Q: Which is the best sales CRM: Pipedrive, IPIX CRM, Salesmate, or Zoho?

Steps to Create a Workflow in Pipedrive

• Go to the Automations Section – Navigate to More > Automations in Pipedrive.
• Click create Automation – Select the  Automation button to start a new workflow.
• Set a Trigger – Choose an event that will start the automation (e.g., When a deal moves to a new stage).
• Add Conditions (Optional) – Define specific conditions for the automation (e.g., Only apply if deal value is above $5000).
• Select an Action – Choose what happens when the trigger occurs (e.g., Send an email or Create a follow-up task).
• Test & Activate – Run a test to ensure the workflow functions correctly, then activate it.

Pipedrive keeps track of customer interactions and provides a thorough activity history for every engagement by recording emails, calls, and meetings.

Yes, Pipedrive integrates with LinkedIn through the Surfe Chrome extension.

Pipedrive offers tiered pricing with a free plan and paid plans starting from $12 per user per month, billed annually.

Pipedrive generates reports on metrics like deal volume, win rates, revenue forecasts, and individual rep performance.