How to Use Pipedrive
A beginner-friendly guide to getting started with Pipedrive in 2026.
Getting Started: Step by Step
Create your Pipedrive account
Visit Pipedrive's website and sign up for a trial. You'll need an email address to get started.
Set up your workspace
Once signed in, configure your Pipedrive workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.
Explore visual-pipeline
One of Pipedrive's key features is visual-pipeline. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore email-integration
One of Pipedrive's key features is email-integration. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore automation
One of Pipedrive's key features is automation. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Integrate with your existing tools
Connect Pipedrive with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.
Start using it for real work
Now that you're set up, start using Pipedrive for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.
Pro Tips
- Start with the free plan or trial to explore Pipedrive's capabilities before committing to a paid subscription.
- Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
- Check Pipedrive's official documentation and community forums for advanced tips and best practices.
- Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.
Key Features to Explore
Alternatives to Consider
If Pipedrive isn't the right fit, here are some similar tools:
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Sales CRM designed by salespeople with visual pipeline management and automation.