Category: Pipedrive

There are different methods for running a Pipedrive data backup. We explain the available approaches, with step-by-step instructions for each.

Read the detailed guide to learn more about how to export Pipedrive deals manually and automatically for reporting and other purposes.

Learn how you can export all Pipedrive notes from a specific contact, deal, or activity without any coding.

Learn more about the options available for Pipedrive export leads both manually and automatically on a schedule without any coding.

Find out how to export Pipedrive contacts in various formats and in different ways – manually, automatically, and on a schedule.

Learn how you can pull information from Pipedrive including deals, contacts, and other entities; and how to automate Pipedrive export data on a schedule.

The ultimate guide to Pipedrive deals: Explaining how to enhance the quality of your work by demonstrating efficient methods of using Pipedrive features.

Learn the basics of Pipedrive workflow automation and how to design workflows for emails, activities, and follow ups with examples and its limits.

Discover what Pipedrive activities are, how to add activities and manage them, and many other basic and advanced insights in one guide.

Find out the differences between Pipedrive leads vs. deals, how they impact your sales growth and when it’s better to opt for leads or deals.