Effortless sales meeting notes

Leverage generative AI to update Pipedrive effortlessly and finish your documentation in minutes after your meeting. Our voice-first mobile app transforms voice memos into high-quality meeting notes and sends them directly to Pipedrive, minimizing time spent on administration. Never get behind on CRM updates again with voam.

The benefits:

• Minimize time and money spent on administration. Automate the busy work and reclaim travel time by empowering your team with an AI powered voice interface.
• Maximize the quality and consistency of your CRM data. Collect rich and complete information to streamline your sales process and close more deals.
• Eliminate the most dreaded task of any sales rep or account manager: writing CRM updates.

This integration enables the following functionality:

• Find your recent customer meetings in the voam app to easily create meeting notes for them
• Link existing voams to Pipedrive meetings
• Log new calls and meetings in Pipedrive from the voam app
• Update meeting notes in Pipedrive automatically when submitting a voam with a linked meeting

Supports English, Spanish, German, Dutch, French and 20+ other languages.

To start using voam with Pipedrive, you need a voam account. But don't worry if you don't have one yet, we'll have you up and running in a minute.

Instructions

1. Follow this link to the voam platform
2. Log in or follow the steps to create an account - creating an account is free will take you about 1 minute.
3. Make sure that Pipedrive is selected as your CRM and click Connect.
4. Follow the instructions in the window or tab that opens to authorize the integration.

Finally, voam works best from your phone, so make sure to install the iOS app or Android app for the best experience.

Support

See our guide to connecting Pipedrive or contact [email protected] for help.