10 Best Pipedrive Automations Alternatives in 2024

Pipedrive Automations is a nifty addition to Pipedrive’s functionality set and a great option for automating basic sales processes.

However, if you need more advanced automation with more capabilities and comprehensive features, you’ve probably quickly realized that Pipedrive Automations simply can’t get the job done.

In this in-depth review, we’ll break down the 10 best Pipedrive Automations alternatives, deep-diving into their core features, limitations, use cases, and more - so you don’t have to do all the research on your own.

Our team made sure that you’ll get a 360-degree view of every Pipedrive Automations alternative by:

Using some of the software on the list.
Interviewing real users of each platform to get a firm grasp of their pros, cons, and overall user experience.

Before we get to the juicy bits, let’s look into Pipedrive Automations’ key limitations.

Why Do You Need a Pipedrive Automations Alternative in the First Place?

We noticed shortcomings when testing Pipedrive Automations, such as a lack of AI-driven features that people now expect from CRM-related workflows.

Users also cite product limitations as reasons for switching to a Pipedrive Automations alternative.

Here are the things our team and other users found to be the most prominent issues:

1. Limited use cases

Pipedrive is a Customer Relationship Management (aka CRM) software solution primarily used by sales teams for managing sales activities.

As such, Pipedrive Automations provides sales automation alone, meaning it can only automate parts of your sales pipeline, such as drip campaigns, deal management flows, and similar sales processes.

However, if you need more than just sales automation, Pipedrive Automations can’t deliver.

Source

Also, being a CRM tool, Pipedrive Automations doesn’t allow for automating any other apps besides Pipedrive’s workflows.

This is a major deal-breaker if you need to automate multiple apps through a single platform.

The only thing you can set up in other apps is Slack or Microsoft Teams notifications as part of your automated sales processes (e.g., get alerted when a deal is created or updated, etc.).

2. No AI-driven automation capabilities

Pipedrive does include AI-powered features in its general offering.

However, its sales automation service has not been enhanced by AI, which is a significant downside given that most workflow automation platforms have at least some kind of AI-driven suite of tools.

Of course, Pipedrive’s AI assistant can help increase your overall business productivity and enhance sales pipeline management, as it can summarize emails, for example.

💡Keep in mind, though, that AI features are available only on the Professional plan and above.

3. Clunky interface

Some customers complain about Pipedrive’s interface being unintuitive, causing problems for the less tech-savvy users.

Source

Also, some of its smoother features—including automations—are gated for top-tier users only, making it a far from optimal choice if you’re on a budget.

💡Note: This is subjective, and you might not expect the same experience from Pipedrive’s traditional sales capabilities and automation features, which aren’t as developed.

Top 10 Pipedrive Automations Alternatives

We selected the 10 best Pipedrive Automations Alternatives based on their capabilities and use cases, ensuring everyone can find their perfect match.

They include the following:

Relay.app - Keeps humans in the workflow automation loop
Zapier - Versatile platform with numerous integrations
Workato - End-to-end automation for IT teams
Kissflow - Enterprise-scale team collaboration on workflows
Pipedream - Low-code automation platform geared at developers
IFTTT - Simple automation for people using social media platforms for sales and marketing
Nekton.ai - AI-driven automation of simple tasks
Albato - No-code automation solution that allows for creating custom integrations
Make - Feature-rich, no-code automation platform
Integrately - 1-click automations of simpler, repetitive tasks

1. Relay.app

Relay.app is a no-code automation platform that provides users with the best of both worlds, as it:

Enables streamlining and automating workflows of various complexity, boosting productivity and business efficiency
Allows adding human-managed steps into workflows whenever necessary (e.g., when you need more personalization, human insight, judgment, etc.)

As a result, users won’t have to choose between the benefits of automation and keeping the human touch, which is irreplaceable in certain instances.

Relay.app also boasts a wide range of functionality - including iterators, conditional logic, path merging, bulk triggers, and more - making it the perfect all-in-one solution for users with various automation needs and skill levels. Here's an example in Pipedrive:

Let’s dig into the exact features that make Relay.app a great alternative to Pipedrive Automations for users needing more complex automations. ⤵️

Feature 1: Human-in-the-Loop

As its name implies, the Human-in-the-Loop feature enables you to include actual people in specific workflow steps that require human attention.

Namely, no technology can simulate human creativity, contextual awareness, and genuine human experience, which are all crucial traits for handling more delicate tasks.

The Human-in-the-Loop feature lets you precisely manage such tasks without completely giving up on automation.

There are four distinct Human-in-the-Loop functionalities to allow for creating as many different workflow scenarios as you may need:

Approvals—Have a competent team member, such as a senior manager, approve a certain task before the workflow continues. This allows for more control and includes human judgment in sensitive processes (e.g., contracts, invoice forms, etc.).
Data Inputs—Use this when you need to add data manually instead of letting the automation fill in the blanks. For instance, you can have your marketing reps personalize emails for each lead, or sales reps manually add notes regarding importing meetings, etc.
Decisions—Relay.app’s conditional logic allows you to create automated branching paths. However, in some cases, you’ll want a human to make the final call and choose between Path A and Path B based on their situation assessment.
Tasks—Assign a team member to complete an action in the real world before the automated flow continues. This could include anything from drafting a contract to making a custom client form.

The Human-in-the-Loop is also very easy to set up.

Once you include one of these human-handled steps, the person assigned to the task will be notified via email or Slack when the workflow reaches that step.

The automation will pause until the person completes the task and proceed immediately after completion.

Try it out for yourself:

Why Is the Human-in-the-Loop Feature so Important?

Most workflow automation tools only allow you to create fully automated workflows.

This means that while you’ll gain in efficiency and productivity, you’ll inevitably lose the human touch, which can be invaluable in some cases.

Being aware of this problem, our team decided to create an opportunity for users to enjoy both the benefits of streamlined business processes and all the irreplaceable human traits.

As a result, Relay.app’s users can save time on repetitive tasks and be more efficient across levels while at the same time:

Stay in charge of sensitive processes
Personalize workflows (e.g., outreach campaigns, client communication, etc.)
Apply human judgment and creativity to tasks that require special attention, etc.

With this crucial feature, you can finally say goodbye to generic, cookie-cutter workflows and unlock the full potential of automation and human creativity combined.

Feature 2: 1-Click AI Assistance

Unlike Pipedrive Automations, Relay.app has a set of built-in AI tools that can be applied to workflows whenever they are contextually relevant.

With them, you can easily handle a variety of repetitive tasks, such as:

Summarize emails and meeting notes
Autofill in-context sentences and entire paragraphs in different content types (e.g., emails)
Detect and fix workflow errors, etc.

The best part about Relay.app’s AI capabilities is that you don’t need any prompt engineering skills or experience.

As you can see below, they can be activated with one click whenever they fit into your workflow.

Feature 3: Collaborative Workflows

This feature is one of the main reasons why so many teams opt for Relay.app as their preferred automation solution.

Many projects and workflows require teamwork to be managed and completed with optimal results, which is why options for workflow collaboration are a must-have.

Relay.app enables users to create multiplayer automations of various complexity, allowing easy task allocation.

This is done via dynamic role assignment, which pulls relevant data from the apps you connected with Relay.app, ensuring that a specific task is delegated to the right person (e.g., an account-related task will be assigned to the appropriate Account Manager based on the data from your CRM).

As a result, you’ll be able to keep the whole team on the same page and ensure that the most appropriate person handles or monitors every part of the workflow.

Try creating a role to see how easy it is ⤵️

Relay.app Integrations

Relay.app is a relatively new automation platform, meaning that it doesn’t have as many integrations as some of the more seasoned solutions on our list.

However, it integrates with all the apps that are most commonly used and requested by most users, such as Jira, Google Suite, Lemlist, Asana, Pipedrive itself, and many others.

Most importantly, all Relay.app integrations are seamlessly deployed and supported across workflows, with new apps being added regularly.

Pricing

Relay.app lets you run 200 automations for free, including access to all its capabilities.

If you need more than that, you can pick one of the three paid plans:

Professional: $9 per month (2 user seats included, 10k automations/month)
Team: $59 per month (unlimited user seats, 25k automations/month)
Enterprise: Custom pricing for larger users requiring unlimited automations and user seats, in addition to custom integrations

Unlike most workflow automation tools, Relay.app doesn’t keep its best features and premium integrations behind a high paywall.

You get access to all of Relay.app’s functionality regardless of the plan you subscribe to.

This allows users of all sizes and budgets to find a plan that fits their automation needs to a T.

How Does Relay.app Compare to Pipedrive Automations?

As we mentioned initially, Pipedrive Automations can automate exclusively Pipedrive workflows.

On the other hand, Relay.app is a comprehensive workflow automation solution that can automate any app you integrate with it with equal ease and efficiency.

That means that for the price of one automation platform, you can automate a wide variety of apps you use daily.

In contrast to Pipedrive Automations rather basic features, Relay.app has a broad range of advanced capabilities that allow for creating intricate workflows of various complexity.

Moreover, Relay.app’s enables users to automate virtually any scenario without being limited to sales workflows alone, as with Pipedrive Automations.

Ultimately, Pipedrive Automations is a better choice than Relay.app if you’re looking to automate just Pipedrive, as it would be a more economical solution in that case alone.

When it comes to automating workflows beyond Pipedrive, Relay.app is a definitive winner.

Pros and cons

✅ Comprehensive features that allow for creating various workflow scenarios.

✅ Enables automating a vast range of apps.

✅ Allows for more personalization, customization, and control of workflows.

✅ Transparent pricing with access to all its features across tiers.

❌ Less integrations than some other tools on the list.

2. Zapier

Zapier is one of the first workflow automation software to appear in the market.

It’s popular among users primarily for its vast integration library and intuitive workflow builder.