App Tutorial

Guide to Customizing Pipedrive Settings & Dashboard

Jason Gong
App automation expert
Apps used
April 15, 2024

To change settings in Pipedrive, access 'Company settings' via your profile picture, and adjust as needed for company-wide or personal preferences. Customize your dashboard in the Insights section for a tailored view. Additionally, create and personalize web forms under Leads > Web Forms for data collection.

This guide simplifies the process of optimizing your Pipedrive CRM for better efficiency and personalization.

Enhance your CRM's efficiency by automating with Bardeen.

Pipedrive Settings

To access your Pipedrive settings, click on your profile picture in the top right corner of your Pipedrive window and select "Company settings." This section is divided into "Company settings" and "Personal preferences." For changes that affect all users in your account, such as company name, domain, activity types, and currencies, you'll need account settings access. Personal preferences allow you to adjust settings specific to your individual user experience, including your linked email, language, and preferred currency. Additionally, you can manage interface preferences like keyboard shortcuts, default landing page, and navigation bar options.

Enhance your CRM's efficiency with Bardeen's Pipedrive automation. Streamline tasks and keep your data up-to-date effortlessly.

Pipedrive Customize Dashboard

To customize your Pipedrive dashboard, navigate to the Insights section and click "+ > Dashboard" to create a new dashboard. You can add reports by either dragging them from the left side panel or by opening a report and clicking "Add to dashboard." Customize your dashboard by resizing and arranging reports, applying filters for specific data display, and sharing your dashboards internally or externally. You can also export your dashboard as a PDF or PNG file.

Customize Pipedrive Web Form

To create and customize a Pipedrive web form, go to Leads > Web Forms and select "New Web Form." Choose a template and use the form editor to add various blocks, such as input fields for collecting information like name, email, and custom fields, or message blocks for adding text. Customize the style of your web form, including colors, fonts, and form style. Define submit options, including how data is saved to your account and the thank you message. Finally, share your web form by copying the link or embedding it on your website.

Pipedrive Setup

When getting started with Pipedrive, it's essential to familiarize yourself with the platform's key features and settings. Begin by importing your data to populate your account with relevant information. Utilize the pipeline view to manage your sales process effectively and explore webinars and resources provided by Pipedrive to maximize your CRM's potential. Customizing your pipeline and integrating Pipedrive with other tools in your sales stack will streamline your workflows and enhance your overall sales strategy.

Automate your CRM workflows with Bardeen and explore the best Pipedrive automations to streamline your sales process.

Boost Your Pipedrive Efficiency with Bardeen Automations

Changing settings in Pipedrive can significantly enhance your CRM's efficiency and personalization. While some adjustments are manual, leveraging Bardeen can automate many tasks, streamlining your sales process and ensuring your Pipedrive account always reflects the most current data.

Explore these Bardeen automations for Pipedrive:

  1. Save Crunchbase company to Pipedrive: Automate the transfer of Crunchbase company data directly into your Pipedrive CRM, saving time and ensuring accuracy.
  2. Create a Pipedrive note associated with a person: This playbook enables the quick creation of notes linked to specific contacts within Pipedrive, ensuring all relevant information is easily accessible.
  3. Copy LinkedIn company data to Pipedrive: Streamline the process of updating your CRM by automatically importing company data from LinkedIn into Pipedrive.

These automations not only save time but also enhance the accuracy and completeness of your CRM data. Start automating with Bardeen by downloading the app.

Other answers for Pipedrive

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How to Delete in Pipedrive

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Guide to Customizing Your Pipedrive CRM

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Identifying the Creator of a Deal in Pipedrive

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