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
Other CRM apps
All appsConnect 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.