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Learn how to connect Calendly to Pipedrive using Zapier. In this video, I show you how to use Zapier to create an organization, person, deal and activity in Pipedrive when you receive a booking via […]
Pipedrive’s Workflow Automation feature helps you to automate simple deal updates and follow ups throughout your sales journey. It works on a trigger – action system, similar to other automation tools like Zapier.
One of the main benefits of using a CRM is how it can help you to get better at selling and convert more deals into customers. To do this, you need to understand some key […]
Pipedrive is my main ‘source of truth’. Meaning it’s where I keep all my contacts; not just clients but everyone in my network. When using Pipedrive this way, it’s important to use labels, custom fields […]
In this video, I explain how to use the permission and visibility options to control what your team can see and do in Pipedrive.
In this video, I’m going to share some lesser-known or obvious features of Pipedrive that you may have missed:
Understanding what drives conversions in your business is crucial for maximising revenue. Do you know what marketing channels convert better than others? Do you know how different types of lead convert? Do you know […]
Having worked with many Pipedrive users, I’ve seen people do some weird and wacky stuff with Pipedrive. As I always say: Quality In = Quality Out
If you’re not careful when creating new contacts or importing data to Pipedrive, you can end up with duplicate people and(or) organisations in your account.
Are your leads falling through the cracks and not being followed up with? Are you looking for a CRM to manage your follow up? Are you thinking about using Pipedrive? In this video, I’ll give […]