Tell your agent what you need in a message or voice note. It can work in Pipedrive for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @Pipedrive agent, follow up on our discussion and make the updates.
Pipedrive agent
Done. It’s all in Pipedrive.
Automate Workflows with Pipedrive
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Pipedrive.
Your agent, your control
Choose what your agent can access and how it can act in Pipedrive. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s Pipedrive AI Agent Do?
Find customer records
Search Pipedrive for supported contacts, companies, opportunities, and recent customer activity.
Create CRM records from chat
Create supported contacts, opportunities, notes, and follow-up tasks in Pipedrive from a conversation.
Update accounts and opportunities
Change supported stages, owners, values, and record fields in Pipedrive as decisions are made.
Keep follow-ups moving
Check Pipedrive for stalled opportunities and create or update the next follow-up.
Summarize account activity
Bring recent interactions, open items, and customer context from Pipedrive back into the chat.
Report on the pipeline
Analyze supported pipeline data in Pipedrive and flag risks, gaps, or changes that need attention.
Security & Compliance
Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Connected
