How to Save Time with CRM Automation (Pipedrive)

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CRM automation can save you so much time! Instead of remembering certain tasks and adding them manually, workflow automation allows you to spend more time on the important stuff. In this video, Scott Friesen shows you how easy it is to set up CRM automation within Pipedrive. Get ready to save time and sell more!
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Scott Friesen is a productivity specialist and founder of Simpletivity training and consulting. He is also a prolific public speaker, workshop leader, and time management coach.
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[@nendykerr3010]

It would be nice if you mention any plan limitations depending on which price/plan level you are using. I know with several other videos I was disappointed that what you talked about was not available with my current plan (Trello specifically). I really enjoy your videos and how informative and detailed they are! Thanks!

[@Simpletivity]

Thanks for sharing your feedback, Nendy.

[@rickharold7884]

Nice looks cool ! Thx

[@davidspeakman6699]

We have PipeDrive, love it...but the workflow automations are not intuitive. Do you have a plan for say a one hour consultation to see where I'm missing the boat on creating these?

[@vladad2109]

I tried Pipedrive, but it's a total mess, especially if you're a CRM newbie. Nothing is user-friendly, and it's hard to set automatics if you don't have any experience. Flowlu dealt with it much better. It's user-friendly and suitable for small businesses; it took me a week to set automations for my emails, invoices, and CRM module in Flowlu.

[@Simpletivity]

Thanks for sharing your feedback. What other CRMs have you tried?

[@zipporapper]

Hi can you review the new gmail integration for gsuite users?

[@Simpletivity]

Thanks for the suggestion, Azmi.

[@drewskibum79]

How can this get set up within Salesforce?

[@stephenzhao9773]

Pipedrive plans are too expensive. So there comes cheap Bigin CRM by Zoho. Btw, Nimble CRM may be perfect for small team.

[@karthicknayar5268]

Pipedrive is expensive.

[@tamneal]

Cheapest 'Essential' plan - GBP 12.50....me thinks, not that essential!!!!

[@johnconn3054]

If you cant get 12.50 value out of a CRM per month, you should be doing something else as a career. Theres no money in what you're at.