Agentova + Pipedrive: your AI agents feed your sales pipeline
Connect Pipedrive and your Agentova agents work in it like an extra sales rep. Lily files every phone call in the CRM: person, deal, callback activity and summary note. Arthur can welcome each new person created in Pipedrive with a WhatsApp message or an email.
Connect Pipedrive for freeWhat your agents do with Pipedrive
A Pipedrive person for every caller
During the call, Lily saves the caller as a person in Pipedrive, or fills in their record if their email is already known. She can open a deal for the opportunity discussed.
With LilyThe scheduled callback as an activity
When a callback is agreed on the phone, Lily creates a call-type activity at the date and time set with the customer. The call summary is then added as a note on the person.
With LilyRecognize the caller on pickup
When she picks up, if the "Recognize the caller" action is enabled on the agent, Lily looks up the incoming number among your Pipedrive people. If she finds it with a name, she greets the caller by that name.
With LilyWelcome every new person
An automation triggers when a person is created in Pipedrive and sends them a WhatsApp message or an email you wrote. The message uses fields from the record, such as the first name.
With ArthurSocial leads sent to Pipedrive
Leads captured from Facebook or Instagram comments, or on your chatbot, can be created as people in Pipedrive.
With Arthur
Actions available in Pipedrive
- People
- Add a person · Update a person · Search people and read their record · Merge two people
- Organizations
- Add an organization · List organizations
- Deals
- Add a deal · Update a deal · List and view deals · Merge two deals
- Leads
- Add a lead · Update a lead · Search and list leads
- Activities, tasks and notes
- Add an activity · Add a note · Search notes · Remove duplicate notes · Create, update or delete a task
- Projects
- Create, update or delete a project · List projects, their boards and their phases
- Labels
- Add labels · Remove labels
Connect Pipedrive to Agentova
- Create your Agentova workspace, then open the AI Brain, Integrations tab.
- Search for Pipedrive and click “Connect”.
- Authorize access on the Pipedrive sign-in page. The connection goes through Pipedream, our integrations partner.
Frequently asked questions
What data does Lily write to Pipedrive?
A person (created or updated, matched by email or phone number), possibly a deal, a call-type callback activity and a summary note after the conversation. These writes require the CRM logging action to be enabled on the agent.
Do I need a specific Pipedrive plan?
Pipedrive has no free plan: an active account is all you need to connect Agentova.
Which Pipedrive trigger does Agentova use for automations?
The creation of a new person. The message goes to the primary email or phone number on the record, with an adjustable sending delay.
Does the agent act on its own?
Yes, during and after calls handled by Lily, and in the automations you have turned on. Otherwise, an agent uses Pipedrive when you ask it to in the conversation.
Can I connect several Pipedrive accounts?
Yes. An Agentova workspace can link several Pipedrive accounts, depending on your plan; one of them is set as the default account. You choose the account when setting up an automation or a Lily action; in the conversation, the agent uses the default account.
Can I connect Pipedrive to ChatGPT?
Agentova does not connect Pipedrive to ChatGPT: its agents connect directly to your Pipedrive account. Lily creates people, deals and activities there during her calls, and an automation messages every new person.
How do I disconnect Pipedrive from Agentova?
From the AI Brain, in the Integrations tab, remove the Pipedrive account. The agents then lose access to its data and actions.
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