demobook

Pipedrive tutorial for Absolute Bginners 2026

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CloudMitaCloudMita·498 views · Feb 2026

Clips

  1. 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.PipedriveAI inbound qualification
  2. 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.PipedriveBuild a list from ICP filters
  3. 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.PipedriveAI inbound qualification
  4. 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.PipedriveBuild a cold-email sequence