Pipedrive

PIPEDRIVE + SMITH.AI OVERVIEW

Connect your Pipedrive to a superior customer engagement service

If you’re using Pipedrive CRM, you know the value of marketing and sales automation for growing your business. Pipedrive helps businesses manage, nurture, and convert new leads and engage with existing customers about updates. 

Benefits of Pipedrive + Virtual Receptionists

Never miss a lead

Have peace of mind (and the competitive advantage) when Smith.ai’s receptionists handle conversations for you 24/7 — by making a great first impression on behalf of your business and reducing overhead and workload. 

Automation

Our receptionists offer a warm greeting, and pre-screen leads with your custom questions and criteria while sharing updates to Pipedrive, including name, contact information, and the intention of their outreach. You’ll spend less time on these administrative tasks and more time growing your business by automating your marketing and sales activity. 

Ways to integrate Pipedrive with Smith.ai

• Create/update Pipedrive leads from new Smith.ai conversations (Native)
• Create a custom Pipedrive integration with Smith.ai (Zapier)

Create/update Pipedrive leads from new Smith.ai conversations (Native)

Every conversation that is handled by our receptionists will screen and collect relevant contact information to help your sales efforts. If the caller is an existing customer, any new information will automatically update in your Pipedrive account. If the caller is new to your business, a new lead will be automatically created and added to the Activity Log of your account with a detailed summary of the interaction for easy follow-up. 

Create a custom Pipedrive integration withSmith.ai (Zapier)

If you’re a business looking for greater customization, you can integrate a custom connection from your Pipedrive account to Smith.ai via Zapier. 

About Pipedrive

Pipedrive is a sales management tool for small businesses focused on activity-based selling.

REQUIREMENTS FOR INTEGRATION

Smith.ai Subscription

Pipedrive plans

Zapier account (Optional)

RESOURCES

How to Connect Your Pipedrive Account to Smith.ai