Pipedrive + 365agents: turn every inbound call into a deal on the board

365agents connects natively to Pipedrive via OAuth. Every call your AI handles creates or updates the right Person in Pipedrive, associates with the matching Deal, logs the transcript and recording as an Activity, and advances your pipeline stages based on what the AI qualified on the call.

What this makes possible

• Every call as an Activity — timestamp, duration, recording, transcript, notes from the AI

• Auto-create People — unknown callers become new Persons with captured contact info

• Deal association — known numbers tie to existing open Deals

• Stage advancement — qualification success moves the Deal through your pipeline stages automatically

• Custom field mapping — any fields you capture by voice (company size, budget, timeline) land in your Pipedrive custom fields

• Follow-up automation — Activities scheduled, email sequences triggered, team members notified

How a real call flows

• Caller: "I saw your site — interested in learning more."

• AI qualifies: name, company, use case, timeline, budget range

• AI books a discovery call on your sales rep's calendar

• Pipedrive Person created or matched

• Deal created in "Qualified" stage

• Activity logged with transcript link

• Follow-up Activity scheduled for the day after the demo

How to connect

• Admin dashboard → Integrations → Pipedrive

• "Connect" and authorize with Pipedrive

• Map AI-captured fields to Pipedrive Person and Deal custom fields

• Define which outcomes advance which stages

• Test with a live call

Who this is for

• Sales teams running on Pipedrive (common in SMB and mid-market)

• Agencies and consultancies with structured pipelines

• Service businesses tracking leads as Deals

• Teams that want sales visibility without the overhead of Salesforce

Related

• HubSpot + 365agents

• Salesforce + 365agents

• Zoho CRM + 365agents

Get started

Book a demo — we'll connect your Pipedrive account and show the full flow.