Knowledge base

Articles

Guides, tutorials, and practical Pipedrive tips — the same advice we share with clients, yours for the taking.

Getting Started

Pipedrive basics

Everything you need to set up Pipedrive the right way: pipeline stages, custom fields, deal rotting, lost reasons, and daily activities.

Pipedrive basics

Leads and Deals do different jobs in Pipedrive. Here's what each one is, when to use them, and how to convert a lead into a deal.

Pipedrive basics

Turn your sales process map into a pipeline: edit stages, add custom deal fields, and avoid the mistakes that throw off your metrics.

Sales process

What a sales process map is, why it helps your team close more deals, and tips for mapping your process and building it into your CRM.

Pipedrive automation

A step-by-step guide to building a cold-outreach flow with Pipedrive's built-in automations, so no deal slips through the cracks.

Pipedrive automation

Set up Automatic Assignment so new deals go to the right sales rep, or round-robin to a team, without you lifting a finger.

Pipedrive email

Set up email sync, open and link-click tracking, signatures, and templates, so every conversation lives right inside the deal.

Pipedrive integrations

Connect Calendly to Pipedrive with Zapier so every booking updates the right deal, with no copy-pasting and no duplicate contacts.

Pipedrive integrations

Connect Pipedrive to the apps your business already uses: what Zapier is, why it's worth using, and how to build your first Zap.

Pipedrive integrations

Create, send, and track quotes and contracts faster, plus how one client gets contracts signed and paid in one step.