Pipedrive: Scheduling Activities and Meetings

All demos from “Pipedrive CRM Tutorial for Beginners | Streamline Your Sales Pipeline in 2025 (Full Demo)”

1. 0:423:19Lead Management in PipedriveDemonstrates how to enter new leads, assign owners, and manage lead information within the Pipedrive inbox and lead section.Pipedrive· Sync leads to CRM
2. 3:593:55Customizing Sales PipelinesShows how to create deals, move them through different pipeline stages, and customize pipeline cards and fields.Pipedrive· Build a cold-email sequence
3. 9:077:28Creating Email Campaigns and TemplatesWalks through the email campaign builder, including selecting layouts, using the drag-and-drop editor, and adding social links.Pipedrive· Build a cold-email sequence
4. 16:532:27Scheduling Activities and MeetingsCurrentDemonstrates how to schedule calls and meetings, set availability, and link Zoom or other meeting tools within the CRM.Pipedrive· Lead routing & booking
5. Watch “Pipedrive CRM Tutorial for Beginners | Streamline Your Sales Pipeline in 2025 (Full Demo)” →

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 SchedulerShows how to configure the meeting scheduler, set availability, and generate booking links for prospects.Business Solution
7. 16:532:27Scheduling Activities and MeetingsCurrentDemonstrates 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