20+ Pipedrive Workflow Automation Examples
A running list of Pipedrive workflow automation examples to improve your sales processes using automation tools like Zapier, Make, and n8n.
50+ Pipedrive Addons to improve your sales processes
A comprehensive list of Pipedrive addons for Marketing Automation & Email Marketing, Calling, Texting, Customer Support to improve your sales process.
Pipedrive Setup Tips: 41 Tips from a Pipedrive Expert
Proven Pipedrive Setup tips from a Pipedrive Expert for an efficient and scalable new Pipedrive account setup that your sales team will love.
Boost Sales Productivity: 11 Apps to Integrate LinkedIn and Pipedrive
Apps to seamlessly integrate LinkedIn and Pipedrive, making your lead generation and sales workflow more efficient than ever before.
How to export Pipedrive data to Google Sheets automatically
Learn how to export Pipedrive data to Google Sheets, Excel, and BigQuery using Coupler & Flatly to visualize it in BI tools like Tableau & PowerBI.
5 Calling Apps for Pipedrive & other CRMs
Comparison of calling apps for Pipedrive like Aircall, JustCall, Nextiva, OpenPhone, Cloudtalk, and MightyCall for Pipedrive and other CRMs.
6 Ways to Integrate WhatsApp with Pipedrive CRM
Learn ways to integrate WhatsApp with Pipedrive CRM to improve your sales process, sales productivity, and increase revenues.
Pipedrive Leads vs Deals: Leveraging the Best of Both Worlds
Learn the differences between Pipedrive Leads and Deals, their limitations, and how to leverage each one to have the perfect Pipedrive setup.
How to link Deals with Person & Org in Pipedrive
A short note about how to connect a deal with a person and an organization in Pipedrive using Zapier and Integromat.
Pipedrive Reporting & Insights Ideas to Track the Health of your Business
A complete list of sales, sales efforts, and pipeline metrics to track the health of your business using Pipedrive Insights & Reporting.
Automated & Round-robin Deals/Leads Assignment in Pipedrive
Learn how to automatically assign and distribute deals and Leads in Pipedrive CRM based on round-robin logic, location, and business rules.
How to set up Pipedrive Activities for Productivity
Make the activities view in Pipedrive a one-stop place for all your sales activities to save time and focus on what matters most – closing deals!