Whether you’re a small business owner, or an employee at a large company, you need to learn how to use Pipedrive to manage your sales and leads. Pipedrive is a cloud-based software as a service (SaaS) company that offers a web application and mobile app. It has more than 1,000 employees, and eight offices across Europe.

Workflow automations

Using Pipedrive’s Workflow Automation feature, sales reps can automate many routine tasks, like sending personalized emails when a deal reaches certain stages. Combined with other features, this can save sales reps a lot of time. It can also help close more deals.

Pipedrive’s Workflow Automation feature is easy to set up. It uses a trigger-action system to automate simple updates to deals. The workflows can be automated for tasks such as data entry, sending emails, and approving expenses. Designed to work with the sales process, this feature can boost productivity, improve accountability, and make businesses more profitable.

Pipedrive’s workflow automations are built with the help of templates, which are designed to get teams started. The feature can also be customized. Its simplicity ensures that teams stay on track and reach revenue goals. You can create custom workflows that meet your organization’s needs.

The Pipedrive crm workflow automation feature can automate emails, data entry tasks, and more. This allows sales reps to focus on closing more deals. It also helps eliminate human error and reduce lead time. It also provides a clear view of deals, allowing you to stay focused on the most important tasks.

Pipedrive’s Workflow Automations feature is only available to users with Advanced access. You will need at least three records to create a workflow. Once you have created the workflow, you can customize it by choosing the triggers, actions, and filters you want to include. You can also double check your workflow’s functionality by using Pipedrive’s workflow editor. You can also configure activities, set automatic reminders, and more.

Pipedrive’s workflow automations also work with Slack. The integration allows you to receive notifications when a lead gets in, when a link is clicked, or when a deal is created. The notifications can be sent to a specific user, your team, or to a Slack channel you’ve specified. This feature can also help you replace mass emails.


Using Pipedrive activities is a great way to build your sales funnel. It helps you organize your day and optimize your sales activities. Activities are also a great way to track your sales activities. You can also invite other Pipedrive users to collaborate in your account.

Pipedrive also provides a tool for adding contacts and importing activities from other databases. To use this feature, you’ll need to connect your Pipedrive account to a Microsoft or Google account. You can then invite members to your Pipedrive workspace by entering their email addresses.

You can also connect Pipedrive to CalendarHero. This is an application that can be installed on your mobile device to manage your appointments and meetings. You can then sync your activities in real time. You can also create automation flows with inbound webhooks.

As part of its integration with CalendarHero, Pipedrive also provides a component called Activities. This component uses the Pipedrive app to create new activities when new Office 365 events are created. This component is in its beta phase right now.


Using Pipedrive is a great way to manage your sales pipeline and visualize your sales process. The system allows you to track your contacts, schedule meetings, and keep your team members informed. It also has a live dashboard that allows you to monitor key metrics such as forecasting, goal setting, and reporting. In addition, you can view your contact’s history of correspondence and schedule follow-up calls.

Pipedrive also has an email tab. This tab holds emails you decide to keep in Pipedrive, as well as emails sent to you by your contacts. You can see which emails your contacts send you through your Pipedrive account, and you can send them emails back.

You can use Pipedrive to schedule activities, such as follow-up calls, product demonstrations, and in-person meetings. These activities can be scheduled from Organizations, Deals, or Persons.

Pipedrive also has a live dashboard that lets you see your sales performance. You can customize the date range and filter by specific sales team members. The dashboard is only available to Professional and Enterprise users.

If you have loose contacts in your Pipedrive database, you may not be able to successfully integrate your sales team with other systems. This can cause issues with ABM strategies, as well as your sales process. It can also break critical integrations. Luckily, Insycle can help you fix the most common issues with Pipedrive data.


Using Pipedrive to organize your sales pipeline is a great way to streamline your sales process. Pipedrive has a variety of features to help you manage your sales process, including custom fields, email syncing, goal tracking, and more.

Pipedrive is a cloud-based software as a service (SaaS) company. It has more than 1,000 employees in eight offices around the world, including two in the United States. Pipedrive offers a wide range of analytics to help you understand your sales process and individual agent performance.

Pipedrive offers an ERD, which is an easy-to-understand graphic representation of different entities and how they relate to each other. This helps you understand how and where your Pipedrive data fits into the larger data structure of Pipedrive.

The main entities in Pipedrive are Contacts, Organizations, Persons, Leads, Deals, Activities, and Products. Each of these entities has its own set of settings. These settings control the visibility of a particular Pipedrive item.

Deals are ongoing transactions that contain notes, emails, and files. They also contain all of the actions taken toward closing a sale. If there are multiple deals open at the same time, users can create multiple Organizations to keep track of the deals.

The Pipedrive Mailbox is a storage area for user-defined emails. It is located in the Mail tab of the Pipedrive web app. The Pipedrive mobile app calls logs can be associated with Organizations.


Whether you are an individual salesperson or a sales manager, Pipedrive reports can help you monitor your performance. You can customize these reports based on deal stage, product, or sales process.

Pipedrive’s reporting interface is easy to use and customizable. You can create new reports, filter results, and export data from your account. The tool also allows you to add metrics and analyze your data. You can also create custom templates.

Pipedrive’s offers a live dashboard, which shows you a summary of your sales success data. You can also filter the data by specific sales team members and date ranges.

For example, you could combine data from Excel, Google Sheets, or other sources into a single report. Then, you can schedule your reports and send them to others. Databox integrates with Pipedrive and allows you to send reports from your account. You can also connect Pipedrive KPIs with other systems, such as Google Analytics, Salesforce, and more.

It also includes a timesheet, leadfeeder, and all of the sales features you’ll need. You can also access the Pipedrive CRM integrations, which includes apps like Klipfolio and Stitch. You can also connect Google Data Studio through Stitch, so you can view data from Pipedrive and other data sources in a single dashboard.

Pipedrive’s live dashboard is only available to professional and enterprise users. It shows the completed deals and activities. It also highlights key sales performance metrics, like conversion rates and average time to close a deal.