AI Agent for Pipedrive

How It Works

Get your Pipedrive AI Agent up and running in minutes.

1

Log into the Client Portal and assign Pipedrive to any agents that need it.

2

Configure the integration settings and integration prompt in the FONE app.

3

Your AI starts answering calls with full Pipedrive context — identifying callers by phone number and providing deal updates in real time.

Key Features

Everything your AI needs to handle Pipedrive inquiries like a pro.

Deal Search

Your AI searches Pipedrive deals by contact name, organization, or deal title and reads back the current stage, value, expected close date, and next scheduled activity.

Contact Lookup

Incoming callers are matched to Pipedrive persons by phone number. Your AI instantly knows who's calling, their organization, and their full deal history.

Activity Tracking

Your AI logs calls as activities in Pipedrive and can read back scheduled activities — upcoming meetings, follow-up tasks, and deadlines — to callers and your team.

Pipeline Status

Get a real-time view of where deals stand. Your AI answers questions about pipeline stages, deal rotting, and next steps with live Pipedrive data.

Get Started ▶ Hear a real call

AI Agent for Pipedrive Example Prompts

Copy and paste these prompts into your Pipedrive AI Agent prompt box to get started quickly.

Example 1 — Deal Progress:
"When a prospect calls asking about their deal status, look up their deal in Pipedrive by name or email. Share what stage the deal is in and what the next steps are. If they are ready to move forward, update the deal stage accordingly."

Example 2 — New Deal Creation:
"If a qualified prospect calls and wants to get started, create a new deal in Pipedrive with their contact info, the product or service they are interested in, and the estimated value. Set the deal stage to Qualification."

Example 3 — Activity Logging:
"After every call with a prospect or customer, log the call as an activity in Pipedrive with a brief summary. If there are follow-up actions needed, create a scheduled activity for the deal owner."

View All Integration Prompt Examples →

See It in Action

Here's how your AI Agent for Pipedrive handles a real conversation.

Caller

Hi, I'm calling from Vertex Solutions. We had a meeting last week about upgrading our subscription.

AI Agent

Hi! I can see Vertex Solutions here. You spoke with Marcus on March 5th about the Premium upgrade — that deal is currently in the proposal sent stage at $2,400 per month. Marcus has a follow-up scheduled for tomorrow. Would you like me to connect you with him now?

Caller

Yes please, we're ready to sign.

AI Agent

Excellent! Let me transfer you to Marcus right now. I'll update the deal notes so he knows you're ready to proceed.

Frequently Asked Questions

Does it work with Pipedrive's custom fields?

Yes. Any custom fields you've added to deals, persons, or organizations are accessible to your AI. You configure which fields are visible in the integration settings.

Can it create new deals in Pipedrive?

Yes. When your AI qualifies a new lead on a call, it can create a new deal in your pipeline with the caller's information, deal value, and notes from the conversation.

How does it handle multiple pipelines?

Your AI can access all pipelines in your Pipedrive account. It searches across pipelines by default and can filter to a specific pipeline when needed.

Does it support Pipedrive LeadBooster?

The integration works alongside LeadBooster. Leads captured by LeadBooster are visible to your AI as Pipedrive leads, and your AI can convert them to deals during calls.

What Pipedrive plans are compatible?

All Pipedrive plans (Essential, Advanced, Professional, Power, Enterprise) include API access. The integration works with any active Pipedrive subscription.