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89 Real Product Demos of Pipedrive

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Less time managing, more time closing deals.

Pipedrive is a sales-focused customer relationship management (CRM) platform founded in 2010 that helps small businesses and revenue teams visualize pipelines, manage leads, and automate the entire sales process. Used by over 100,000 companies worldwide, the cloud‑based solution centralizes deal tracking, activity scheduling, and reporting in one intuitive interface, allowing teams to spend more time selling and less time on admin. Headquartered in New York with offices across Europe and the US, Pipedrive is backed by Vista Equity Partners and other leading investors, and continues to innovate tools that simplify and accelerate deal closing.

Sync leads to CRM

  1. 3:172:03Pipedrive Personal Preferences and API SetupThomas demonstrates how to configure personal settings in Pipedrive, including currency, language, and locating the API token for third-party integrations.@davame01
  2. 37:083:00Importing Leads from SpreadsheetsA demonstration of importing lead data via CSV, mapping spreadsheet columns to Pipedrive fields, and handling duplicate records during the import process.@davame01
  3. 51:413:38Configuring Custom Fields and Mandatory DataDemonstration of adding custom data fields to deals and setting them as 'required' to ensure sales reps enter critical data before winning a deal.@davame01
  4. 5:111:59Creating a new lead in PipedriveDemonstrates how to manually add a new lead and company (e.g., Tim Cook at Apple) into the Pipedrive interface.@minor-co
  5. 27:042:29Managing lost deals and reasonsShows the interface for marking a deal as lost and selecting or creating 'Lost Reasons' for reporting purposes.@minor-co
  6. Watch 32 more demos →

Build a cold-email sequence

  1. 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.@davame01
  2. 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.@davame01
  3. 7:073:46Customizing pipeline stages and win probabilityShows how to edit pipeline stages (Discovery, Proposal, etc.) and set win probabilities for each stage to improve forecasting.@minor-co
  4. 36:041:41Email integration and composing messagesShows the native email integration where users can compose and send emails directly from the Pipedrive contact record.@minor-co
  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. Watch 12 more demos →

Lead routing & booking

  1. 8:531:54Calendar 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.@davame01
  2. 1:10:442:52Setting 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.@davame01
  3. 2:241:43Managing the Leads InboxWalks through the Leads Inbox feature to separate incoming prospects from the primary sales pipeline.@crm.central
  4. 9:312:03Setting up the Pipedrive SchedulerShows how to configure the meeting scheduler, set availability, and generate booking links for prospects.@BusinessSolution-org
  5. 16:532:27Scheduling Activities and MeetingsDemonstrates how to schedule calls and meetings, set availability, and link Zoom or other meeting tools within the CRM.@thesocialguide7659
  6. Watch 3 more demos →

Build a list from ICP filters

  1. 21:164:00Customizing Pipeline Stages and Rotting DaysThomas shows how to edit pipeline stages, set win probabilities, and configure 'rotting days' to visually flag stagnant deals in the Kanban view.@davame01
  2. 31:292:54Bulk Activity Scheduling and List FilteringHow to use filters in the list view to identify lost deals and bulk-schedule follow-up activities for sales reps across multiple records.@davame01
  3. 14:081:50Filtering and Organizing ContactsWalks through using list views and custom filters to segment contacts by location and job title.@BusinessSolution-org
  4. 3:201:17Prospecting with Pipedrive LeadBooster ProspectorWalks through using filters like job title, location, and industry to find leads within Pipedrive's 400M+ profile database and add them to the CRM.@gocrmcoach
  5. 45:009:50Using Pipedrive Prospector to find leadsA walkthrough of the Pipedrive Prospector tool, showing how to filter by industry, job title (e.g., Engineer), and country to generate a lead list.@CloudMita

AI inbound qualification

  1. 40:083:48Creating and Embedding Web FormsThomas walks through building a custom web form in Pipedrive to capture inbound leads and automatically create deals in the pipeline.@davame01
  2. 0:421:38Configure Pipedrive Chatbot for lead qualificationShows how to customize the chatbot's appearance and build a logic flow to qualify or disqualify website visitors based on their responses.@gocrmcoach
  3. 2:500:25Setting up Live Chat in PipedriveDemonstrates adding a live chat card to the chat bubble to connect website visitors with a human sales representative.@gocrmcoach
  4. 32:207:53Configure Pipedrive Chatbot and Lead PlaybooksThe video demonstrates how to set up a live chat playbook in Pipedrive to automatically qualify leads and capture contact details like name and email.@CloudMita
  5. 54:5210:27Create and embed lead registration formsDemonstration of creating a custom web form in Pipedrive, adding fields like WhatsApp number, and viewing the submitted lead data in the CRM.@CloudMita
  6. Watch 1 more demos →

Personalize cold emails at scale

  1. 1:27:404:28Building Workflow AutomationsThomas builds an automation from scratch that triggers when a new deal is added, sending a thank-you email and creating a follow-up task for the owner.@davame01

Append firmographic/technographic data

  1. 21:332:33Adding custom fields to PipedriveWalks through creating custom fields like 'Lead Source' or 'Monetary Value' to capture specific business data during the sales process.@minor-co
  2. 4:340:53Creating Custom Data Fields in PipedriveA walkthrough of adding custom data fields to leads, organizations, and projects within the Pipedrive settings menu.@BusinessSolution-org

Multichannel (email+LI+call)

  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 AutomationsA 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. Watch 4 more demos →

Manage deals & pipeline

  1. 15:563:21Revenue Projections and DashboardsDemonstrates the forecasting view to predict monthly revenue and how to build custom reporting dashboards.@BusinessSolution-org

AI account/prospect research

  1. 13:560:51Generating Quotes and ContractsDemonstrates using Google Workspace templates within Pipedrive to automatically generate quotes with product tables and request e-signatures.@minor-co
  2. 22:201:30Sales reporting and AI insightsExplores the reporting dashboard, showing how to track performance goals and use AI-driven insights for deal cycles.@phyluxexpress4
  3. 15:293:53Sales forecasting and performance insightsA look at Pipedrive's insights and reporting features to track deal status, revenue goals, and sales rep performance.@nazimconsulting
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