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AI Follow-Up Engine for Pipedrive

Pipedrive deals that stopped moving get a follow-up written from their activities, with the next step logged on the deal.

Pipedrive makes stalled deals easy to spot, but writing a thoughtful follow-up for each one still takes time. This edition reads persons, organizations, deals and activities, picks out deals that have gone quiet at any stage and follows up using the history on that deal. Each message and reply is logged, and the next step lands on the deal where your team will see it.

Stalled Pipedrive deals found at every pipeline stage
Follow-ups written from the activity history on each deal
Messages, replies and next steps logged on the deal

$4,650 20–30 working days Optional maintenance $249/mo

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A row of stage blocks with one tipped over, a brass pin and a forward arrow, showing a stalled deal given its next step.

What it is

AI Follow-Up Engine for Pipedrive reads persons, organizations, deals and activities in your Pipedrive account, picks out deals that have gone quiet at any stage, and follows up using the history on that deal. Each message and reply is logged back in Pipedrive. Approval rules control what it sends.

Why businesses buy it

Pipedrive is built around activity, and a deal without a next activity is a deal at risk. Small sales teams see the warnings but rarely have time to act on every one with a message that reflects the earlier conversation. This edition closes that gap, so deals keep moving without extra admin. The written scope sets out the Pipedrive field mapping, one additional connected system and the workflows before you order, so you know exactly how it fits your pipeline.

Problems this solves

Pipedrive deals go rotten at a stage with no next activity

The engine picks out deals that have gone quiet at any stage of your pipeline. It follows up using the history on that deal, so the message reads as if it came from the owner.

Every deal needs a manual reminder just to be chased

Follow-up timing comes from up to six workflows with your approval rules. Reps stop adding a reminder activity to each deal simply to remember to chase it.

Messages and replies get lost outside the deal timeline

Each message and reply is logged back to the person, organization and deal in Pipedrive. The deal timeline shows the full conversation, ready for the rep to pick up.

Owners want control over what reaches their best prospects

Approval rules decide what the engine sends on its own and what waits for a person. The documented field mapping shows exactly what it writes to Pipedrive.

Scope card SKU UPM-N0020

AI Follow-Up Engine for Pipedrive

Everything this build includes, written down before you pay. Choose a delivery speed and any add-ons, then add it to your cart.

$4,650 one-time build price

1. Choose your delivery speed

Standard 20–30 working days $4,650 Express 15–25 working days $5,450 Rush 10–20 working days $6,300

Delivery times are in working days (Monday to Friday) and start once your intake is complete. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.

What is included

Channel: 1 channel
Integrations: Pipedrive (two-way, agreed field mapping) + up to 1 more system
Knowledge: Up to 100 documents
Workflows: Up to 6 workflows with your approval rules
Languages: 1
Testing: 50 documented test scenarios
Revisions: 2 rounds
Handoff: 1 × 60-min handoff session (recorded)
Support: 30 days after launch

A good fit if

Your pipeline is managed in Pipedrive, and deals stall in a stage with no next activity scheduled.

Persons and organizations are linked to deals, so the engine can see who to contact and at which company.

You want follow-ups recorded as Pipedrive activities, so the deal view always shows the last touch.

Someone with Pipedrive admin rights can issue an API token or OAuth app and join a 30-minute setup call.

Not the right fit if

Your team uses Zoho CRM. See AI Follow-Up Engine for Zoho CRM.

You need Pipedrive deals analyzed and flagged for risk rather than chased. See AI Pipeline Intelligence for Pipedrive.

You want inbound leads qualified before they become deals. See AI Lead Qualification Agent for Pipedrive.

You need Pipedrive records updated from emails and calls. See AI CRM Assistant for Pipedrive.

How it works

On a 30-minute call with your Pipedrive admin, we agree which deal, person and organization fields are read and written, and document the mapping.
Stalled deals are found by stage. Each pipeline stage can carry its own silence rule, measured from the last completed activity.
The follow-up draws on the deal's activities and the person and organization linked to it, so it continues the actual conversation.
Drafts outside your approval rules wait for the deal owner in Pipedrive.
The sent message and any reply are recorded as activities on the deal, keeping its history complete.
Before launch, 50 documented scenarios run on sandbox or test records, and you see every result.

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.
Your Pipedrive admin for a 30-minute setup call.
Ideal customer profile and qualification criteria.
Your sales playbook or sample emails, and ten genuine conversations.
The person who approves messages outside your rules.
Access to a second connected system, if any.
A single decision-maker for approvals.
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 confirmed, mapping agreed.

Weeks 1–2 Per-stage follow-up rules built from your pipeline and sample emails.

Week 3 Two-way Pipedrive sync set up, activity logging tested.

Weeks 3–4 50 scenarios tested on Pipedrive test records.

Week 4 Your comments applied over two rounds of changes.

Go-live Live in Pipedrive, recorded handoff, 30 days of support.

Delivery options, in working days (Monday to Friday) from completed intake. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.
Option	Delivery time	Price
Standard	20–30 working days	$4,650
Express	15–25 working days	$5,450
Rush	10–20 working days	$6,300

What you receive at handover

The engine configured in your Pipedrive account, plus up to one more system
A documented Pipedrive field mapping
Access through user invites or keys you control, never sent by email
A test report from sandbox or test records
Admin guide and recorded handoff session, plus 30 days of support

Expected benefits and how to measure them

Can reduce the number of deals left to rot in the pipeline.
Helps reps pick up replies with the full history in one place.

Rotting deals: Use Pipedrive's rotting indicator or a filter for deals with no activity. Compare the count before launch and a month after.
Won deals among revived deals: Label deals the engine followed up, then compare how many were won with quiet deals from the period before launch.
Time spent in stage: Use Pipedrive's pipeline reports to compare average time in each stage before and after launch.

Before you start: Save a filter of rotting or inactive deals and note the count by stage. Record your current win rate for deals that went quiet.

These are things to track, not promised results. Outcomes depend on your data, your team and your market.

Running costs

The build is paid for once. To run it, budget roughly $50 to $250 a month for AI model usage and hosting in your own accounts, alongside your existing Pipedrive plan. Pipedrive licenses or plan upgrades are not included.

AI usage during building and testing is billed to your accounts in the same way.

Ask about running costs

Custom requirements

If you need custom Pipedrive objects beyond the agreed mapping, a second channel, or more than six workflows, add a note at checkout for a written Change Quote.

Request a custom version

Keep it running

After the 30 days of support, optional monthly maintenance covers monitoring, fixes, model and Pipedrive updates and a monthly health report. Change hours handle small tasks like adding a pipeline or renaming stages. Anything larger goes through a Change Quote. There is no lock-in, so cancel any month.

$249/mo (the minimum fee, includes 2 change hours)

Optional. Starts after the post-launch support period. Cancel any month.

How maintenance works

How this compares

	Do it yourself with a SaaS tool	Hire a custom agency	Upmark Labs
Price	A sequencing app bills per seat every month	A sales-ops freelancer bills for their time	Ours is one fixed price, shown before you buy
Stalled deals	A stale-deal alert tells a rep to act	Depends on the freelancer's availability	Ours drafts the follow-up from the deal's own activities
Record keeping	May keep messages in its own inbox	Depends on the build	Ours logs each follow-up as a Pipedrive activity
Delivery	Instant install, sequences still to write	Depends on the freelancer's schedule	Ours has a fixed delivery time shown before you buy, with faster options

Questions about this product

Which Pipedrive data does AI Follow-Up Engine for Pipedrive work with?

Persons, organizations, deals and activities, through a two-way connection. The field mapping agreed on the setup call decides which fields are read and which may be updated, and it is documented for you. Custom objects beyond that mapping are left alone unless added by Change Quote.

How does AI Follow-Up Engine for Pipedrive decide a deal has stalled?

By the silence rule for its stage. You set how long a deal may sit without a completed activity or reply, and that can differ per pipeline stage. Each day the engine checks deals against those rules and only drafts follow-ups for the ones that crossed them.

What access does AI Follow-Up Engine for Pipedrive need?

A Pipedrive API token or an OAuth app, plus a Pipedrive admin for a 30-minute setup call. Access is limited to what the mapping needs. Your Pipedrive subscription stays as it is, and any license or plan upgrade is outside the build price.

What is the price and delivery time for AI Follow-Up Engine for Pipedrive?

The fixed price and standard delivery time are shown next to this page before you order, alongside faster express and rush options. The intake checklist is due within 72 hours of ordering, and every late day adds 3 working days, so having Pipedrive admin access ready makes the biggest difference to your go-live date.

Will deal owners see what AI Follow-Up Engine for Pipedrive sent?

Yes. Every follow-up and reply is recorded as an activity on the deal, so the owner sees it in Pipedrive alongside their own calls and emails. Messages your rules do not allow to send automatically wait for that owner to approve them first.

Can AI Follow-Up Engine for Pipedrive handle more than one pipeline?

Yes, within the six workflows on the Scope Card. Each pipeline, or each group of stages, can have its own rules and tone. If you need more than six workflows, the Additional Workflow add-on or a Change Quote covers the extra, priced before any work starts.