Pipedrive: Nurturing relationships with the Contact Timeline

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 PipedriveShows 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 TimelineCurrentDemonstrates 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)” →

Multichannel (email+LI+call)

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1. 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.MinorCo
2. 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.MinorCo
3. 12:560:42Nurturing relationships with the Contact TimelineCurrentDemonstrates the Contact Timeline view to visually track the last point of contact (email or call) with existing customers.MinorCo
4. 32:582:53Scheduling sales activities and notesDemonstrates how to log notes and schedule follow-up activities like calls or demos within a specific deal view.MinorCo
5. 5:052:28Scheduling next-step activities in PipedriveA walkthrough of setting up proactive activities like calls and texts within a deal to ensure no prospect is left without a scheduled next step.MinorCo
6. 12:350:28Email inbox synchronizationWalks through the steps to grant Pipedrive access to your email address to sync conversations directly to the CRM.Phylux Express
7. 4:481:49Slack and Email Sequence AutomationShows how to trigger Slack notifications and email sequences automatically when a deal stage is updated in Pipedrive.Ethan Wood | CRM & Automations Expert
8. 9:583:29Scheduling activities and reminders in PipedriveDemonstration of the activity scheduler, including Google Calendar integration and setting up follow-up tasks for specific leads.Nazim Agabekov
9. 10:021:54Setting Up Sales AutomationsA walkthrough of creating automated activities and Slack notifications triggered by deal stage movements.Niks Jansons l Stay Sharp