How to Cancel My Pipedrive Account
How to Cancel My Pipedrive Account Table of Contents You’ve made up your mind. Maybe Pipedrive stopped fitting your workflow. Maybe the cost no longer makes sense. Maybe you found a better system — or you’re moving to an outbound-first strategy that a CRM alone can’t support. Whatever your reason, cancelling Pipedrive doesn’t have to […]
How to Add a New Column to Pipedrive
How to Add a New Column to Pipedrive Table of Contents You open Pipedrive, scan your deals list, and realize you’re missing critical information — a column for deal size, lead source, follow-up date, or a custom field that matters to your business. The good news? Adding a new column in Pipedrive takes less than […]
How to Sort Columns in Pipedrive (Step-by-Step Guide)
How to Sort Columns in Pipedrive Table of Contents You open Pipedrive, you’ve got 300 deals staring back at you — and zero idea which ones to act on first. That’s not a pipeline problem. That’s a sorting problem. Sorting columns in Pipedrive’s list view is one of the fastest ways to cut through the […]
How to Change Default List Format for Pipedrive Team
How to Change Default List Format for Pipedrive Team Table of Contents Your team opens Pipedrive. One person sees 5 columns. Another sees 12. Someone else has filtered out half the deals you care about. Everyone is looking at the same data — but nobody is looking at the same picture. That disconnect costs real […]
How to Auto-Create an Activity in Pipedrive
How to Auto-Create an Activity in Pipedrive Table of Contents You added a deal. You moved it to the next stage. And then… nothing happened. No follow-up call was scheduled. No reminder was created. The deal just sat there quietly dying while you chased other things. This is one of the most common — and […]
How to Activate Email Tracking in Pipedrive
How to Activate Email Tracking in Pipedrive Table of Contents You sent the proposal. Three days of silence. You don’t know if they read it, ignored it, or forwarded it to six colleagues. That’s exactly what email tracking in Pipedrive solves. When you know the moment a prospect opens your email or clicks a link […]
How to Integrate Slack with GitLab
How to Integrate Slack with GitLab Table of Contents Your code gets merged. Your pipeline fails. A critical issue gets opened. And nobody finds out for 40 minutes — because everyone is buried in their own tab. That’s the problem Slack-GitLab integration solves. When your development activity and your team communication live in two separate […]
How to Integrate Slack with Figma (Step-by-Step Guide)
How to Integrate Slack with Figma Table of Contents Your designer just updated the mockup. Your developer has no idea. Your stakeholder is still reviewing last week’s version. Sound familiar? This is the exact problem the Slack and Figma integration solves — and it takes less than five minutes to set up. Teams waste an […]
How to Automate Slack Channel Notifications from Zapier
How to Automate Slack Channel Notifications from Zapier Table of Contents Your team misses a critical update. Not because the information wasn’t there — but because no one had time to manually post it to Slack. That’s the silent productivity killer hiding inside most modern workflows. And it’s completely fixable. Zapier and Slack together can […]
How to Automate Slack Alerts from Airtable Changes
How to Automate Slack Alerts from Airtable Changes Table of Contents Your team misses a status change in Airtable. Nobody notices. A deal stalls. A deadline slips. By the time someone manually checks the base, the damage is already done. This happens more than you’d think. Research shows that employees spend an average of 2.5 […]
