Instantly + Pipedrive Integration

With simple chat commands, you can build workflows that update deal stages, log replies, create tasks, and generate reports across both platforms.

May 15, 2025

Build AI Automations Between Instantly and Pipedrive

Connect your outbound sales with your CRM in real-time using Victoria AI's Instantly and Pipedrive integration. Victoria automates your lead flow from cold outreach to closed deals—no manual entry, no switching tabs.

With simple chat commands, you can build workflows that update deal stages, log replies, create tasks, and generate reports across both platforms. Let Victoria handle the busywork so your sales team can focus on closing.

How Does It Work?

  1. Connect Instantly and Pipedrive
    Authorize both accounts with a few clicks. Victoria handles the integration—no setup headaches.
  2. Create workflows through natural language
    Say what you want to automate, like "Add new replies from Instantly to Pipedrive as contacts and deals." Victoria builds the workflow for you.
  3. Run and manage workflows via chat
    Type "Show new replies from this week" or "Update deal stage for John Doe," and Victoria does it instantly.

Examples of Dynamic Workflows with Victoria AI

Lead-to-Deal Automation

Turn positive replies into new Pipedrive contacts and deals. Victoria fills in details, assigns reps, and sets the right stage.

Real-time Deal Updates

When a lead replies, Victoria updates the deal status in Pipedrive and notifies your team instantly.

Reply Tracking and Engagement Logs

Victoria syncs Instantly replies, bounce data, and engagement metrics to Pipedrive so you're always up to date.

Campaign-to-CRM Attribution

Victoria tags each contact or deal in Pipedrive with its campaign source so you can track performance easily.

AI-Powered Reporting

Ask "Which campaigns brought in the most qualified leads last month?" and Victoria delivers the report with deal values.

With Victoria AI, your outreach and CRM work together as one system—automated, intelligent, and effortless.

Start building your Instantly and Pipedrive integration with Victoria AI today—no coding, just conversation.

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