George Levin
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You will need an active Pipedrive account connected to your messaging app.
In your messaging app, use a voice or text command to create a new contact. For example, "Create a new contact Michael Peterson."
After the AI assistant confirms that the contact has been created, send a follow-up command with the new information. Use a pronoun like "his" or "her" instead of repeating the contact's name. For example, "His email is michael@honda.com."
The AI assistant will understand the context and update the correct contact. You will see the new information, like the email address, added to the contact's record in Pipedrive.
Summary
Leverage the AI assistant's conversational memory to update CRM records efficiently. By understanding the context of your previous commands, the assistant allows you to add details to recently created or mentioned records using simple, natural follow-up messages, saving you the effort of restating names and titles.