Dealbeam AI for Pipedrive

AI insights from emails.

Turn Gmail threads into CRM-ready notes, next steps, follow-up drafts, and deal risk previews before anything is written to Pipedrive.

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Gmail-native

Designed for a Google Workspace Add-on that opens inside Gmail and reads the current thread only when allowed.

Preview-first

Generates structured CRM insights without writing to Pipedrive. Confirm-and-write stays cleanly separated for later.

Security-first

Workspace sign-in, protected credentials, minimal retention, and review-before-write workflows from the start.