Pepsales AI is Now SOC 2 Type II Compliant
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Pepsales AI supercharges your Pipedrive CRM.

Sync your deals, automate call notes, and follow up like a pro, without ever leaving your sales flow.

why to connect

Why Connect Your Pipedrive?

Your Pipeline, Now in Motion

With one-click integration, your Pipedrive deals, contacts, and activities instantly appear in Pepsales AI. Plan, prep, and execute your sales day without flipping tabs or re-entering data.

Calls That Log Themselves

Every meeting in Pepsales AI is transcribed and summarized, then tied to the right Pipedrive deal or person.
Follow-ups, notes, and next steps are pushed back into your CRM instantly.

Context on Every Call

Before the meeting: Pepsales AI shows Pipedrive history, deal stage, and key notes. After the meeting: You get smart recaps, suggested actions, and automatic CRM updates.

Save Hours. Close Faster

Reps spend less time on admin and more time closing.
Teams using Pepsales AI + Pipedrive cut manual CRM work drastically, and see conversion rates climb.

steps to Integrate

How to Set Up the Integration

Step 1

Open Integrations Settings

Go to Settings > Integrations in Pepsales AI, click the Pipedrive tile, and connect your account by signing in and approving access.


Step 2

Choose Pipedrive

Choose what to sync—like Deals, Contacts, and Activities. Pepsales AI will then auto-sync all calls, notes, and actions with Pipedrive in real time.

Step 3

Step 4

Step 5

Sales use cases

Real-World Sales Use Cases

Frequentlyaskedquestions

Is it secure?

Yes. Pepsales AI uses secure OAuth to connect with Pipedrive and encrypts data in transit and at rest.

What Pipedrive data is synced?

You can sync Contacts, Deals, Activities, and Notes. Everything stays aligned between platforms.

Do updates in Pepsales show up in Pipedrive?

They do! Every call summary, follow-up, and task created in Pepsales is pushed to the correct Pipedrive record.

Can every rep connect their own Pipedrive account?

Absolutely. Each user can link their personal CRM view to Pepsales for customized workflows.

Ready to shorten your sales cycle and win more deals?

Increase win rates by 50% and double your team’s productivity.

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