Pipedrive: Setting up sales automations

All demos from “Learn Pipedrive Within 10 Minutes! Complete Pipedrive Tutorial”

1. 0:430:51Inviting team members and workspace setupDemonstrates how to navigate to company settings to invite team members and manage visibility permissions for sales reps.Pipedrive· Sync leads to CRM
2. 1:321:46Importing lead data into PipedriveShows the process of uploading files and mapping specific data fields like names and contact details into the CRM.Pipedrive· Sync leads to CRM
3. 2:241:43Managing the Leads InboxWalks through the Leads Inbox feature to separate incoming prospects from the primary sales pipeline.Pipedrive· Lead routing & booking
4. 4:051:02Customizing Pipeline View and stagesShows how to customize deal stages, move leads through the pipeline, and use visual icons to track relationship health.Pipedrive· Build a cold-email sequence
5. 5:070:53Setting up sales automationsCurrentDemonstrates setting up automated triggers, such as sending an email automatically when a deal is moved to a specific stage.Pipedrive· Build a cold-email sequence
6. Watch “Learn Pipedrive Within 10 Minutes! Complete Pipedrive Tutorial” →

Build a cold-email sequence

Pipedrive12Instantly12Smartlead12Close CRM12Snov.io12Hunter6Lusha5Reply.io5Apollo4Waalaxy2Lead Loft2MailerLite2Outreach2Beehiiv1GoHighLevel1

1. 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.@davame01
2. 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.@davame01
3. 7:073:46Customizing pipeline stages and win probabilityShows how to edit pipeline stages (Discovery, Proposal, etc.) and set win probabilities for each stage to improve forecasting.@minor-co
4. 36:041:41Email integration and composing messagesShows the native email integration where users can compose and send emails directly from the Pipedrive contact record.@minor-co
5. 4:051:02Customizing Pipeline View and stagesShows how to customize deal stages, move leads through the pipeline, and use visual icons to track relationship health.@crm.central
6. 5:070:53Setting up sales automationsCurrentDemonstrates setting up automated triggers, such as sending an email automatically when a deal is moved to a specific stage.@crm.central
7. 3:205:53Creating a sales sequence in PipedriveThe presenter walks through the Pipedrive interface to build a sequence from scratch, including adding email templates, setting wait times, and scheduling follow-up tasks like phone calls.@minor-co
8. 3:593:55Customizing Sales PipelinesShows how to create deals, move them through different pipeline stages, and customize pipeline cards and fields.@thesocialguide7659
9. 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.@thesocialguide7659
10. 15:530:29Using Email Templates in PipedriveDemonstrates the native email integration and how to use pre-written sales templates for consistent follow-up.@minor-co
11. 0:441:44Pipedrive Automation Triggers: Event vs Date BasedA walkthrough of how to navigate to the automation builder and the difference between event-based triggers (deal updates) and date-based triggers (renewal or custom dates).@minor-co
12. 8:221:19Automating Follow-up Emails with TemplatesDemonstrates how to add a delay and then automatically send a templated email with open and link tracking enabled.@minor-co