AI for Pipedrive that knows the rest of your business
Pipedrive holds your pipeline and your customers. Liaison connects to it with access you grant and reads every deal, contact and activity, keeps one record per customer across the CRM, the books and the inbox, and works the follow-ups your team does not get to.
Because it reads Pipedrive together with your inbox, your books and your outreach, an answer about your pipeline and your customers comes with the rest of the picture. You keep Pipedrive; nothing is replaced or re-entered.
What Liaison does with Pipedrive
- Answers new inquiries from your account in your voice and books the call.
- Drafts the follow-up for every stalled deal and logs it back to the record.
- Keeps the CRM honest: closes the gaps between what is in the CRM and what is in the books.
- Wins back customers who quietly stopped buying, with a short sequence in your voice.
Questions it answers across Pipedrive and your other tools
- “Which deals went quiet for two weeks, and what did we promise them last?”
- “Who are our best customers by what they actually paid, not by deal size?”
- “Which new inquiries this week have not had a reply yet?”
- “What is in the pipeline for this quarter, and how much of it has a next step?”
What it reads in Pipedrive
17 kinds of Pipedrive data Liaison can read on its own, every time it answers a question or does a job.
- Get All LeadsGet all leads from Pipedrive
- Get Deal
- Get Lead by ID
- Get person details
- Get Project
- Get Task
- List DealsList deals in your Pipedrive account
- List FiltersList filters in your Pipedrive account, optionally scoped to a single entity type
- List OrganizationsList organizations in your Pipedrive account
- List PersonsList persons in your Pipedrive account
- List Project BoardsLists all active project boards
- List Project PhasesLists the phases for a given board
- List ProjectsLists projects in your Pipedrive account
- List TasksLists tasks in your Pipedrive account
- Search LeadsSearch for leads by name or email
- Search NotesSearch for notes in Pipedrive
- Search personsSearches all Persons by name, email, phone, notes and/or custom fields
What it can do in Pipedrive
20 actions Liaison can take in Pipedrive. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Add ActivityAdds a new activity
- Add DealAdds a new deal
- Add LabelsAdds labels to a lead, person, deal, or organization in Pipedrive
- Add LeadCreate a new lead in Pipedrive
- Add NoteAdds a new note
- Add OrganizationAdds a new organization
- Add PersonAdds a new person
- Create ProjectCreates a new project in Pipedrive
- Create TaskCreates a new task under a project
- Delete ProjectPermanently deletes a project
- Delete TaskPermanently deletes a task and all of its subtasks
- Merge DealsMerge two deals in Pipedrive
- Merge PersonsMerge two persons in Pipedrive
- Remove Duplicate Notes
- Remove Labels
- Update DealUpdates the properties of a deal
- Update LeadUpdates a lead in Pipedrive
- Update PersonUpdates an existing person in Pipedrive
- Update ProjectUpdates an existing project
- Update TaskUpdates an existing task
Works alongside Pipedrive
The tools Liaison most often reads together with Pipedrive.
Read together: HubSpot and Pipedrive
Liaison in Pipedrive, set up with you, for $629 a month.
- Connects to Pipedrive with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Pipedrive with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Pipedrive?
No. You keep Pipedrive exactly as it is. Liaison connects to it, reads it together with your inbox, your books and your outreach, and does the work in it the way a person on your team would.
How does Liaison connect to Pipedrive?
With access you grant from your own Pipedrive account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Pipedrive without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.