The Future of Pipedrive Search is Here: AI-Driven Insights

Pipedrive is a powerful CRM platform that helps businesses manage their sales pipelines, track deals, and improve customer relationships. However, as your business grows and your Pipedrive data expands, finding the exact information you need, when you need it, can become a challenge. Traditional search methods often fall short, leaving you sifting through countless records and feeling frustrated.

Imagine a better way. What if you could ask Pipedrive a question, just like you would ask a colleague, and get an instant, accurate answer? That’s the power of Dashworks.

Dashworks: Your AI-powered Pipedrive Assistant

Dashworks is an AI knowledge assistant that integrates seamlessly with Pipedrive, making it easier and faster than ever to find the information you need to close deals and grow your business.

Here’s how Dashworks transforms your Pipedrive search experience:

1. Ask Questions, Get Instant Answers

No more struggling with complex search filters or endless scrolling. With Dashworks, you can simply ask a question in natural language, like:

• “What’s the status of the Acme deal?”
• “Who is the contact person for the XYZ organization?”
• “Can you give me a summary of Airbnb’s last meeting?”

Dashworks understands your intent and instantly delivers the precise information you need, directly within your workflow.

2. Unified Knowledge Across All Your Apps

Dashworks doesn’t just search Pipedrive. It connects to all your favorite work apps, like Slack, Notion, Confluence, Salesforce, and Dropbox, creating a centralized knowledge base for your entire company. This means you can ask questions that span multiple data sources and receive comprehensive answers that provide a complete picture.

For example, you could ask:

• “What’s the latest update on the Acme project in Asana?”
• “Find the contract for the XYZ deal in Docusign.”

Dashworks breaks down data silos and empowers you with a holistic view of your business.

3. Pipedrive Integration: Deep and Powerful

Dashworks’ Pipedrive integration is designed to provide comprehensive search and insights across your entire CRM data. It searches and understands the following content types and fields:

• Deals: Title, value, currency, status, stage, contact person, organization, custom fields, notes, creation date, update date.
• Persons: Name, email addresses, phone numbers, organization, custom fields, notes, creation date, update date.
• Organizations: Name, address, custom fields, notes, owner, creation date, update date.
• Products: Name, code, tax, description, custom fields, creation date, update date.
• Leads: Title, value, currency, status, contact person, organization, phone numbers, email addresses, custom fields, notes, creation date, update date.
• Files: Name, file size, type, owner, related deal, related person, related organization, creation date, update date.

4. Seamless Slack Integration

Get answers without ever leaving Slack. Dashworks integrates directly into your Slack channels and DMs, allowing you to:

• Ask questions directly to the Dashworks Slackbot.
• Tag “@Dashworks” in any channel to get instant answers.
• Use the “Ask Dash AI” option in the message actions menu.

5. Real-World Use Cases

Dashworks’ integration improves and unlocks several use cases for teams using Pipedrive as their CRM:

• Sales Teams: Quickly find deal information, track progress, and identify opportunities.
• Marketing Teams: Analyze lead data, segment audiences, and personalize campaigns.
• Customer Success Teams: Access customer history, resolve issues faster, and improve satisfaction.

6. Easy Setup, Instant Value

Connecting Dashworks to Pipedrive takes just a few clicks. Simply sign in with your Pipedrive credentials, and you’re ready to go. No complex configuration or lengthy setup required.

The Future of Pipedrive Search is Here

Dashworks empowers you to unlock the full potential of your Pipedrive data with the power of AI. Say goodbye to tedious searches and hello to instant, actionable insights.

Ready to experience the future of Pipedrive search today? Visit web.dashworks.ai to get started today.