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CRM & sales

Pipedrive

Pipedrive deals and contacts, updated while your agent is on the phone.

Connect Pipedrive and your agent can work with your pipeline during a call. It can find a contact, log a call, add a deal, or set a follow-up activity. Callers get answers from your real records, and your team sees the update in Pipedrive straight away. Connect once from your AgentCalls dashboard, using your Pipedrive account.

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What your agent can do with Pipedrive

  • Look up people, organizations and deals by name or phone number during a call
  • Add a new deal with the right pipeline and stage
  • Log a call and add notes to the contact record
  • Create follow-up activities and assign them to a team member
  • Add a follower to a deal so the right person is notified

Pipedrive exposes 403 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound lead from a new caller

  1. Caller

    Hi, I'm Priya Shah from Lakeside Dental. We're looking for a CRM setup for two clinics.

  2. Agent

    Thanks for calling, Priya. Let me check whether we already have Lakeside Dental on file.

  3. Agent

    I've added you as a new deal in the Inbound pipeline and set a follow-up call for Thursday at 10 a.m. with Marcus on our sales team.

  4. Caller

    Perfect, Thursday works.

Existing customer checks a deal

  1. Caller

    Hi, this is Tom Reilly from Harbor Print. Where are we on the quote we sent last week?

  2. Agent

    Found it, Tom. The quote for 40 banner stands is in the Proposal Sent stage, valued at 3,850 dollars.

  3. Agent

    The last note says you wanted a revised delivery date. Should I add that as a task for our account manager today?

  4. Caller

    Yes, please. Add it for today.

  5. Agent

    Done. I've created the task and added a note to the deal.

Outbound follow-up after a missed sale

  1. Agent

    Hello, this is Sara calling from Northwind Floors. Am I speaking with Daniel Okafor?

  2. Caller

    Yes, that's me.

  3. Agent

    You asked for a flooring estimate last month. Are you still planning the kitchen remodel?

  4. Caller

    Actually, we're starting in March. Can you call back in February?

  5. Agent

    Of course. I've logged the call, moved the deal to Nurture, and set a callback for February 3 at 2 p.m.

How to connect Pipedrive

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Pipedrive

    From Integrations in the dashboard, choose Pipedrive and enter the connection details from your Pipedrive account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Pipedrive actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Use cases that use Pipedrive

Use casesLead qualificationThe agent asks your qualifying questions, scores the answers and hands hot leads to sales with everything written down.

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All CRM & sales integrations

Questions, answered.

Does it work during the call or after?

Both. Your agent can look up records, add deals and log calls while the caller is on the line. It can also create follow-up activities after the call ends.

What do I need to connect Pipedrive?

A Pipedrive account with the permissions your team already uses. Sign in from the AgentCalls dashboard, then approve the connection from your Pipedrive settings. You can disconnect at any time.

Which plan includes Pipedrive?

Integrations, including Pipedrive, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Pipedrive.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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