Pipedrive

  • Pipedrive vs. Zapier: Are You Missing Out on More Powerful Automations? [VIDEO]

    Video

    Not sure if Pipedrive’s built-in automations meet your needs—or if you need Zapier for advanced workflows? In this video, we compare Pipedrive’s built-in automation features to Zapier, revealing why you might need third-party workflows for more complex tasks like Calendly bookings or creating loops to add multiple products. We’ll show you how conditional logic, paths, and fewer action limits make Zapier a powerful alternative—especially when native apps or marketplace integrations fall short. Whether you’re automating emails, creating activities when deals change stages, or syncing data…

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    By Paul Minors•Posted on 26/03/2025•0 comments

  • Getting started with Outfunnel (how to sync Pipedrive & Mailchimp) [VIDEO]

    Video

    In this video, we provide a step-by-step guide on how and why we use Outfunnel to establish a two-way sync between Pipedrive and Mailchimp.

    Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Pipedrive to the next level.

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    By Paul Minors•Posted on 25/02/2025•0 comments

  • SDRs in Pipedrive: How to Qualify Leads & Hand Off to Closers [VIDEO]

    How To, Sales, Video

    Ever wonder if your top sales closers are wasting time on unqualified leads? It may sound counterintuitive, but adding Sales Development Representatives (SDRs) to your process could be the secret to boosting your entire pipeline. In this video, we reveal what SDRs are, how they slot into a high-volume sales process, and why you don’t want your best closers stuck qualifying leads all day.

    You’ll see how SDRs can live in Pipedrive’s Lead Inbox—making initial contact and converting the right leads into deals labeled “Qualified…

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    By Paul Minors•Posted on 11/02/2025•0 comments

  • Pipedrive leads vs. deals [VIDEO]

    Sales, Video

    New Pipedrive users are often confused about when to use leads vs. deals. In this video, I explain the purpose of each and how to use the leads inbox to qualify your leads before you convert them into deals.

    Need help setting up Pipedrive and optimising it for your business? Join my Master Pipedrive program!

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    By Paul Minors•Posted on 15/11/2024•0 comments

  • Pipedrive Security Features [VIDEO]

    How To, Video

    An overview of the main security features and permissions inside Pipedrive. Learn how to customise user permissions and visibility. I also cover the main security features in Pipedrive including security rules and alerts. And finally, learn how to use the security dashboard to monitor your account.

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    By Paul Minors•Posted on 25/10/2024•0 comments

  • My 5 favourite Pipedrive features (Sept 2024) [VIDEO]

    Video

    Here are my 5 favourite features of Pipedrive that save me time and help me to get more value from this CRM.

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    By Paul Minors•Posted on 20/09/2024•0 comments

  • How we set up our Pipedrive account [VIDEO]

    Consulting, How To, Productivity Tools, Sales, Team Work, Video, Zapier

    If you’re not sure if you’ve set up your Pipedrive account in the best way, then take a look at how the professionals do it! In this video, watch a behind the scenes look at how we use Pipedrive at MinorCo to track our consulting and subscription deals.

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    By Paul Minors•Posted on 16/08/2024•0 comments

  • Exploring Pipedrive’s new AI features [VIDEO]

    Email, Video

    In this video, I demo the new AI features inside Pipedrive. Now, a lot of companies are experimenting with AI and if you watch this video 6 months from now, you may find these features have changed or there are new AI capabilities entirely. I’m really excited to see what Pipedrive do next!

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    By Paul Minors•Posted on 02/08/2024•0 comments

  • How to manage a sales team in Pipedrive [VIDEO]

    How To, Management, Sales, Video

    I recently started getting my team to do sales for the first time; it can be nerve-wracking to let go of control and hand this responsibility to others. Fortunately, Pipedrive makes it easy to keep track of and support my team.

    In this video, I share some tactics I use to review my team’s deals and provide feedback on how they can move a deal forward.

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    By Paul Minors•Posted on 28/06/2024•0 comments

  • Pipedrive Campaigns [Tutorial for Beginners] [VIDEO]

    Email, Video

    Generating sales often comes down to catching people with the right offer at the right time. Sending marketing emails is a great way of nurturing your prospects and keeping top of mind until the prospect is ready to buy.

    Learn how to get started with Campaigns in Pipedrive. The Campaigns feature is great for sending marketing emails, newsletters or nurture sequences to your prospects or customers. The nice thing about Campaigns is it’s native to Pipedrive…

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    By Paul Minors•Posted on 23/05/2024•0 comments

What do the lessons cover?

When you purchase, you’ll get access to the following lessons via your customer account. This is a “go at your own pace” program where you’re free to view the lessons whenever you like:

MODULE 1: PLANNING YOUR PIPEDRIVE STRATEGY

  • 1.1: Introduction (4:10)
  • 1.2: Your Pipedrive vision and purpose (4:12)
  • 1.3: Planning your Pipedrive tech stack (8:50)

MODULE 2: SETTING UP YOUR PIPEDRIVE ACCOUNT

  • 2.1: Organisations, contacts, deals & leads (15:01)
  • 2.2: Setting up your pipeline(s) (28:24)
  • 2.3: Labels, data fields and products (42:40)
  • 2.4: Activities and lost reasons (14:01)
  • 2.5: Importing data from a CSV file (10:46)
  • 2.6: Using filters to find information (10:26)
  • 2.7: How to bulk update information (7:11)
  • 2.8: Setting up sales goals (16.02)
  • 2.9: Project management in Pipedrive (30:43)

MODULE 3: TEAM ONBOARDING

  • 3.1: Planning your Pipedrive rollout (10:13)
  • 3.2: Define protocols and best practices (12:53)
  • 3.3: User permissions, visibility and teams (17:17)
  • 3.4: Training your team (recommended agenda) (8:49)

More videos coming soon… (Last Updated: November-2024)

MODULE 4: USING PIPEDRIVE ON A DAILY BASIS

  • 4.1: Using leads, contacts vs. deals (12:28)
  • 4.2: Activities, automation and calendar sync (20:10)
  • 4.3: Scheduling appointments with Pipedrive or Calendly (13:10)
  • 4.4: Email integration, templates, automation and bulk messaging (36:09)
  • 4.5: Calling via JustCall and the Pipedrive mobile app (14:05)
  • 4.6: Insights, dashboards and reports (21:18)
  • 4.7 Revenue forecasting, payment instalments and subscriptions (18:20)
  • 4.8: Creating Smart Documents in Pipedrive (12:17)
  • 4.9: Automating your sales process with Workflow Automation (24:29)
  • 4.10: Sending email campaigns (24:51)

MODULE 5: INTEGRATIONS & AUTOMATION

  • 5.1: Create new contacts and deals with Zapier (18:45)
  • 5.2: Adding contacts to a newsletter or drip campaign (18:42)
  • 5.3: Posting Pipedrive updates to Slack (6:43)
  • 5.4: Auto-generate proposals and quotes with Pandadoc (9:35)
  • 5.5: Auto-generate contracts with Webmerge (13:25)
  • 5.6: Invoicing via Quickbooks or Xero (8:06)
  • 5.7: Using LeadBooster to get more leads (15:28)
  • 5.8: Linking Pipedrive to a project management system (13:23)
  • 5.9: My booking system and email automation explained (23:25)

What do the lessons cover?

When you purchase, you’ll get access to the following lessons via your customer account. This is a “go at your own pace” program where you’re free to view the lessons whenever you like:

MODULE 1: PLANNING YOUR ASANA STRATEGY

  • 1.1: Introduction (4:28)
  • 1.2: Your Asana vision and purpose (13:23)
  • 1.3: Planning your Asana structure (17:31)
  • 1.4: Members vs. Guests (5:39)
  • 1.5: The Pyramid of Clarity (4:39)

MODULE 2: SETTING UP YOUR ASANA ACCOUNT

  • 2.1: Setting up a project (42:00)
  • 2.2: Using workflows, custom fields, rules, tags & forms (44:16)
  • 2.3: Should you use projects or tasks? (e.g. clients, events) (16:10)
  • 2.4: Importing tasks from a CSV (4:38)
  • 2.5: Seeing the big picture with Portfolios & Workload (19:24)
  • 2.6: Creating project and task templates (35:52)
  • 2.7: How to manage meetings (15:10)
  • 2.8: How to move projects between accounts (7:22)
  • 2.9: Planning your goals in Asana (24:40)

MODULE 3: TEAM ONBOARDING

  • 3.1: Planning your Asana rollout (10:23)
  • 3.2: Define protocols and best practices (22:41)
  • 3.3: Training your team (recommended agenda) (8:33)
  • 3.4: Improving the success of adoption (4:37)
  • 3.5: Customize your onboarding process (10:33)

MODULE 4: USING ASANA ON A DAILY BASIS

  • 4.1: Use ‘My Tasks’ to plan your day (17:09)
  • 4.2: How to communicate in Asana (14:00)
  • 4.3: Checking the inbox (9:19)
  • 4.4: Sharing project status updates (7:36)
  • 4.5: How to use Asana and Slack (9:45)
  • 4.6: Keyboard shortcuts (4:16)
  • 4.7: Filtering tasks with advanced search (5:49)
  • 4.8: How to manage approvals in Asana (4:25)
  • 4.9: Best practices for assigning a task to a colleague or VA (8:38)
  • 4.10: Daily habits every Asana user should follow (8:29)

MODULE 5: ADVANCED TRAINING AND AUTOMATION

  • 5.1: How to create projects with subsections (8:37)
  • 5.2: Automating tasks with Zapier (19:12)
  • 5.3: Time tracking options (30:33)
  • 5.4: Creating a client-facing project (5:26)
  • 5.5: Multi-homing tasks into multiple projects (10:41)
  • 5.6: Creating reports in Asana (14:33)
  • 5.7: Creating automated checklists with rules (5:21)

More videos coming soon… (Last updated: June-2024)