How can an AI marketing agent use Pipedrive for marketing?
An AI marketing agent can use Pipedrive in two directions. It can send the prospects it finds into Pipedrive as leads your reps can work, and it can read Pipedrive to learn which of those conversations turned into revenue.
Pipedrive is a sales CRM built around a visual pipeline. New prospects wait in the Leads Inbox until someone qualifies them. People and the companies they work for are stored as persons and organizations. The opportunities your team is working sit as deals in pipeline stages, with calls, meetings, and notes attached to each one.
Kite is one example of an agent that does this work through your connected Pipedrive account.
Marketing jobs Kite can do with Pipedrive
The jobs below follow a prospect from the day Kite finds it to the day the deal closes. Then they turn back to what your closed deals can teach your marketing.
Add qualified prospects to your Leads Inbox
Kite turns a prospect list into Pipedrive leads your reps can act on right away. Say you ask for 30 dental groups in Texas that opened a new location this year. Kite finds the companies and the operations lead at each one. It confirms each person still holds the role, then scores every prospect from one to five against your ideal customer profile.
For each prospect that makes the cut, Kite creates the organization and the person in Pipedrive, then adds a lead linked to both. Each lead carries:
- the person's name, work email, and phone number when the research source has them
- the company the person works for
- the rep who owns the lead, so it shows up in the right person's view of the Leads Inbox
- one of your existing lead labels, such as Hot or Warm, chosen from Kite's score
- a note explaining why the company fits and what recently happened there, such as the new location
A rep who opens the lead sees who to contact and why now, without leaving Pipedrive. Kite brings the list to Slack first, and it adds the leads once you confirm.
Book the next step for your reps
Kite schedules each follow-up as a Pipedrive activity, so it appears in the rep's activity list and calendar. Every activity has a type such as a call, meeting, or email. It also has a subject that says what to do, a due date and time, and the rep it's assigned to. Kite attaches the activity to the lead, deal, or organization it concerns, and it can add a note with talking points.
Suppose you share a webinar attendee list in Slack. Kite checks each attendee against your ideal customer profile and books a call for every strong match, such as "Call Priya about the HubSpot migration question she asked during the webinar," due Thursday morning and assigned to the rep who owns her company. It can also pin a note to a lead or deal, so the most important context stays at the top of the record.
Create deals and keep them current
Kite creates a deal when a prospect is ready for your pipeline and updates it as the conversation moves. A new deal can carry a title, a value and currency, the pipeline and stage it belongs in, the person and organization involved, an owner, labels, and an expected close date.
Updates follow what your team tells Kite. If your founder writes in Slack, "Northwind signed, $18,000 a year," Kite marks the deal won at that value. If a prospect picks a competitor, Kite marks the deal lost and records the reason on it. Kite also updates leads, changing the owner or labels, or archiving a lead that turned out to be a poor fit.
Keep records clean enough to trust
Kite tidies the records your reports depend on. When an event list or an import creates two records for the same person, Kite merges them into the one you want to keep. It does the same for duplicate deals, and it removes repeated notes from a record.
Kite also adds and removes your existing labels on leads, persons, deals, and organizations. That keeps a label like "Customer" accurate, so any filter or report built on it shows the right people.
Organize campaign and event work in Pipedrive Projects
If your team uses Pipedrive Projects, Kite can organize a campaign or event there. It creates a project on the board and phase you use and links it to the deals, people, and organizations involved. Then it adds tasks with an assignee and a due date.
For a trade show, that might be a project linked to the 25 accounts you plan to meet, with tasks for confirming meetings, preparing the booth, and following up afterward. Kite marks tasks done as your team reports progress, and it moves the project to completed when the event wraps.
Read your pipeline to see what's working
Kite reads your deals, leads, and people to see which marketing turns into revenue. It can narrow deals by pipeline, stage, status, owner, or the date they last changed, or it can use a saved filter your team already relies on. For each deal, it sees how many activities, notes, and emails it has, when the last email came in or went out, and whether the deal started as a lead in the Leads Inbox.
That reading turns into work. Kite can flag late-stage deals that haven't had an email in three weeks. It can also compare won deals with lost ones to find the industries and company sizes that close. And it searches your reps' notes, so when "needs single sign-on" keeps coming up, Kite can answer it in an FAQ on your website or a section of your next email campaign.
What Kite reads and changes in Pipedrive
Kite reads most of your Pipedrive account and writes the records that move prospects forward. The lists below separate the two.
Information Kite can read
- DealsDeals filtered by pipeline, stage, status, owner, update date, or saved filter, with activity, note, and email counts, the dates of the last email in and out, and the lead each deal came from.
- LeadsThe leads in your Leads Inbox, found by title, notes, or custom fields, or narrowed to one person or organization.
- PersonsPeople found by name, email, phone, notes, or custom fields, with their open, won, and lost deal counts, their last email dates, and their marketing status when Pipedrive records it.
- OrganizationsThe companies in your account.
- NotesNotes on any lead, deal, person, organization, or project, searchable by text and date range.
- Saved filtersThe filters your team has built, so Kite reads the same slice of the pipeline you do.
- Projects and tasksYour projects, their boards and phases, and the tasks inside them.
Information Kite can create or change
- PersonsKite creates people with their name, emails, phone numbers, organization, and owner. It also updates them and merges duplicates.
- OrganizationsKite creates new companies for the people it adds.
- LeadsKite adds leads linked to a person and organization, with an owner, labels, a value, an expected close date, and a note. It also changes a lead's owner and labels or archives it.
- DealsKite creates deals in a pipeline stage and updates their stage, value, owner, and status, including the reason a deal was lost. It merges duplicate deals too.
- ActivitiesKite schedules calls, meetings, and other activity types with a due date, an assigned rep, and the record they belong to.
- NotesKite adds notes to leads, deals, persons, and organizations, pins the important ones, and removes duplicates.
- LabelsKite adds and removes your existing labels on leads, persons, deals, and organizations.
- Projects and tasksKite creates, updates, and deletes projects and their tasks.
How Kite connects to Pipedrive
Connect your Pipedrive account through OAuth. Kite then works with the records and permissions available to that connected account. Pipedrive isn't one of Kite's built-in tools, so you'll need your own Pipedrive account. The research behind each lead comes from Kite's built-in sources, so you don't need a separate data provider.
Records Kite creates belong to the connected user unless Kite assigns them to another rep, and they follow your account's default visibility settings. If you ask for Pipedrive work before connecting, Kite replies with a link to connect your account.
From there, you can start with the result you want. Ask Kite to "find 25 companies like our three biggest customers and add them to Pipedrive for Sam to call this week." Kite already knows your positioning, customers, and competitors from its research on your business. It proposes the audience and the list in Slack, then adds the leads and books a call for each one once you confirm.
How-to guides using Pipedrive
- How to add qualified leads to Pipedrive Coming soon Kite builds a list of companies and people that fit your ideal customer profile, scores each one, and adds the best matches to your Leads Inbox with the reason they fit and a first activity for the rep who owns them.
- How to add Apollo prospects to Pipedrive Coming soon Kite searches Apollo for the people you want to reach, adds their work emails and company details, and creates each person, organization, and lead in Pipedrive.
- How to add Clay prospects to Pipedrive Coming soon Kite fills in a prospect list through Clay's data providers, then brings the people who fit into Pipedrive as leads with Kite's research in the note.
Where Pipedrive fits in Kite's marketing work
Pipedrive is where a finished lead list goes to work. Kite finds and qualifies the people and companies, then writes them into the Leads Inbox with an owner, a label, and the reason each one fits.
Pipedrive supplies the open deals, their stages, and the dates of their last emails. Kite uses them to tell your team which deals deserve attention this week, then books the activities to act on it.
Your won and lost deals in Pipedrive are the evidence for who your best customers really are. Kite reads them alongside the organizations and notes behind them, then uses the pattern to sharpen your ideal customer profile and the next lead list.
Pipedrive holds the people who went quiet. Kite finds contacts with lost deals or no recent email, looks for a new reason to reach out, and writes the outreach.
Because Kite can see which deals began as leads in the Leads Inbox, it can count the pipeline that started with your marketing and report its value in Slack.
Limits and product-specific details
- Kite schedules activities but doesn't read your activity calendar. It sees activity counts on deals and people, while the full list of scheduled calls and meetings stays in Pipedrive.
- Kite creates organizations but doesn't edit existing ones. Changes to an existing company's details stay with your team in Pipedrive.
- Project work needs Pipedrive Projects. Kite's project and task work applies when your Pipedrive account includes Projects.
Common questions
Can Kite send email campaigns to my Pipedrive contacts?
Yes, through Kite rather than through Pipedrive Campaigns, Pipedrive's own email marketing add-on. Kite builds the audience from people in Pipedrive, using their deals, last email dates, and marketing status. It writes each email from its research on the person's company. Once you approve, it sends from your team's Kite address or a connected email product, then adds a note to each person's record so your reps can see what went out.
How is Kite different from the AI features inside Pipedrive?
Pipedrive's own AI features work on the deals, emails, and records already inside Pipedrive. Kite works from outside the CRM as well as inside it. It researches your market, decides which companies are worth pursuing, and brings them into Pipedrive ready for a rep. It also takes what your won deals and reps' notes reveal and turns it into website copy, FAQs, and campaigns.