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Pipedrive

CRM

Deals and activity tracking

6 documented abilities Runs in your own account
All apps

Everything we can do in Pipedrive

Grouped by job. Each line is an action the agent can perform for you, not a suggestion you finish yourself.

Deals

  • Create and update deals
  • Move between stages
  • Read pipeline summaries

People

  • Add contacts and organisations
  • Log calls and notes
  • Schedule activities
All apps

Connect Pipedrive and ask for the first job.

One consent screen, your own login, removably authorized. Then the agent can run any of the actions above for you.

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