Field notes from CRM, automation, AI and marketing automation projects.
Product UpdatesPipedrive's recent updates pack practical AI assistant features, developer-facing API changes, and more robust attribution tracking. This briefing explains what changed and how to act.
17 August 2026 · 3 min read
Product UpdatesPipedrive updates introduce new AI-assisted tools and API improvements that streamline sales workflows and integrations. This article summarizes what changed, why it matters, and how to adopt the updates without disrupting operations.
17 August 2026 · 3 min read
Pipedrive continues to evolve with advanced AI capabilities and technical infrastructure improvements. Discover how these updates streamline sales workflows and improve developer flexibility.
17 August 2026 · 3 min read
Pipedrive continues to evolve with advanced AI capabilities and technical infrastructure improvements. Discover how these updates streamline sales workflows and improve developer flexibility.
17 August 2026 · 3 min read
Marketing AttributionMost attribution stops at whichever ad or email a prospect clicked last. Here's why the full journey matters more, and how to see it inside Pipedrive.
16 August 2026 · 5 min read
AI & CRMHow connecting Pipedrive with Claude through MCP can make CRM data easier to query, summarise and act on.
18 June 2026 · 6 min read
PipedriveHow we replaced a fragile Friday afternoon spreadsheet routine with a hosted web app that pulls live data from Pipedrive and emails the report automatically every week.
13 June 2026 · 2 min read
Most lead routing tools increment a counter and call it done. LeadRouter reads your live Pipedrive data — performance, history, and team — and routes accordingly.
8 June 2026 · 3 min read
Six signals that your Pipedrive is overdue a rebuild — and the diagnostic questions that tell you whether to refactor or restart.
12 February 2025 · 2 min read
Seven Zapier workflows that pay back fast in B2B sales — lead routing, follow-up, hygiene and the integrations that hold the stack together.
20 January 2025 · 2 min read
A pragmatic checklist for migrating CRMs — what to bring, what to leave behind, and how to keep reporting and automations alive through the cutover.
8 December 2024 · 2 min read
Where AI pays back inside a sales operation — transcription, scoring, narrow agents, and content generation tied to the CRM.
4 November 2024 · 2 min read
Five Pipedrive automation patterns that pay back fast — follow-up to lost leads, automated meeting scheduling, marketing suppression, data capture and lead scoring.
12 April 2023 · 5 min read
A complete guide to Pipedrive workflow automation — what it does, when to use it, example workflows and how to roll your own without breaking things.
8 February 2023 · 4 min read
Five Pipedrive integrations that consistently pay back — Outfunnel, JustCall, DocuSign, Dux Soup and Zapier — with real examples of what they unlock.
18 January 2023 · 6 min read
Why Pipedrive works so well as a sales-focused CRM — the features that matter, integrations that compound, and when it's the right choice for your business.
9 December 2022 · 3 min read
An honest Pipedrive vs HubSpot comparison from sales operators — advantages, downsides and pricing of each, and which is the right fit for your business.
15 November 2022 · 5 min read
Step-by-step guide to setting sales and activity goals in Pipedrive — deal-based, activity-based and forecast-based, plus how to roll them up across user, team and company.
4 October 2022 · 2 min read
How to choose a Pipedrive consultant — what to look for, the questions to ask, and how a good consultant blends sales strategy with CRM implementation.
12 September 2022 · 2 min read
How to identify your CRM requirements before evaluating vendors — the questions to ask, the functions to consider, and how to avoid buying the wrong system.
4 August 2022 · 5 min read
A pragmatic guide to choosing the right CRM — what to consider, how to compare options, and why Pipedrive works so well for SMEs.
22 July 2022 · 5 min read
Five common Pipedrive setup mistakes we see at our consulting practice — from missing integrations to free-form lost reasons — and how to avoid them.
10 June 2022 · 5 min read
Four ways to automatically populate Pipedrive with leads — built-in webforms, form plugin integrations, Zapier and Outfunnel — and when to use each.
20 May 2022 · 1 min read
Mobile marketing best practices — how to write concise content, optimise for local search, leverage location-based services, and use geo-targeting effectively.
18 March 2021 · 2 min read
Practical, low-budget tactics to promote a mobile app — using what you already have, targeting the right audience, leveraging existing customers and smart advertising.
9 November 2020 · 4 min read
Six digital marketing trends shaping how brands reach customers — messengers, native ads, page speed, AI and AR, live streaming, and the Internet of Things.
2 October 2020 · 3 min read
Four mobile app design trends shaping modern UI — minimalism, overlapping effects, custom illustrations and mixing trends — and how to apply them well.
22 February 2019 · 2 min read
Facebook's News Feed shift toward 'meaningful interactions' changed how businesses reach customers — what it means for marketers and why direct channels matter.
15 March 2018 · 2 min read
