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If your business runs on Pipedrive CRM, you’ve likely seen the Pulse feature — a live feed that gives you instant visibility into what you should tackle next.
But here’s what many companies don’t realize:
Pulse isn’t just a visual add-on with AI buzzword — it’s a gateway to timely action and tighter sales operations.
In this article, we’ll break down how Pulse works under the hood, and you can tap into its full potential.
What Is Pulse?
Pulse is a real-time, AI powered activity stream inside Pipedrive that shows:
- Activities you should tackle right now
- Overlooked and forgotten opportunities
- Deals with high chances of moving to the next stage
You see progress as it happens — with less switching between different areas of pipedrive. AI analyses engagement and activities in the background to automatically prioritize your list.
But that’s just the surface.
More Than To-Dos: Timely Suggestions Based on Real-Time Updates
Activities are the heart and soul of a well-oiled sales machine. Scheduling activities is one of the first things we train during our onboardings.
- They open your emails
- Click on links
- Read your newsletters
- Call you
- Communicate in a certain tone or sentiment
There are more signals coming from your leads and clients though:
Scoring allows you to define rules which increase or decrease the likelihood of a deal to close. Currently, only deals are supported but thats already great.
Especially since Pipedrive made it so simple to get started. Each score has a couple of suggestions for matching criteria.
The most important thing, as with any AI tool: you have to train it. Use it for a couple of days, mark irrelevant actions. It gets better with every input.
Real Use Cases You Can Deploy Today
Here are some tips for Pulse:
1. Train it
Use the Follow-Ups section for a couple of weeks. Especially the hide suggestion button option.
This is AI and it needs training. The most basic training is telling it whats relevant (finishing the task) and whats not (hiding the suggestion).
2. Set up scoring
Scoring works. Pipedrive makes it easy to get started and a well versed Pipedrive sales manager will know exactly how to tweak it right. Our suggestion: don’t overcomplicate. Opening emails and clicking links sounds like a lot, but it’s not as reliable as a response or some other, real human interaction.
3. Set up sequences
Sequences are amazing and we’ve been waiting for this feature.
First of all: they are easy to setup. Stopping when an email gets a response is just a switch.
Creating email drafts is so much more personal than sending out cookie cutter reminders. Activities in between - there’s your multi-channel outreach.
It pays off to carefully design and constantly adjust sequences.
The best part: they are actually just triggering a highly personalized cadence which shows prospects you actually care.
4. Add sequences in the overlooked deals screen
In the overlooked deals, you have an option to start a sequence or write an email quickly. This is powerful. Starting sequences for deals that are just sitting will affect the score and create a bunch of follow up activities to put the deal back on the radar.
5. Use opportunities tab to tighten the flow
The opportunity tab should be empty. Because it shows deals without upcoming activities. And these shouldn’t exist.
If the opportunity tab isn’t empty - you need to handle the deal and figure out what the next step is. Because for a deal to close, you need to know what the next step is.
Final Thoughts
If you're already using Pipedrive, Pulse is one of those major updates we were waiting for to make life easier.
Pulse unifies three different areas in one: activities, engagement and deals. What was previously a bunch of clicks and filters is now just one page. We definitely encourage checking it out and most of all: training it to work for you.
However, the cornerstone to make it work is still:
Religiously plan every next step, for every deal, lead and project.
AI helps a lot, but it still needs data and if there’s nothing planned for your prospects — there’s nothing to learn from.
Want to explore Pulse or need help with establishing a healthy pipeline workflow? Let’s chat.
