Your AI agents follow up your deals in Pipedrive
Connect Pipedrive and ask the Sales assistant which deals can close this month. It reads stage, value and last activity, and prepares the next step for each deal. The connector is coming soon.
Reading along in your pipeline
The Sales assistant reads deals, people, organisations and activities. That way it writes a proposal or follow-up email with the right context and schedules the next activity. Changes in Pipedrive need your approval first.
- Deals, stage and value
- Activities and notes
- People and organisations
- Flag stalled deals
- Create new leads as deals
- Follow-ups and proposals as drafts
Also works with
Exact Online
AvailableYour agents read ledger, invoices and contacts from Exact Online. They look up figures, read balances per period and check outstanding items.
HubSpot
Coming soonYour agents read contacts, companies and deals from HubSpot. They flag stalled deals and write follow-ups that build on the last contact.
Salesforce
Coming soonYour agents read accounts, contacts and opportunities from Salesforce. They prepare customer meetings and log the agreements afterwards.
Teamleader Focus
Coming soonYour agents read customers, deals, quotes and projects from Teamleader. They prepare quotes and report which projects go over budget.
Questions about Pipedrive
Does an agent change deals by itself?
Only if you allow it. Per action you choose whether an agent may do it, must ask first or may not.
When will Pipedrive be available?
We build connectors in order of demand. Let us know you need it and you will be the first to hear.
What can I do today?
The Sales assistant already keeps leads and deals in the Leads and Deals views of your workspace.
Is my data used to train AI models?
No. Your data is not used to train AI models.
See what Pipedrive and your agents do together?
In a 30-minute strategy call we look at which connectors and agents fit your process.