Pipedrive, connected to the rest of your company.
Pipedrive holds a piece of your business; the manual work lives in the gaps around it. We build the automations that close those gaps, against your existing account, with a person signing off on anything that matters.
What Pipedrive is
Pipedrive is a cloud CRM built around the sales pipeline: every opportunity is a deal that moves through stages on a board. Small and mid-sized sales teams use it to see at a glance what is open and what has to be done next. Deals, the people and organisations behind them, leads, planned activities, notes, products and the mail linked to a deal are the records that live there.
What an automation reads and writes there
- Deals and their pipeline stages
- Persons and organisations
- Leads
- Activities and notes
- Products attached to deals
Work that gets built around Pipedrive
Deal stage triggers a draft quote
A deal is moved to the stage where a quote is due. The automation takes the products and quantities from the deal, drafts the quote from your price list and waits for your yes. Once sent, it follows up by itself three days later, and each step is noted on the deal in Pipedrive.
Built as: Quote deskCall notes onto the deal
A recorded call ends. Before the next meeting, the automation writes the note onto the deal in Pipedrive, adds the agreed next steps as activities with dates, and updates the fields the call changed, such as the value or the expected close date. Setup is $490, care is $79 per month.
Built as: Meeting to CRMPipeline numbers in the Monday brief
Over the weekend the automation reads Pipedrive: deals won and lost last week, what moved stage, and what has sat without a planned activity. It puts those numbers beside the bank balance and site analytics on one page, so the owner does not have to ask the sales team for them. It only reads.
Built as: The Monday brief
Before you automate against it
A Pipedrive API token belongs to one user and carries that user's permissions and visibility, so give the automation a user of its own and its changes stay recognisable in the history. Custom fields are addressed by generated keys, not by their labels; the mapping has to be read from your account.
The controls
- How we connect Through Pipedrive's own interfaces - API where it exists, structured exports and the mailbox where it does not. Nothing installed inside your Pipedrive account behind your back.
- What usually gets built Data leaving Pipedrive into invoices, CRM records and reports; data arriving into Pipedrive from orders, forms and mail - the retyping in both directions is the work that disappears.
- The controls A written spec, a full run record, an approval queue for consequential steps, and a signed proof afterwards. The same four controls every OAKMONT automation runs with.
Common questions
- Can call notes be written into Pipedrive automatically?Yes. A recorded call becomes a note on the right deal, a list of next steps entered as activities, and an updated record, before the next meeting starts. This is built as Meeting to CRM, at $490 for setup and $79 per month for care. The recording tool you already use is named in the spec.
- Whose name is on records an automation creates in Pipedrive?The name of the user whose access it works with. That is why a separate user for the automation is worth having: every note, activity and field change it makes can be told apart from what salespeople did, and that user's visibility settings decide which deals and contacts it can see at all.
- Can OAKMONT automate Pipedrive?Yes - Pipedrive is on the creator's systems list, and automations are built against your existing account through its own interfaces. Describe the workflow and a person replies with a fixed quote.
- What does a Pipedrive automation cost?Catalogue prices start at $490 for a single delivered workflow, with care from $79/month. The fixed price for your case is confirmed by a person in writing before any work starts.
- Is our Pipedrive data safe?Every automation runs with a written spec and a full run record, consequential steps wait for human approval, and for work that must never leave your building there is the Private AI Box - the whole stack on your own hardware.
The full catalogue, with prices and the ROI dial: browse the automations