AI agents for Pipedrive
A Monmo agent works in Pipedrive the way a sales assistant who loves a clean pipeline would. It schedules the next activity on every open deal, chases deals that have gone stale in a stage, qualifies the Leads Inbox and explains what moved each week. It connects with your own Pipedrive user and asks before it creates, moves, edits or deletes a deal, person or activity.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Pipedrive
Give every open deal a next activity
Each morning it finds open deals with no activity scheduled, reads the last email or note, and proposes the next call, meeting or task with a due date. You approve the set on one card.
AskEvery weekday at 8, find my open Pipedrive deals with no next activity and propose one for each.
Revive rotting deals
It lists deals that have sat in a stage past your rotting limit, explains what stalled each one from the history, and drafts a short check-in email for the owner to send from Gmail or Outlook.
AskShow me deals that have been stuck in Proposal Sent for over 14 days and draft a check-in for each.
Qualify the Leads Inbox
New leads from forms and imports pile up. The agent researches each company, scores it against the criteria you give, and proposes which to convert to a deal, which to archive and who should own it.
AskGo through this week's Leads Inbox, research each company and tell me which to convert and which to archive.
Log calls and meetings on the deal
After a Zoom call or a meeting from Google Calendar, it writes the note on the deal and person, marks the activity done, and sets the next one, saving only after you allow it.
AskLog this morning's call with Acme on the Acme deal, mark the activity done and book a follow-up task for Friday.
Explain the week's pipeline
Every Monday it compares each pipeline with last week: deals won and lost, value moved between stages, deals added, and expected close dates that slipped, written up in Google Sheets with a short reading.
AskEvery Monday at 9, compare each Pipedrive pipeline with last week and tell me what moved and what slipped.
Find lost-deal patterns
It reads lost reasons and notes for the quarter, groups them, and tells you which stage loses the most value and why, with three deals as examples for each pattern.
AskRead every deal we lost this quarter and tell me the top three lost reasons with examples.
Clean up people and organisations
It finds duplicate people, organisations with no owner and deals linked to the wrong contact, and proposes merges and fixes. Merges are hard to undo, so each pair waits for your tick.
AskFind duplicate people and organisations in Pipedrive and tell me which record you'd keep in each pair.
How it connects
- 1You connect your own Pipedrive user once. The agent works with that user's permissions and visibility settings, so it sees the pipelines and deals you can see. If your company limits apps, an admin may need to allow the connection.
- 2You choose which agents may use Pipedrive. A sales agent works in it daily; a research agent can pass company findings to the sales agent without access of its own.
- 3Reading deals, people, activities and reports happens without asking. Creating or moving a deal, editing a field, scheduling or completing an activity, converting a lead and merging records all ask first.
More in CRM and sales
Other apps of this kind that agents work in, each with its own page.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; Pipedrive is not on screen.
On screen
Google Docs
Salesforce
Google Slides
Pick a job. Watch it get done.
- Why
- From today’s calls and the follow-up emails.
- Where
- Fieldwork Salesforce · 3 opportunities
- What to expect
- Changes stage, amount, close date and next step. Nothing is deleted.
- Open pipeline$610k
- Moved forward$184k
- Stalled 14+ days2 deals
- Slipped to April1 deal
Your team. Connected to everything.
Pipeline review — week 7+Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
Can an AI agent update deals in Pipedrive?
Yes, after you approve the changes. A Monmo AI agent reads emails, call notes and activities, then proposes the stage, value, expected close date and next activity for each deal. You see every change on one card and untick what you disagree with. It works through the Pipedrive connection, or in its own browser when the connection does not cover something.
Can it schedule Pipedrive activities for my team?
Yes, as proposals you approve. The agent finds deals with no next step and suggests a call, meeting or task with a due date and an owner. Once you allow it, the activities are created for the right people. It can also check Google Calendar first so it does not book over a meeting.
Does the agent need a Pipedrive admin account?
No. It uses the user you connect and sees only what that user's visibility settings allow. A regular user is enough for working your own deals. To report across every pipeline and owner, connect a user who can see all of them, or ask an admin to share the deals.
Can it turn Pipedrive data into a sales forecast?
It can build one for you to judge. The agent pulls open deals with their value, stage and expected close date, weights them by the stage probabilities you set, and lays out the month and quarter in a spreadsheet. It notes which deals carry the most risk, and the forecast you commit to stays your call.