Pipedrive: Setting Required Fields for Automations
PipedriveAll demos from “Pipedrive Automation: Getting Started Tutorial (2026)”
- 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).Pipedrive· Build a cold-email sequence
- 3:011:44Setting Automation Conditions in PipedriveDemonstrates how to set specific conditions for an automation, such as only triggering when a deal moves to a specific stage and matches a custom 'consulting' deal type.Pipedrive· Sync leads to CRM
- 4:451:02Using If/Else Branching LogicShows how to use the If/Else feature to create different automation paths based on deal labels like 'Hot', 'Warm', or 'Cold'.Pipedrive· Sync leads to CRM
- 5:571:58Automating Activity CreationA step-by-step guide on configuring an automated activity, including setting the subject, type, due date, and assigning it to the deal owner.Pipedrive· Sync leads to CRM
- 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.Pipedrive· Build a cold-email sequence
- 11:321:01Setting Required Fields for AutomationsCurrentShows how to use the Data Fields settings to make specific fields mandatory at certain stages to ensure automations have the data they need to run.Pipedrive· Sync leads to CRM
- 13:080:40Debugging Automations with History ViewWalks through the automation history log to see which paths were taken and identify where errors occurred in a specific run.Pipedrive· Sync leads to CRM
- Watch “Pipedrive Automation: Getting Started Tutorial (2026)” →
Sync leads to CRM
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- 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
- 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
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- 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
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- 2:400:54Filtering and Sorting DealsA demonstration of how to filter deals by status and user to manage the sales pipeline more effectively.@pipedrive
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- 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
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- 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
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