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…
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…
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…
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…