Revial automatically transcribes sales meetings and pushes AI-generated briefings, coaching insights, and structured notes back to Pipedrive.

Revial connects your Pipedrive CRM with AI-powered meeting intelligence. It automatically transcribes sales meetings and pushes AI-generated briefings, coaching insights, and structured notes back into your Pipedrive deals, contacts, and activities.

Key features:

• Automatic meeting transcription and AI summaries
• Push meeting notes and briefings directly to Pipedrive deals
• Two-way sync of contacts, companies, deals, activities, and notes
• AI-powered sales coaching and proposal generation
• Pipeline and stage-aware context for smarter insights

Supported entities: Contacts, Companies, Deals, Activities, Notes

Setup: One-click OAuth connection from your organization settings. Requires a Revial Medium or Sales plan.

Installation Guide

1. Sign up for Revial at revial.ai and complete the onboarding for your organization.
2. Ensure your plan includes CRM access — the Pipedrive integration is available on Medium and Sales plans.
3. Navigate to Settings — go to your organization settings and open the CRM section.
4. Click "Connect with Pipedrive" — you'll be redirected to Pipedrive's authorization screen.
5. Authorize Revial — review the requested permissions and approve access. Revial will request access to your deals, contacts, organizations, pipelines, activities, products, and users.
6. You're connected — once authorized, you'll be redirected back to Revial. Your Pipedrive data will begin syncing automatically.

Requirements:

• A Revial account on a Medium or Sales plan
• Organization admin or owner role in Revial
• A Pipedrive account with admin access

Need help? Contact our support team at [email protected].