Your Personal AI Notetaker for summaries and transcription

Sally is your AI-powered meeting assistant that captures conversations, turns them into accurate transcripts, and generates clear, actionable summaries. Instead of spending time writing notes or manually updating CRM records, Sally keeps everything organized so your team can stay focused on selling.

With this Pipedrive integration, you can instantly send key insights, decisions, and action items from any meeting directly into your deals or contacts. Sally highlights the most important information and enables you to push it into Pipedrive with a single click, ensuring your pipeline stays current and nothing gets lost between calls.

Whether you’re running discovery calls, internal handoffs, or customer check-ins, Sally gives you a reliable written record of every conversation. Your team gains consistent documentation, faster follow-ups, and a clear understanding of what needs to happen next.

To use this integration, you need an active Sally account.

Once logged in, connecting Sally to Pipedrive takes only a few seconds.

How to set it up:

1. Install the Sally app from the Pipedrive Marketplace.
2. Log in with your Sally account when prompted.
3. Grant access so Sally can send meeting insights and summaries to your Pipedrive data.
4. After connecting, you can send key details from any Sally summary to Pipedrive with one click.

No technical setup is required — once your accounts are linked, you’re ready to go.