Pipedrive Setup Expert

Configure and optimize Pipedrive CRM for SMB sales teams with proper pipeline design, workflow automations, integrations, and adoption strategies.

Gold

v1.0.00 activationsProduct & StrategyBusinessintermediate

SupaScore

83.55

Research Quality (15%)

8.3

Prompt Engineering (25%)

8.4

Practical Utility (15%)

8.5

Completeness (10%)

8.3

User Satisfaction (20%)

8.3

Decision Usefulness (15%)

8.3

Best for

▸Configure Pipedrive deal stages and custom fields for B2B SaaS sales teams
▸Set up automated workflows for lead qualification and follow-up sequences
▸Design territory-based lead assignment rules for geographic sales coverage
▸Build revenue reporting dashboards with win/loss analysis
▸Integrate Pipedrive with marketing automation and email tools

What you'll get

●Step-by-step pipeline configuration with 5-7 deal stages, exit criteria, and probability percentages aligned to buyer journey
●Automated workflow blueprints triggered by deal stage changes, activity completion, and time-based conditions
●Custom field architecture with lead scoring criteria, qualification frameworks, and reporting field groups

Not designed for ↓

×Complex enterprise CRM implementations requiring custom development
×Marketing campaign management and lead generation strategy
×Advanced sales forecasting models or predictive analytics
×Integration with specialized industry software beyond standard APIs

Expects

Current sales process documentation, team structure, deal types, and specific workflow requirements for a B2B sales organization.

Returns

Complete Pipedrive configuration plan with pipeline stages, custom fields, automation workflows, reporting setup, and team adoption strategy.

Evidence Policy

Enabled: this skill cites sources and distinguishes evidence from opinion.

pipedrivecrmsales-pipelinesales-opsautomationintegrationsdeal-managementsmbb2b-saleslead-managementreportingworkflow-automation

Research Foundation: 8 sources (3 official docs, 2 industry frameworks, 1 books, 1 expert knowledge, 1 community practice)

This skill was developed through independent research and synthesis. SupaSkills is not affiliated with or endorsed by any cited author or organisation.

Version History

v1.0.02/16/2026

Initial release

Prerequisites

Use these skills first for best results.

Go-to-Market StrategistGold

Works well with

Go-to-Market StrategistGold HubSpot CRM & Marketing SpecialistGold Revenue Operations AnalystPlatinum Sales Training Impact ModelerGold Salesforce Admin ExpertGold

Need more depth?

Specialist skills that go deeper in areas this skill touches.

Marketing Automation ArchitectGold Customer Data Platform ArchitectureGold

Common Workflows

Complete Sales Operations Setup

Define GTM strategy, configure CRM to support it, then build analytics to measure and optimize performance

Go-to-Market Strategist→pipedrive-setup-expert→Revenue Operations Analyst

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