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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 […]
In this video, I share some tips on how to get more out of the Apple Calendar. This video is great for Apple users who work on a Mac or use an iPhone and (or) […]
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.
In this episode of Minor Updates, I share some of the things I’ve been focussing on in my business and personal life.
Creating Standard Operating Procedures (SOP’s) help you to document your processes so that you can follow a consistent checklist when executing on a project. It also makes it much quicker when onboarding new team members […]
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 […]
In this video, I share why I use iCloud Drive over other services like Dropbox or Google Drive and how to get started.
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 share some tips on how to get a new team to adopt a tool like Asana and how to introduce it to them in a friendly way.
In this video, I explain how to use the permission and visibility options to control what your team can see and do in Pipedrive.