Pipedrive

Delegmate for Pipedrive

Moves Pipedrive deals forward and keeps every activity logged

An AI teammate with its own Google Workspace account. Connect Pipedrive and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.

About Pipedrive

Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing

What it does in Pipedrive

  • Adds deals and people from new enquiries
  • Schedules and completes follow-up activities
  • Moves deals between stages as replies come in
  • Flags deals that have gone quiet

How it works

  1. 1

    Add a teammate

    It gets its own account in your Google Workspace, with its own email, calendar and Drive.

  2. 2

    Connect Pipedrive

    From its Apps tab with your API key, with the Pipedrive account your team chooses. Or just ask it, and it sends you the link.

  3. 3

    Hand it the work

    Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.

Works with it ingmailcalendarmeetdocssheetsdrive

Built for

Questions

How does it connect to Pipedrive?

With a Pipedrive API key, pasted once on the teammate's Apps tab, or just ask it and it sends you the link. It connects with the Pipedrive account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.

What does it do in Pipedrive without asking?

The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.

Does it need its own Pipedrive seat?

No. It works through the connection your team sets up, so there is no extra Pipedrive seat to buy for it.

Is Delegmate made by Pipedrive?

No. Delegmate is independent and is not affiliated with or endorsed by Pipedrive. Pipedrive is a trademark of its owner.

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Add your first teammate today

Sign in with your Google Workspace admin account. It takes a couple of minutes.

Pipedrive is a trademark of its owner. Delegmate is not affiliated with or endorsed by Pipedrive.