Custom AI workflows & agents – built for your business
Custom AI workflows & agents – built for your business
Custom AI workflows & agents – built for your business
Custom AI workflows & agents – built for your business
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Pipedrive

Work with Pipedrive Directly from Your Chat

Talk to Zenzap's Pipedrive AI agent like one of your team. Connect your account, then ask it to get things done, so work happens where the conversation does.

How Zenzap AI Agents Work

Connected
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Pipedrive Pipedrive

AI agents and connected tools,
right in the chat

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.

Brooklyn (You)

Hey @Pipedrive agent, follow up on our discussion and make the updates

Brooklyn (You)

Done. It's all in Pipedrive.

Turn chat decisions into Pipedrive updates

Your agent connects the conversation to Pipedrive, so what your team decides in the chat doesn't fall through the cracks.

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?

Pipedrive

Find customer records

Search Pipedrive for supported contacts, companies, opportunities, and recent customer activity.

Pipedrive

Create CRM records from chat

Create supported contacts, opportunities, notes, and follow-up tasks in Pipedrive from a conversation.

Pipedrive

Update accounts and opportunities

Change supported stages, owners, values, and record fields in Pipedrive as decisions are made.

Pipedrive

Keep follow-ups moving

Check Pipedrive for stalled opportunities and create or update the next follow-up.

Pipedrive

Summarize account activity

Bring recent interactions, open items, and customer context from Pipedrive back into the chat.

Pipedrive

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.

Visit Trust Center
Pipedrive

About
Pipedrive

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.

AI Agents Have
Entered the Chat

Your conversations, team, AI agents, tasks, and tools in one place.

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