Pipedrive integration
Arkeo agents for Pipedrive
Arkeo agents work in your Pipedrive account alongside your team. They log calls and emails, answer new leads, chase deals with no next step, set up clients you win, and report on your pipeline each week.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
What Arkeo agents do in Pipedrive
Each agent does one job from start to finish. They start on their own, follow your process, and your team talks to them in Slack or Teams.
- ✓Logs emails and calls on the dealas they happen
- ✓Marks the activity done when the reply landsright away
- ✓Moves the deal to the right stageper deal
Your pipeline stays right without anyone typing.
Pipedrive
Gmail- ✓Sees new leads as they landas they come
- ✓Sends the first reply and a link to booksame day
- ✓Adds the call to the deal owner's dayright away
No lead waits days for a reply.
Pipedrive
CalendlyGmail- ✓Finds deals with no next activityevery morning
- ✓Drafts the follow-up from the deal historyper deal
- ✓Sends it to the deal owner to sendsame day
Deals don't go cold because no one followed up.
Pipedrive
Outlook
Slack- ✓Sees when a deal is marked wonright away
- ✓Sets up the customer and first invoicesame day
- ✓Sends the welcome emailsame day
Won deals turn into paying clients, without the copy and paste.
Pipedrive
QuickBooksGmail- ✓Pulls open deals by stage and ownerevery Monday
- ✓Compares it to last weekevery Monday
- ✓Sends the report to your teamMonday morning
Know what will close without building the report.
PipedriveSlackWorks with the rest of your software
Agents carry the work from Pipedrive into the other software your team uses, so nothing waits for someone to copy it over.
Zoom
Xero
Google SheetsBusinesses that run on Pipedrive
How it connects
You make the key in your own Pipedrive account. Nothing to install on your computers, and nothing to wait for.
Where
In Pipedrive, under Settings, then Personal preferences, then API. The user the agents work as copies their API token.
Who can do it
Any user whose permission set has "use API" turned on. Admins turn it on under Manage users, then Permission sets.
Plan
Any Pipedrive plan, from Lite to Ultimate. Higher plans allow more requests a day.
Agents can see
- Deals, stages and pipelines
- Activities, calls and emails on deals
- People and organizations
- Leads
Agents can change
- Deals and their stages
- Activities and notes
- People and organizations
- Leads
Agents can't
- See deals hidden from the user it works as.
- Do more than the user it works as can do.
- Get back in after you reset the API token.
What this looks like at your business
Logging calls and emailsEmails and calls logged on the deal, and the stage kept right.
Designed for teams that sell in PipedriveDeals with no next stepEach quiet deal gets a follow-up drafted for its owner.
Designed for teams that sell in PipedriveWon deal setupThe customer and first invoice set up when the deal is won.
Designed for teams that sell in PipedriveIs this you?
- You run your sales in Pipedrive
- Your team logs calls and chases deals by hand
- You want to grow without more staff
✕Just starting, with a few deals a month: not the right fit yet.
In 15 minutes, you'll know
Book a 15-minute call
Want to see what agents would do in your Pipedrive?
That's the reason to book. In 15 minutes you'll know which work agents can take off your team.
Questions about Arkeo and Pipedrive
Is my customers' information safe?
Yes. Each agent sees only what its job needs. Your contacts and deals never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Which Pipedrive plan do I need?
Any plan works, from Lite to Ultimate. Higher plans allow more requests a day, which matters for large pipelines.
Will the agents change my deals?
They make the changes your process allows, like logging calls or moving a stage, and send the rest to your team.
Can I turn it off?
Yes. Reset the API token, or turn off API use for that user, and the agents lose access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.