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Pipedrive Customer Support Tutorial: How to Build a Ticketing System & Automations 🎧✅
Are your sales reps out of the loop when it comes to customer support? 🎧 In today's video, we'll show you how to manage your entire client support directly inside Pipedrive CRM.
Say goodbye to confusion, forwarded emails, and unhappy clients. Learn how to set up a support pipeline, create web forms for ticket collection, and automate the entire process—including instant email confirmations. All within one license and in one place.
⚙️ What you'll see in this video:
0:00 – Intro: Why handle support inside Pipedrive?
0:17 – How sales and support data sync for a better CX
0:50 – Setting up a new Support Pipeline (Stages & Emojis)
1:28 – Visibility groups (Who should see the support deals)
2:03 – Using Custom Fields (Priority & Severity)
2:30 – Creating a Support Web Form (LeadBooster)
3:04 – Form design and custom success messages
3:35 – Embedding the form on your website
3:55 – Setting up Automation: Auto-reply emails to clients
5:00 – Detailed walkthrough of automation triggers and conditions
7:06 – Live test: From submitting a ticket to CRM response
8:31 – Bonus features: Live chat and advanced tools
👇 Let us know in the comments:
How do you handle customer inquiries today? Do you use a third-party tool or Pipedrive?
🚀 Want to get the absolute most out of Pipedrive?
We are Dáváme – a proud Pipedrive Regional Partner of the Year (2023, 2024, 2025). We help companies with CRM implementation, training, and advanced integrations.
🚀 RESOURCES & LINKS:
Try Pipedrive for 14 days for FREE: https://rebrand.ly/pipedrivetry
Book a Consultation with our experts: https://rebrand.ly/dvmmeet1
🔔 Don't forget to Subscribe and hit the Like button for more Pipedrive mastery!
Видео Pipedrive Customer Support Tutorial: How to Build a Ticketing System & Automations 🎧✅ канала Davame - Pipedrive
Say goodbye to confusion, forwarded emails, and unhappy clients. Learn how to set up a support pipeline, create web forms for ticket collection, and automate the entire process—including instant email confirmations. All within one license and in one place.
⚙️ What you'll see in this video:
0:00 – Intro: Why handle support inside Pipedrive?
0:17 – How sales and support data sync for a better CX
0:50 – Setting up a new Support Pipeline (Stages & Emojis)
1:28 – Visibility groups (Who should see the support deals)
2:03 – Using Custom Fields (Priority & Severity)
2:30 – Creating a Support Web Form (LeadBooster)
3:04 – Form design and custom success messages
3:35 – Embedding the form on your website
3:55 – Setting up Automation: Auto-reply emails to clients
5:00 – Detailed walkthrough of automation triggers and conditions
7:06 – Live test: From submitting a ticket to CRM response
8:31 – Bonus features: Live chat and advanced tools
👇 Let us know in the comments:
How do you handle customer inquiries today? Do you use a third-party tool or Pipedrive?
🚀 Want to get the absolute most out of Pipedrive?
We are Dáváme – a proud Pipedrive Regional Partner of the Year (2023, 2024, 2025). We help companies with CRM implementation, training, and advanced integrations.
🚀 RESOURCES & LINKS:
Try Pipedrive for 14 days for FREE: https://rebrand.ly/pipedrivetry
Book a Consultation with our experts: https://rebrand.ly/dvmmeet1
🔔 Don't forget to Subscribe and hit the Like button for more Pipedrive mastery!
Видео Pipedrive Customer Support Tutorial: How to Build a Ticketing System & Automations 🎧✅ канала Davame - Pipedrive
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1 мая 2026 г. 15:01:16
00:09:27
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