Pipedrive & AI: turn your CRM into an agent-driven workspace

In this webinar, 9Squad and Atako explore concrete use cases around the CRM, sales data, and meeting preparation. The goal: show how AI agents can take on operational tasks, integrate with existing tools, and fit directly into sales teams' daily workflow.

Through several use cases, you'll discover how agents can:

• clean and enrich CRM data, notably by identifying duplicates;
• monitor contacts and detect opportunities or risks related to dormant accounts;
• automatically prepare sales meetings and surface key information at the right time;
• generate meeting summaries and trigger follow-up actions;
• automate tasks based on events or webhooks coming from the CRM;
• orchestrate several specialized agents like a true augmented sales team.

For each use case, 9Squad brings the business and functional vision, while Atako shows how these use cases can be concretely implemented with AI agents.

A session designed as a practical, immersive masterclass, with concrete examples, agents in action, and time for Q&A with participants.