Using email templates in Pipedrive

All demos from “How to Use Pipedrive on a Daily Basis (Updated Routine)”

1. 1:271:01Updating deal fields and activities in PipedriveThe presenter demonstrates how to update custom fields, expected close dates, and schedule follow-up activities directly within a Pipedrive deal view.Pipedrive· Sync leads to CRM
2. 2:320:29Sending synced emails from PipedriveShows how to compose and send emails directly from the Pipedrive interface using the Gmail sync feature to keep conversations linked to deals.Pipedrive· Build a cold-email sequence
3. 4:110:35Creating a new deal from a web inquiryDemonstrates using the 'Quick Add' button to create a new deal, assign it to a pipeline stage, and add inquiry notes.Pipedrive· Sync leads to CRM
4. 5:331:10Managing sales activities with custom filtersShows how to use the Activities page and create custom filters for incomplete tasks due today to manage a daily sales workflow.Pipedrive· Multichannel (email+LI+call)
5. 6:431:07Executing follow-ups from the activity loopDemonstrates the 'activity loop' workflow: opening a deal from the activity list, sending a follow-up email, and marking the task as complete.Pipedrive· Multichannel (email+LI+call)
6. 9:230:19Using email templates in PipedriveCurrentShows how to select and send pre-written email templates for meeting follow-ups within the CRM.Pipedrive· Build a cold-email sequence
7. 10:561:28Pipeline review and deal managementWalks through reviewing the pipeline for overdue activities, providing feedback via mentions in notes, and dragging deals to 'Won' or 'Lost'.Pipedrive· Sync leads to CRM
8. 12:560:42Nurturing relationships with the Contact TimelineDemonstrates the Contact Timeline view to visually track the last point of contact (email or call) with existing customers.Pipedrive· Multichannel (email+LI+call)
9. Watch “How to Use Pipedrive on a Daily Basis (Updated Routine)” →

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