Automate and scale your sales with Pipedrive
If your sales team is spending too much time on repetitive tasks, like manually sending emails to leads or creating follow-up activities one by one, it’s a sure sign that it’s time to scale.
Accordingly, Can Pipedrive integrate with Outlook?
Microsoft Outlook + Pipedrive Integrations
Zapier lets you send info between Microsoft Outlook and Pipedrive automatically—no code required. Triggers at a specified time before an event in your calendar starts. automatically do this! Adds a follower to a deal, organization, person or product.
as well, What can you automate with Pipedrive? With Pipedrive, you can automate just about any step of your sales process. For example, you can trigger personalized email templates that go out whenever you create a deal, or move a deal along a pipeline stage, keeping leads warm while you focus on high-priority tasks.
Does Pipedrive have sequencing? Below is an example sales sequence for Pipedrive that automates and sequences booking a tour with a prospect. This sequence would work well for appointment booking as well. For this particular example, the salesperson would flag a contact for the “Book Facility Tour” using a checkbox option in Pipedrive.
So, How do I create an email template in Pipedrive? You can add and customize templates by going to the Email tab of your Pipedrive account, clicking Compose, and then clicking the Templates button below the email Subject. Email templates can also be sent — or edited — from the Send email prompt of any of the Detail View pages of your Deals and Contacts.
Does Pipedrive integration with Office 365?
Microsoft Flow connects Pipedrive with Office 365, WordPress, WebMerge and 10to8. The automation with Office 365 allows users to sync events from Office 365 with Pipedrive so leads are constantly nurtured.
How do I disconnect my email from Pipedrive?
To delete or archive an email, select the email thread in your Pipedrive inbox and click on the Delete or Archive button that appears at the top of the screen.
Does IMAP support calendar?
IMAP doesn’t support the synching of Calendar folders. If you add an IMAP account as your first account then a default Calendar folder is created in the IMAP store which of course is only a local copy. Any additional IMAP or POP3 account will also use this default Calendar.
How do I create an automation in Pipedrive?
Creating an automation. To begin creating a workflow, click the Add custom workflow button, found to the upper-right of the Workflow Automation page in the Pipedrive app.
What can you do with Pipedrive?
- Sales softwareBenefit from a visual and fully-customizable sales CRM for teams of all sizes.
- Email softwareCreate and send best-in-class marketing emails with Pipedrive.
- IntegrationsConnect Pipedrive to 250+ services and tools with an easy one-click installation.
How do you use Pipedrive marketing?
How do I find templates in Pipedrive?
To access the templates, go to “” (more) > Workflow Automation > Templates in your Pipedrive account.
- Using Templates.
- The next prompt allows you to select who can trigger this workflow, set the workflow to active, and to give the workflow a distinct title.
Can you bulk email in Pipedrive?
Pipedrive makes it incredibly easy to send emails en mass, but don’t let the name of the feature fool you! Selecting “Group Email” allows you to send emails to recipients individually using a single template.
How do I add a field in Pipedrive?
Knowledge Base
- Pipedrive comes with a highly customizable approach to managing your sales process.
- You can add a custom field by going to Settings > Company > Data fields, and clicking on “Add custom field.” The field can be added under Lead/deal, Person, Organization, or Product.
What can Pipedrive do?
Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action involved in converting a potential deal into a successful sale.
How do I permanently delete deals on Pipedrive?
Go to your deals tab, and click on the pipeline view. Click on the deal you wish to delete, and drag it to the bottom of your screen in the Pipedrive app. When hovered over the trash can icon, release your mouse-click.
Does IMAP keep a local copy?
Thanks! IMAP saves locally by default (the messages are synchronised between the server and the local hard disc). They will only be deleted from the local hard disc if you delete them from your mailbox (either locally or by accessing your mail from another computer or client, and deleting them there).
How do I add a calendar to my IMAP?
In a nutshell you have to add an Exchange account, select “Manually”, and set the server to ea.outlook.com (for Outlook, Hotmail). Once the account is added you should see options to enable mail, calendar etc.
How do I add an IMAP to my calendar?
If you preferred this method and would continue to work as such, you can do the following:
- File-> Account Settings-> Account Settings…
- Select the Data Files tab.
- Press Add…
- Select to create an Outlook data file (.
- Set it as the default.
- Confirm the warning dialog.
- Restart Outlook.
Where can I find templates in Pipedrive?
To access the templates, go to “” (more) > Workflow Automation > Templates in your Pipedrive account.
- Using Templates.
- The next prompt allows you to select who can trigger this workflow, set the workflow to active, and to give the workflow a distinct title.
How do I automate my workflow?
How to Prepare Your Automated Business Process
- Identify the process owner.
- Keep the ‘Why’ in mind.
- Get the history.
- Diagram the workflow.
- Gather data about the unautomated process.
- Talk with everyone involved in the workflow.
- Test the automation.
- Go live.
What is automation template?
An automated template is a master version of the contract, created by the legal team, from which colleagues can ‘self-serve’ contracts on a case-by-case basis, just changing a few key fields each time. For example, in an NDA template, the majority of the legal obligations for both sides will usually stay the same.
Who uses Pipedrive?
Companies using Pipedrive CRM for CRM include: Price Waterhouse Coopers, a United States based Professional Services organisation with 284000 employees and revenues of $43.00 billion, Escorts Limited, a India based Manufacturing organisation with 10000 employees and revenues of $17.00 billion, A & A Contract Customs
How expensive is Pipedrive?
Pipedrive pricing begins at $14.90 a month, and has four CRM plans. Learn what prices and features to expect from each. The Pipedrive CRM start at $14.90 per user per month, billed annually. More feature-heavy plans cost $24.90, $49.90, and $99 per user per month as well.
Who owns Pipedrive?
Pipedrive was acquired by Vista Equity Partners for $1.5B on Nov 12, 2020 .