Pipedrive integration · BetaBeta
Pipedrive with AI: a pipeline that matches what’s really happening
Tessa links your conversations with Pipedrive: she knows each client’s deals, which ones are going cold and which note is missing.
This connection is in beta: it works, but we are still testing it with real accounts.
The pipeline says one thing, your inbox another
You picked Pipedrive for its visual pipeline. But that pipeline depends on someone moving cards and logging activities, and in busy weeks that’s the first thing to go.
So the client who replied yesterday is still in “proposal sent”, and the deal closing on Friday has no activity scheduled.
How it works with Tessa
- 1
Connect with your API token
Copy your personal Pipedrive API token and your company subdomain (the “acme” in acme.pipedrive.com) and paste them into Integrations.
- 2
Tessa reads people and deals
She finds people by name or email and lists open deals with their stage, flagging those whose close date has passed or is close.
- 3
Context on every client
A contact’s card in Tessera shows their Pipedrive deals next to your email and meeting history.
- 4
Notes and new deals
Tessa can add a note to a person or create a Pipedrive deal spotted in your email. By default, with your approval.
What you get
- Deals-at-risk alertsAsk Tessa and she tells you which deals have a close date that has passed or is less than a week away.
- Notes from meetingsA client call recap can land as a note on their Pipedrive record.
- One deal per opportunityOnce you push a deal to Pipedrive, Tessa remembers and won’t create it again.
- Secure connectionThe subdomain is validated and the token stored encrypted. Only admins can see it.
Example: an estate agency with three agents
Picture an estate agency tracking buyers and properties in Pipedrive. Each agent connects their email to Tessa. When a buyer writes asking for a viewing, Tessa offers slots, books it and, once the agent approves, adds the note in Pipedrive. Before each viewing, the agent gets a brief with the last conversation with that buyer and what is still open with them.
What Tessa reads for each person stays private, your data is stored in the EU and nothing goes out without your approval.
Frequently asked questions
How do I connect Pipedrive to Tessa?
In Pipedrive, go to Personal preferences, API, and copy your token. In Tessera, paste the token and your company subdomain into Integrations.
Does Tessa move deals between stages?
Not in Pipedrive. She can read deals, add notes and create new deals with your approval. Moving stages stays with you.
Can I use it if each salesperson has their own inbox?
Yes. Each person connects their own email, which stays private. Pipedrive is the company’s shared source.
Is this an official Pipedrive integration?
No. Tessera uses Pipedrive’s public API with your token. Pipedrive is a trademark of its owner.
What does beta mean?
It follows Pipedrive’s documentation but hasn’t been tested with enough real accounts yet. Some edge cases may need adjusting.
Keep reading
- FeaturesA sales pipeline that builds itselfTessa builds your pipeline from your email and meetings, flags deals going cold and drafts the next follow-up for you. Try it free for 14 days.
- FeaturesA profile for every client, filled in for youTessa builds a profile for every client from your email, tasks and meetings: history, open items, upcoming calls. No data entry. Try it free.
- IntegrationsBetaHubSpot with AI: a current CRM without hours of data entryTessa looks up HubSpot contacts and deals, flags the ones going cold, adds notes and creates deals from your email. Always with your approval.
- GuidesHow to follow up with clients without a CRM (and not lose any of them)How to follow up with clients and leads without a CRM: a few stages, a follow-up cadence, email templates and the signs a deal is going cold.
- IndustriesAn AI assistant for estate agents, where the first to reply winsTessa drafts fast replies to buyers, lines up today's viewings and warns you when a lead has waited 24 hours. Try it free with your team.
- IndustriesAn AI assistant for consultancies that sell and deliver their timeTessa takes notes on your client meetings, drafts the recap with next steps ready to send and chases proposals that got no reply. Try it free.
What does your team look like?
Same AI for both. Where you start is what changes.
Startups
5 to 30 people
Grow without losing the thread
Tasks from email and Slack, follow-ups, sales and investors, without everything landing on the founders.
Companies
30 to 250 people
What gets decided gets done
Minutes and tasks from every meeting, commitments that get followed up and a pulse per team, without watching anyone.
Connect Pipedrive and keep your pipeline current without the busywork.
Start freeFree plan for teams of up to 3 people. Anything that leaves the company waits for your approval.