Pipedrive LeadBooster explained [VIDEO]
If you’re looking to get more inbound leads for your business, then the Pipedrive LeadBooster may be just what you need! In this video, I show you how to get started with the LeadBooster addon […]
All posts in Pipedrive
How to send newsletter campaigns from Pipedrive [VIDEO]
Until now, if you’ve ever wanted to email your leads or past customers, you’ve had to sync your Pipedrive contacts to a third-party tool like Mailchimp or ConvertKit. Well, I have some great news…! Pipedrive […]
How to manage invoicing with Pipedrive and Xero [VIDEO]
In this video, I show you how you can connect your Xero or Quickbooks account to Pipedrive to help streamline your invoicing process.
How does Pipedrive compare to other CRM’s? [VIDEO]
In this video, I talk about what makes Pipedrive unique and how it compares to other sales CRM tools.
How to sync Pipedrive to Mailchimp or Active Campaign [VIDEO]
In this video, I show you how to sync your Pipedrive contacts to a tool like Mailchimp or Active Campaign. This is particularly useful if you have a long sales cycle and you want […]
How to onboard a new salesperson to Pipedrive [VIDEO]
One of the biggest challenges with any piece of software is getting your team to use the tool properly. When onboarding a new employee to Pipedrive, you need to follow the correct process to ensure […]
How to track marketing campaigns in Pipedrive [VIDEO]
Wouldn’t it be great if you could track exactly which channels are driving leads to your business? Better yet, wouldn’t it be great to see which channels or marketing campaigns are converting into new […]
How to track costs or commission in Pipedrive [VIDEO]
In this video, I show you how you can track things like costs or commission in the Pipedrive insights. Please note, this does require you to be on the Professional plan.