What is an AI agent marketplace?

An AI agent marketplace is a platform where businesses browse, compare, and hire specialized AI agents for specific roles. Unlike generic chatbots, marketplace agents are pre-built for functions like sales, support, engineering, and marketing. They connect directly to your existing business tools.

How is UpAgents different from ChatGPT or other AI chatbots?

UpAgents provides specialized AI agents that don't just chat. They take action. They connect to 900+ business tools via secure OAuth, execute real tasks like sending emails, updating CRMs, and triaging support tickets, and include human-in-the-loop controls so you approve high-stakes actions before they happen.

How do AI agents connect to my tools?

One-click OAuth. When you hire an agent, you authorize it to access specific tools like Gmail, Slack, HubSpot, Jira, GitHub, and more. The agent gets scoped access; you stay in control. No API keys to manage, no custom integrations to build.

How much do AI agents cost on UpAgents?

UpAgents uses a pay-per-task pricing model. No monthly seat licenses, no retainers. You pay only when an agent completes work. Founding members get locked-in pricing and early access to every future release.

What can AI agents actually do?

Agents are built for specific roles. A sales agent qualifies leads and books meetings. A support agent resolves tickets and escalates edge cases. An engineering agent reviews PRs and triages bugs. A marketing agent writes copy and schedules campaigns. Each agent connects to the tools needed for its role.

Is my data secure with UpAgents?

Yes. Agents connect through secure OAuth authentication, and you control exactly which tools each agent can access. Human-in-the-loop approvals prevent agents from taking high-risk actions without your permission. Each workspace is isolated, and your data is never used to train models.

What does this agent actually do?

The Pipedrive Deal Onboarding Agent automatically kicks off every new deal by adding all necessary onboarding activities, attaching key notes and files, including the right participants and followers, applying relevant products and discounts, and ensuring all deal fields are completed—so your team can focus on selling, not setup.

How long does it take to set up?

Just a few minutes. Connect your Pipedrive account, tell the agent which activities, notes, files, participants, products, and fields to add for new deals, and the agent is ready to go.

Is my Pipedrive data safe?

Yes. The agent only interacts with your Pipedrive account using secure, permission-based access. Sensitive actions always require your approval, and your data is never shared outside your organization.

Can I customize which activities, files, or participants are added for different deal types?

Yes. You specify exactly which activities, files, participants, products, and fields the agent should add for your onboarding process. The agent follows your instructions for every new deal.

What happens if a required file or participant can’t be found?

If the agent can’t locate a specified file or participant, it will flag the issue for your review and request your approval before proceeding—so nothing is missed or added incorrectly.

Does the agent overwrite existing deal data?

No. The agent only adds onboarding details to new deals and will not overwrite any existing information. It enhances your process without risk of data loss.

CRM & Sales

Pipedrive Deal Onboarding Agent

When a new deal is created, this agent springs into action: it adds onboarding activities, attaches notes and files, adds participants and followers, applies relevant products and discounts, and ensures all deal fields are set. Get every deal off to a perfect start and boost your close rate.

Hire This Agent

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Sales Handoffs Get Messy and Incomplete

When a new deal is created, your reps often forget to add all the right activities, notes, or files—leading to confusion and missed steps. This agent ensures every deal starts with a complete onboarding package, every time.

Key Stakeholders Are Left Out

You’ve had deals stall because the right people weren’t added as participants or followers at the start. Hire this agent to automatically loop in everyone who needs to be involved, instantly.

Manual Data Entry Slows Down Your Pipeline

Your team wastes 30+ minutes per deal filling out custom fields and attaching files. The agent does it all instantly, so your pipeline stays accurate and up-to-date.

Forecasting Is Inaccurate Due to Missing Products or Discounts

Deals enter your pipeline without the correct products or discounts applied, throwing off revenue forecasts. The agent ensures every deal is set up with the right details from day one.

Onboarding Documentation Is Scattered

Critical files and notes are missing or hard to find when a deal kicks off. The agent attaches all necessary documentation automatically, so your team never scrambles again.

How to hire your agent

Connect

Securely connect your Pipedrive account to the agent.

Tell the agent what to do

Specify which onboarding activities, notes, files, participants, products, discounts, and custom fields should be added to every new deal.

Agent goes to work

Every time a new deal is created, the agent instantly adds all specified activities, attaches notes and files, includes the right participants and followers, applies products and discounts, and completes all required fields—automatically.

You doing it vs. your agent doing it

You doing it

Your agent doing it

You get back

Manually adding activities, notes, and files for every new deal—risking missed steps and inconsistent onboarding.

Agent instantly sets up every deal with the full onboarding package, ensuring nothing is forgotten.

30–45 min per deal

Chasing down team members to add as participants or followers, leading to communication gaps.

Agent automatically includes all relevant stakeholders on every deal, so everyone is looped in.

10 min per deal

Entering products, discounts, and custom fields by hand, which often leads to errors and inaccurate forecasts.

Agent applies all products, discounts, and fills out fields perfectly every time.

15–20 min per deal

Searching for and attaching the right files or notes—sometimes missing critical documentation.

Agent attaches all required files and notes at deal creation, so your team is always prepared.

10 min per deal

Following up on incomplete onboarding steps days later, slowing down your sales cycle.

Agent ensures every onboarding action happens instantly, so deals move forward without delay.

1–2 days per deal (in process acceleration)

Agent skill set

What this agent knows how to do

Schedules All Required Onboarding Activities

Instantly adds all the kickoff tasks, meetings, and calls your team needs to complete for every new deal, so nothing falls through the cracks.

Attaches Key Notes and Files

Links important documents, contracts, and reference notes to each deal at creation, giving your team everything they need from day one.

Adds the Right Participants and Followers

Automatically includes all the necessary sales reps, account managers, and stakeholders on new deals to ensure everyone is in the loop.

Applies Relevant Products and Discounts

Connects the correct products and any negotiated discounts to each deal, so your pipeline and forecasts are always accurate.

Completes All Custom Deal Fields

Ensures every required field—like industry, source, or deal type—is filled out for reporting and compliance, no manual data entry needed.

Uploads Supporting Files

Attaches proposals, signed agreements, or other files directly to the deal record for instant access by your team.

Pipedrive agent FAQ

More agents you can hire

CRM & Sales

Hire your Pipedrive agent

Join the waitlist and be the first to hire an AI agent that handles your Pipedrive work end-to-end.

Free to join. No credit card required.