Your Pipedrive Pipeline Fed by AI
Deals created, calls recorded, pipeline advanced — automatically.
Our AI voice agent integrates with Pipedrive to create deals, record call activities and advance your sales pipeline without any manual entry. Focus on selling, the agent handles the CRM.
Key Benefits
Discover how this feature transforms your business
Deals Created Automatically
Every prospect qualified by the voice agent automatically generates a new Pipedrive deal in the right pipeline stage.
Call Activities Recorded
Every call creates an activity in Pipedrive with duration, summarized transcript, result and recommended next steps.
Pipeline Advanced Automatically
The agent qualifies prospects according to your criteria and advances deals in your Pipedrive pipeline without manual intervention.
Contacts and Organizations Created
New calling persons and companies are automatically created in Pipedrive with their complete contact details.
Follow-Up Activities Scheduled
The agent automatically schedules reminders and follow-up activities in Pipedrive for every deal created or advanced.
Updated Filters and Views
Your Pipedrive filters and reports automatically update with new deals and activities generated by the agent.
How It Works
A simple and effective process, set up by our experts
You Share Your Pipedrive API Key
During onboarding, you provide your Pipedrive API token. Our team identifies your pipelines and configures the connection.
We Configure Your Pipelines
Our team configures pipeline stages, custom fields and qualification rules according to your sales process.
The Agent Handles Your Inbound Calls
Your voice agent qualifies every prospect, collects key information and structures data according to your Pipedrive configuration.
Pipedrive Updates Instantly
Deal created in the right stage, activity recorded, contact added, follow-up planned — Pipedrive is up to date as soon as each call ends.
Data Synchronized in Pipedrive
Every call handled by your voice agent automatically generates in Pipedrive:
- Contact (Person) created with name, phone, email and company
- Organization (Company) created if new calling company
- Deal created in the right stage of the right pipeline
- Call activity recorded with duration and summarized transcript
- Custom fields filled according to your qualification criteria
Supported Pipedrive Pipelines
Our integration is flexible and adapts to your Pipedrive structure:
- Multiple pipelines — one per product, service or region
- Custom stages — the agent places the deal in the right stage based on qualification
- Custom fields — budget, source, urgency, territory
- Closing probability — automatic update based on AI score
- Rotting — automatic management of inactive deals
Industry Use Cases
Tailored to the specific needs of each sector
B2B Services
For B2B sales teams managing long sales cycles in Pipedrive.
- Every prospecting call creates a qualified deal
- Automatic advancement according to BANT criteria
- Follow-up activities assigned to the right representative
- Complete sales reporting in Pipedrive Insights
Frequently Asked Questions
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Ready to Connect Pipedrive to Your AI Voice Agent?
Share your Pipedrive API key and our team configures everything. Your pipeline will be fed automatically from the first call.