Knowledge Base

Pulse is your dedicated toolkit in Pipedrive, designed to help you easily identify and nurture the right deals.

Cut through the noise and focus on high-impact opportunities by accessing everything you need in one centralized view.

With Pulse, you can:

• Quickly identify priorities and next steps to stay on top of your pipeline
• Find missing data in seconds to strengthen your qualification and outreach
• Rank deals using custom scoring that reflects your business goals
• Optimize follow-ups with personalized email flows and task reminders

What you‘ll find in Pulse

Pulse consists of four features (which you can use independently or interconnected) designed to work seamlessly throughout your deal prioritization and engagement process: data enrichment, custom scoring, sequences, and the feed.

Data enrichment

With data enrichment, instead of manually researching leads, you can instantly fill in missing information like company industry, size, revenue and contact details. This enriched data helps you:

• Personalize your outreach
• Improve custom scoring accuracy
• Match leads to your ideal customer profile (ICP)

Since data enrichment only fills out empty fields, it won’t overwrite any of your data during this process. With a single click, you can ask it to enrich data from the deal, person or organization views.

Custom scoring

Once you have enriched your leads, custom scoring allows you to prioritize them based on criteria that matter most to your business. You can define scoring rules that reflect your sales strategy or your ICP.

Scoring becomes the backbone of your prioritization logic across Pulse, especially in the feed. Check out this article to better understand how we calculate scores in Pipedrive.

Sequences

Sequences allow you to automate your outreach in a structured, logical manner. With the visual builder, you can:

• Create manual email steps and activities
• Add delays between actions
• Track the progress of every step

Actions generated by Sequences automatically show up in the feed, where they’re prioritized alongside other essential activities, ensuring a complete and organized workflow.

Pulse feed

At the heart of Pulse is the feed, your intelligent sales command center that unifies and prioritizes:

• Follow-ups – Ongoing deals that need your attention, including:
  • Email replies
  • No reply after 5 days
  • Today’s scheduled activities
  • Email opens and link clicks
  • Draft emails from Sequences
• Overlooked deals – Stale or forgotten deals, like:
  • Deals without follow-up activity
  • Overdue activities
• Opportunities – New deals with no scheduled activity yet

The feed is powerful because it keeps you focused and in control of your follow-ups, deals and opportunities. In the feed, you can:

• Filter by pipeline, stage, card type, deal value or label
• Sort cards by pipeline stage, due time, deal value or last engagement
• Take action directly from the feed (create activity, send email, open deal)
• View deal context without switching tabs
• Enroll deals into Sequences to automate follow-ups

What is Pulse for?

We have designed Pulse to:

• Spend less time sorting through deals – Quickly identify your priorities and next steps in one centralized workspace.

• Find missing data in seconds – Access company and contact info to level up your qualification and engagement flows.

• Rank deals with custom scoring – Build scoring rules tailored to your business needs to identify and prioritize high-potential deals.

• Optimize your follow-ups with ease – Create personalized flows of emails and task reminders in just a few clicks.

How to get started

To begin using Pulse:

• Go to the Pulse section in the Pipedrive sidebar.
• Select your pipeline and stages.
• Start exploring the feed, enrichment, scoring and sequences.