Save 3 hours/week per rep on manual entry and make sure every LinkedIn prospect gets a follow-up within 24 hours.
~3 hrs
Saved / wk
Medium
Setup
No AI
AI
When you save a new lead in LinkedIn Sales Navigator, this workflow creates a contact in Pipedrive, assigns it to the right sales rep based on company size or region, and opens a new deal in the correct pipeline stage. No data entry, no dropped leads.
~3 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Connect LinkedIn Sales Navigator to Make using the saved-lead trigger.
Step 2: Map company size and location to an assignment rule table in Make to determine the rep.
Step 3: Create the contact and a new deal in Pipedrive with the correct owner, pipeline, and stage.
Step 4: Send the assigned rep a Slack message with the prospect's profile details and a one-click link to the Pipedrive deal.
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See PlansSlack replaces your company's internal email with organized group chats called channels. You create a channel for each project, team, or topic — so conversations stay focused and easy to find. Your team can also share files, hop on quick audio calls (called Huddles), and connect with outside partners through Slack Connect. For a small business, Slack keeps everyone on the same page without the clutter of long email threads. Built-in tools like Canvas (shared documents), Lists (simple task tracking), and Workflow Builder (no-code automation) mean you can manage lightweight projects without paying for extra apps. And with 2,600+ integrations, Slack connects to nearly every tool your business already uses. Slack now includes AI features on every plan — even the free one. The AI can summarize channels you missed, draft messages, answer questions about your company's conversations, and recap your day. It's like having an assistant that reads every message so you don't have to.
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LinkedIn Sales Navigator is best for B2B small business owners and sales reps who need to find and reach the right buyers faster. It gives you access to over 1 billion LinkedIn profiles with 50+ search filters so you can zero in on decision-makers at your target companies. You get real-time alerts when a lead changes jobs, engages with your content, or shows buying signals. It also connects with popular CRMs like Salesforce and HubSpot to keep your pipeline organized without extra manual work.
Pipedrive is best for small sales teams that need a clear, visual way to track deals from first contact to close. You get a drag-and-drop pipeline board that shows exactly where every deal stands, so nothing falls through the cracks. It also automates follow-up emails and reminders, so your team spends more time selling and less time on admin. With built-in AI tools and 500+ app integrations, Pipedrive grows with your business without getting complicated.
