Block time once a month to:
- Review which tasks actually got done (and which didn’t)
- Check for annoying reminders or missed follow-ups
- Tweak rules or sequences as your workflow evolves
Signs your setup needs work: - You’re getting “reminder fatigue” (too many pings) - Deals still go cold without follow-up - Team complains about duplicated or confusing tasks
Don’t fall in love with your automations. Kill what doesn’t work.
What’s actually worth automating with Drippi (and what’s not)
Worth it: - Routine follow-ups (e.g., after sending a proposal) - First response reminders for new leads - “Stale deal” nudges after X days of inactivity
Not worth it: - Highly personalized outreach (you can’t automate genuine relationships) - Tasks that change every time (if it’s not repeatable, skip automation) - Anything that adds busywork or noise
If in doubt, ask:
Does this automation save me time or mental energy? If not, don’t bother.
What to ignore (seriously)
- Overly complex branching logic. If you need a whiteboard to explain your automation, it’s too much.
- Automated emails to prospects unless you’re sure they’re helpful (not spammy).
- “Set it and forget it” mindsets. Automation is maintenance-heavy.
Recap: Keep it simple, iterate often
You don’t need 50 automations to make Drippi useful. Start small. Automate the obvious, routine stuff first. Watch how it works in the real world, then fine-tune as you go. The best sales teams use automation to make space for real conversations—not as a crutch. Set up Drippi to handle the boring bits, keep your pipeline moving, and give your brain a break.
And if it ever gets too complicated? You can always go back to sticky notes (but you probably won’t want to).