Pipedrive

Keep Your Sales Pipeline Flowing with Assista and Pipedrive

Connecting your Pipedrive account to Assista automates the administrative work in your sales process so you can focus on selling. Free yourself from the repetitive tasks of manually creating deals, logging activities, and updating stages. For solopreneurs, consultants, and founders who use Pipedrive to drive their sales, Assista ensures your pipeline is always an accurate, up-to-the-minute reflection of your work, all with simple, natural language commands.

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Key Actions

These are the core actions Assista can perform with your Pipedrive account, giving you the building blocks to create powerful automations. With over 120 actions available, you can manage your deals, contacts, and activities.

• Add Deal: Automatically create a new deal in a specific stage of your pipeline.
• Add Person: Generate a new person record and associate them with an organization.
• Add Activity: Log activities like calls, meetings, or tasks and link them to the relevant deal, person, or organization.
• Update Deal: Modify the details of any deal, including its stage, status, or value.
• Search Deals: Find deals based on specific criteria to use in reports or other multi-step workflows.

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Begin using Pipedrive templates today to unlock more from your business tools and reduce manual effort!