AI Agents for CRM Engagement

Automate Your CRM Engagement with AI Agents

Stop letting valuable customer interactions get lost in manual data entry. Assista’s AI agents work with tools like Pipedrive and Gmail to automatically log communications and update records, keeping your customer relationships strong and your data accurate.

For busy founders and sales teams, keeping your CRM up-to-date is a constant challenge. Important client emails, meeting notes, and follow-ups often stay siloed in your inbox instead of being logged in your CRM. This leads to an incomplete view of your customer relationships and can cause important opportunities to fall through the cracks.

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Automate CRM Engagement Without Writing Code

With Assista, you can build powerful CRM automations in minutes using simple, natural language. You don’t need any technical expertise. Just tell your AI agent how you want to manage your customer data, and it will connect Pipedrive and Gmail to create powerful, automated workflows.

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Why Should You Automate CRM Engagement with Assista?

• Log Every Conversation Automatically: Your AI agent can monitor your Gmail for correspondence with clients. It can then automatically log those emails as activities on the correct contact or deal record in Pipedrive, giving you a complete, up-to-date history of every interaction.
• Keep Your Pipeline Moving: Eliminate the manual work of creating follow-up tasks. Your agent can identify action items from your emails and automatically create tasks in Pipedrive assigned to the right team member, ensuring prompt and consistent follow-up.
• Connect Your Favorite Tools: Assista acts as the bridge between your CRM and your communication channels. You can create workflows where a new deal in Pipedrive triggers a personalized outreach email from your Gmail account, which is then automatically logged back into the Pipedrive timeline.

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Ready to supercharge your CRM? Getting started is simpler than you think. We have prepared several ready-to-use automations designed specifically for syncing your conversations in Gmail with your customer records in Pipedrive.