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.
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 OpenClaw
Preselected for this page — connect your OpenClaw 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 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.
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.
Run it with a different agent
Put Pipedrive Deal Assistant to work on OpenClaw
Free to start. Guided setup, a test run against staged conversations, and it's live.