Initial Pipedrive Configuration
Create your account and configure essential settings to get started with Pipedrive in less than 15 minutes.
⏱️ TL;DR: Create an account with a professional email, configure currency (USD/EUR) and timezone, connect your Gmail/Outlook email, then invite your team with the right permissions.
Step 1: Create Your Pipedrive Account
Go to pipedrive.com and click "Free Trial". Pipedrive offers a 14-day trial without a credit card.
💡 Tip
Start with the Professional trial to test all features. You can downgrade to Essential or Advanced before the 14 days end.
Required Information
- Professional email — Avoid Gmail/Yahoo for a business account
- Company name — Will be displayed in the interface
- Team size — Helps Pipedrive personalize onboarding
- Industry — For tailored pipeline suggestions
Step 2: Configure Account Settings
Once logged in, access settings via ⚙️ Settings → Company settings.
| Setting | Recommended Value | Why |
|---|---|---|
| Default currency | USD or EUR | Can be changed per deal later |
| Timezone | Your local timezone | For activities and reminders |
| Language | English | Interface language |
| Date format | MM/DD/YYYY or DD/MM/YYYY | Your regional standard |
| First day of week | Monday or Sunday | For calendar display |
⚠️ Important
Configure currency and timezone first. Wrong settings create reporting errors that are hard to fix later.
Step 3: Connect Your Email
Email synchronization is essential for automatically tracking your exchanges with prospects.
-
Access email settings
Go to Settings → Email sync
-
Connect your account
Click "Connect email account" and choose Google or Microsoft
-
Authorize access
Accept the permissions requested by Pipedrive
Once connected, all your emails with Pipedrive contacts will be automatically linked to their profiles.
Step 4: Invite Your Team
Go to Settings → Manage users → Add user to invite your colleagues.
| Role | Access | For Whom |
|---|---|---|
| Admin | Full access + settings | Founders, Ops |
| Manager | Their team + reports | Sales managers |
| Regular user | Their own data | Sales reps |
📊 Cost
Each user is billed separately. On the Essential plan at $14/month, a team of 5 costs $70/month.
Your Pipedrive is Configured!
In 15 minutes, you have an operational CRM. Next step: create your pipeline structure adapted to your sales cycle.