Pipedrive
CRM and salesBuilt by Community
Find stalled deals and suggest the next step.
What an agent can do in Pipedrive
Defaults for a new agent. Change them per agent in Control.
- Read deals and activitiesRuns freely
- Add an activityAsks first
Set up in three steps
01
Connect Pipedrive
Sign in to Pipedrive from Capstan, or paste a key. Capstan stores it encrypted and never shares it between agents.
02
Choose what it may do
Every action starts as read-only or asks-first. Loosen it per agent once you trust the runs.
03
Add it to an agent
Mention Pipedrive when you describe a job, or add it to an existing agent's tools.