Creating Deals and Activities in Pipedrive

All demos from “Pipedrive CRM - Setup Demo For How To Win Deals In 2026”

1. 1:140:50Syncing Email and Calendar to PipedriveDemonstrates how to connect a work email and calendar to Pipedrive to ensure all communications and meetings are synced to the CRM.Pipedrive· Sync leads to CRM
2. 2:142:31Creating Deals and Activities in PipedriveCurrentShows the process of manually adding a new deal, associating it with an organization, and scheduling follow-up activities.Pipedrive· Sync leads to CRM
3. 7:241:33Using Email Templates in PipedriveWalks through selecting and sending strategic email templates directly from the Pipedrive interface.Pipedrive· Build a cold-email sequence
4. 12:162:43Setting up Pipedrive Leadbooster ChatbotDemonstrates configuring a live chat widget and chatbot for a website to capture and route inbound leads.Pipedrive· AI inbound qualification
5. Watch “Pipedrive CRM - Setup Demo For How To Win Deals In 2026” →

Sync leads to CRM

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1. 3:172:03Pipedrive Personal Preferences and API SetupThomas demonstrates how to configure personal settings in Pipedrive, including currency, language, and locating the API token for third-party integrations.@davame01
2. 37:083:00Importing Leads from SpreadsheetsA demonstration of importing lead data via CSV, mapping spreadsheet columns to Pipedrive fields, and handling duplicate records during the import process.@davame01
3. 51:413:38Configuring Custom Fields and Mandatory DataDemonstration of adding custom data fields to deals and setting them as 'required' to ensure sales reps enter critical data before winning a deal.@davame01
4. 5:111:59Creating a new lead in PipedriveDemonstrates how to manually add a new lead and company (e.g., Tim Cook at Apple) into the Pipedrive interface.@minor-co
5. 27:042:29Managing lost deals and reasonsShows the interface for marking a deal as lost and selecting or creating 'Lost Reasons' for reporting purposes.@minor-co
6. 0:541:48Customizing Pipeline Stages in PipedriveThe video demonstrates how to rename, reposition, and create new stages within a sales pipeline to match a specific sales process.@pipedrive
7. 2:400:54Filtering and Sorting DealsA demonstration of how to filter deals by status and user to manage the sales pipeline more effectively.@pipedrive
8. 0:430:51Inviting team members and workspace setupDemonstrates how to navigate to company settings to invite team members and manage visibility permissions for sales reps.@crm.central
9. 1:321:46Importing lead data into PipedriveShows the process of uploading files and mapping specific data fields like names and contact details into the CRM.@crm.central
10. 3:533:56Managing the Pipedrive Leads InboxA walkthrough of the Leads Inbox interface, showing how to view lead details, link organizations, and manage custom fields for incoming prospects.@minor-co
11. 7:471:53Converting a Lead to a Deal in PipedriveDemonstrates the process of qualifying a lead and using the 'Convert to Deal' function to move the prospect into the active sales pipeline.@minor-co
12. 3:131:31Logging interactions and notes in PipedriveThe presenter demonstrates how to input notes, summaries, and documents into the Pipedrive interaction box to maintain a record of prospect communication.@minor-co