Pipedrive + AI Voice Agent
One call, written into Pipedrive.
- 1Step 1
AI takes the call
Inbound or outbound - AI handles the conversation, qualifies the lead, and collects all relevant data.
- 2Step 2
Data flows to Pipedrive
Deal is created or updated. Activities logged. Custom fields populated. Recording attached.
- 3Step 3
Your team closes deals
Sales reps open Pipedrive and see qualified, enriched deals ready for follow-up. No data entry needed.
Jessica"Thanks, Tom. You are booked with Sarah on Thursday at 2pm, and the invite is on its way."
- Person · createdTom Hale · Harbour & Finch+44 113 496 0712 · tom@harbourfinch.co.uk
- Deal · stage movedHarbour & Finch · £18,000NewQualifiedMeeting booked
- Call activity · loggedCall · 3:12 · recording attachedWants outbound help this quarter, budget agreed, decides in Q4
- Meeting activity · bookedThu 14:00 · Intro call with SarahInvite sent to tom@harbourfinch.co.uk
Already on these? We plug in.
- HubSpot
- Microsoft Dynamics 365 Business Central
- n8n
- Salesforce
- WhatsApp Business
- Zendesk
- Docusign
- Gmail / Google Workspace
- Airtable
- Telegram
- a3
- InsERT Subiekt
- Calendly
- Make
- Microsoft Outlook / Microsoft 365
- QuickBooks Online
- Xero
- Freshdesk
- Google Sheets

- ClickUp
- Facebook Lead Ads
- Instagram
- Viber
- Agnum

- Zucchetti
- JTL-Wawi
- Aruba Fatturazione Elettronica
- Google Calendar
- Microsoft Teams

- Slack
- Zapier
- Freshsales
- Intercom
- ERPNext
- Google Drive
- Messenger
- DATEV
- Rivilė
- TeamSystem
- Directo
- Finvalda

- Axonaut

Trademarks belong to their owners. Shown to name the systems we connect to, not a partnership.
What the AI does in Pipedrive.
Auto-create deals
Every qualified call creates a new deal in your Pipedrive pipeline with the right stage, value, and contact details filled in.
Activity logging
Every AI call is logged as an activity on the contact record. Call duration, outcome, recording link, and AI summary are all attached.
Pipeline stage updates
AI moves deals through your pipeline based on call outcomes. Qualified leads advance; uninterested contacts are marked accordingly.
Contact enrichment
AI extracts company name, budget, timeline, and needs from the conversation and writes them into Pipedrive custom fields.
Call recordings in Pipedrive
Full call recordings are linked directly to the deal activity. Your sales team can replay any AI conversation from within Pipedrive.
Smart scheduling
When a lead wants a meeting, AI books it and creates a Pipedrive activity with the date, time, and agenda notes.