Pipedrive: Email inbox synchronization
PipedriveAll demos from “Pipedrive CRM Tutorial for Beginners | Streamline Your Sales Pipeline in 2025 (Full Demo)”
- 6:584:05Adding and managing leads in PipedriveDemonstrates how to manually add a lead, input contact details like email and phone, and assign deal values and labels.Pipedrive· Sync leads to CRM
- 11:030:53Scheduling meetings and Zoom integrationShows the process of scheduling a meeting within a deal and connecting video conferencing tools like Zoom.Pipedrive· Lead routing & booking
- 12:350:28Email inbox synchronizationCurrentWalks through the steps to grant Pipedrive access to your email address to sync conversations directly to the CRM.Pipedrive· Multichannel (email+LI+call)
- 17:162:06Creating email campaigns and automationDemonstrates setting up an email draft with placeholders and scheduling automated sequences based on deal triggers.Pipedrive· Build a cold-email sequence
- 22:201:30Sales reporting and AI insightsExplores the reporting dashboard, showing how to track performance goals and use AI-driven insights for deal cycles.Pipedrive· AI account/prospect research
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Multichannel (email+LI+call)
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
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
10:021:54Setting Up Sales AutomationsA walkthrough of creating automated activities and Slack notifications triggered by deal stage movements.@niksjansonsfromlatvia
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
5:331:10Managing 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- 6:431:07Executing 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
- 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
- 12:350:28Email inbox synchronizationCurrentWalks through the steps to grant Pipedrive access to your email address to sync conversations directly to the CRM.@phyluxexpress4
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