Pipedrive

Pick a stage in Pipedrive. During your team's call hours, our AI Agent calls the person on each deal that lands in it, asks your qualifying questions and puts the live ones through to a rep.

Connect with Callingly View Setup Guide

New deals and deals moved into the stage both get called.

Pipedrive

Callingly Integrates with Pipedrive

Each call a rep takes is logged on the deal, with a link to the recording.

What happens when a deal lands in your stage.

  1. 1 A new deal is added to the stage you picked, or an open deal is moved into it, with a contact person on it.
  2. 2 During your team's call hours, the AI Agent calls that person and asks your qualifying questions.
  3. 3 When the lead qualifies, the AI rings a rep and connects the lead once the rep accepts. If no rep takes it, the AI offers the lead a callback.
  4. 4 A "Callingly Call" is logged on the deal in Pipedrive with a link to the recording.

Try it FREE for 14 days.

Plans start at $100 a month after that.
Customer Service

One Pipedrive stage starts the AI voice agent's calls.

The stage is the switch. Your web form or lead source creates deals there, or a rep drags a deal in, and Callingly calls the person on it. There's no Zapier step or Pipedrive automation to build.

Test it with one Pipedrive deal.

During call hours, add a deal to your stage with a contact person whose phone isn't on your team. Answer as the lead, and a rep takes the transfer.

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