Using Email Templates 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 PipedriveShows 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 PipedriveCurrentWalks 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” →

Build a cold-email sequence

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1. 6:062:15Email Synchronization and Visibility SettingsA step-by-step walkthrough of connecting a personal or team email account to Pipedrive, including setting up shared visibility and email signatures.@davame01
2. 1:34:313:25Creating Automated Email SequencesA demo of the 'Sequences' feature to set up multi-step email touchpoints and activities that run automatically when a deal is added to the sequence.@davame01
3. 7:073:46Customizing pipeline stages and win probabilityShows how to edit pipeline stages (Discovery, Proposal, etc.) and set win probabilities for each stage to improve forecasting.@minor-co
4. 36:041:41Email integration and composing messagesShows the native email integration where users can compose and send emails directly from the Pipedrive contact record.@minor-co
5. 4:051:02Customizing Pipeline View and stagesShows how to customize deal stages, move leads through the pipeline, and use visual icons to track relationship health.@crm.central
6. 5:070:53Setting up sales automationsDemonstrates setting up automated triggers, such as sending an email automatically when a deal is moved to a specific stage.@crm.central
7. 3:205:53Creating a sales sequence in PipedriveThe presenter walks through the Pipedrive interface to build a sequence from scratch, including adding email templates, setting wait times, and scheduling follow-up tasks like phone calls.@minor-co
8. 3:593:55Customizing Sales PipelinesShows how to create deals, move them through different pipeline stages, and customize pipeline cards and fields.@thesocialguide7659
9. 9:077:28Creating Email Campaigns and TemplatesWalks through the email campaign builder, including selecting layouts, using the drag-and-drop editor, and adding social links.@thesocialguide7659
10. 15:530:29Using Email Templates in PipedriveDemonstrates the native email integration and how to use pre-written sales templates for consistent follow-up.@minor-co
11. 0:441:44Pipedrive Automation Triggers: Event vs Date BasedA walkthrough of how to navigate to the automation builder and the difference between event-based triggers (deal updates) and date-based triggers (renewal or custom dates).@minor-co
12. 8:221:19Automating Follow-up Emails with TemplatesDemonstrates how to add a delay and then automatically send a templated email with open and link tracking enabled.@minor-co