Overview
Pipedrive is the choice of teams that manage their sales pipeline visually. MHS Links AI connects to your Pipedrive account through the official API, and leads qualified by the assistant are passed to Pipedrive as leads or deals, along with a conversation summary.
Each record includes contact details, channel, intent score, appointment details, and a conversation summary. Which pipeline and stage records land in is set during setup to fit your process.
What You Can Do
Qualified Lead Transfer
Leads qualified by the assistant are passed to your Pipedrive account, so your team spends its time on the records that really need attention.
Conversation Summary
A summary of the conversation is added to the record, so your sales rep knows what the customer wants before calling them.
Intent Score and Channel
Every record arrives with a hot, warm, or cold score and the channel the lead came from.
The Right Pipeline and Stage
Records are placed in the pipeline and stage you choose, and steps such as appointments can be reflected in the stage.
Setup Steps
- 01
Clarify Your Needs with Us
Based on your sales process, we decide which leads are passed to which record type.
- 02
Connect Your Pipedrive Account
You grant access on Pipedrive’s secure authorization screen, without sharing your password.
- 03
Map the Fields
We define where fields such as contact details, intent score, and summary go in your Pipedrive account.
- 04
Test and Go Live
The handoff is checked with sample records, and leads start flowing into your Pipedrive account once you approve.
Requirements
- A Pipedrive account and the pipelines you use
- A user with the permissions needed to authorize the integration
- A list of the fields to transfer and your sales stages
Data and Security
- The connection is made through Pipedrive’s official API and secure authorization steps; your password is not shared.
- The fields to pass are agreed during setup, and only the information you define is sent to your Pipedrive account.
- The assistant answers only from the information you upload. When it doesn’t know something, it doesn’t make things up; it hands the conversation to your team.
For details, see our Privacy Policy.
Which Plans Include It?
This integration is planned as part of your setup, based on your needs. We’ll work out together during setup which plan it’s added to and how.
Write to usFrequently Asked Questions
In most cases, no. The transfer is designed around your existing configuration; if any fields should be added, we review them with you on the setup call.
Yes. Conversations and scores stay in CRM Core, and qualified leads are passed to your Pipedrive account. Your team can follow up from whichever system it prefers.
We decide together based on your sales process. For example, new leads can be passed as leads, and those with a booked appointment as deals.