Pipedrive: Configuring Custom Fields and Mandatory Data

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 FormsThomas 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 DataCurrentDemonstration 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” →

Sync leads to CRM

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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.MinorCo
2. 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.MinorCo
3. 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'.MinorCo
4. 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.Davame - Pipedrive
5. 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.Davame - Pipedrive
6. 51:413:38Configuring Custom Fields and Mandatory DataCurrentDemonstration of adding custom data fields to deals and setting them as 'required' to ensure sales reps enter critical data before winning a deal.Davame - Pipedrive
7. 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.MinorCo
8. 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'.MinorCo
9. 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.MinorCo
10. 11:321:01Setting Required Fields for AutomationsShows 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.MinorCo
11. 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.MinorCo
12. 8:500:48Managing Sales Pipelines in PipedriveThe demonstrator walks through different sales pipelines (Consulting vs. Subscriptions) and explains how stages are used to track deal progress.MinorCo