What Horizon can see
Deals, leads, people, organisations, activities, notes, files, products and supported mail links.
PipedriveCRM and pipeline software
AI automation inside Pipedrive.
Ask across approved Pipedrive records and prepare the next sales action without rekeying.
Prioritised no-next-step deal
TW
@Horizon, show me open deals with no next activity and rank them by value and age.
On it. Checking Pipedrive now.Deals and activity checked in PipedriveCross-checked and compiled into one list
A prioritised no-next-step deal list.
Deal briefing
PN
@Horizon, brief me on this deal using its contacts, activities, notes and linked mail history.
On it. Checking Pipedrive now.Deal, activities and notes checked in PipedriveCross-checked and compiled into one briefing
A current deal briefing.
Sales update pack
MD
@Horizon, prepare the deal update, next activity and note from this call, but wait for my approval.
On it. You approve before anything is saved.
The approved details read from this threadDraft deal and activity prepared for PipedriveNothing saved in Pipedrive until you approve
A sales update pack ready to approve.
Works alongside
The connection
How does Horizon actually get into Pipedrive?
Horizon connects through Pipedrive's official API. Your team approves which records Horizon can use and what it may prepare before the build starts.
Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access
01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
PipedriveYour approved records
What Horizon can prepare
Horizon shows your team supported deal, person, activity and note updates for sales review before saving.
How work can start
Pipedrive can notify Horizon about selected record changes, while scheduled checks cover pipeline reconciliation.
What we confirmed about the Pipedrive connection
- The connection sees the same records as the approved Pipedrive user, not every private deal by default.
- Different sales operations consume different amounts of the account's daily allowance, so large jobs must pace themselves.
- Linked mail can be used only where the customer's account and permissions make it available.
Checked against official Pipedrive information on .
Day to day
Use Pipedrive without jumping between systems.
Pipedrive stays in place as the software your team already uses. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.
We connect one workflow first, prove it with your team on real review steps, then expand.
Often paired with
Software we connect with Pipedrive.
Common questions
Using Horizon with Pipedrive, answered.
What could our team ask Horizon to do with Pipedrive?
Ask across approved Pipedrive records and prepare the next sales action without rekeying. Typical results include a prioritised no-next-step deal list, a current deal briefing, and a sales update pack ready to approve.
Can our team use Pipedrive from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Pipedrive information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Pipedrive with Outlook, SharePoint or our other software?
Yes. We design one workflow around Pipedrive and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in Pipedrive, not just answer questions?
Yes, where Pipedrive supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in Pipedrive?
We start with one useful, controlled request such as: @Horizon, show me open deals with no next activity and rank them by value and age. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
A Pipedrive administrator or user approves the connection. It sees only the records available to that account and user.
Does Horizon replace Pipedrive?
No. Pipedrive remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the Pipedrive workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
The audit costs nothing
Put AI to work inside Pipedrive.
Tell us the Pipedrive job you would rather not do yourself.
30 min with our Director. No sales rep, no follow-up.