P+TL

Every lead you meet, already in Pipedrive.

Connect it once and the people you meet arrive in your pipeline on their own. Your AI does the qualifying, then creates the person and the lead — with what they told you sitting right there in a note.

Connect PipedriveSee all integrations ↗
How it fits together

From a handshake to a lead, without you.

01
They start a chat
A tap, a scan, your link, or the chat on your website.
02
Your AI qualifies them
It answers from your documents and works in your own questions.
03
The details are pulled together
Name, email, phone, their answers, and a summary of the conversation.
P04
A lead appears in Pipedrive
No exporting, no copy-and-paste, no forgetting.

Every step after the handshake happens on its own.

What you'll find

The whole conversation, written up for you.

Not just a name and an email. The answers to the questions you asked, what they said they needed, and a summary you can read in ten seconds before you call.

  • Contact details captured in conversation
  • Your qualifying questions and their answers
  • An AI summary and suggested talking points
  • Tagged with the rep who captured it
P
New lead
in Pipedrive · created by TapLeadr
Just now
PersonSam Rivera
Emailsam@northwind.co
Phone(555) 012-4477
Lead titleTapLeadr: Sam Rivera
Linked toSam Rivera (person)
CreatedAutomatically, on qualifying
Note on the lead

Asked about a 20-seat rollout, comparing two other vendors, wants onboarding included. Owns the budget and is evaluating this quarter. Worth calling before Friday.

Why bother connecting it

The person and the lead, both made for you

A person record and a lead linked to it, so the contact is reusable and the opportunity is already sitting in your pipeline.

Nothing waits on your memory

It happens the moment the conversation finishes, whether you are still at the booth or already driving home.

The conversation comes with it

What they asked, what they need and what they answered — attached as a note so the lead is not just a name and a phone number.

Your pipeline stays yours

They land as ordinary Pipedrive records, so your stages, filters and automations treat them like anything else.

Setting it up

Three clicks, once.

  1. 1Open Integrations in your TapLeadr dashboard.
  2. 2Click Connect on Pipedrive and approve it in the window that opens.
  3. 3That is it — the next lead you capture turns up in your pipeline.

It respects Pipedrive rate limits

If Pipedrive asks for a moment, TapLeadr waits and tries again instead of dropping the lead on the floor.

One connection can cover the team

On a Team plan, an admin connects Pipedrive once for everybody, and every lead is tagged with the rep who captured it.

It reconnects when it needs to

Access is refreshed in the background. If Pipedrive ever revokes it, you get told in the dashboard rather than quietly losing leads.

Use something else?

HubSpot
Leads land as contacts, with the answers attached
Zoho CRM
Straight into Zoho with the full conversation summary

Stop typing leads into Pipedrive by hand.

7-day free trial. Connect it in a couple of minutes.

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