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Lead routing & booking

Route qualified leads and let them book meetings instantly.

Lead routing & booking Tutorials

15 demos
Mar 2026 · 51.3K viewsDavame - PipedriveDavame - Pipedrive
8:531:54Pipedrive
Calendar Synchronization in PipedriveDemonstration of connecting a calendar to Pipedrive and configuring one-way or two-way synchronization for specific activity types like meetings and demos.Lead routing & booking
1:10:442:52Pipedrive
Setting Up the Pipedrive Meeting SchedulerHow to create a public availability link for prospects to book meetings directly into a sales rep's calendar, similar to Calendly.Lead routing & booking
Dec 2025 · 7.9K viewsInstantlyInstantly
27:573:25Instantly
Managing replies and booking meetings in the UniboxShows the results of the campaign, navigating the Unibox to handle interested replies and confirming a booked meeting.Lead routing & booking
Mar 2026 · 7.5K viewsCRM CentralCRM Central
2:241:43Pipedrive
Managing the Leads InboxWalks through the Leads Inbox feature to separate incoming prospects from the primary sales pipeline.Lead routing & booking
Oct 2025 · 873 viewsEthan Wood | CRM & Automations Expert Ethan Wood | CRM & Automations Expert
10:341:28Pipedrive
Meeting Scheduling and Deal UpdatesWalks through the automation of updating deal stages and creating activities once a meeting is scheduled via an integrated booking tool.Lead routing & booking
Feb 2026 · 298 viewsVincent RobinVincent Robin
30:503:23Waalaxy
Manage replies with Waalaxy InboxDemonstrates the centralized inbox feature to manage LinkedIn replies and tag prospects based on interest levels.Lead routing & booking
Jul 2025 · 1.3K viewsKatie BaniKatie Bani
7:554:21Close CRM
Updating Opportunities and Sales StagesShows how to update a lead's status, mark opportunities as won or lost, and create follow-up tasks.Lead routing & booking
Apr 2025 · 463 viewsPhylux ExpressPhylux Express
11:030:53Pipedrive
Scheduling meetings and Zoom integrationShows the process of scheduling a meeting within a deal and connecting video conferencing tools like Zoom.Lead routing & booking
Jun 2025 · 788 viewsRomain Osman Lead GenerationRomain Osman Lead Generation
13:011:28Smartlead
AI lead categorization and Master InboxWalkthrough of how Smartlead uses AI to automatically categorize replies (e.g., 'Interested') and manage them in a centralized inbox.Lead routing & booking
Feb 2025 · 3.6K viewsBusiness SolutionBusiness Solution
9:312:03Pipedrive
Setting up the Pipedrive SchedulerShows how to configure the meeting scheduler, set availability, and generate booking links for prospects.Lead routing & booking
May 2025 · 5.3K viewsPhylux ExpressPhylux Express
19:041:18Apollo
Setting up meeting scheduling in ApolloDemonstrates how to configure meeting links and availability within the Apollo platform.Lead routing & booking
Jan 2025 · 8.4K viewsSam Queen, CloseDrSam Queen, CloseDr
28:291:25Close CRM
Sales Activity Reporting and DashboardsA walkthrough of the reporting interface to track completed activities, call volume, and sales performance metrics.Lead routing & booking
Apr 2025 · 2.7K viewsThe Social GuideThe Social Guide
16:532:27Pipedrive
Scheduling Activities and MeetingsDemonstrates how to schedule calls and meetings, set availability, and link Zoom or other meeting tools within the CRM.Lead routing & booking
Feb 2025 · 297 viewsNazim Agabekov Nazim Agabekov
13:252:07Pipedrive
Sending proposals and tracking signaturesShowing the document integration within Pipedrive to send proposals and track when they are signed by clients.Lead routing & booking
Jun 2024 · 2.6K viewsSam Queen, CloseDrSam Queen, CloseDr
3:531:18Close CRM
Setting up team roles and permissions in CloseThe video demonstrates how to navigate settings to create groups, assign roles like 'Closers' or 'Setters', and manage team permissions.Lead routing & booking
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