AI Receptionist for
Pipedrive
Connect Pipedrive to your AI chat agent to search deals, look up contacts, and check pipeline status on web chat, Facebook, Instagram, and WhatsApp.
How It Works
Get your Pipedrive AI Receptionist up and running in minutes.
Log into the Client Portal and assign Pipedrive to any agents that need it.
Configure the integration settings and integration prompt in the FONE app.
Your AI starts recognizing known contacts on chat and providing deal status from live Pipedrive data.
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
Customers are matched to Pipedrive persons by phone or email, so your AI recognizes who it's talking to, their organization, and their deal history.
Pipeline Status
A real-time read of where deals stand — your AI answers questions about pipeline stage and next steps from live Pipedrive data.
Read-Only by Design
The Pipedrive integration reads your pipeline; it does not create deals, log activities, or edit records. New details from a conversation are handed to your team.
AI Receptionist for Pipedrive Example Prompts
Copy and paste these prompts into your Pipedrive AI Receptionist prompt box to get started quickly.
"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."
See It in Action
Here's how your AI Receptionist for Pipedrive handles a real conversation.
Hi, I'm from Vertex Solutions — we met last week about upgrading our subscription.
Hi! I can see Vertex Solutions. You spoke with Marcus on March 5th about the Premium upgrade — that deal is in the proposal-sent stage at $2,400/month, and Marcus has a follow-up scheduled for tomorrow.
We're ready to sign — can he reach out?
Absolutely. I'll let Marcus know you're ready to proceed and have him follow up. Is this the best number for him to reach you?
Frequently Asked Questions
Related Integrations
Built for Sales & Revenue Teams
Your AI receptionist works your pipeline live — identifying contacts, capturing leads, and logging every call straight into your CRM.
For your firm
- Never miss a lead. Inbound calls are captured and written to your CRM 24/7, so no opportunity slips.
- Context on every call. Callers are matched to existing contacts, so conversations start informed.
- Clean records. Every call is logged automatically — no manual data entry.
For your customers
- Always answered. Calls are handled any time, not just when a rep is free.
- Informed conversations. The agent already knows who they are and their history.
- Fast follow-up. Details are captured and routed so nothing is forgotten.