Pipedrive

Overview

Create prototypes from deals and activity notes in Pipedrive. Transform deal descriptions, activity notes, and customer feedback into interactive prototypes that help close deals faster. Turn your sales pipeline data into actionable prototypes you can share directly with prospects for validation.

The integration leverages Pipedrive's activity-based selling approach. When sales reps log calls, meetings, or emails with customer feedback, instantly transform those insights into prototypes that demonstrate understanding of customer needs.

How it works

Generate prototypes from any deal, activity, or note in Pipedrive. Click "Create Prototype" from the deal actions menu to transform deal details and associated activities into an interactive demo. The AI analyzes all related notes, emails, and custom fields to understand requirements comprehensively.

Automate prototype generation based on deal stages. When deals reach "Proposal" or "Negotiation" stages, automatically generate prototypes that visualize the proposed solution. Sales reps can share these prototypes during critical deal discussions to accelerate decision-making.

Track prototype engagement through Pipedrive's custom fields and activities. Log prototype shares as activities, track view metrics in custom fields, and monitor how prototypes influence deal velocity. Use Pipedrive's insights to understand which prototypes drive the highest conversion rates.