10 Time-Saving Pipedrive Automations

Need help with Pipedrive? Book a 30-minute introductory call to learn more about our consulting service » https://minorco.com/pipedrive I'm going to show you some real automations from my Pipedrive account that I use to save time during my sales process. My goal is for this video to give you an idea of what's possible with automation and how you may be able to use these features in your business. 0:00 - Introduction 1:03 - Deal Lost (No Show) » Send Email 3:31 - Deal Created in 'Prospect' » Create Follow up Activities 6:20 - Email Follow Up Activity Complete » Create Final Follow Up Activity 7:12 - 'Final Follow Up' Activity Complete » Mark Deal as Lost 8:30 - Deal Won (Pipedrive Subscription) » Update Org to 'Elite' » Create Renewal Deal 11:06 - 'Bundle' label added » Create Asana subscription deal 12:52 - Call (scheduled) Updated » Rename to 'Call: [NAME]' 14:01 - Deal Title Updated to contain 'Zapier' » Update 'Contractor' and 'Revenue Model' 15:15 - Deal Stage: "Ready to Proceed" (Pipedrive Subscriptions) » Create activities 16:29 - Deal created » Rename Deal 17:56 - Outro Sign up to Pipedrive using my partner link and get an extended trial: https://minorco.com/affiliate/pipedrive Request a quote! Purchase your Pipedrive licenses through MinorCo and receive the best price on your subscription + complimentary support: https://minorco.com/pipedrive-request... Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Pipedrive to the next level » https://minorco.com/pipedrive Sign up to my newsletter to get regular tips and videos on how to use Pipedrive better » https://minorco.com/newsletter