Hello, everyone, and welcome. Today we are going to be talking about automations in Pipedrive, specifically focusing on lead routing. Lead routing is an essential automation that assigns deals to specific users or teams based on predefined rules. Let’s dive into how you can set this up in Pipedrive. Setting up teams Before we start…
Hello, hello, everyone. Welcome to our video series on webhooks and automations in Pipedrive! Today, we’ll dive into creating and using webhooks in automation, an essential feature in Pipedrive that enhances your workflow efficiency. Whether you’re an admin or a manager, this guide will help you navigate through the process with ease. What are webhooks…
Welcome to our blog! In today’s post, we’ll be walking you through the process of setting up goals in Pipedrive, a powerful CRM tool that can help you manage your sales pipeline more effectively. Whether you’re new to Pipedrive or looking to optimize your use of the platform, this guide will provide you with the…
In this video on the PipeDrive CRM, I will show you a trick that you can use to segment your custom fields by Pipelines. Having custom fields that are only visible to one particular Pipeline is not yet possible in Pipedrive, however, I will show you how to segment your fields and use the “important…
In this video on the PipeDrive CRM, I will take you on a different journey. I will show you how you can create and edit Products in Pipedrive. And how you work with multiple currencies too. Adding Products to your list First of all, what you need to do is to make sure you have…
In this video on the PipeDrive CRM, I will take you on a different journey. I will show you how you can create activities in your Pipedrive calendar from your Gmail account. That’s right, Pipedrive inside Gmail. How to have your Pipedrive “installed” in your Gmail account Firstly, what you need to do is :…
In this video on the PipeDrive CRM, we will talk about filters, specifically how to create custom filters and where we can export filter results from Pipedrive CRM. Filters are a very functional tool in Pipedrive, allowing us to quickly see specific information delivering fast results across the whole team. Creating custom filters / editing…
In this video on the PipeDrive CRM, we will talk about activities, specifically the “Propose Times” feature in PipeDrive CRM. A very handy feature where you will be able to offer several appointment dates & times to your prospect/client. They will receive the proposals directly by email and will only have to choose the slot…
In this video on the PipeDrive CRM, we will talk about activities & calendar sync, one of the most important modules of the PipeDrive CRM. Activities will allow you to position yourself on tasks to be done on current deals you have. It will allow you to track all actions you need to take to…
In this video on the PipeDrive CRM, we will talk through the sales pipeline, the real core of the PipeDrive CRM. Pipeline Overview Before starting the configuration, I will explain how the sales pipeline is structured. The different icons in front of each offer and the different colours. Different views and what do you use…
In this PipeDrive CRM training video, we will talk about Deals, organisations and people One of the strengths of PipeDrive is its ability to create new contact data files “on the fly”. Let me explain. In a lot of CRMs when you identify a new business/opportunity you are forced to create the company, then the…
In this simple, concrete and effective article, we explain why it is important to use a CRM in your business.Let’s go ! 1 / Store all the information about your customers in one place A CRM is a real knowledge base. By using a CRM you will no longer lose any information about your customers.…