10 Time-Saving Pipedrive Automations [Video]
I’m going to show you some real automations from my Pipedrive account that I use to save time during my sales process. My goal is for this video to give you an idea of […]
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I’m going to show you some real automations from my Pipedrive account that I use to save time during my sales process. My goal is for this video to give you an idea of […]
If you sell a product or service that renews (e.g. monthly or annually), you may be wondering what’s the best way to manage this process in Pipedrive. In this video, I explain how to […]
Have you set any sales targets for 2024? Pipedrive makes it really easy to set revenue, activity-based or forecast targets within your account. This helps you to hold your sales team accountable and helps […]
Learn how to set up automatic assignment rules to route leads or deals to users or teams in your Pipedrive account based on certain criteria. This is great for assigning deals to a sales […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]