Pipedrive
Every website visitor becomes a qualified lead, every conversation updates your Pipedrive deals, and every follow-up gets logged automatically. Your sales team opens Pipedrive in the morning to a pipeline full of warm leads captured overnight.
Your AI agent reads and writes to Pipedrive in real time. From creating deals to updating pipeline stages, these are the sales operations that happen while your team focuses on closing.
Pipedrive
Real scenarios where AI agents keep your Pipedrive CRM current, qualify leads automatically, and ensure no opportunity slips through the cracks.
A prospect visits your pricing page at 11 PM and starts a conversation. Your AI Agent qualifies them by asking about team size, budget, and timeline. It creates a new lead in Pipedrive with all details, assigns the right label, and links it to an existing organization if one matches. Your sales team starts Tuesday with a qualified lead, full context, and zero data entry.
A customer confirms via WhatsApp that they want to upgrade. Your AI Agent identifies their Pipedrive deal by email, moves it to the 'Negotiation' stage, updates the deal value to reflect the new package, and adds the conversation as a note. Your account manager sees the updated deal with full context. No one typed anything into Pipedrive manually.
After a productive chat, a prospect says 'Let's talk next week.' Your AI Agent creates an activity in Pipedrive for the assigned rep with a due date, the prospect's key requirements as notes, and a suggested meeting agenda. The rep gets reminded at the right time with everything they need to continue the conversation. Zero follow-ups forgotten.
Pipedrive
FAQs
Leads and persons are separate objects in Pipedrive. The agent can create either based on your configuration. For unqualified visitors, it creates a lead with labels. Once qualified, it can convert the lead to a deal and create an associated person record. You control the qualification rules that trigger each action.
Yes. Pipedrive's API includes all custom fields you have defined for deals, persons, and organizations. The agent can read and write to custom fields like 'Industry,' 'Company Size,' or any other field specific to your sales process. It adapts to your unique Pipedrive configuration.
Tars uses your Pipedrive API token, which inherits the permissions of the user who generated it. For full functionality, the token should come from a user with access to leads, deals, persons, organizations, and activities. You can create a dedicated Tars user in Pipedrive with specific permissions to limit access.
No. Tars queries your Pipedrive account in real time during each conversation. Contact information, deal details, and pipeline data are fetched live from Pipedrive and used only to respond to the current interaction. We do not maintain a separate database of your CRM records.
Yes. Pipedrive supports multiple pipelines, and the agent can read stages across all of them. When creating deals, you can configure which pipeline the agent assigns based on qualification criteria. Enterprise leads go to one pipeline, SMB leads to another. The agent respects your pipeline structure.
Pipedrive's LeadBooster chatbot captures basic lead info on your website. Tars AI agents have full conversations, understand context, ask qualifying questions, and perform complex CRM operations like updating deal stages, searching organizations, and scheduling activities. Plus, Tars works across WhatsApp, SMS, and your website simultaneously.
The agent searches Pipedrive by email before creating new records. If a matching person or organization exists, the agent updates the existing record with new information instead of creating a duplicate. This keeps your CRM clean and ensures conversation history builds on the same contact.
Yes. After every conversation, the agent can add a note to the associated deal with the full conversation summary. It can also attach files to deals, persons, organizations, or activities. This ensures your sales team has complete context for every interaction recorded directly in Pipedrive.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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