Q: Can Pipedrive integrate with my existing marketing tools like Mailchimp?

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.