Klu

Klu is an AI meeting assistant that captures, transcribes, and summarizes your sales calls. With the Pipedrive integration, you can send meeting summaries directly to contacts in just a few clicks.

With Klu + Pipedrive you can:

• 📝 Save meeting notes to contact note in seconds
• ✅ Capture key decisions, requests, and follow-ups from every call
• 🔄 Keep your CRM updated without manual data entry
• 🚀 Give your team full context to close deals faster

By connecting Klu to Pipedrive, every conversation becomes actionable insights stored where your team works—so nothing is lost and follow-ups always happen on time.

Installation Instructions

1. Sign Up for Klu

If you don’t already have a Klu account, sign up here.

2. Connect Klu with Pipedrive

• In your Klu dashboard, go to the Automations tab.
• Find Pipedrive in the list of integrations and click Connect.
• You’ll be redirected to Pipedrive to grant Klu access.
• Select your Pipedrive account and click Allow and Install.
• You’ll then be taken back to the Klu dashboard where the connection will be confirmed.

3. Send Meeting Summaries to Pipedrive

• After your meetings, go to the meeting note in Klu.
• Click Share to Pipedrive to attach the summary to the selected contact in your CRM.
• The note will appear in Pipedrive under the chosen contact’s record.

That’s it! With Klu connected to Pipedrive, you can easily decide which meetings to send, ensuring only the most relevant insights are stored in your CRM.