AI · Claude, ChatGPT and Pipedrive

AI for everyday sales

AI is most useful when it can see your real sales data. I connect Claude or ChatGPT to Pipedrive securely, train your team to use it and build workflows where people make the decisions.

  • Claude and ChatGPT
  • Connected to Pipedrive (MCP and API)
  • A human always approves
AI assistant · Pipedrive MCP
Which quotes have been waiting for a reply for more than 10 days?
getDeals ✓getActivities ✓getNotes ✓
I found 3 deals:
  • Rakennus Oy · €12,500 · 14 days
  • Matkailu Oy · €9,000 · 12 days
  • Konepaja Oy · €6,200 · 11 days
Shall I draft follow-up messages and add call activities for tomorrow?
Yes, draft themShow me first
Example: the answer comes straight from Pipedrive data, and a person decides the next step.
AI connected to Pipedrive

What AI does in sales

Routines for AI, decisions for people. Every function is built around your Pipedrive and the way you sell.

MCP and API

The Model Context Protocol (MCP) and the Pipedrive API give AI access to sales data with limited permissions. You ask in plain language, and the answer comes straight from deals, activities and notes.

AI writing

Quotes, follow-ups and prospecting messages in your own tone of voice. We build ready-made prompts and templates that pull the background from the deal.

Automatic replies

An incoming form, email or WhatsApp message is classified, a reply is drafted and the right activity is created in Pipedrive. The salesperson approves before anything is sent.

Aircall AI

An AI call agent answers calls, and AI replies to SMS and WhatsApp messages – in fluent Finnish or English. Conversations and summaries are logged in Pipedrive.

Piper AI

Calls and meetings are recorded and transcribed, and an AI summary is saved as a note on the deal. The same data powers coaching for each salesperson.

AI analytics

Deal prioritisation, at-risk deals and forecasts. AI reads your notes and activities and tells you what to act on today.

  • Limited permissionsAI sees only what it is given.
  • A human approvesMessages and changes as drafts before sending.
  • TraceableEvery AI entry is visible in the Pipedrive history.
AI training

Your team learns to use AI itself

Two separate courses, so you focus on the platform you actually use. Remotely or on site.

New Sales app

Want your own sales app?

Morning view, quote queue, meeting alerts and AI reply drafts straight from your own Pipedrive. The app shows only what you need to do today.

  • Prototype in a weeka working version with your own data
  • 190 €+ AI usage costs
  • Already in usein my own sales every day
Good morning!Monday 6 Oct · updated 7:42
TODAYWEEKMENTIONS 4WHATS 2
6All
3Teams
1In person
4Quotes
2Follow up
Today’s schedule
Weekly meetingTeams · 9:00–9:30Join
Customer visit, Konepaja Oy📍 Rovaniemi · 11:30
Check quote status
Staff party 2026Matkailu Oy · Anna · Overdue · yesterday
📞
Send quote
Customer eventEnergia Oy · Today
›
Quote or free assessment

Shall we bring AI into your sales?

Request a quote directly or book a 30-minute assessment on Teams. Neither commits you to anything.

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