Integration · Pipedrive

AI note taker for Pipedrive: every call on the deal

Lynkk records the call and adds the summary, next steps and follow-up activities to the Pipedrive deal. Our sales team sets it up with you.

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Pipedrive · Deals

Deal

Orvell renewal

$48,000

Negotiations started

Organization: Orvell
Person: Dana Ruiz
Owner: Maya Chen
Close date: Fri 30 Oct

History

Note added by LynkkTue 13 Oct · 11:48

Orvell renewalZoom45 min

Orvell renews for another year. Dana wants two teams on a pilot first, and the rest of the company after Orvell's security review.

Next steps Order form to Dana by Fri 16 Oct. Security review booked for Wed 21 Oct.

Play the call

Activities · 3

Send Dana the updated order formMayaFri 16 Oct
Set up the two-team pilot workspaceDevMon 19 Oct
Book the security review with Orvell ITMayaWed 21 Oct

app.lynkk.ai

NotesReady

Orvell renewal

ZoomTue 13 Oct45 min

Summary

Orvell renews for another year. Dana wants two teams on a pilot first, and the rest of the company after Orvell's security review.

Action items

Send Dana the updated order formMayaFri 16 Oct12:40
Set up the two-team pilot workspaceDevMon 19 Oct21:05
Book the security review with Orvell ITMayaWed 21 Oct33:18

Pipedrive · Orvell renewal

Before and after

A Pipedrive deal, before, during and after the call.

Maya Chen has the Orvell renewal at 11:00. The deal is in her Pipedrive pipeline.

0110:55Before the call

Her calendar sends the notetaker.

It joins every meeting with a Zoom, Meet or Teams link.

Home · Today's meetings

0211:00On the call

Maya sells. Lynkk takes the notes.

Dana asks for a pilot and a security review. Nobody types.

Zoom · Maya's Notetaker in the call

0311:47After the call

The note is written, and the summary is in her inbox.

Every timestamp plays the call from that moment.

app.lynkk.ai

NotesReady

Orvell renewal

ZoomTue 13 Oct45 min

Summary

Orvell renews for another year. Dana wants two teams on a pilot first, and the rest of the company after Orvell's security review.

Action items

Send Dana the updated order formMayaFri 16 Oct12:40
Set up the two-team pilot workspaceDevMon 19 Oct21:05
Book the security review with Orvell ITMayaWed 21 Oct33:18

LynkkTo: Maya Chen11:47

Meeting summary

Orvell renewal

Send Dana the updated order form
Set up the two-team pilot workspace
Book the security review with Orvell IT

Open the note

Summary emailed to you.

Orvell renewal · Ready

0411:48In Pipedrive

The note lands on the Orvell deal in Pipedrive.

The summary and next steps as a note, and three follow-up activities with due dates.

Pipedrive · Deals

Deal

Orvell renewal

$48,000

Negotiations started

Organization: Orvell
Person: Dana Ruiz
Owner: Maya Chen
Close date: Fri 30 Oct

History

Note added by LynkkTue 13 Oct · 11:48

Orvell renewalZoom45 min

Orvell renews for another year. Dana wants two teams on a pilot first, and the rest of the company after Orvell's security review.

Next steps Order form to Dana by Fri 16 Oct. Security review booked for Wed 21 Oct.

Play the call

Activities · 3

Send Dana the updated order formMayaFri 16 Oct
Set up the two-team pilot workspaceDevMon 19 Oct
Book the security review with Orvell ITMayaWed 21 Oct

Logged on the Orvell deal in Pipedrive.

Pipedrive · Orvell renewal deal

05Thu 09:15Two days laterPro

Ask across every call with Orvell.

The answer comes from her own notes, with the minute behind it.

Ask Lynkk · with sources

Setup

Set up Lynkk for Pipedrive with our team.

Email sales

One short call, and your calls start landing where your team works.

Email sales.
We connect Pipedrive with you on a short call.
Pick which calls log and where.
Every call lands on the deal.

Questions

Questions about Lynkk and Pipedrive

What does Lynkk add to Pipedrive?

A note on the deal with the summary and next steps, and each action item as an activity with its owner and due date. The person and organization see the note too.

Which Pipedrive deal does a call go to?

Lynkk matches the emails on the invite to people in Pipedrive, then picks their organization's open deal. We set the matching rules with you.

Can I choose which calls go to Pipedrive?

Yes. We set it up with you: customer calls only, certain pipelines or certain users. Internal meetings stay out of Pipedrive.

How do I get Lynkk for Pipedrive?

Email sales. We connect Pipedrive with you on a short call and set which calls log and where. Nothing changes in how your team records.

How much does Lynkk for Pipedrive cost?

Pricing is set with our sales team and depends on how many people sell. Recording, notes and the meeting bot work as on any Lynkk plan.

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AI note taker for Pipedrive: every call on the deal

A Pipedrive deal, before, during and after the call.

Her calendar sends the notetaker.

Maya sells. Lynkk takes the notes.

The note is written, and the summary is in her inbox.

The note lands on the Orvell deal in Pipedrive.

Ask across every call with Orvell.

Set up Lynkk for Pipedrive with our team.

Questions about Lynkk and Pipedrive

More integrations.

Related guides

Every Pipedrive deal, with its calls on it.