Joe works in Pipedrive.
Every enquiry becomes a person and a deal in Pipedrive, logged and moved as the conversation progresses. He answers the customer and does the Pipedrive work in the same breath.
400 credits on us for 7 days to decide if he keeps the job.
One conversation. The Pipedrive work, done live.
Watch the left side: a customer writes in. Watch the right side: Pipedrive fills itself in as Joe answers. That is the whole product.
Can you do 500 brochures by Friday?
Yes, as a rush run: £640. Want the quote?
Send it over.
Quote sent and logged. I will follow up Thursday, Dan.
Deal · PipedrivePersonDan KellerDeal500 brochures, rushValue£640StageQuote sentActivityFollow-up scheduledWritten by Joe, mid-conversationNot a sync. A colleague.
Integrations usually move data after the fact. Joe uses Pipedrive during the conversation, so the customer gets the answer and the record is already right.
Creates people and deals as enquiries come in
Logs the conversation against the deal
Moves deals along the pipeline when the customer commits
Real conversations, real records.
“What would panels cost for a 4-bed?”
Joe qualifies the roof and usage, books the survey, and Pipedrive gets the person and the deal with every field your pipeline needs.
“Can you do 500 brochures by Friday?”
Joe confirms feasibility from your rules, quotes, and the deal lands in Pipedrive at the quote stage.
“We want to reorder, same as last time.”
Joe finds the previous deal, confirms the order, and creates the new deal linked to the history.
Three steps, no code.
Connect Pipedrive
One authorisation in the dashboard. No API keys to paste, no middleware to host, nothing to deploy.
Tell Joe when to use it
In plain language, like briefing a new hire: "log every enquiry", "only book in the afternoon diary". No flow charts.
Joe acts mid-conversation
From then on Joe reads and writes in Pipedrive while the customer is still talking, and the record is done before the goodbye.
Any channel in. Pipedrive updated.
Whichever way the customer arrives, the Pipedrive side is handled the same way, with the same rules.
See every channel →Are you open Sunday? I would like a Clio.
Yes, 9 to 6. A Clio is £78 for the day. Shall I book it?
Need a quote on 3 vans for two weeks in August.
Quote sent. 3 vans, 14 days, with the long term discount.
How much for a deep clean on a 3 bed?
£185, or £155 with a monthly visit. Saturday is free.
Running late, can I move my 3pm?
Moved to 4:30 and confirmed. See you then.
Do you cover Bordeaux for a monthly garden contract?
We do. A monthly contract starts at £89. Want the details?
Is the brunch menu on today?
It is, until 3. Want me to book you a table for two?
I need a refund of £240.
Refunds over £200 go to the team. Passing you over now.
I would like to reschedule my delivery.
Done, moved to Thursday morning. Anything else?
Do you take on agency partnerships?
We do. I can set up a call with the team this week.
Where do I buy this kit?
Link is in the description. Ships in 48 hours.
What is the price for the annual plan?
£1,490 with the yearly discount, from the price list.
Has order 4512 shipped?
Yes, this morning. Tracking sent to the customer.
Do you ship to Ireland?
We do, 2 to 3 days. Want the checkout link?
Channel to Pipedrive, ready to go
Pipedrive questions, answered.
Do I need to build a flow to connect Pipedrive?
No. You connect Pipedrive once and describe in plain language when Joe should use it. He decides in the conversation, the way a colleague would, so there is no canvas of nodes to maintain when things change.
What if Pipedrive is unavailable?
Joe still answers the customer. The action is retried, and if it cannot complete he escalates to your team with the full conversation attached, so nothing is silently lost.
Can I control what Joe is allowed to do in Pipedrive?
Yes. You set the rules: what he may read, what he may write, and what always goes to a person first. You can require approval before any action.
How long does setup take?
Connecting a tool takes a couple of minutes. Most businesses are live, answering and acting, in about twenty minutes total.
Joe's ready. Are you?
Connect Pipedrive this afternoon. The first record writes itself tonight.
400 credits on us for 7 days to decide if he keeps the job.