PepoSmart auto-syncs bookings, AI meeting notes, and follow-up tasks to Pipedrive — eliminating manual CRM updates so reps focus on closing deals.

PepoSmart is an AI-powered scheduling and meeting intelligence platform that automates the entire workflow between booking and CRM updates in Pipedrive.

Automatic Contact Sync: When a prospect books a meeting, their details are instantly synced to Pipedrive as a Person record with timezone, custom form answers, and meeting location. Email-based duplicate prevention keeps your data clean. AI Meeting Notes: PepoSmart's AI notetaker joins your Google Meet, Zoom, or Teams calls automatically. After the meeting, an AI-generated summary is posted as a Note on the Person record — capturing key points, sentiment, and buyer intent.

Action Items as Activities: The AI extracts promises from the conversation — send pricing, share a proposal, schedule a follow-up — and creates them as Pipedrive Activities with due dates. Nothing falls through the cracks.

Deal Context Before Calls: PepoSmart pulls active deals, pipeline stages, and recent activities from Pipedrive before every meeting. After the call, AI suggests deal stage changes you can apply with one click.

Most scheduling tools create a contact and stop. PepoSmart treats the meeting itself as a data source — filling Pipedrive with notes, tasks, and deal intelligence that reps rarely have time to enter manually.

Step 1: Create your PepoSmart account Sign up a free plan at app.peposmart.com. No credit card needed.

Step 2: Connect Pipedrive Go to Booking Integrations → Pipedrive and click "Connect." Authorize access in Pipedrive and you'll be redirected back automatically.

Step 3: Create a booking event Set up your first event type (e.g., "30-min Discovery Call") with available time slots, meeting location (Google Meet, Zoom, or Teams), and any custom questions for invitees.

Step 4: Share your booking link Send your link to prospects. When someone books, PepoSmart automatically creates/updates the contact in Pipedrive, logs the meeting as an activity, and attaches booking details

Step 5: Use deal context before calls Open any meeting in PepoSmart to see active deals, pipeline stage, deal value, and recent Pipedrive activities — pulled in automatically so you're prepared.

Step 6: Review AI insights after calls Enable the AI meeting notes bot for automatic transcripts. After each call, PepoSmart analyzes the conversation and suggests deal stage updates. Review and push to Pipedrive with one click. Your scheduling and CRM stay in sync automatically from here on.