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How To Add Tags In Pipedrive
Looking for How To Add Tags In Pipedrive? In this video, we'll teach you the most effective way to categorize your Pipedrive deals, contacts, and organizations, making your CRM data incredibly organized and easy to manage. While Pipedrive doesn't have a direct 'tag' feature in the traditional sense, we'll show you how to leverage your Calendly integration to achieve powerful, automated categorization that functions just like tags. This strategic approach ensures that crucial data, acting as 'tags,' organizes new deals and people from the very moment they book a meeting with you. You'll discover how to set up your Calendly account, navigate to integrations, and specifically configure your Pipedrive CRM connection. We'll guide you through the 'Mapping Calendly data to Pipedrive fields' section, demonstrating how to select specific event types and map Calendly questions to existing or new Pipedrive custom fields. For example, if you ask 'What is your primary goal?' in Calendly, mapping this to a 'Client Goal' custom field in Pipedrive provides instant, actionable categorization for every new entry. This method not only streamlines your Pipedrive workflow but also significantly enhances your ability to filter, segment, and follow up with leads efficiently. Stop manually adding categorization and learn how to automate Pipedrive data entry and organization from the source. By the end of this tutorial, you'll master how to effectively categorize deals in Pipedrive and maintain a perfectly organized CRM, saving you valuable time and boosting your productivity.
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