What does this Pipedrive template do?
Pipeline stages CSV for agency new business: Inbound → Discovery → Proposal → Negotiation → Won/Lost.
What's included
- Pipeline CSV
- Activity templates
Common use cases
- Marketing ops — Documented starting point for your stack.
How to import into Pipedrive
- 1
Download the template pack
Pipeline CSV, automation JSON, or step-by-step setup doc.
- 2
Open Pipedrive settings
Pipelines, Automation, or Data fields — depending on template.
- 3
Import or recreate
Upload pipeline CSV or follow automation clone steps.
- 4
Test with sample deal
Run a test lead through before connecting live forms.
How to customize for your stack
Extend
Add Slack or CRM branches per operator notes in email.
Anton Chisliuk · AI Marketing Ops · Updated September 2026