Search Pipedrive notes on your deals in your AI knowledge base.

Notes, linked emails, files and completed activities on people, organisations and deals come into the knowledge base – what was discussed around each job. Master data such as phone number or deal stage remain authoritative in Pipedrive; access is read-only.

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Pipedrive

One click · included in the set-up

Example question

“What wishes did Mr Wallner mention at the site visit for the roof renovation in Wels?”

1 Answer with source

Connection

How the connection works

You grant access through Pipedrive itself: you connect junova via your Pipedrive account and grant read permissions for the areas to be read – such as people, organisations, deals, notes and files. Access is read-only; nothing is created, moved or sent in Pipedrive. Depending on your user rights, an administrator approves the connection once; what can be read also depends on your Pipedrive plan.

Once set up, synchronisation runs automatically: new and changed documents from Pipedrive are added without anyone having to upload anything.

Set-upOne click, included in the set-up: you connect via your Pipedrive account, subject to admin consent in your account. We agree beforehand which areas are read – ideally together with the person who manages Pipedrive at your company. Multiple pipelines, leads and the linked mailboxes are included in that discussion.

Documents

Typical content: Pipedrive

Notes after site visits and calls, directly on the deal or on the person
Emails linked to a deal or a person via email sync
Files on the deal: quotes, site measurements, photos from the site visit, sketches
Completed activities with notes – call, on-site appointment, follow-up – that make up the history of a job
Lost deals with their reason, which become relevant again when the same customer makes a new enquiry
Leads, i.e. enquiries that have not yet become a deal

Example questions

Questions you might ask your documents

“What wishes did Mr Wallner mention at the site visit for the roof renovation in Wels?”
1 Answer with source
“Which quote did we send Ebner Gastro for the cold room, and what was the response?”
2 Answer with source
“When did Ms Moser last follow up, and what has been open since then?”
3 Answer with source

Start

Before a connection is set up

You connect it in one click via your account, and it is included in the set-up, subject to admin consent in your account. Together we agree which folders and areas to include.

You can also upload files, whole folders, emails, photos and voice notes at any time. In the demo you see the answers using sample documents from your industry; you check them against your own documents in the first weeks after go-live.

Preliminary check

What we check in advance

Master data such as phone number, address, deal stage or value remain authoritative in Pipedrive; the knowledge base names them as attributes but does not maintain them. Beforehand, we clarify which emails are actually in Pipedrive via email sync and which are only in the mailbox, and whether emails marked as private should be read; there are separate pages on Outlook and Gmail for the mailbox itself. Whether leads, projects or custom fields are needed and what your Pipedrive plan offers for this is something we discuss. Open tasks and calendar entries are not documents and are not included.

FAQ

Frequently asked questions about this connection

Our notes are short and often typed on a phone. Is that enough?

Yes. Even a short note comes into the knowledge base with person, deal and date – together with the email and the quote in the same history, it often says more than it does on its own. The answer names the note it is based on, so you can see when and for which job something was recorded. In the first weeks after go-live, we go through how this looks with your content using real questions.

Does the knowledge base change anything in our deals or the pipeline?

No. Access is read-only: no deals are moved, no activities created, no notes written and no emails sent. Pipedrive remains the system in which you manage your jobs. The knowledge base answers questions about what is there and names the source.

We have lost deals going back several years. Is it worth including them?

Often yes – especially when the same customer makes a new enquiry, the old deal shows what was quoted at the time and why it fell through. Whether won, lost or only open deals are included is something we decide together. The date is attached to every note as an attribute, so the answer shows how old a piece of information is. We discuss the scope before we start.

Our site team should see the notes on the job, but not the prices. Is that possible?

Yes, via document types and roles: site visit notes, site measurements and photos for the site team, quotes with prices and cost calculations only for the office and management. In the knowledge base, permissions depend on the document type, not on the visibility settings in Pipedrive; those remain untouched. Which document type a file is assigned to is confirmed by a person during the first run. We decide before we start which roles you need.

Industries

Typical for these industries

Request a demo – with examples for Pipedrive

In a 30-minute video call, we use sample documents to show what answers with sources look like. After go-live, you connect Pipedrive in one click via your account.