Pipeline & Deals
AI Pipeline Intelligence
Analyses pipeline health and flags stalled, at-risk and slipping deals.
Lead Generation
AI Sales Agent for Pipedrive
Enquiries become Pipedrive deals that the agent qualifies, nurtures and moves to your hand-off stage once they are ready.
In Pipedrive, early-stage deals pile up while reps work the ones closest to closing. This sales agent takes care of the top of the pipeline. It opens a conversation with each new enquiry, links it to the right person and organization, qualifies and nurtures stage by stage, and moves ready deals to your hand-off stage with an activity for the owner. You choose exactly where reps take over.
- New enquiries become Pipedrive deals with a conversation already started
- Early stages move forward without a rep dragging cards
- Every deal always shows a next activity, so nothing is forgotten
$6,650
20–30 working days
Optional maintenance $335/mo
What it is
AI Sales Agent for Pipedrive opens a conversation with each new enquiry, links it to the right person and organization, and works the deal through your early pipeline stages as it qualifies and nurtures. Ready deals move to your hand-off stage with an activity for the owner. You decide where reps take over.
Why businesses buy it
Pipedrive works best when every deal has a next activity, but the earliest stages are where that discipline slips. Enquiries sit untouched, and by the time a rep calls, interest has cooled. This agent keeps those stages moving through conversation, schedules the next touch every time, and only hands over deals that meet your criteria. Your reps step in where their time matters most. The scope, the stages it works and the hand-off point are agreed in writing before you order, so there are no surprises in your pipeline.
Problems this solves
New enquiries sit unlinked to a person or organization
The agent opens a conversation with each new enquiry and links it to the right person and organization in Pipedrive. Your records stay tidy from the first message.
Early pipeline stages need constant manual attention
The agent works deals through your early stages as it qualifies and nurtures. Reps no longer need to move every new deal along by hand.
Reps are unsure when a deal becomes theirs
You decide the stage where reps take over. Ready deals move to that hand-off stage with an activity for the owner, so responsibility is always clear.
A good fit if
Pipedrive is where your reps work, stage by stage, and early-stage deals pile up untouched.
You want the first stages of the pipeline handled in conversation, with reps taking over at a stage you choose.
Every deal should always show a next activity, so nothing is forgotten between touches.
Someone can provide a Pipedrive API token or approve an OAuth app, and join a 30-minute call.
Not the right fit if
You need leads scored and routed before they become deals, without nurture. See AI Lead Qualification Agent for Pipedrive.
Deals stall later in the pipeline, after reps have met the buyer. See AI Follow-Up Engine for Pipedrive.
Reps need Pipedrive updated from their own emails and calls. See AI CRM Assistant for Pipedrive.
You want stalled and slipping deals flagged across the whole pipeline. See AI Pipeline Intelligence.
How it works
- A Pipedrive API token or OAuth app is connected on a 30-minute call with your admin, and the mapping for persons, organizations, deals and activities is documented.
- A new enquiry is matched to an existing person and organization, or both are created, and a deal opens in the first stage you choose.
- The agent qualifies in conversation on your channel, moving the deal through your early stages as each stage's criteria are met.
- Deals that are not ready wait in your nurture stage, each with its next activity scheduled so the follow-up is visible.
- At your hand-off stage, the deal is assigned to its owner with a call or meeting activity that carries a summary of the conversation.
- Before any action, the deal's stage, owner and earlier activities are read, so the agent does not step into a deal a rep has taken over unless your rules allow it.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- A Pipedrive API token or OAuth app, and an admin for a 30-minute setup call.
- Your pipeline: which stages the agent may work, your nurture stage and your hand-off stage.
- The criteria that move a deal from one early stage to the next.
- Owner assignment rules and the activity type owners should receive.
- Your playbook, ten real conversations or emails, and the approver for exceptions.
- Your business information and one decision-maker.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified; Pipedrive access tested, stages and owners agreed.
Weeks 1–2
Stage criteria, conversation flow and nurture cadence built.
Week 3
Persons, organizations, deals and activities mapped two-way.
Weeks 3–4
Documented scenarios run on test deals and shared with you.
Week 4
Two rounds of changes to stage rules or wording.
Go-live
Live in Pipedrive, recorded handoff, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $6,650 |
| Express | 15–25 working days | $7,650 |
| Rush | 10–20 working days | $8,650 |
What you receive at handover
- The AI Sales Agent configured in Pipedrive on one channel, plus up to one more system
- A documented Pipedrive field mapping, including your hand-off stage
- Access through user invites or keys you control, never sent by email
- A test report from sandbox or test records
- An admin guide and recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can keep the top of your Pipedrive pipeline moving without manual updates.
- Makes the hand-off from agent to rep clear and consistent.
- Deals reaching the hand-off stage
- Use Pipedrive's conversion report to compare deals reaching your hand-off stage before and after launch.
- Unlinked deals
- Filter for deals without a person or organization, comparing the count before launch and a month after.
- Time in early stages
- Compare average time in early stages using Pipedrive pipeline reports for matching periods.
Before you start: Note how many deals sit in your early stages and how long they stay there. Count deals with no linked person or organization.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build is paid once. Running it costs roughly $50 to $250 a month in AI model usage and hosting in your own accounts, on top of your Pipedrive subscription. A busy top of pipeline with many deals in nurture sits toward the higher end.
Pipedrive licenses and plan upgrades are excluded, and AI usage in testing is billed to your accounts.
Ask about running costsCustom requirements
Custom Pipedrive objects beyond the mapping, a second channel, or a third connected system need a Change Quote. Add a note at checkout and the written quote follows; nothing extra starts until you accept it.
Request a custom versionKeep it running
After launch, monthly maintenance keeps the agent matched to your pipeline: monitoring, fixes and monthly change hours to add a stage, rework stage criteria or adjust nurture timing. It starts after the 30 days of support and can be cancelled any month.
$335/mo (5% of the build price a month, includes 3 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A pipeline add-on charges per user each month | An automation freelancer builds rules by the project | Ours is one fixed price, shown before you buy |
| Early stages | Deals wait for a rep to move them | Rule-based moves only | Ours moves deals as each qualifying answer comes in |
| Next activity | Set by hand, when remembered | Depends on the build | Ours schedules one for every deal it touches |
| Handoff | A deal changes stage without context | Agreed per project | Ours hands over with an activity summarizing the conversation |
| Delivery | Installs fast, rules built by you | Often several months | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Which Pipedrive data does the sales agent read and write?
Persons, organizations, deals and activities, under a field mapping agreed with your admin and documented. It matches or creates persons and organizations, opens and moves deals through your chosen stages, and schedules activities for owners. Custom Pipedrive objects outside the mapping are excluded unless a Change Quote adds them.
Which Pipedrive stages does the sales agent control?
Only the ones you hand it, normally the first stages, a nurture stage and the move into your hand-off stage. Stages after hand-off belong to your reps, and the agent does not move deals there. You set these limits at intake and can change them later through monthly maintenance.
Will the Pipedrive agent create duplicate persons or organizations?
It checks first. Each enquiry is matched against existing persons and organizations using the fields agreed in the mapping, such as email address and company name, before anything new is created. Matches you consider uncertain can be held for a person under your approval rules.
What does a rep receive when a Pipedrive deal is handed over?
The deal itself, moved to your hand-off stage and assigned to them, with a call or meeting activity scheduled. That activity carries a short summary: what the buyer needs, which criteria they met and any objection already handled. Earlier activities on the deal hold the full exchange.
How long does AI Sales Agent for Pipedrive take?
Your Pipedrive build follows a fixed schedule from the day the intake is verified. The exact date is shown on this page before you buy, along with express and rush options if you need it sooner. Pipedrive access, stage rules, your playbook and sample conversations are due within 72 hours of ordering, and each day late moves delivery by 3 working days.
What does the Pipedrive sales agent cost each month?
Roughly $50 to $250 a month in AI model usage and hosting, billed to your own accounts, on top of your Pipedrive plan. More deals in nurture means more conversation turns and higher usage. Monthly maintenance is optional. Its change hours cover adding a stage, reworking stage criteria or adjusting nurture timing, and you can cancel any month.
What access does the Pipedrive sales agent need?
A Pipedrive API token or an OAuth app approved by your admin, shared securely during intake and never by email, plus a 30-minute setup call. The admin confirms stages, owners and the field mapping on that call, and testing then runs on test deals before anything goes live.
Let the top of your pipeline move without waiting for a rep.
Order AI Sales Agent for Pipedrive and new enquiries become deals that are qualified, nurtured and moved to your hand-off stage with an activity ready for the owner, on a delivery date shown before you pay.
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