How to Integrate Pipedrive with Google Maps
How to Integrate Pipedrive with Google Maps Table of Contents Most sales teams are sitting on a goldmine of location data — and completely ignoring it. Your Pipedrive CRM holds hundreds of contacts, deals, and accounts. Each one has an address. But right now, that address is just a text field sitting in a record […]
How to Follow Someone on Pipedrive
How to Follow Someone on Pipedrive Table of Contents You’re working a deal. A teammate updates the contact. You find out three days later — after the window to act has already closed. That’s not a CRM problem. That’s a following problem. Pipedrive’s follow feature exists precisely to fix this. When you follow a contact, […]
How to Connect Pipedrive to QuickBooks
How to Connect Pipedrive to QuickBooks Table of Contents You closed the deal. The contract is signed. And now someone has to manually copy the contact details, deal value, and billing address from Pipedrive into QuickBooks — again. That loop wastes hours every week. It also creates errors. And those errors cost real money. Over […]
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 […]