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CRMConnect from your dashboard

AI receptionist for Pipedrive: Every caller in Pipedrive, ready to follow up.

After each call and website chat, your receptionist adds the person to Pipedrive with a label and a note, and can open a deal when the lead is hot.

30 free minutes · No credit card · Set up in about 10 minutes

Last updated

After a call

People, notes and deals, filled in for you.

  • The caller is added as a person, or matched to the one you already have
  • A hot, warm or cold label so you know who to call first
  • A note with the summary of the call or chat
  • Hot leads can open a deal in the pipeline you choose

What lands in Pipedrive

A person with a note

Person
Name, phone and email
Label
Hot, warm or cold
Note
The summary of the conversation
Deal
For hot leads, if you turn it on

Recordings and full transcripts stay in your dashboard.

Setup

Connected in three steps.

All from your phone. No tech skills needed.

  1. 1

    Set up your receptionist

    Start free, pick your type of business and add your website. About ten minutes, on your phone.

  2. 2

    Connect Pipedrive

    In Settings, paste your personal key from Pipedrive.

  3. 3

    Choose about deals

    Turn on deals for hot leads if you want them, and pick the pipeline.

Questions

Questions about Pipedrive.

Something else on your mind? Talk to us.

In Pipedrive, open your personal preferences and copy your personal key. Paste it into Settings in your dashboard.

No. It looks for the person first and updates them if they're already in Pipedrive.

Both. The same receptionist answers your phone and the chat on your website, and both are handled the same way.

Plans start at $99 a month with 200 call minutes included. You can try it first with 30 free minutes, no credit card and no contract.

Fill your pipeline while you work.

Set up your receptionist free, connect Pipedrive and make a test call in your browser.

30 free minutes · No credit card · Cancel any time