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Master Pipedrive Reporting: New Academy Course
Want to turn your sales data into smarter decisions? This new course is designed to help you unlock the full potential of Pipedrive’s reporting features, from day-to-day activity tracking to long-term revenue forecasting. What you’ll learn: Analyze custom activities to understand team performance Use contact and engagement…
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May's new apps listed!
Hi community! Have a look at the new apps listed this month on the Pipedrive Marketplace. SP_CE - SP_CE’s integration with Pipedrive automates and centralizes deal management across channel partners. It enables partners to register and track deals through a connected portal, with real-time sync to Pipedrive. The PDF Maker…
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New to Pipedrive? Here's the Essentials course you can't miss
Unlock your sales potential with this clear, concise introduction to Pipedrive If you're a Sales Development Rep or Account Executive looking to hit the ground running with Pipedrive, this course is for you. Sign up here and discover everything you need to manage leads, deals, and daily activities like a pro. No fluff,…
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Pipedrive offers free, on-demand and live webinars
Are you ready to get even more out of Pipedrive? We’re excited to share that the Pipedrive team offers a wide range of free, on-demand and live webinars - All designed to help you and your team sell smarter and grow faster. 📅 Whether you're just getting started or looking to optimise your current setup, there's something…
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April's New Apps Listed!
Hi community! Check out the new apps listed this month on the Pipedrive Marketplace Heyflow—You can create eye-catching forms, test different versions, see how they perform, and set up automatic actions without knowing how to code. WhatsApp Business Messaging - With Gallabox’s Pipedrive integration, your team can talk to…
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AI assistant testing, tell us about your needs 🙏🏻
EDIT: No more interviews needed Hi Pipedriver, We're looking for customers who'd like to chat with us for ~30-minutes about how they would use an AI assistant that's connected to YOUR personal data in Pipedrive? 🎓 No more clicking around and trying to find something in the CRM, just ask Pipedrive in voice or text and your…
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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,…
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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…
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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…
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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…
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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…