Pipedrive integration

Every call and email, logged to Pipedrive.

ReplogAI writes a note with the AI summary and action items, attaches it to the matching person, and flags the deals where budget, next steps or the decision-maker were never established.

Connect Pipedrive free → See pricing

What gets written

Exactly what lands in Pipedrive

No mystery fields. This is the note ReplogAI creates on every logged activity.

Record created

A Pipedrive Note whose content is the AI summary and extracted action items.

Person attachment

The note is attached to a person via person_id, matched on the first participant's email address.

Formatting

The summary is written as HTML so line breaks and the action-item list render in Pipedrive's note view.

Unknown people are skipped

Pipedrive notes require a parent record. If no person matches the participant's email, the activity is skipped rather than creating a speculative person.

Optional

The person has to exist in Pipedrive first

Unlike the HubSpot and Salesforce integrations, ReplogAI will not invent a Pipedrive person to hang a note on. If a call is with someone who is not yet in your Pipedrive account, that activity is skipped — add the person, and subsequent activities log normally.

Setup

Connected in about two minutes

Connect Pipedrive over OAuth

Authorize ReplogAI from your dashboard. Credentials are stored encrypted; no password is ever handled.

Connect a calendar and inbox

Gmail or Outlook, plus Zoom, Google Meet or Teams. ReplogAI joins the calls on your calendar and reads the threads it is party to.

Take your next call

It is transcribed, summarized, scored for discovery gaps, and written to Pipedrive as a note.

Questions

Pipedrive integration FAQ

Does ReplogAI log calls to Pipedrive automatically?

Yes. Once Pipedrive is connected, each call and email is transcribed, summarized and written to Pipedrive as a note attached to the matching person, with no manual entry.

What does ReplogAI create in Pipedrive?

A Note containing the AI summary and action items, attached to the person whose email matched a participant on the call or thread.

What happens if the person isn't in Pipedrive yet?

The activity is skipped. Pipedrive notes require a parent record, and ReplogAI does not create speculative person records — so add the person first and future activities will log against them.

Does it attach notes to deals?

No. Notes are attached to the person. Deal association is available in the HubSpot integration.

Which Pipedrive plans are supported?

Any plan with API access. ReplogAI connects over OAuth and writes through the standard Pipedrive API.

See your real pipeline

Connect Pipedrive and a calendar. The next call you take logs itself.

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