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.
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Free to start · guided setup · switch agents any time.

Live demo

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.
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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.

What you'll need

Set up in minutes

Using this template drops you into a guided setup. It asks exactly this, nothing else:

  1. Connect Pipedrive

    One sign-in. The agent acts through your account, scoped to what this template uses.

  2. Connect Slack

    One sign-in. The agent acts through your account, scoped to what this template uses.

  3. 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.

  4. 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.

  5. 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.

  6. Watch it handle a test run

    A staged conversation against a simulated world — then it’s live.

A considered pairing

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.

Good to know

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.

Other editions

Run it with a different agent

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Make it yours

Put Pipedrive Deal Assistant to work on Claude Code.

Free to start. Guided setup, a staged test run, and a workflow you can change at every step.