Pipedrive Deal Assistant with Claude Code
Fifteen deals a day is fifteen small runs, each reading a full record, searching your won and lost history for the same company, writing one note and booking one activity. The reading matters more than the writing: a returning account handled as a fresh lead is worse than no note at all. Claude Code gathers that context before it commits anything to the CRM.
Watch it work before it's live
Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.
Ingrid Halvorsen
Nordvik Marine AS, fleet maintenance rollout for 45 vessels
EmailDeal #4821, New Business pipeline
NoteDeal created from the website demo form and assigned to Ingrid. Organization Nordvik Marine AS, Bergen, 340 employees, coastal freight. Value 62,000 EUR annually, stage Qualified, source Website Demo Request. Contact Ola Sandnes, Head of Fleet Operations, ola.sandnes@nordvikmarine.no. The form notes say maintenance for 45 vessels currently runs in three spreadsheets, they failed a safety audit in June, and they want to be live before the winter charter season starts on 1 November.
Set up in minutes
Using this template drops you into a guided setup. It asks exactly this, nothing else:
Connect Pipedrive
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Slack
One sign-in. The agent acts through your account, scoped to what this template uses.
Deal playbook
How you work a new deal - the first activity you book for each deal size or source, how fast it has to happen, and what your note needs to tell a rep before they call. The agent books and writes from this and nothing else.
Handoff rules
The deals you never want worked automatically - the values, accounts, sources, or wording in a deal that mean a person should pick it up before anything is booked.
Runs on Claude Code
Preselected for this page — connect your Claude Code account during setup, or switch to NoClick's built-in models with one click.
Watch it handle a test run
A staged conversation against a simulated world — then it’s live.
Why Claude Code for this agent
History before the note
Searching past deals for the same organisation and contact comes first, so a second attempt reads as a second attempt.
Two writes, precisely placed
One note under 180 words and one activity of the type your playbook names. Everything else about the deal is off limits, and staying inside that is a discipline question.
Before you fork
Will the note be there before a rep opens the deal?
The run starts when the deal is created, and a read, a search and two writes is a short job, so in practice yes. Bulk imports are the exception, since a hundred rows arriving at once become a hundred runs. Point those at a pipeline this trigger does not watch.
Run it with a different agent
Put Pipedrive Deal Assistant to work on Claude Code
Free to start. Guided setup, a test run against staged conversations, and it's live.