CRM & Sales Systems
Pipedrive
Pipedrive Masterclass: Sales Pipeline Management from Beginner to Pro
Pipedrive done right for teams that just want to close more deals. Leave able to set up pipelines, automations and reports for clients on a paid basis.
Self-paced video lessons
Level: All levels
No code required
Community powered learning
About
About this course
Pipedrive is the sales-first CRM built around your pipeline, loved by small teams that just want to close more deals. This course teaches you to set up pipelines, automations, activities and reporting so nothing falls through the cracks and every rep knows the next step. It is built for founders, sales leaders and freelancers who want a clean, fast CRM they can actually keep updated. By the end you will run Pipedrive like an operator and be able to configure it for clients as a paid service.
Outcomes
Learning outcomes
- Configure Pipedrive pipelines that match how your team actually sells
- Automate activities, follow-ups and reminders so nothing slips
- Build reports and dashboards leaders will actually use
- Integrate Pipedrive with your email, calendar and lead sources cleanly
- Set up Pipedrive for clients as a paid service you can productise
Modules
Course modules
4 modules · 22 lessons
- 01What Pipedrive is and why it matters
- 02Setting up your Pipedrive account
- 03Your first workflow in 10 minutes
- 04Core concepts you'll use every day
- 01Triggers, actions and the anatomy of a workflow
- 02Connecting your first 3 apps
- 03Testing, debugging and error handling
- 01Building a multi-step automation
- 02Working with filters, paths and formatters
- 03Handling data between steps
- 04Practical project: lead capture to email
- 01Webhooks and custom integrations
- 02Adding AI steps to your workflows
- 03Optimising, versioning and scaling
Reviews
Reviews from our learners
"My pipeline is finally accurate. My reps actually update deals. Miracle."
"Simple, sharp Pipedrive course. Everything you need, nothing you do not."
"The automation section made a real difference on my week-to-week close rate."
"I now configure Pipedrive for clients and get paid for it. Whole new revenue line."
"Best CRM course for small sales teams. Straightforward and effective."
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