Pipedrive Deal Assistant with OpenClaw

OpenClaw is easy to point at a defined task, and this one is defined by two documents you write: a playbook saying which first activity each deal size or source gets, and handoff rules saying what a person picks up instead. The agent follows them and nothing else. Sales operations can own the whole thing without asking engineering for anything.
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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 OpenClaw

    Preselected for this page — connect your OpenClaw 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 OpenClaw for this agent

Sales ops owns the rules

Both variables describe how you already work, in plain English. Editing them changes behaviour on the next deal.

Fires on deal creation

The trigger is the CRM itself, so the note lands whether the deal appeared at nine in the morning or at midnight from a form.

Good to know

Before you fork

What happens with the deals we do not want touched?

Your handoff rules name them by value, account, source or wording, and matching deals still get the research note while the standard activity is skipped. The Slack line then names the deal, the rule it matched and the first thing a human should do. That is a safer default than an agent booking a call on a six-figure renewal.

Other editions

Run it with a different agent

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Make it yours

Put Pipedrive Deal Assistant to work on OpenClaw.

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