Pipedrive + Atako
Your AI agents keep your Pipedrive pipeline up to date, effortlessly.
What your agents do in Pipedrive
Connected to Pipedrive, your agents act directly in your CRM, not just read it.
Deals & pipeline
Your agents create, update and move deals forward based on your conversations.
- Move a deal forward after a client call
- Create a deal as soon as an opportunity is spotted
- Flag deals stalled for too long
Contacts & organizations
Contact and company records stay current, without manual entry.
- Enrich a contact record after a conversation
- Create or update an organization
- Deduplicate contacts automatically
Activities & follow-ups
Every interaction turns into a logged activity or a scheduled task.
- Log a call summary as an activity
- Schedule the next follow-up
- Reassign overdue tasks
Leads
Lead triage and qualification happen continuously.
- Qualify and prioritize new leads
- Convert a qualified lead into a deal
Notes & history
The context of every relationship is always at hand.
- Attach meeting notes to the right deal
- Summarize the history before a call
Products
Your product catalog stays consistent with your deals.
- Attach the right product and price to a deal
- Keep the product catalog in sync
How it works
A secure connection, fully under your control.
One-click connection
One-click OAuth2, or an API token: your choice.
Per-agent permissions
Read, write, or both: each agent gets exactly the access it needs.
Encrypted secrets
Your credentials are encrypted and never exposed to the agent.
Full audit trail
Every call to Pipedrive is logged and reviewable.
Real-world scenarios
What changes day to day.
Pipeline updates, automatically
After every exchange, the agent moves the deal stage, adds notes and schedules next steps, without anyone having to think about it.
A CRM that stays clean
Duplicates merged, missing fields filled, stale deals flagged: the agent keeps Pipedrive tidy, continuously.
A brief before every meeting
The agent prepares a summary of the contact, the history and open items before every call.
No follow-up ever missed
The agent automatically creates follow-up tasks after each interaction, with the right due date.
Frequently asked questions
How do my agents connect to Pipedrive?
Via Pipedrive OAuth or an API token, depending on your setup. The connection is made once, from the Atako integration settings.
Are my Pipedrive credentials safe?
Yes. Your credentials are encrypted and never exposed to the agent: it acts through a secure access layer, without ever seeing or handling your keys or passwords.
Can I limit what each agent is allowed to do?
Yes, read and write permissions are configured per agent: some can only view Pipedrive, others can create or edit data.
What can an agent actually do in Pipedrive?
Create and update deals, enrich contacts and organizations, schedule activities, qualify leads, add notes, or link products, depending on the permissions you grant it.
Can I revoke access at any time?
Yes, in one click from the integration settings. The agent immediately loses all access to Pipedrive, no action needed on the Pipedrive side.
What Pipedrive data is covered?
Deals, contacts, organizations, activities, leads, notes and products: the agent works across your entire Pipedrive CRM.
Connect Pipedrive to your AI agents
14-day free trial, no credit card required.