Will replies know the contact and deal?

Yes. InboxPilot grounds drafts in the matching Pipedrive contact and deal, so replies are personal and accurate.

Can it update deal stages automatically?

It can move a deal stage, create a record, or log an activity as actions in a plain-English workflow you define.

Do I have to leave my inbox?

No. InboxPilot works in Gmail and Outlook and syncs with Pipedrive in the background.

Is the connection secure?

InboxPilot is SOC 2 Type II certified, uses scoped permissions, and never trains shared models on your data.

Pipedrive integration

InboxPilot + Pipedrive

Reply with full CRM context and keep Pipedrive up to date automatically. Drafts know the contact and deal, and your workflows log activities and move deals forward.

Connect Gmail Outlook

Connect Outlook

Free 7-day trial · One-click setup

CRM

InboxPilot works with Pipedrive

InboxPilot connects to Pipedrive so every reply is informed by the contact and deal behind it. It pulls CRM context into drafts, logs email activity, and can update deal stages as part of the workflows you describe, keeping your pipeline accurate without manual data entry.

What you can do with Pipedrive

CRM-aware drafts

Replies reference the right contact, deal, and history pulled from Pipedrive.

Auto-logged activity

Email activity is logged to the deal so your pipeline stays current.

Deal updates

Move a deal stage or create a record as a workflow action.

Faster follow-ups

Draft timely follow-ups on open deals so nothing goes cold.

How to connect Pipedrive

Connect Pipedrive

Authorize a scoped Pipedrive connection so InboxPilot can match emails to the right contacts and deals.

Choose what to sync

Decide which pipelines, activities, and deal fields InboxPilot can read and update.

Build CRM workflows

Describe follow-ups in plain English, like log this reply and move the deal to negotiation, and InboxPilot keeps the pipeline current.

Ways teams use InboxPilot with Pipedrive

No more manual logging

Every reply is logged to the matching deal automatically, so the pipeline reflects reality without data entry.

Context-rich follow-ups

Drafts know the contact, deal stage, and history, so follow-ups feel personal and move deals forward.

Deals that never go cold

Open deals with a waiting reply get a timely, drafted follow-up before they stall.

Email workflows

Turn a sentence into automated actions

Describe what should happen in plain English and InboxPilot builds the workflow: a trigger, an AI decision, and the actions that run on their own. No flowcharts, no rules engine.

Describe your workflowPlain English

“When a lead replies, draft a follow-up and log the activity on their Pipedrive deal.”

Build workflow

InboxPilot builds

TriggerNew email · lead reply

AI DecisionMatches the Pipedrive deal

Actions