Pipedrive: Creating email campaigns and automation

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

1. 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
2. 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
3. 12:350:28Email inbox synchronizationWalks through the steps to grant Pipedrive access to your email address to sync conversations directly to the CRM.Pipedrive· Multichannel (email+LI+call)
4. 17:162:06Creating email campaigns and automationCurrentDemonstrates setting up an email draft with placeholders and scheduling automated sequences based on deal triggers.Pipedrive· Build a cold-email sequence
5. 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
6. Watch “Pipedrive CRM Tutorial for Beginners | Streamline Your Sales Pipeline in 2025 (Full Demo)” →

Build a cold-email sequence

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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 automationsDemonstrates 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