Automate Pipedrive with Pokee AI
Data entry and lead research steal time from actual selling. Pokee connects to Pipedrive via one-click OAuth and automates your sales pipeline - enriching leads, moving deals through stages, and delivering pipeline reports without manual CRM work.
What Pokee Can Do with Pipedrive
- Create deals from inbound emails or forms
- Move deals through pipeline stages automatically
- Log activities and sync with calendar
- Generate sales forecasts and reports
- Assign leads based on round-robin rules
- Send follow-up emails based on deal stage
- Sync contacts with other platforms
Example Workflows
- 1
Enrich new Pipedrive contacts
Time saved: 5 min/contactPokee detects new contacts, searches for their company details, LinkedIn presence, and recent mentions, then updates the record with enriched data and a brief profile summary.
Prompt“When a new contact is added to Pipedrive, research them online and fill in missing company info, LinkedIn profile, and recent news”
- 2
Automate Pipedrive follow-up sequences
Time saved: 1 hour/dayPokee monitors lead activity, identifies stale contacts, reviews conversation history, and drafts context-aware follow-ups that reference previous touchpoints.
Prompt“When a lead in Pipedrive hasn't been contacted in 7 days, draft a personalized follow-up email based on their last interaction”
- 3
Sync Pipedrive data with spreadsheets
Time saved: 30 min/weekPokee pulls pipeline value, conversion rates, and activity metrics from Pipedrive, updates the tracking spreadsheet, and highlights significant changes with color coding.
Prompt“Every Monday morning, export key Pipedrive metrics to our Google Sheets dashboard and highlight changes from last week”
- 4
Score leads in Pipedrive automatically
Time saved: 10 min/leadPokee evaluates new leads against your ideal customer profile, checks engagement history, and assigns a score that helps reps prioritize their outreach.
Prompt“Analyze each new lead in Pipedrive based on company size, industry, and engagement signals, then assign a 1-100 lead score”
- 5
Alert team on Pipedrive deal changes
Time saved: 15 min/dayPokee watches for pipeline changes, evaluates significance (stage advances, value changes >20%), and posts alerts to Slack with deal context and recommended next steps.
Prompt“When any deal in Pipedrive moves to a new stage or changes value significantly, notify the team in Slack with context”
How It Works
- 1
Connect
Head to pokee.ai/authorizations and link your Pipedrive account with one click. Pokee connects via OAuth with access to deals, contacts, and pipeline data.
- 2
Describe
Tell Pokee what you need in plain English. Example: "When a new lead is added, research their company online and enrich the contact record with employee count, funding, and tech stack."
- 3
Execute
Pokee detects new contacts, runs enrichment searches across the web, fills custom fields with structured data, and scores the lead - flagging high-value prospects for immediate outreach.
Pipedrive vs Pipedrive Automations vs Pokee
| Feature | Pipedrive Automations | Zapier | Pokee AI |
|---|---|---|---|
| Setup time | Hours of configuration | 30-60 min per workflow | 30 seconds |
| Natural language | No | No | Yes |
| Multi-step logic | Limited | Extra cost per step | Unlimited |
| Error handling | Manual | Basic retry | AI-powered recovery |
| Maintenance | Breaks when things change | Needs manual updates | Self-adapting |
| Price | Varies | $20-600/mo per workflow | From $19.99/mo for everything |
FAQ
- How does Pokee connect to Pipedrive?
- Pokee connects to Pipedrive via secure one-click OAuth. No API keys needed, no developer setup. Just click 'Connect Pipedrive' in your Pokee workspace, authorize access, and you're ready to automate in seconds.
- Can Pokee handle complex Pipedrive workflows?
- Yes. Unlike simple trigger-action tools, Pokee understands multi-step processes. Describe what you want in plain English - 'When X happens in Pipedrive, do Y, then check Z, and if that's true, do W' - and Pokee executes the entire chain intelligently.
- Is my Pipedrive data secure with Pokee?
- Absolutely. Pokee is SOC 2 Type I certified with Type II audit in progress. Your Pipedrive credentials are encrypted, and Pokee uses OAuth tokens that you can revoke anytime. Enterprise plans offer on-premise deployment for maximum security.
- How is this different from Zapier for Pipedrive?
- Zapier requires you to manually configure triggers and actions for Pipedrive. Pokee uses AI - you describe what you want in natural language, and Pokee figures out the implementation. No workflow builders, no decision trees, no per-step pricing.
- What Pipedrive actions can Pokee perform?
- Pokee can perform any action available through Pipedrive's API - reading, writing, updating, deleting, and organizing data. The difference is you don't need to know the API. Just describe what you want in plain English.
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