Pipedrive
Pipeline CSV, automation JSON, and deal workflow templates for agency and B2B sales teams.
22 templates · Pipeline CSV, Automation JSON, Config CSV
Showing 22 of 22 templates
Subject, type, due date, deal ID, person ID columns for sales activity migration. Free sequence csv — ~15 min on Pipedrive.
Sequence CSV · ~15 min · Beginner
Stages from inbound lead to signed retainer — Pipedrive-ready CSV.
Pipeline CSV · ~20 min · Beginner
Attribution Map
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Document UTM, CRM, and ad platform fields so every lead carries consistent source attribution.
Flow JSON · ~15 min · Beginner
Copy Swipe
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Headline and primary-text variants organized by funnel stage for rapid ad creative testing.
Flow JSON · ~15 min · Beginner
Deal Rotting Alert
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
No activity 14 days in active stage → create task + email owner with deal summary. Free flow json — ~20 min on Pipedrive.
Flow JSON · ~20 min · Intermediate
Deliverability Audit
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Deliverability Audit template for Pipedrive — documented triggers, field maps, and QA steps ops can deploy in one working session.
Flow JSON · ~15 min · Beginner
Form Tracking
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Form Tracking template for Pipedrive — documented triggers, field maps, and QA steps ops can deploy in one working session.
Flow JSON · ~15 min · Beginner
Label taxonomy for inbound leads: source, ICP tier, urgency, owner queue.
Config CSV · ~15 min · Beginner
Lookalike Seed
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Lookalike Seed template for Pipedrive — documented triggers, field maps, and QA steps ops can deploy in one working session.
Flow JSON · ~15 min · Beginner
Standardized lost reasons: budget, timing, competitor, no decision, ICP mismatch.
Config CSV · ~10 min · Beginner
Lost reason taxonomy, required field rules, and recycle nurture trigger mapping. Free config csv — ~20 min on Pipedrive.
Config CSV · ~20 min · Beginner
Mql Definition
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Mql Definition template for Pipedrive — documented triggers, field maps, and QA steps ops can deploy in one working session.
Flow JSON · ~15 min · Beginner
Org Enrichment Webhook
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
New org created → enrich firmographics → update custom fields → score fit tier. Free flow json — ~30 min on Pipedrive.
Flow JSON · ~30 min · Advanced
Partner Co Marketing
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Partner Co Marketing template for Pipedrive — documented triggers, field maps, and QA steps ops can deploy in one working session.
Flow JSON · ~15 min · Beginner
Owner rotation rules by geo and deal size with overflow and vacation backup mapping. Free config csv — ~25 min on Pipedrive.
Config CSV · ~25 min · Intermediate
Stage name, entry criteria, exit criteria, required fields, and avg duration targets.
Pipeline CSV · ~25 min · Beginner
Pipeline Alert
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Deal stage stalls beyond SLA → Slack alert to AE manager with deep link and last activity summary.
Flow JSON · ~15 min · Beginner
Day 0, 2, 5, 10 activities after demo: recap, proposal, check-in, breakup.
Setup CSV · ~20 min · Beginner
Demo completed → day 1 recap email task, day 3 proposal, day 7 breakup activity template.
Sequence CSV · ~20 min · Beginner
Web Form → Pipedrive Deal
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Website form creates person, org, and deal in first pipeline stage automatically.
Flow JSON · ~25 min · Intermediate
Win Loss Analysis
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Win Loss Analysis template for Pipedrive — documented triggers, field maps, and QA steps ops can deploy in one working session.
Flow JSON · ~15 min · Beginner
Won Deal Handoff
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Deal won → create onboarding project → assign CSM task → notify #customer-success Slack.
Flow JSON · ~25 min · Intermediate
Pipedrive templates include pipeline stage maps, web-form-to-deal automations, and activity sequences for post-demo follow-up. Built for small sales teams that want marketing leads routed to deals without enterprise CRM overhead.
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