AI / Machine Learning

AI Email settings
Please let us change the default settings for the AI email creation. Our team members want it to default to Friendly tone and Standard email length. This should be a user setting.
Shaping the future of Conversational Intelligence – your input matters!
⭐️ We’re building something new — and your input could help shape it. Through ongoing research with sales teams, we're designing a conversational intelligence experience that supports reps where it matters most: before, during and after every meeting. All of this — built natively into Pipedrive — to help you spend less…
Integrating with Otter.ai
Hej Is there any plans to integrate Otter.ai to Pipedrive ? as Salesforce ,HubSpot , etc. have done
AI assistant testing, tell us about your needs 🙏🏻
EDIT: No more interviews needed Hi Pipedriver, We're looking for customers who'd like to chat with us for ~30-minutes about how they would use an AI assistant that's connected to YOUR personal data in Pipedrive? 🎓 No more clicking around and trying to find something in the CRM, just ask Pipedrive in voice or text and your…
Feature Request: AI Summarize a customer by taking into account all notes and activities
I’d love to see an AI feature that can generate a concise summary of an Organization’s journey and status by analyzing all linked notes, activities, and communications. This would provide instant context when viewing an Organization so my team can jump back into conversations without wondering, "where were we with…".
Gemini API access
Not being much of a tech person, I wonder if it is possible to give Gemini access to Pipedrive data using the API? For Google workspace users, Gemini can access a lot of data it needs to function as a more useful assistant. For me, as a freelancer, it would be great if I could also ask Gemini about my client data stored in…
Is there any plan about Google AI integration?
Hi team, We are Pipedrive’s partner in Taiwan and have also been a Google Cloud partner for over 10 years. Our core service is helping Google users make the most of cloud tools. Among the CRM options that integrate well with Google, Pipedrive has always been our top recommendation. Recently, some of our clients have…
Personalized fields when using AI generated emails
Hi there! New user of Pipedrive here and been enjoying the experience and functionality so far. I've gotten a good workflow going on using Make and Pipedrive, I'm parsing leads and deal information coming in via my own email and pushing the data to Pipedrive (person creation, deal creation, product, and linking all of them…
Looking for feedback to AI report generation in Insights
Hello everybody! 👋 We are currently in the middle of process of rolling out AI report generation feature to our customer base. If you have tried out the feature, I would love to hear your feedback on it- what was good, what wasn't, what do you expect it to do differently. Thanks 💪
New: Generate reports in seconds with Insights AI
Visualizing the reports you need just got easier with the prompt-based Insights AI report generator. This update will allow you to enter your own prompt, or select an existing prompt from the suggestions. The report will then be automatically generated based on your input. This feature is gradually being rolled out to all…
AI-first strategy for 2025 is not what I expected from Pipedrive
The announcement of the next webinar about 2025 strategy for Pipedrive (Reimagining your CRM experience with AI) is bad news to me. Am I alone to be concerned about an AI-first strategy? I don't activate any AI features because I chose Pipedrive for EU data storage and treatment while Pipedrive AI features are based on…
Is there a Pipedrive public road map as to what the devs are working on?
I'm finding Pipedrive a little frustrating and thinking of switching but don't want to learn a new CRM. 1) When will AI be integrated to help us work the platform more easily (emails, campaigns, etc)? Most of the other CRMs have some form of AI built in now. 2) Are there any new products being added to PD in the next 3…
🚀 Exclusive beta test opportunity: Be part of the next AI evolution
Hey Pipedrive community! We’re excited to offer an exclusive opportunity for 100 companies to get early access to the latest AI innovation at Pipedrive. Launching in the beginning of February 2025, this beta release offers you the opportunity to experience our AI firsthand and contribute to shaping the future of sales…
Looking for your help to test out AI report generation
Update: This closed beta has ended, thank you to all who participated. Hey everyone! My name is Evelin, and I’m a product manager at Pipedrive 👋 We have heard your feedback about how hard it is to generate a report in Insights 📊 . Since this has been the biggest issue for our users, we created an option to generate a…
Will AI Demolish SEO ?
The question "Will AI demolish SEO?" reflects my curiosity about the future of search engine optimization in the context of rapidly advancing artificial intelligence technologies. I am interested in understanding whether AI will make traditional SEO practices irrelevant or significantly alter how they are implemented.…
AI Assistant for Pipedrive
Hey Pipedrive Community, This is Dan from gogol.chat, and we're thrilled to introduce our AI assistant crafted specifically for Pipedrive CRM. We're eager to hear your thoughts on how AI can elevate your CRM experience. Our assistant currently handles: Q&A for Pipedrive data. Dynamic UI based on your queries. Task and…
Smartlyze Beta version is now available - talk to Pipedrive data in natural language
We're launching the first version of our platform that speaks your business language. Ask questions like you're talking to a colleague and get instant, clear answers without clicking through multiple screens and dashboards. Beta Features: - Pipedrive data integration - Natural language queries - Instant business insights…
Voice commands & AI question
Does anyone know if there is a feature within Pipedrive that interacts with AI so that you can use voice commands to update deals, notes and project management without spending hours at the computer manually inputting all the updates that happened throughout the day?
Webinar Q&A: Pipedrive AI for smarter, faster sales
Hello Pipedrivers! ☀️ Thank you to all the attendees who joined our webinar on Pipedrive AI for smarter, faster sales. We deeply appreciate your active participation and enthusiastic engagement throughout the webinar. For those who posed questions during the webinar, please take a moment to review the responses provided in…
AI-Powered Auto-Tagging for Emails in Pipedrive
An AI-based auto-tagging feature could transform email management in Pipedrive. Users should be able to define specific tags that are automatically applied based on: The content of the email (e.g., keywords or topics). 2. The sender’s email address or specific domains. 3. Custom criteria fields to allow flexible tagging…
Your feedback is needed to bring our AI assistant chat to the next level 👨🏻‍🔬💬
UPDATE: This survey has ended and the link has been removed. Thank you all for participating. Hi Pipedriver, We're working on developing an AI assistant that you can chat with and ask help from in your day to day sales job and in relation to your sales data. We're curious to learn what kind of knowledge you would like the…
AI and automatic menu generation from a food database
Hi everyone! Has anyone experimented with using AI to automatically generate menus from a database? I envision a system that analyzes information about dishes (e.g., ingredients, allergens, prices, categories) and then generates menu suggestions, taking into account things like: Variety: Ensuring a balanced menu with…
How to disable "Suggested reply" ?
Hey! I've disabled the AI-features under "Tools and Apps / Pipedrive AI", but still I'm getting the "Suggested reply" feature whenever I'm replying to an email. If there's one thing I'm not interested in, it's super generic LLM replies that definitely don't work with Norwegian. How do I disable this?
Turn off "Summarize this conversation with AI".
I want this to go away? I will never use it and it's constantly in my face all day. Huge bar like a advertisement. Is there a way?
The 2023/24 State of Sales and Marketing report is here!
Did you know that as many as 76% of sales and marketing professionals think AI will support them? And that professionals who work additional hours are 10% less likely to reach their sales target? Download the free report here These are some of the Insights you’ll find on our 2023/24 State of Sales report! From AI to remote…
New: Make smarter decisions, write better emails and be more efficient with Pipedrive AI
Excited to streamline your sales process with AI? Check out our new AI tools to take the manual work out of sales, simplify communication and effortlessly close more deals: AI-powered Sales Assistant Effortlessly identify patterns of success, get pointers on what to do next, which deals are likely to close and when to…
Make Voice Notes Available on Desktop & Add AI Transcription/Summarization
One of the biggest challenges for any organisation using a CRM is getting team members to leave adequate notes on deals and activities. While some people do this naturally, for others where writing isn't a strong point it can be quite difficult. For example, we have a couple of dyslexic team members who can communicate in…
Purchase orders Automation, Instant PDF -> Pipedrive importing. Has anyone tried yet?
Has anyone tested OCRs or some other PDF readers, that would automatically import your PDF POs into ERP/CRM? Trying to get this part of business automated and use less time-consuming human work. How many orders a day do you receive? At what stage do you think OCR becomes worth it?
Use AI to create leads from emails
This discussion was created from comments split from: AI + Automation opportunities .

AI / Machine Learning

Discussion List