# Pipedrive and Volty > Volty reads Pipedrive deals before it replies and creates deals and notes from WhatsApp and web chat, with approval. 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 Volty · Free trial Updated 2 Nov 2026 ## 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 Pipedrive · Maria Lopez · 6.4 kWp system · Proposal sent 30 Oct Volty Hi 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 Approve · Edit · Decline 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. Connects with One Pipedrive sign-in Volty reads People, organisations, deals, stages Volty can change Create deals and notes, when turned on Setup A few minutes Category CRM & sales 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. Volty Thanks 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 Approve · Edit · Decline ## As an automation Describe it to Volty in a sentence; it drafts the automation and an admin turns it on. Enquiry to deal - When · A homeowner asks for a quote · On your web chat - Step 1 · Volty qualifies it · Roof, bill and timing - Step 2 · Creates the deal · Approved by a colleague - Step 3 · Brings in sales · In the same conversation 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. - 01 · Sign in to Pipedrive · With the user whose deals Volty should see. - 02 · Turn on the reads · People, organisations, deals and stages. - 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 organisations · Reads - Read deal and stage · Reads - Create deal · Changes - Add note · Changes - Update deal stage · Changes 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. ## Related integrations - HubSpot CRM & sales - Salesforce CRM CRM & sales - Zoho CRM CRM & sales - Google Calendar Calendar & booking - Google Sheets Spreadsheets & databases All integrations ## Start your free trial Talk to Volty · Start your free trial 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 The Leonard and Volty Show · 1 October 2026 ### Too busy to hire? The Leonard and Volty Show · 21 September 2026 ### From $500 chatbot jobs to agentic AI The Leonard and Volty Show · 10 September 2026 ### Your AI is a new employee The Leonard and Volty Show · 4 September 2026 ### Trust in the AI world The Leonard and Volty Show · 29 August 2026 ### Does the AI model matter? The Leonard and Volty Show · 19 August 2026 ### What are AI agents? Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026 ## Links - [CRM & sales](https://voltade.com/integrations?category=crm) - [HubSpotCRM & sales](https://voltade.com/integrations/hubspot) - [Salesforce CRMCRM & sales](https://voltade.com/integrations/salesforce) - [Zoho CRMCRM & sales](https://voltade.com/integrations/zoho-crm) - [Google CalendarCalendar & booking](https://voltade.com/integrations/google-calendar) - [Google SheetsSpreadsheets & databases](https://voltade.com/integrations/google-sheets) - [All integrations](https://voltade.com/integrations)