Knowledge Base

Discover how to create and use email templates in Pipedrive. Save time, maintain consistency and streamline email communication with pre-built templates.

Learn how to use automation templates in Pipedrive. Set up workflows quickly, save time and streamline your business processes.

Boost customer engagement and minimize errors with automated emails.

Find out where to access the Pipedrive Chatbot. Automate customer interactions, qualify leads and enhance support experiences.

Troubleshooting tips if you're facing difficulties with images in your Outlook emails.

Fix different email formatting issues in Pipedrive. Learn in a simple way why it happens and how to resolve it with our guide

Easily reach multiple contacts with group emailing in Pipedrive. Learn how to create and send bulk emails, manage responses and track effectiveness.

Keep your data safe after deactivating or deleting a user from your Pipedrive account.

Learn how to add and manage projects with the Projects feature in Pipedrive. Streamline workflows, track progress and stay organized with ease.

Learn how to set up custom Slack notifications in Pipedrive Automations. Get real-time updates, streamline team collaboration and boost productivity.

Configure recurring products to repeat on a regular basis and automatically estimate the revenue of your deals.

Access Live Chat in Pipedrive to connect with customers in real time. Improve engagement, provide instant support and enhance customer satisfaction.

Discover how to create web forms in Pipedrive’s knowledge base. Capture leads, collect data and streamline your workflow with ease.

Create a catalog of the products or services you sell through your deals with Pipedrive’s Products feature.