Integration: Pipedrive
AI phone assistant with Pipedrive integration
A Neurobots AI employee answers calls and messages while your salespeople are with a customer or on the road, and passes every request to Pipedrive: contact details, the request, any booked appointment and a summary of the conversation. Depending on setup, this creates a new contact or lead or updates an existing record.
Key facts
- Passes contact details, request, appointment and conversation summary to Pipedrive
- Answers calls even when several customers call at once
- Set up by a certified partner in about 14 days
- From €399 per month plus €1,299 setup (net); telephony billed separately
Updated: October 2026
What happens on a call and what reaches Pipedrive
A customer calls while your salesperson is in a meeting. Instead of voicemail, the assistant answers, finds out what the call is about, answers standard questions about your offer and suggests a consultation slot from your calendar. It then passes to Pipedrive:
- The caller's name and contact details
- The request in their own words, plus the answers to your questions
- The agreed appointment, if one was booked
- A summary of the conversation, as a new contact or lead or as an update to an existing record
If you manage your deals in a pipeline, new requests show up where you already work. Whether and at which stage things move on is your team's decision.
Typical use cases for teams using Pipedrive
Pipedrive is popular with small sales teams that move their opportunities step by step through a pipeline. Typical situations where the assistant helps:
Salespeople in the field
Someone visiting customers all day can't take every call. The assistant records new requests, and by the evening they are in Pipedrive rather than on voicemail.
Responding quickly
New prospects get an answer straight away, including on WhatsApp or in the website chat. Your team then calls back with everything from the summary.
Booking consultations directly
If the request fits, the assistant books an appointment in your calendar. The appointment is part of the details passed to Pipedrive.
No more requests on scraps of paper
Requests no longer end up on notes or on one salesperson's work phone. Fewer contacts stay outside the CRM.
Setup in about 14 days
The Pipedrive connection is part of the implementation a certified partner handles in about 14 days. For a small sales team this mainly means an initial call, providing access to Pipedrive and a few test calls before launch.
Agree on the workflow
In the initial call you agree with the partner which calls and messages the assistant handles, which details it asks for and when a person takes over.
Provide access to Pipedrive
You give the partner access to Pipedrive, for example an API key. The exact form of access depends on your system.
Connect and add knowledge
The partner connects Pipedrive and your calendar to the AI employee and adds your services, frequent questions and your rules for appointments and call forwarding.
Test and go live
Before launch you call in yourself, send test messages and check the entries in Pipedrive. Answers and workflows can still be adjusted after launch.
Data protection
Neurobots processes the conversation data on servers in Nuremberg, Germany. Data passed to Pipedrive is governed by your contract with Pipedrive, including the data processing terms agreed there.
- Processing under the GDPR, storage on servers in Nuremberg, Germany
- Data processing agreement (DPA) with Neurobots available
- Established language models act as data processors; conversation threads are not stored by the model providers
- Encrypted connections over HTTPS, multi-factor authentication (MFA) and role-based access control
More on the security and data protection page.
Phone, WhatsApp and pricing
Besides calls, the AI employee answers messages on WhatsApp, SMS, messenger, email and your website chat, and those requests go to Pipedrive as well. What the assistant does on the phone is described on the AI phone assistant page; the plans are on the pricing page.
Frequently asked questions about the Pipedrive integration
What does the assistant pass to Pipedrive?
Contact details, the request, any booked appointment and a summary of the conversation. Depending on setup, it creates a new contact or lead or updates an existing record.
What happens to a request in the pipeline?
Your team decides. The assistant passes the request with a summary to Pipedrive. How you want to move such requests through your pipeline afterwards is best discussed with the partner in the initial call.
Does this suit a sales team of two or three people?
Yes. In small teams everyone is often with customers at the same time, and calls go unanswered. The Basic plan costs €399 per month with 500 sessions, plus a one-time €1,299 setup fee (net). Telephony is billed separately.
Does the handover work for WhatsApp messages too?
Yes. The AI employee passes requests from WhatsApp, SMS, messenger, email and the website chat to Pipedrive in the same way as calls.
What access does the partner need?
Access to your Pipedrive account, for example an API key. Which permissions are needed is clarified with you in the initial call.
Other integrations
HubSpot
For teams that win customers through their website and content: calls and chats as contacts or leads in HubSpot.
Salesforce
For larger sales teams: first qualification by phone, handed over as a contact or lead in Salesforce.
SAP
For mid-sized companies on SAP: calls and messages handed over to your SAP CRM or SAP systems.
Microsoft Dynamics
For companies built on Microsoft software: sales and service requests as contacts or leads in Dynamics.
Pipedrive is a trademark of its respective owner. It is named only to describe the technical connection.
Pipedrive integration for your sales team
Tell us how requests reach you today. In a demo we show how the AI employee takes them and passes them to Pipedrive.