Integration · Retell AI to Pipedrive
Pipedrive already knows which deals have gone quiet — that is what rotting is for. We connect it to a Retell AI voice agent so those deals get a call, and what happened on the call updates the person, the deal and the activity behind it. It is a one-time setup by our team, not a monthly middleware subscription.
Retell AI
Pipedrive
One call ends in Retell AI. In Pipedrive:
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Check your inbox for a confirmation. We will reply within 2 working days with what we would do and what it would cost.
Rotting is one of the few features people actually configure: set a number of days per stage, and Pipedrive marks the deals nobody has touched. It works perfectly and changes nothing, because the deals still need someone to pick up the phone, and the reps are working the deals that are moving.
A Retell AI agent can make that call. A deal that rots, or a lead that lands out of hours, gets a call with your questions and your booking rules; the summary goes on the deal, the stage moves or an activity is created, and a rep only steps in where there is something to step into. The connection is the part that has to be careful, because Pipedrive counts automations — 50, 150 or 250 active ones depending on plan, none at all on Lite, and 10 actions per path — so this cannot be built as a sprawl of automations nobody can later untangle.
A typical setup. We adjust each line to how your team uses Retell AI and Pipedrive.
Each Retell AI event and exactly what it writes in Pipedrive. Pick an event to see its fields.
Start timestamp15 Sep, 4:00 pm
Shown in your time zone
Duration ms3 min 04 s
Stored the way Pipedrive expects
Call recordingPlayable audio
Added once the file is ready
TranscriptWants a demo next week
Saved as note text
Agent idMaria Lopez
Matched to the same person in Pipedrive
TranscriptAgent: Hi, this is…
Below the summary
Sample values are made up. The exact fields are agreed with you in your scope.
We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.
Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.
Pipedrive allows 50, 150 or 250 active automations by plan and none on Lite, with 10 actions per path. We build the trigger logic outside that allowance where it makes sense, so this integration does not consume the automations your team needs elsewhere.
Some stages rot because they are waiting on a contract, not on interest. We agree which stages qualify before the agent dials anyone.
Custom fields are capped by plan — 30 on Lite through to 500 on Ultimate. We write outcomes into fields you already have wherever possible instead of adding one per outcome.
AI calls produce long transcripts. The note leads with a short summary and the next step, so a rep can catch up in seconds rather than reading a page.
Which stages and lead sources trigger a call, what the agent asks, and what each outcome changes in Pipedrive. You get a written scope with a fixed one-time price.
Admin access to Pipedrive and your Retell AI account and agent. Nothing for your team to install.
We run test deals through the trigger, take the calls ourselves and check every note, stage, activity and calendar entry.
A short document of the flow, including which automations it uses. It runs in your own accounts, with no monthly fee from us.
Test call passedEvery field in the table checked
LiveWatched for the first week
Starting price for connecting Retell AI and Pipedrive, built and tested. Larger mappings get a fixed quote in writing before we start.
No monthly fee from us. Additional support is available as needed, whenever you request it.
Free download
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Yes. A deal that rots in a stage you choose, or a new lead from a source you choose, triggers a call, and the outcome is written back to the person, deal and activity.
That is a real constraint — 50, 150 or 250 active automations by plan, and none on Lite. We keep the trigger logic outside that allowance where we can and tell you exactly what it uses.
Yes. A booked meeting becomes an activity for the deal owner, and the deal moves to the stage you nominate.
No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us. Your Pipedrive and Retell AI plans are unchanged.
Thirty minutes on how your team uses Retell AI and Pipedrive. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Deal stage movedMeeting booked
Call-back taskAssigned to the contact owner
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