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.
Every step after the handshake happens on its own.
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.
A person record and a lead linked to it, so the contact is reusable and the opportunity is already sitting in your pipeline.
It happens the moment the conversation finishes, whether you are still at the booth or already driving home.
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.
They land as ordinary Pipedrive records, so your stages, filters and automations treat them like anything else.
If Pipedrive asks for a moment, TapLeadr waits and tries again instead of dropping the lead on the floor.
On a Team plan, an admin connects Pipedrive once for everybody, and every lead is tagged with the rep who captured it.
Access is refreshed in the background. If Pipedrive ever revokes it, you get told in the dashboard rather than quietly losing leads.
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