Integrate Convo AI helpdesk with Pipedrive to display deal and person data in the inbox sidebar, log conversations as Pipedrive activities, and manage support alongside your sales pipeline.
Channels
CRM Sync
Support
To Start
What you get with Convo AI for Pipedrive
View Pipedrive person profiles, open deals, pipeline stages, and organization details in the Convo AI inbox sidebar. Agents see deal values, expected close dates, and activity history.
Automatically log Convo AI conversations as Pipedrive Activities on the associated Person and Deal records. Track support interactions alongside sales calls, emails, and meetings.
Route support conversations to specific agents based on Pipedrive deal ownership or pipeline stage. Customers with active deals are connected to their deal assigned agent.
Push conversation summaries, CSAT scores, and shared files to Pipedrive as Notes attached to Person or Deal records. Maintain a complete customer history in Pipedrive.
Simple setup process - connect in minutes
Benefits for your support team and customers
See Pipedrive deal details and pipeline stages directly in the support inbox sidebar
Log all support conversations as Pipedrive Activities for complete interaction tracking
Route customers to their deal-assigned agent for personalized support experiences
Sync conversation summaries and CSAT scores to Pipedrive as Notes for sales team reference
Align sales and support teams with shared customer context in Pipedrive
Common ways to use Convo AI with Pipedrive
Display Pipedrive deal value and pipeline stage in the sidebar so agents can prioritize support for high-value prospects
Auto-log WhatsApp and live chat support conversations as Pipedrive Activities linked to Person and Deal records
Route support conversations to the deal owner in Pipedrive so customers interact with a familiar contact
Push CSAT scores and conversation summaries as Pipedrive Notes to give sales reps support context before follow-up calls
Flag at-risk deals in the sidebar when customers submit negative CSAT ratings or multiple support tickets
Lower than Intercom, Drift, Crisp
AI chatbot from ₹0/month + per conversation
Common questions about Pipedrive integration
The integration works with Pipedrive Essential, Advanced, Professional, Power, and Enterprise plans. All plans include API access required for the integration.
Yes, you can create custom activity types in Pipedrive (e.g., "WhatsApp Support", "Live Chat Support") and configure the integration to use these types when logging Convo AI conversations.
When a customer contacts support, Convo AI looks up their Pipedrive Person record and identifies any open deals. The conversation is routed to the deal owner or a configured fallback agent if no deals are found.
Yes, all Pipedrive custom fields for Persons, Deals, and Organizations can be displayed in the Convo AI sidebar. This includes text, monetary, date, and set-type custom fields.
Convo AI works with all major CRM platforms