Learning and Resources in Pipedrive
Overview
Pipedrive offers a wide range of learning resources to help users of all experience levels get the most out of the platform. Whether you’re just starting or looking to fine-tune your sales process, this guide will show you where to find tutorials, training, webinars, community help, and more.
? Getting Started: Onboarding Resources
If you’re new to Pipedrive, start with these foundational materials:
✅ Pipedrive Academy
An official learning platform with free, interactive video courses.
What You’ll Learn:
- How to set up your account
- Managing deals and pipelines
- Automating workflows
- Customizing your CRM
? Getting Started Guide
A quick-start checklist that walks you through setting up your account and beginning to use Pipedrive effectively.
Includes:
- CRM setup steps
- Importing contacts
- Creating your first pipeline
? In-Depth Knowledge: Support and Documentation
? Pipedrive Knowledge Base
The go-to library for step-by-step instructions on using every feature in Pipedrive.
Topics Include:
- Feature walkthroughs
- Troubleshooting tips
- Billing and subscription info
? Searchable Help Widget
Use the in-app help icon (bottom-right corner) for instant answers while working inside Pipedrive. It links to relevant help articles and tutorials.
?️ Live and On-Demand Learning
? Webinars and Live Training
Attend regular sessions hosted by Pipedrive experts, including live Q&A and product deep-dives.
Types of Webinars:
- Getting Started (new users)
- Masterclasses (advanced users)
- New Feature Releases
? Community and Peer Support
? Pipedrive Community Forum
A space to connect with other users, share tips, ask questions, and stay informed about product updates.
Categories Include:
- Sales tips & tricks
- Workflow automations
- Product feedback
- Use case discussions
?️ Pipedrive Marketplace
Explore 300+ apps and integrations to extend the power of your CRM.
Categories:
- Email & Communication
- Marketing Automation
- Analytics & Reporting
- Customer Support
? Personalized Support Options
? In-App Chat Support
Available on most plans for real-time help from a Pipedrive specialist.
✉️ Email Support
Submit a ticket or send questions via the support portal.
?? 1:1 Onboarding (Professional & higher plans)
Work directly with a customer success manager to tailor your setup.
? Stay Updated
? Pipedrive Blog
Articles, sales strategies, product updates, and CRM trends.
? Product Updates Page
Stay current on new features and improvements.
? Final Tips
- Bookmark the Knowledge Base and Academy for ongoing learning.
- Join the Community Forum to stay connected with other users and experts.
- Make use of the Webinars for real-time learning opportunities.
Whether you’re a sales rep, team lead, or admin, Pipedrive offers the tools and resources to help you succeed.