Pipedrive CRM - Setup Demo For How To Win Deals In 2026

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Dominic The CX Guy·368 views · Feb 2026

Clips

1. 1:140:50Syncing Email and Calendar to PipedriveDemonstrates how to connect a work email and calendar to Pipedrive to ensure all communications and meetings are synced to the CRM.Pipedrive· Sync leads to CRM
2. 2:142:31Creating Deals and Activities in PipedriveShows the process of manually adding a new deal, associating it with an organization, and scheduling follow-up activities.Pipedrive· Sync leads to CRM
3. 7:241:33Using Email Templates in PipedriveWalks through selecting and sending strategic email templates directly from the Pipedrive interface.Pipedrive· Build a cold-email sequence
4. 12:162:43Setting up Pipedrive Leadbooster ChatbotDemonstrates configuring a live chat widget and chatbot for a website to capture and route inbound leads.Pipedrive· AI inbound qualification