Pipedrive: Setting Up Sales Automations

All demos from “Pro Tips For Advance Users Sales CRM | Pipedrive Tutorial”

1. 3:192:52Configuring Custom Fields in PipedriveThe video demonstrates how to add and segment custom fields for leads and deals to capture specific campaign information.Pipedrive· Sync leads to CRM
2. 10:021:54Setting Up Sales AutomationsCurrentA walkthrough of creating automated activities and Slack notifications triggered by deal stage movements.Pipedrive· Multichannel (email+LI+call)
3. 16:173:09Sales Dashboard and Pipeline TrackingDemonstration of the Pipedrive dashboard to track won deals, proposal stages, and sales team performance metrics.Pipedrive· Sync leads to CRM
4. Watch “Pro Tips For Advance Users Sales CRM | Pipedrive Tutorial” →

Multichannel (email+LI+call)

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1. 32:582:53Scheduling sales activities and notesDemonstrates how to log notes and schedule follow-up activities like calls or demos within a specific deal view.@minor-co
2. 5:052:28Scheduling next-step activities in PipedriveA walkthrough of setting up proactive activities like calls and texts within a deal to ensure no prospect is left without a scheduled next step.@minor-co
3. 10:021:54Setting Up Sales AutomationsCurrentA walkthrough of creating automated activities and Slack notifications triggered by deal stage movements.@niksjansonsfromlatvia
4. 4:481:49Slack and Email Sequence AutomationShows how to trigger Slack notifications and email sequences automatically when a deal stage is updated in Pipedrive.@ewcrm
5. 5:331:10Managing sales activities with custom filtersShows how to use the Activities page and create custom filters for incomplete tasks due today to manage a daily sales workflow.@minor-co
6. 6:431:07Executing follow-ups from the activity loopDemonstrates the 'activity loop' workflow: opening a deal from the activity list, sending a follow-up email, and marking the task as complete.@minor-co
7. 12:560:42Nurturing relationships with the Contact TimelineDemonstrates the Contact Timeline view to visually track the last point of contact (email or call) with existing customers.@minor-co
8. 12:350:28Email inbox synchronizationWalks through the steps to grant Pipedrive access to your email address to sync conversations directly to the CRM.@phyluxexpress4
9. 9:583:29Scheduling activities and reminders in PipedriveDemonstration of the activity scheduler, including Google Calendar integration and setting up follow-up tasks for specific leads.@nazimconsulting