I hear from people all the time who are confused about which tools to use and how they all fit together. In this day and age, most of us rely on a collection of tools […]
All posts tagged Automation
In this video, I explain how to use the “deal rotting” feature in Pipedrive. This is a very useful feature for highlighting deals you may have forgotten about. Learn how to set up rotting and […]
In this video, I’ll show you the kinds of things you can automate in Pipedrive. One of the most common reasons people reach out to me is to get help with automation. But most people […]
When the team at Zapier reached out to me and asked if I’d like to interview the CEO, Wade Foster, I was like: “Um, heck yeah!”.
In this video, I talk to Danny Nissani who is a Zoho consultant all about how Zoho and Pipedrive compare to one another.
In this video, I talk to Ben Male from Inbound about how Pipedrive and Hubspot compare to one another.
In this video, I show you how to integrate Pipedrive with MailChimp using Outfunnel.
Take your sales workflow to the next level with WebMerge and auto-fill invoices, estimates and contracts from your Pipedrive account.
I currently use Hazel to automate the management of my receipts (check out this post for tips on how to get started with Hazel and document automation). I pay for a number of services like […]
Yesterday I talked about how I’m using TextExpander to streamline my daily writing. Today, I’d like to share another little bit of automation trickery to streamline things further.