Web Onboarding in Pipedrive

Watch a recorded Onboarding flow inside Pipedrive on desktop web. Every screen and interaction is captured step by step — see exactly how Pipedrive designs the Onboarding experience for web users.

Business, Collaboration Tools

Pipedrive is a user-friendly customer relationship management (CRM) tool designed to streamline sales processes. It helps sales teams track leads, manage pipelines, and automate tasks with intuitive visual dashboards. The platform integrates with various apps and offers mobile access, ensuring that sales professionals can manage deals and collaborate efficiently from anywhere.

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  • Web
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In this video
  • Homepage
  • Sign up
  • Enter email
  • Agree to terms
  • Enter name
  • Enter password
  • Submit error
  • Set new password
  • Enter phone number
  • Next
  • Tell us about yourself
  • Set roles
  • Tools
  • Onboarding question
  • Tell us about your business
  • Company details
  • Invite your teammates
  • Loading
  • Welcome video
  • Dashboard
  • Action menu
  • Dashboard
  • Add deal
  • Contacts added
  • Organizations
  • Set status
  • Status updated
  • Created
  • Add to schedule
  • Set schedule
  • Select start date
  • Set time
  • Add note
  • Set status
  • Note added
  • Saved
  • Projects
  • Manage
  • Accessibility settings
  • Set permissions
  • Set visibility
  • Leads
  • Guide modal
  • Import data
  • Upload file
  • Guide modal
  • Import data
  • Importing details
  • Import complete
  • Leads
  • Deals
  • Deal details
Onboarding 57 Screens
Onboarding screenshot
Homepage
Onboarding screenshot
Sign up
Onboarding screenshot
Enter email
Onboarding screenshot

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Agree to terms
Onboarding screenshot

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Enter name
Onboarding screenshot

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Onboarding screenshot

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Enter password
Onboarding screenshot

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Submit error
Onboarding screenshot

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Set new password
Onboarding screenshot

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Enter phone number
Onboarding screenshot

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Next
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Tell us about yourself
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Set roles
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Tools
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Onboarding question
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Tell us about your business
Onboarding screenshot

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Company details
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Company details
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Invite your teammates
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Loading
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Welcome video
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Dashboard
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Action menu
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Dashboard
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Add deal
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Contacts added
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Organizations
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Set status
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Status updated
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Created
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Add to schedule
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Set schedule
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Select start date
Onboarding screenshot

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Set time
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Add note
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Set status
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Note added
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Saved
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Projects
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Manage
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Accessibility settings
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Set permissions
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Set visibility
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Leads
Onboarding screenshot

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Guide modal
Onboarding screenshot

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Import data
Onboarding screenshot

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Upload file
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Guide modal
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Import data
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Onboarding screenshot

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Import data
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Importing details
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Import complete
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Leads
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Deals
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Deal details
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Pipedrive Flows

  • Homepage
  • Sign up
  • Enter email
  • Agree to terms
  • Enter name
  • Enter password
  • Submit error
  • Set new password
  • Enter phone number
  • Next
  • Tell us about yourself
  • Set roles
  • Tools
  • Onboarding question
  • Tell us about your business
  • Company details
  • Invite your teammates
  • Loading
  • Welcome video
  • Dashboard
  • Action menu
  • Dashboard
  • Add deal
  • Contacts added
  • Organizations
  • Set status
  • Status updated
  • Created
  • Add to schedule
  • Set schedule
  • Select start date
  • Set time
  • Add note
  • Set status
  • Note added
  • Saved
  • Projects
  • Manage
  • Accessibility settings
  • Set permissions
  • Set visibility
  • Leads
  • Guide modal
  • Import data
  • Upload file
  • Guide modal
  • Import data
  • Importing details
  • Import complete
  • Leads
  • Deals
  • Deal details

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Pipedrive Onboarding Flow on Web — Full Sequence

This recording documents the Onboarding flow inside Pipedrive's web experience, captured from the live desktop product. Rather than showing summarized highlights, it preserves the full flow — every screen, hover state, transition, and UX decision — so you can study the real experience, not a press-ready version.

Web-Specific Onboarding Design Considerations

Onboarding on the web comes with different constraints than mobile: larger screens, multi-column layouts, keyboard shortcuts, and richer interaction possibilities. Pipedrive's approach to Onboarding on web reflects those realities, and seeing it in full makes it easy to understand the design decisions behind the flow.

A Reference for Onboarding Research on the Web

For growth teams, designers, and PMs researching Onboarding patterns on the web, this recording provides a direct reference to a production implementation. For teams benchmarking against Pipedrive specifically, it's a detailed look at how the brand handles this moment of the experience.

Frequently Asked Questions

What does the Pipedrive Onboarding flow cover?

The recording captures the full Onboarding sequence inside Pipedrive on desktop web — every step, every transition, and every significant design decision from start to finish.

How does Pipedrive's web Onboarding differ from its mobile versions?

Web Onboarding flows typically use more screen real estate, richer hover interactions, and keyboard-friendly patterns that don't work on mobile. If Pipedrive also has iOS or Android entries, you can cross-reference to see the platform differences.

Can I see Onboarding flows from other web products?

Yes. The web Onboarding flows category gathers the same flow type from many different web products, so you can compare Pipedrive's approach against competitors and alternatives.

How up to date is the Pipedrive Onboarding recording?

Recordings are refreshed when Pipedrive ships notable redesigns, so the Onboarding flow reflects the current web experience.