Business

How to use Pipedrive for your business

By The IFTTT Team

March 09, 2023

  • Pipedrive CRM is an important tool that can help any business and sales team streamline processes and easily manage customer relationships. But getting to know how to use Pipedrive CRM can be a challenge—especially if you are new to the software. This blog will provide an overview of Pipedrive features, some helpful tips on how to use it, and information on automating tasks using IFTTT. Read on for a comprehensive guide to making the most of Pipedrives features!

    BTW IFTTT helps you automate your business. We connect over 750 digital tools like Google Calendar, Pipedrive, Mailchimp and Gmail. Join IFTTT for free today!

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    Table of Contents

    • What is Pipedrive?
    • Getting started with Pipedrive
    • Pipedrive CRM features
    • Sales pipeline view
    • Deal notifications
    • Automations
    • Collaborative mode
    • Customize dashboard
    • Automating Pipedrive CRM with IFTTT
    • Most powerful Pipedrive Applets

    What is Pipedrive?

    Pipedrive is a CRM tool (customer relationship management) designed for small businesses, but it also has all the features needed for large businesses and sales teams. It helps companies organize customer data into easy-to-navigate sales pipelines, enabling team members to track the sales processes on deals and marketing initiatives more accurately. It also provides insights into which areas need improvement by highlighting which customers are most engaged, what works best during outreach campaigns, and more.

    Getting started with Pipedrive

    First things first, you'll need to set up a Pipedrive account in order to get started designing a sales dashboard:

    1. Go to www.pipedrive.com/signup and register your company details by filling out the provided forms. Be sure not to enter incorrect information as this might cause problems down the road.

    2. Choose your plan – there are three different tiers of service that vary in terms of features so choose one based on your needs.

    3. Get familiarized with the interface – Upon logging in as an admin, you’ll have access to different sections where you can customize pipelines according to deals or services offered by your business (sales activities) and assign tasks or notes related to those activities (tasks & notes tab). To understand more about each section please refer to the help center.

    4. To add a new deal, navigate to your primary sales pipeline and then click the button that says "+ deal." You can then fill out the required details like name, email, phone number, etc. You may also import contacts from other platforms such as Google contacts or an Excel spreadsheet.

    5. Finally, once everything is set up, start tracking sales opportunities and related activities using the pipeline view available within the main window. This will enable you to get better insights about how much time a particular deal takes from start until close, along with other metrics like lead sources and more.

    Pipedrive CRM features

    1) Sales pipeline view

    This feature allows users to visualize the entire workflow process from beginning to end in a step-by-step manner. You’ll be able to quickly identify bottlenecks within the sales process and easily fix them, thereby increasing efficiency within your business. It's also helpful in assessing how far along a particular deal is to close without actually opening each entry individually.

    2 ) Deal notifications

    You can set up notifications via email & SMS when any activity happens on a given deal so that the right people are notified at right time, streamlining the communication process.

    3 ) Automations

    Automating mundane processes saves a ton of time, especially when dealing with hundreds of customers at once. For example, by using built-in automation rules, one could set up automated reminders for certain tasks before their due dates.

    4 ) Team collaboration

    Thanks to the collaborative aspect of a business, managing multiple projects simultaneously in Pipedrive is easy. If two departments are involved in the same project, both sales teams are able to assign task-related projects amongst themselves without involving a third party!

    5 ) Customize sales dashboard

    Last but not least, customizing the dashboard will make your life a lot easier since you'll be able to quickly find information relevant to your needs instead of having to browse through tons of tabs and settings!

    Automating Pipedrive CRM with IFTTT

    IFTTT (If This Then That) is a web-based service that allows Pipedrive users to create automated workflows, or “Applets," by connecting different apps and services together. This makes it easy to automate tasks like sending emails, posting to social media, and syncing data across multiple platforms without having to manually enter the same information over and over.

    To integrate Pipedrive with IFTTT, you will need to create an Applet using services from both apps. First, you will select Pipedrive from the list of available services and connect your Pipedrive account to IFTTT. Once this connection is established, you can then designate certain triggers for specific actions. For example, you can set up a trigger so that when a new deal is added to Pipedrive, the contact information will be automatically added to an email list in Mailchimp. Another possibility is sending out a contract for signature in DocuSign once a deal reaches a certain stage in Pipedrive.

    With IFTTT, you can start managing your Pipedrive deals and sales activities more efficiently. The integration will allow you to automate all the manual labor involved in updating data or running sales processes, thus freeing up valuable time for other tasks that require more attention from human resources.

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    Most powerful Pipedrive Applets