Integration

    Pipedrive and Volty

    Volty reads the customer's deal and stage in Pipedrive before it replies, and creates deals and notes from the conversation when you allow it.

    Talk to VoltyFree trial

    Updated

    Where is my quote

    Volty reads the deal before it answers, then proposes a note for the owner.

    ML

    Maria Lopez

    WhatsApp · Customer

    Hi, any update on the solar quote for my house? The survey was last week.
    Looked up PipedriveMaria Lopez · 6.4 kWp system · Proposal sent 30 Oct
    VoltyHi Maria, your proposal for a 6.4 kWp system was emailed to you on 30 October. Would you like Mike to call you and go through it?
    Yes, tomorrow after 6pm

    Waiting for approval

    Pipedrive note on the Lopez residence deal: call requested Tue after 6pm

    ApproveEditDecline

    Pipedrive deal

    Lopez residence, 6.4 kWp

    Proposal sent
    Owner
    Mike Sullivan
    Value
    $17,500
    Expected close
    Nov 2026
    Contact
    Maria Lopez

    Read from Pipedrive during the conversation

    What Volty does with Pipedrive

    Pipedrive is the sales pipeline many small teams run their deals in. Volty connects to Pipedrive with one sign-in. During a conversation it can read the person, their deal and its stage, so a homeowner asking about a quote hears where it actually stands. When you allow it, Volty can also create a deal from a new enquiry and add a note of what was asked.

    • Replies that know the deal

      Volty reads the person's deal and its stage before it answers.

    • Deals from enquiries

      A qualified enquiry becomes a deal, with a summary in the notes.

    • Notes the team can read

      What the customer asked is added to the deal as a note.

    • Approval on every write

      Writes start Off, and each can be set to wait for a colleague.

    A man standing at a desk of plans in a solar installer's sales office, with a solar panel on the wall and colleagues at their desks.
    Enquiries become deals with the details attached.

    A website enquiry becomes a deal

    Volty asks what the sales team needs, then proposes the deal.

    WV

    Website visitor

    Web chat · Website visitor

    How much for solar on a corner house? Our electricity bill is around $300 a month.
    VoltyThanks for asking. Is the roof flat or pitched, and roughly how big is it? Then we can arrange a site survey for an exact quote.
    Pitched, about 860 square feet. Weekends are best for a survey.

    Waiting for approval

    New Pipedrive deal: corner house, pitched roof about 860 sq ft, $300 monthly bill, weekend survey

    ApproveEditDecline

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Enquiry to deal

    1. When

      A homeowner asks for a quote

      On your web chat

    2. Step 1

      Volty qualifies it

      Roof, bill and timing

    3. Step 2

      Creates the deal

      Approved by a colleague

    4. Step 3

      Brings in sales

      In the same conversation

    A homeowner pointing at the solar panels on her roof while an installer in a safety harness holds a clipboard.
    Homeowners hear where their quote stands.

    How Volty connects to Pipedrive

    An admin signs in to Pipedrive from the Sources page. The sign-in decides what Volty can see, and the tool switches decide what it may do.

    1. 01

      Sign in to Pipedrive

      With the user whose deals Volty should see.

    2. 02

      Turn on the reads

      People, organisations, deals and stages.

    3. 03

      Choose the writes

      Create deal and add note start Off.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Search people and organisationsReads
    • Read deal and stageReads
    • Create dealChanges
    • Add noteChanges
    • Update deal stageChanges

    Reading tools can be turned on straight away. Anything that changes Pipedrive starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Can Volty change records in Pipedrive?

    Only when an admin allows it. Every tool has its own switch: tools that only read can be turned on, and tools that change a record start Off. A tool that is on can be set to check with staff, so each change waits for a colleague to approve it.

    What can Volty see in Pipedrive?

    What the account that connected it can see. In a customer conversation Volty looks up only the person the conversation has verified.

    How much does it cost to connect Pipedrive with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

    Meta now charges for WhatsApp replies

    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026