Pipedrive Deal Upsell Agent
Want to grow your deal size? This agent scans deals for upsell potential, adds bulk products, creates custom product fields, attaches product images and variations, applies discounts, and ensures every deal has the right participants and followers. Maximize your revenue from every customer.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
You want to maximize revenue from every deal but your reps forget to attach all relevant products
The agent reviews each deal and ensures all cross-sell and upsell products are added, so you capture every possible dollar.
You’re launching a new product line and need it added to all qualifying deals
The agent bulk attaches your new product to every deal that matches your criteria, complete with images and variations, without manual data entry.
Your sales team wastes hours creating custom fields and updating product details
The agent creates custom deal and product fields instantly, so your team can focus on selling, not admin work.
You want to offer targeted discounts to boost deal size but tracking and applying them is a headache
The agent applies the right discount to the right deal automatically, based on your instructions, ensuring consistency and speed.
Deals stall because the right decision-makers aren’t added as participants or followers
The agent ensures every deal has all the necessary participants and followers, so approvals and updates happen without delay.
How to hire your agent
Connect
Securely connect your Pipedrive account to the agent.
Tell the agent what to do
Specify your upsell criteria: which deals to target, which products to add, what fields or images are needed, and any discount rules.
Agent goes to work
The agent scans your deals, adds products (including images and variations), creates custom fields, applies discounts, and ensures all participants and followers are included—automatically, with your approval.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Identifies Deals with Upsell Potential
Scans your open deals to spot opportunities where additional products or services can be added, so you never miss a chance to increase deal value.
Bulk Adds Products to Deals
Attaches multiple relevant products to each deal in one go, ensuring every opportunity is fully loaded with the right offerings.
Creates Custom Product and Deal Fields
Automatically generates new custom fields for deals or products as needed, capturing all the details required for complex upsell scenarios.
Attaches Product Images and Variations
Links the correct images and product variations to each deal, making your proposals more compelling and clear for both your team and your customers.
Applies Targeted Discounts
Adds percentage or fixed-amount discounts to deals to incentivize larger purchases and close bigger deals faster.
Ensures Right Participants and Followers on Every Deal
Automatically adds key stakeholders and followers to each deal, so everyone who needs to be in the loop is included from the start.
Pipedrive agent FAQ
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