Pipedrive Course Online

SKU: 2804
10 Lesson
|
12 Hours
igmGuru's Pipedrive Certification Course teaches you to build, automate, and manage high-performing sales pipelines using Pipedrive CRM. Through live online training, hands-on labs, and real deal-tracking projects, you will master pipeline design, workflow automation, reporting, and Pipedrive's AI Sales Assistant, and graduate with an industry-recognized certificate.

Overview of Pipedrive Training

Pipedrive is one of the fastest-growing CRM platforms for sales-driven teams, now serving over 100,000 companies worldwide. This Pipedrive Training Course walks you through every core module, including leads, deals, pipelines, automations, reporting, and Pipedrive AI, using live sessions and practical labs. Whether you are a sales rep, admin, or consultant, this Pipedrive Certification Course prepares you to configure, optimize, and scale a Pipedrive CRM instance for real-world business results.

Prerequisites

There are no mandatory technical prerequisites to join this Pipedrive Online Training. A basic understanding of sales processes or general CRM concepts is helpful but not required. Anyone comfortable using a web browser and spreadsheet-style data can follow the course, from complete beginners to experienced sales operations professionals switching from another CRM.

Course Objectives

  • Understand core CRM concepts and where Pipedrive fits in the modern sales technology stack
  • Set up and administer a Pipedrive account, including users, roles, and permissions
  • Design multi-stage sales pipelines aligned to real business processes
  • Automate repetitive sales tasks using Pipedrive Automations and workflow triggers
  • Apply Pipedrive AI features such as the AI Sales Assistant, AI email writer, and Insights AI
  • Build reports, dashboards, and revenue forecasts for data-driven decision-making
  • Integrate Pipedrive with third-party tools through native apps, the Marketplace, and the REST API
  • Prepare for and successfully complete a recognized Pipedrive certification assessment

What You Will Learn

  • Navigating the Pipedrive interface, leads inbox, and deal pipeline views
  • Importing and cleaning contact and deal data from spreadsheets or legacy CRMs
  • Configuring custom fields, pipelines, stages, and visibility groups
  • Capturing leads with LeadBooster, web forms, chatbots, and live chat
  • Automating follow-ups, task assignment, and stage-based alerts
  • Using Pipedrive AI to prioritize deals, draft emails, and summarize sales calls
  • Creating email templates, campaigns, and Smart Docs for proposals and contracts
  • Building custom reports, dashboards, and sales forecasts
  • Connecting Pipedrive to Slack, Google Workspace, QuickBooks, Zapier, and Make
  • Applying data security, permission, and GDPR-aligned governance practices

Who Should Take This Course?

This Pipedrive Course is designed for professionals who want to learn Pipedrive from the ground up and apply it in a real sales environment, including:

  • Sales representatives and account executives who use or will use Pipedrive daily
  • Sales managers and team leads responsible for pipeline visibility and forecasting
  • CRM administrators and RevOps professionals configuring Pipedrive for a team
  • Freelance consultants and agencies implementing Pipedrive for clients
  • Business owners and startup founders managing their own sales process
  • Job seekers targeting CRM, sales operations, or inside sales roles
  • Professionals migrating from Salesforce, HubSpot, Zoho, or spreadsheets to Pipedrive

Skills You Will Gain

  • CRM Administration: account setup, user roles, permission sets, and data governance
  • Pipeline Design: structuring multi-stage pipelines for varied sales cycles
  • Sales Automation: building trigger-based workflows that remove manual admin work
  • AI-Assisted Selling: using Pipedrive AI, Insights AI, and Agentic AI for smarter prioritization
  • Reporting & Forecasting: translating pipeline data into revenue forecasts and dashboards
  • Systems Integration: connecting Pipedrive with the wider sales and marketing tech stack
  • Data Hygiene & Compliance: maintaining clean, GDPR-aligned CRM data

Tools Covered

  • Pipedrive Web App and Mobile App (iOS/Android, including offline mode)
  • Pipedrive AI Sales Assistant and AI Email Writer
  • Pipedrive Insights AI and Agentic AI (call and meeting summaries)
  • Automations Builder and Workflow Triggers
  • LeadBooster (Web Forms, Chatbot, Live Chat, Prospector)
  • Smart Docs for proposals and e-signatures
  • Campaigns for native email marketing
  • Pipedrive Marketplace apps, REST API, and Webhooks
  • Zapier and Make for cross-platform automation

Career Outcomes

Completing this Pipedrive Certification Course positions you for roles that increasingly list Pipedrive proficiency as a requirement or strong preference, including:

  • Sales Development Representative (SDR) / Business Development Representative (BDR)
  • Account Executive
  • Sales Operations Analyst / RevOps Specialist
  • CRM Administrator
  • Sales Manager / Team Lead
  • Pipedrive Implementation Consultant
  • Inside Sales Executive
  • Freelance CRM Consultant

Why Choose igmGuru?

igmGuru delivers Pipedrive training built around real-world scenarios rather than generic slides. Here's what sets the program apart:

  • Live, instructor-led online sessions with certified Pipedrive practitioners
  • Hands-on labs using an actual Pipedrive workspace, not screenshots
  • Curriculum updated for Pipedrive AI, Automations, and 2026 feature releases
  • Flexible weekday and weekend batches
  • Lifetime access to recordings and course material
  • Capstone project reviewed by a trainer
  • Course Completion Certificate recognized by hiring partners
  • 24/7 learner support and query resolution
  • Corporate and team training with custom curriculum options

Key Features

Course Curriculum

1. Overview of CRM
2. Importance of Pipedrive in sales
3. Navigating the Pipedrive interface
1. Account creation and admin setup
2. User roles and permissions
3. Technical requirements and integrations
1. Creating and customizing sales pipelines
2. Stages of a sales pipeline
3. Managing deals and progress tracking
1. Adding and organizing contacts and organizations
2. Managing deals and deal stages
3. Linking contacts to deals and organizations
1. Setting up workflow automations
2. Automating follow-ups, reminders, and tasks
3. Best practices for efficiency
1. Using dashboards and built-in reports
2. Tracking sales performance and goals
3. Custom reporting and data analysis
1. Connecting email, calendars, and third-party apps
2. Using integrations to streamline workflow
3. Managing connected apps
1. Managing users and roles
2. Controlling data visibility
3. Onboarding and training team members
1. Custom fields and filters
2. Templates and smart email features
3. Productivity hacks and best practices
1. Real-world examples of Pipedrive usage
2. Best practices for small and medium businesses
3. Strategies to improve sales efficiency and performance
Talk To Us

We are happy to help you

1-800-7430-173 (US Toll Free)
Drop Us a Query
Fields marked * are mandatory

Request For Live Demo Class

Course Fees

Online Class Room Program

US $ 799.00
100% Money Back Guarantee
  • Duration : 12 Hrs
  • Plus Self Paced

Classes Starting From

  • Fast Track Batch 22 Aug 2026
  • Weekday Batch 24 Aug 2026
  • Weekend Batch 22 Aug 2026

Corporate Training

Corporate Training
  • Customized Training Delivery Model
  • Flexible Training Schedule Options
  • Industry Experienced Trainers
  • 24x7 Support

Trusted By Top Companies Worldwide

MITSUBISHI
Emirates
BECHTEL
Tech Mahindra
Techmill
metacube
Fareportal
Trelleborg
Capgemini
AU Small Finance Bank
United Nations
Inter Mid
SoftFlex
align
utthunga
Rimini Street
EJADAH
Yash Technologies
suyati
Hettich
APPCINO

Want to know Today's Offer

X

Pipedrive Certification Online Training

On completing all modules, labs, and the capstone project, you receive the igmGuru Pipedrive Certification Course Completion Certificate, validating your ability to configure pipelines, automate workflows, apply Pipedrive AI, and manage sales data in a live Pipedrive environment. This credential is shareable on LinkedIn and can be attached to your resume.

Learners who want an additional, vendor-issued credential can also pursue Pipedrive's own free certification tracks through Pipedrive Academy, which award a Pipedrive-branded certificate after a short assessment. igmGuru's curriculum is designed to prepare you for both the practical demands of the job and this official Pipedrive assessment.

Pipedrive Certification Online Training

FAQ's

Yes. The course starts with CRM fundamentals before moving into Pipedrive-specific configuration, so no prior CRM background is required.

Yes. You receive an igmGuru Pipedrive Certification Course Completion Certificate after finishing all modules, labs, and the capstone project.

No. This is igmGuru's instructor-led certification training, which also prepares you for Pipedrive's own free Pipedrive Academy certification if you choose to take it separately.

The course runs 30 hours across live sessions and guided labs, with lifetime access to recordings so you can revisit material at your own pace.

A free Pipedrive trial account is sufficient for all labs and the capstone project; a paid subscription is not required to complete the training.

It is live and instructor-led, with lifetime access to session recordings and materials for self-paced review afterward.

Common roles include Sales Development Representative, Account Executive, Sales Operations Analyst, CRM Administrator, and Pipedrive Implementation Consultant.

Yes. A dedicated module covers the AI Sales Assistant, AI email writer and summarizer, Insights AI, and Agentic AI call summaries.

Yes, all enrolled learners receive lifetime access to recordings, slides, and lab exercise files.

Yes. igmGuru offers customizable Pipedrive corporate training with flexible scheduling for teams of any size.

Contact Us
Contact Us Worldwide
1-800-7430-173
(US Toll Free)


WhatsApp
+91-7240-740-740
(WhatsApp)

Reviews


Login
Don't have an account?
Sign Up

Our Alumni works at

HCL
FAI
YOKAGAWA
Tech Mahindra
SOCIETE GENERALE
SAMSUNG
EMIDS
DHL
FedEx
PayPal
BOSCH
asian paints
MICRO FOCUS
hgs
eClerx
Nasdaq
Persistent
CSS CORP
×

Your Shopping Cart


Your shopping cart is empty.