-
Pipedrive Automation vs. Zapier (which one is best?)
Pipedrive’s native workflow automation builder is great (and I use it a lot). For example, when you move a deal to a new stage, you could automate sending an email/campaign or create an activity for the deal owner. But sometimes you need a more powerful automation tool like Zapier. For example, if you want to trigger an…
-
Join Our Consultancy and Agencies Group – Insights, Strategies & Exclusive Perks!
Are you a consultant or agency using Pipedrive? Are you looking to learn and discuss how others in your industry leverage Pipedrive to get the best results? Join our dedicated Consultancy and Agencies Group to discover and discuss how top professionals streamline workflows and close more deals. Access expert strategies,…
-
How do you handle lead scoring in Pipedrive?
Lead scoring is a hot topic for Pipedrive users, and research based on customers’ feedback shows there is no one-size-fits-all approach. Some teams rely on point-based scoring, assigning values to actions like email opens, calls, and demo requests. Others prioritize Ideal Customer Profile (ICP) scoring, using factors like…
-
Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
-
Better ways of using Pipedrive: The Project management tool
Learn how to maximize your productivity with our Project management tool So you’ve just won a deal! Congratulations! Once you’ve celebrated accordingly, it’s time to move on to the next step: setting up your workflow’s project and delivery phase after a deal is won. That’s where you can seamlessly jump into the built-in…
-
Better ways of using Pipedrive: Close Deals anytime, anywhere with the Pipedrive mobile app
Learn all about how the Pipedrive mobile app helps you close deals faster here In this lesson, we’ll take you on a journey and show you how to make the most of the Pipedrive mobile app on the go without missing a beat. Learn how to find and use the features you can already enjoy on the web app, as well as a few more tricks…
-
Be a Pipedrive Pro: Another 6 Essential Keyboard Shortcuts you should be using
Knowing the right keyboard shortcuts for the job is an often-overlooked skill that saves time and boosts efficiency, and I’ve written here before about the Pipedrive-specific shortcuts you need to know. Most sales professionals often have to jump back and forth between Pipedrive and other tools or browser tabs, and that’s…
-
Be a Pipedrive Pro: Essential Keyboard Shortcuts you need to know
Keyboard shortcuts are a game-changer; they save time and reduce repetitive work, helping you focus on what matters most: building customer relationships and closing deals faster. Mastering these four Pipedrive keyboard shortcuts will significantly enhance your productivity: 1. Numerical keys 1 to 8 (Go to Section)…
-
Better ways of using Pipedrive: Supercharge your calendar for quick wins
Are you making the most out of your calendar? For sales professionals, time is money, and a well-organized calendar can mean the difference between hitting your targets and falling short. In this training video, we demonstrate practical strategies for optimizing your calendar in Pipedrive and achieving more with every hour…
-
Better ways of using Pipedrive: User and permission settings
Learn about Pipedrive user and permission settings here If you’re interested in configuring user permissions in Pipedrive to manage their actions, you’re in the right place. Learn from our resident expert James Campbell how to set diverse permissions for user groups or individual users, and understand which actions can be…
-
Get more out of Pipedrive: Tricks to optimize your account
How to Get More Out of Pipedrive - Top Tips and Tricks In this video, Pipedrive's resident expert James Campbell shares tips and tricks for optimizing your Pipedrive account. Whether you're new to Pipedrive or a seasoned veteran, take the opportunity to learn or refresh some principles that will help you close deals…
-
How to Display Delayed KPI Results in Pipedrive for Weekly Updates?
I need assistance with displaying two KPIs in Pipedrive that involve a delay between the initial action and the resulting metrics. Specifically, I need to track: The percentage of setter calls conducted in relation to the number of emails sent. The percentage of customers requesting our pitch in relation to the number of…