Setting up the Pipedrive Scheduler

All demos from “Pipedrive CRM Tutorial & Full Demo 2025”

1. 0:424:57Managing Sales Pipelines and Deals in PipedriveDemonstrates how to navigate the visual pipeline, move deals between stages, and filter activities by date and owner.Pipedrive· Sync leads to CRM
2. 9:312:03Setting up the Pipedrive SchedulerCurrentShows how to configure the meeting scheduler, set availability, and generate booking links for prospects.Pipedrive· Lead routing & booking
3. 14:081:50Filtering and Organizing ContactsWalks through using list views and custom filters to segment contacts by location and job title.Pipedrive· Build a list from ICP filters
4. 15:563:21Revenue Projections and DashboardsDemonstrates the forecasting view to predict monthly revenue and how to build custom reporting dashboards.Pipedrive· Manage deals & pipeline
5. Watch “Pipedrive CRM Tutorial & Full Demo 2025” →

Lead routing & booking

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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.Davame - Pipedrive
2. 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.Davame - Pipedrive
3. 2:241:43Managing the Leads InboxWalks through the Leads Inbox feature to separate incoming prospects from the primary sales pipeline.CRM Central
4. 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.Ethan Wood | CRM & Automations Expert
5. 11:030:53Scheduling meetings and Zoom integrationShows the process of scheduling a meeting within a deal and connecting video conferencing tools like Zoom.Phylux Express
6. 9:312:03Setting up the Pipedrive SchedulerCurrentShows how to configure the meeting scheduler, set availability, and generate booking links for prospects.Business Solution
7. 16:532:27Scheduling Activities and MeetingsDemonstrates how to schedule calls and meetings, set availability, and link Zoom or other meeting tools within the CRM.The Social Guide
8. 13:252:07Sending proposals and tracking signaturesShowing the document integration within Pipedrive to send proposals and track when they are signed by clients.Nazim Agabekov