The AI Sales Agent acts as your AI SDR assistant, designed to take over the "top-of-the-funnel" tasks your human SDRs spend hours on every day. Here's how it works inside Pipedrive:
Pulls prospects directly from Pipedrive and enriches them with tools like Clearbit, ZoomInfo, or Apollo for comprehensive lead intelligence.
Crafts tailored, context-aware messages based on role, industry, past engagement, and behavioral signals like email opens and website visits.
Holds real-time conversations via email, LinkedIn, or WhatsApp to gauge fit, interest, and timeline with intelligent qualification questions.
Automatically books qualified prospects into your reps' calendars (Google, Outlook, Calendly) without back-and-forth emails.
For leads not ready to buy, it launches multi-step drip campaigns that re-engage them over time with relevant content.
Syncs every action into Pipedrive and instantly alerts your sales team in Slack or Microsoft Teams about hot opportunities.
Our Pipedrive AI Agent offers sophisticated capabilities to transform your sales process and accelerate revenue growth through intelligent automation.
No more hours spent manually writing emails. The Pipedrive AI Agent automates outreach with personalized, context-aware messaging at scale—adjusting tone, subject lines, and cadence automatically.
Not all leads are created equal. The agent uses AI-driven intent detection and predictive scoring models to qualify leads against your Ideal Customer Profile (ICP).
No more back-and-forth emails to schedule meetings. The AI Agent integrates directly with Google Calendar, Outlook, and scheduling tools like Calendly.
The agent leverages Pipedrive CRM data, product docs, FAQs, and knowledge bases to respond intelligently. Every conversation feels consultative, not scripted.
Engage prospects across email, SMS, LinkedIn, website chat, Slack, and WhatsApp—all coordinated within Pipedrive. No duplicated efforts, no lost messages.
The AI Agent runs automated nurture sequences for colder leads, sending periodic follow-ups with relevant content until they're ready to engage again.
Every business has its own playbooks. With Pipedrive AI Agents, you can set outreach cadences, qualification logic, or alerts with no-code workflow tools.
Every action is logged in Pipedrive, giving sales leaders end-to-end visibility into outreach, responses, lead scoring, and meeting conversions.
Our Pipedrive AI Agent solution offers unique advantages that set us apart in the sales automation space.
Powered by RAG and enriched CRM data, the agent sends messages that sound human and context-aware, directly addressing prospects' needs and pain points.
Build outreach sequences, qualification flows, and alerts in minutes with our intuitive drag-and-drop builder—no technical expertise required.
Engage 100 or 100,000 leads without losing personalization. Scale effortlessly without compromising quality or adding headcount.
Full tracking of outreach, replies, scores, and meetings. Complete visibility into performance and optimization opportunities.
Encrypted, auditable workflows with logged API calls. Every interaction is secure, transparent, and compliant with industry standards.
See how organizations are transforming their sales pipeline with Pipedrive AI Agents.
A SaaS company automated email + LinkedIn outreach through Pipedrive. The AI Agent qualified prospects and booked demos directly.
Within 3 months: 40% more demo bookings through automated qualification and direct calendar integration.
Real estate teams used the Pipedrive AI Agent to instantly reply to inquiries via WhatsApp & email.
Auto-booking site visits and instant responses reduced lead drop-off by 55% through immediate engagement.
An IT services firm synced their CRM, Slack, and calendars. Hot leads were instantly flagged.
Conversions improved by 32% through real-time lead flagging and instant sales team notifications.
Pre-configured AI agents designed specifically for different Pipedrive workflows. Choose your template and deploy intelligent sales automation in minutes, seamlessly integrated with your Pipedrive CRM.
Perfect for SaaS companies. Auto-imports leads into Pipedrive, sends personalized demo invites, qualifies using BANT, and moves deals through pipeline stages automatically.
Captures property inquiries, creates Pipedrive deals, qualifies buyer intent via WhatsApp, and schedules viewings with automatic Pipedrive activity logging.
Targets enterprise accounts with multi-touch LinkedIn campaigns, enriches Pipedrive contacts, and manages complex sales cycles with stakeholder mapping.
Creates Pipedrive deals for abandoned carts, runs win-back campaigns for churned customers, and tracks customer lifetime value through pipeline stages.
Industry-specific configurations ready to deploy with full Pipedrive integration
Automatic deal creation, stage updates, and activity logging
Custom pipeline stages and automated progression rules
Industry-tested outreach sequences integrated with Pipedrive
Real-time reporting and conversion tracking in Pipedrive
Our team can create industry-specific Pipedrive templates tailored to your unique sales process, pipeline stages, and compliance requirements.
Find answers to common questions about our Pipedrive AI Agents and how they can transform your sales process.
With Pipedrive AI Agents, you can engage more leads, qualify faster, and book more meetings—without adding headcount.