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

Pipedrive12Smartlead12Snov.io12Instantly12Close CRM12Hunter6Reply.io4Apollo4Lusha3Waalaxy2Outreach2MailerLite2Lead Loft2GoHighLevel1Claude1Beehiiv1

1. 2:320:29Sending synced emails from PipedriveShows how to compose and send emails directly from the Pipedrive interface using the Gmail sync feature to keep conversations linked to deals.MinorCo
2. 9:230:19Using email templates in PipedriveShows how to select and send pre-written email templates for meeting follow-ups within the CRM.MinorCo
3. 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.Davame - Pipedrive
4. 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.Davame - Pipedrive
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. 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).MinorCo
8. 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.MinorCo
9. 15:530:29Using Email Templates in PipedriveDemonstrates the native email integration and how to use pre-written sales templates for consistent follow-up.MinorCo
10. 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.MinorCo
11. 7:241:33Using Email Templates in PipedriveWalks through selecting and sending strategic email templates directly from the Pipedrive interface.Dominic The CX Guy
12. 1:11:1813:11Setting up email campaigns and sender accountsShows how to connect a Gmail account to Pipedrive Campaigns, verify subscribers, and compose an email template with tracking enabled.CloudMita