Pipedrive with Call0The enquiry sits in your pipeline, not on voicemail.
When a prospect calls, the agent creates the person in Pipedrive and a deal titled after the enquiry.
Start without an account.
What your agent does during the call
Add a person
First and last name, email, phone number and company are saved as a new person.
Open a deal
The deal gets a short title and, if one is mentioned on the call, a value.
How it sounds on the phone
- CallerHello, we want to have our bathroom completely renovated and are looking for someone to do it.
- Call0Sure. Roughly how big is the bathroom, and when should it be finished?
- CallerAbout eight square metres, by spring.
- Call0Thanks. May I take your name, and how can we reach you to arrange a site visit?
- CallerSabine Kroll, best on my mobile, the number showing here.
- Call0I’ve recorded your enquiry as a bathroom renovation, eight square metres. A colleague will call you about the site visit.
Person created · Deal “Bathroom renovation” opened
How to connect it
- Find Pipedrive in the agent’s “Integrations” and connect it.
- Sign in with your Pipedrive login and confirm the authorisation.
- Agent0 asks which enquiries should produce a deal and how the title is built, for example service plus location.
At the end of setup you choose which actions your agent may use.
What the integration does not do
- The deal is created with a title and a value. You assign person, organisation and stage in Pipedrive.
- Existing persons are neither searched nor merged.
- The agent does not schedule activities such as “call back tomorrow” in Pipedrive.
Questions about Pipedrive
Which pipeline does the deal end up in?
Wherever Pipedrive files new deals when nothing else is specified. You can move it afterwards like any other deal.
Does the agent quote a price when it enters a value?
No. It only enters a value the caller states, such as a budget. It only names prices you have approved as knowledge.
Is this worth it for small businesses too?
Especially then. If you work alone or as a pair, you lose enquiries mainly because nobody picks up. This way every enquiry is in the pipeline by the evening.
Listen to your agent.
Enter your website and let it call you.