CRM Integration

Turn Every Call Into a Pipedrive Deal

Marlie AI answers inbound calls, qualifies leads, and creates Persons, Activities, and Deals in Pipedrive automatically — so your sales pipeline is always fresh.

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A sales-first AI receptionist for Pipedrive users

Pipedrive is built around the deal pipeline, but phone calls are the leak in most sales orgs. Reps forget to log activities, voicemails pile up, and deals stall between touchpoints.

Marlie AI closes that gap. Every inbound call is answered, qualified, and pushed straight into Pipedrive — new Persons for cold callers, Activities on existing Persons, and Deals in the right pipeline stage, all with call transcripts attached.

What You Get with Marlie + Pipedrive

Everything you need to connect your phone calls with Pipedrive — fully automated, zero manual work.

Auto-Create Persons & Organizations

New callers become Pipedrive Persons and Organizations automatically, with every detail from the call pre-filled.

Deal Creation

Qualified calls spin up Deals in the correct pipeline and stage, with estimated value and expected close date from the call.

Activity Logging

Every call is logged as a Pipedrive Activity with a transcript, outcome, and link to the full recording.

Smart Deduplication

Returning callers are matched to existing Persons so your pipeline stays clean and history is preserved.

Custom Field Mapping

Map call data to any Pipedrive custom field — service type, budget, urgency, source — for consistent reporting.

Instant Sync

Deals and Activities appear in Pipedrive within seconds of the call ending. Your team sees pipeline movement in real time.

How It Works

Get up and running with Pipedrive in minutes — no coding required.

Connect Pipedrive

Authenticate Pipedrive in one click from the Marlie dashboard. No custom integration or developer work required.

Pick Your Pipeline & Rules

Choose which pipeline Marlie creates Deals in, set stage routing based on call intent, and map custom fields.

Marlie Handles the Call

Inbound calls are answered 24/7. Marlie qualifies the caller, captures details, and detects deal intent.

Pipedrive Stays Current

New Persons, Activities, and Deals are created or updated in Pipedrive in real time — your pipeline is always accurate.

Built for Real Scenarios

See how businesses use Marlie + Pipedrive to capture more leads and streamline operations.

High-Velocity Sales

Scenario

A small sales team takes 40+ inbound calls a day and struggles to log them all.

Outcome

Every call becomes a Pipedrive Activity automatically, and qualified callers create Deals — reps spend their time selling, not typing.

After-Hours Capture

Scenario

Prospects call evenings and weekends but the team isn't available.

Outcome

Marlie qualifies the lead, books a callback, and creates a Deal in Pipedrive ready for Monday morning.

Multi-Pipeline Orgs

Scenario

A services business runs separate pipelines for residential and commercial leads.

Outcome

Marlie routes Deals into the correct pipeline based on the caller's qualifying answers — no manual sorting required.

Frequently Asked Questions

Common questions about the Marlie AI + Pipedrive integration.

Which Pipedrive plans work with Marlie?

All Pipedrive plans that include API access are supported — Essential, Advanced, Professional, Power, and Enterprise.

Can Marlie create Deals in specific pipelines and stages?

Yes. You can route Deals to any pipeline and starting stage you configure, with different rules for different call intents.

How are existing callers handled?

Marlie matches callers to existing Persons by phone and email. Returning callers get a new Activity on their record instead of a new Person.

Can Marlie handle multilingual calls?

Yes. Marlie supports dozens of languages. Transcripts and summaries are pushed to Pipedrive in your preferred language.

Are call recordings stored in Pipedrive?

Full recordings stay in Marlie. Transcripts and summaries are attached to the Pipedrive Activity, with a deep link to the recording.

How do I map call data to custom fields?

In the Marlie dashboard, open the Pipedrive integration, pick the source field (e.g. 'service type'), and map it to your Pipedrive custom field — no code.