How to create a Pipedrive Web Form [VIDEO]
One of the easiest ways to save time during your sales process is to connect your website contact form with Pipedrive so that all new inquiries feed directly into your Pipedrive account. In this […]
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How to integrate Pipedrive and LinkedIn with Surfe [VIDEO]
For a while now, I’ve struggled to find an easy way to integrate LinkedIn with Pipedrive. This is a real problem for those who use LinkedIn for prospecting and nurturing contacts. Since discovering Surfe, syncing […]
How to import data to Pipedrive via CSV [VIDEO]
In this video, I show you how to import data to Pipedrive via a CSV. I’ll cover: 1) How to create contacts and organisations 2) how to import leads or deals 2) and how to […]
Pipedrive Pricing Explained (June 2023) [VIDEO]
The nice thing about Pipedrive’s pricing is that you can choose which plan to go on based on the features you need. This means you don’t overpay for features you don’t use (like you have […]
Getting started with Pipedrive’s Custom Fields [VIDEO]
Custom fields in Pipedrive allow you to store important information related to the deals (sales opportunities) you’re working on, the people and organisations that you’re selling to. In this video, I share how to […]
How to Sync Gmail or Outlook with Pipedrive [VIDEO]
In this tutorial, you’ll learn how to sync your Gmail or Outlook with Pipedrive. By integrating your email accounts with Pipedrive, you can manage your leads and deals more efficiently, track your email communication with […]
How to use Pipedrive Smart Docs [VIDEO]
In this video, I show you how to use the Pipedrive Smart Documents feature to easily create documents (quotes, proposals, agreements, invoices) for sending to your leads. Smart Docs helps to reduce friction in your […]
Email nurture in Pipedrive [VIDEO]
Pipedrive’s automation and emailing features have come a long way since I first started using the CRM back in 2015. Creating a simple nurture sequence is easy and is great for getting your leads to […]
Getting started with Pipedrive Projects [VIDEO]
In this video, I share how to use Projects in Pipedrive to manage the post-sale fulfilment or delivery of your product/service. By signing up for Projects in Pipedrive you can keep your team in […]
Pipedrive Custom Reporting [VIDEO]
Learn how to use the Custom Reporting features in Pipedrive (requires a Professional subscription). Custom reporting allows you to create your own metrics, attributes and dates to report on via your insights. For example, you […]