MinorCo: AI Tutorials & Prompts
MinorCo is a world-class Asana Solutions Partner, Pipedrive Elite Partner and Zapier Premier Expert! We love helping businesses to be more productive and we make videos about how to save time using these tools! We were a Pipedrive Partner of the Year winner in 2023, 2022 and 2021. We’re also one of Asana’s top Solution Partners and have been using Asana since 2012. And we’re a Zapier Premier Expert, putting us in the top 10% of partners worldwide.
MinorCo Tutorials
34 demos
May 2026 · 467 viewsMinorCo
MinorCo1:271:01Pipedrive
Updating deal fields and activities in PipedriveThe presenter demonstrates how to update custom fields, expected close dates, and schedule follow-up activities directly within a Pipedrive deal view.Sync leads to CRM
2:320:29Pipedrive
Sending 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.Build a cold-email sequence4:110:35Pipedrive
Creating a new deal from a web inquiryDemonstrates using the 'Quick Add' button to create a new deal, assign it to a pipeline stage, and add inquiry notes.Sync leads to CRM
Mar 2026 · 1.9K viewsMinorCo
MinorCo0:441:44Pipedrive
Pipedrive 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).Build a cold-email sequence3:011:44Pipedrive
Setting Automation Conditions in PipedriveDemonstrates how to set specific conditions for an automation, such as only triggering when a deal moves to a specific stage and matches a custom 'consulting' deal type.Sync leads to CRM4:451:02Pipedrive
Using If/Else Branching LogicShows how to use the If/Else feature to create different automation paths based on deal labels like 'Hot', 'Warm', or 'Cold'.Sync leads to CRM
Jan 2026 · 2.6K viewsMinorCo
MinorCo8:500:48Pipedrive
Managing Sales Pipelines in PipedriveThe demonstrator walks through different sales pipelines (Consulting vs. Subscriptions) and explains how stages are used to track deal progress.Sync leads to CRM9:381:13Pipedrive
Creating a New Deal and ContactA step-by-step walkthrough of creating a new deal, adding a contact person and organization, and assigning custom fields like 'Deal Source'.Sync leads to CRM12:121:21Pipedrive
Logging Notes and Scheduling ActivitiesShows how to capture meeting notes and schedule custom activities like introductory calls and follow-ups within a deal record.Sync leads to CRM
Aug 2025 · 20.9K viewsMinorCo
MinorCo5:111:59Pipedrive
Creating a new lead in PipedriveDemonstrates how to manually add a new lead and company (e.g., Tim Cook at Apple) into the Pipedrive interface.Sync leads to CRM7:073:46Pipedrive
Customizing pipeline stages and win probabilityShows how to edit pipeline stages (Discovery, Proposal, etc.) and set win probabilities for each stage to improve forecasting.Build a cold-email sequence21:332:33Pipedrive
Adding custom fields to PipedriveWalks through creating custom fields like 'Lead Source' or 'Monetary Value' to capture specific business data during the sales process.Append firmographic/technographic data
Jul 2025 · 3.5K viewsMinorCo
MinorCo3:205:53Pipedrive
Creating 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.Build a cold-email sequence11:201:46Pipedrive
Applying a sequence to a Pipedrive dealShows how to manually trigger a sequence from within a specific deal record and manage the resulting activities in the sidebar.Sync leads to CRM
Jun 2025 · 4.3K viewsMinorCo
MinorCo3:131:31Pipedrive
Logging interactions and notes in PipedriveThe presenter demonstrates how to input notes, summaries, and documents into the Pipedrive interaction box to maintain a record of prospect communication.Sync leads to CRM5:052:28Pipedrive
Scheduling 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.Multichannel (email+LI+call)9:502:24Pipedrive
Managing deal stages and lost reasonsThe video shows how to update deal stages and use custom fields to mark deals as lost or for future re-engagement to keep the active pipeline clean.Sync leads to CRM
Nov 2024 · 5.7K viewsMinorCo
MinorCo3:533:56Pipedrive
Managing the Pipedrive Leads InboxA walkthrough of the Leads Inbox interface, showing how to view lead details, link organizations, and manage custom fields for incoming prospects.Sync leads to CRM7:471:53Pipedrive
Converting a Lead to a Deal in PipedriveDemonstrates the process of qualifying a lead and using the 'Convert to Deal' function to move the prospect into the active sales pipeline.Sync leads to CRM