Use Pipedrive with AI
Connect nowUpdate deals and create follow-ups.
CRM & pipeline
Using Pipedrive in an agency
Pipedrive is a pipeline: a lead moves as the conversation moves. For an agency that can be enquiry, viewing booked, viewing done, offer, instructed solicitor. Those stage names are yours. The assistant should use the labels already in the account, not invent a prettier funnel.
Filing feedback on the right deal, and creating tomorrow’s call, are the requests that match the product. Bulk imports are how duplicates appear. If two deals look like the same applicant, the task should ask you.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- ReadFind leads and contacts
- Update recordsAdd notes, tasks and updates
Example requests
Opens as a draft in your workspace once this is available. Nothing is sent by choosing one.
- “Add today’s viewing feedback to the right buyers and create tomorrow’s follow-ups.”Ambiguous matches come to you for review.
Before you connect
- Account you’ll need
- A Pipedrive account
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Connect with browser login
Use browser login for compatible tasks in your CRM. We’ll check what your assistant can do after you connect.
Questions
What account does Pipedrive need?
A Pipedrive account
Will a bot change Pipedrive without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official Pipedrive partner?
No. You connect an account you or your agency already have, through Pipedrive’s own sign-in, where that connection is in the catalogue.