Pipedrive: Creating and Embedding Web Forms

All demos from “The Ultimate Pipedrive CRM Masterclass | Full Course”

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.Pipedrive· Sync leads to CRM
2. 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.Pipedrive· Build a cold-email sequence
3. 8:531:54Calendar Synchronization in PipedriveDemonstration of connecting a calendar to Pipedrive and configuring one-way or two-way synchronization for specific activity types like meetings and demos.Pipedrive· Lead routing & booking
4. 21:164:00Customizing Pipeline Stages and Rotting DaysThomas shows how to edit pipeline stages, set win probabilities, and configure 'rotting days' to visually flag stagnant deals in the Kanban view.Pipedrive· Build a list from ICP filters
5. 31:292:54Bulk Activity Scheduling and List FilteringHow to use filters in the list view to identify lost deals and bulk-schedule follow-up activities for sales reps across multiple records.Pipedrive· Build a list from ICP filters
6. 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.Pipedrive· Sync leads to CRM
7. 40:083:48Creating and Embedding Web FormsCurrentThomas walks through building a custom web form in Pipedrive to capture inbound leads and automatically create deals in the pipeline.Pipedrive· AI inbound qualification
8. 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.Pipedrive· Sync leads to CRM
9. 1:10:442:52Setting Up the Pipedrive Meeting SchedulerHow to create a public availability link for prospects to book meetings directly into a sales rep's calendar, similar to Calendly.Pipedrive· Lead routing & booking
10. 1:27:404:28Building Workflow AutomationsThomas builds an automation from scratch that triggers when a new deal is added, sending a thank-you email and creating a follow-up task for the owner.Pipedrive· Personalize cold emails at scale
11. 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.Pipedrive· Build a cold-email sequence
12. Watch “The Ultimate Pipedrive CRM Masterclass | Full Course” →

AI inbound qualification

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1. 40:083:48Creating and Embedding Web FormsCurrentThomas walks through building a custom web form in Pipedrive to capture inbound leads and automatically create deals in the pipeline.@davame01
2. 0:421:38Configure Pipedrive Chatbot for lead qualificationShows how to customize the chatbot's appearance and build a logic flow to qualify or disqualify website visitors based on their responses.@gocrmcoach
3. 2:500:25Setting up Live Chat in PipedriveDemonstrates adding a live chat card to the chat bubble to connect website visitors with a human sales representative.@gocrmcoach
4. 32:207:53Configure Pipedrive Chatbot and Lead PlaybooksThe video demonstrates how to set up a live chat playbook in Pipedrive to automatically qualify leads and capture contact details like name and email.@CloudMita
5. 54:5210:27Create and embed lead registration formsDemonstration of creating a custom web form in Pipedrive, adding fields like WhatsApp number, and viewing the submitted lead data in the CRM.@CloudMita
6. 12:162:43Setting up Pipedrive Leadbooster ChatbotDemonstrates configuring a live chat widget and chatbot for a website to capture and route inbound leads.@dominiccx