Setting Up the Pipedrive Meeting Scheduler

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 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 SchedulerCurrentHow 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” →

Lead routing & booking

Pipedrive8Close CRM3Instantly1Apollo1Smartlead1Waalaxy1

1. 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.@davame01
2. 1:10:442:52Setting Up the Pipedrive Meeting SchedulerCurrentHow to create a public availability link for prospects to book meetings directly into a sales rep's calendar, similar to Calendly.@davame01
3. 2:241:43Managing the Leads InboxWalks through the Leads Inbox feature to separate incoming prospects from the primary sales pipeline.@crm.central
4. 9:312:03Setting up the Pipedrive SchedulerShows how to configure the meeting scheduler, set availability, and generate booking links for prospects.@BusinessSolution-org
5. 16:532:27Scheduling Activities and MeetingsDemonstrates how to schedule calls and meetings, set availability, and link Zoom or other meeting tools within the CRM.@thesocialguide7659
6. 10:341:28Meeting Scheduling and Deal UpdatesWalks through the automation of updating deal stages and creating activities once a meeting is scheduled via an integrated booking tool.@ewcrm
7. 11:030:53Scheduling meetings and Zoom integrationShows the process of scheduling a meeting within a deal and connecting video conferencing tools like Zoom.@phyluxexpress4
8. 13:252:07Sending proposals and tracking signaturesShowing the document integration within Pipedrive to send proposals and track when they are signed by clients.@nazimconsulting