🔗 Try CloudTalk — use the link below to get a free $5 credit: https://get.cloudtalk.io/paulminors
Imagine having a sales rep that never sleeps. In this step-by-step tutorial, I show how to create an AI Sales Agent using CloudTalk, Pipedrive, and Zapier that automatically calls, qualifies, and updates your leads — all without lifting a finger.
You’ll see a real-time demo of an AI agent (“Jarvis”) calling a prospect, asking qualification questions, and logging notes directly into Pipedrive. Then, I’ll walk you through the full setup in CloudTalk, from prompts and call behaviour to integration via Zapier.
If you’re a business owner, marketer, or sales professional looking to scale outreach with automation, this guide will show you exactly how to do it.
📚 What you’ll learn:
How to configure an AI Sales Agent in CloudTalk
How to connect CloudTalk with Pipedrive using Zapier
How to trigger automatic outbound calls when a new lead comes in
How to sync call notes and data back into your CRM
Ideas for using AI agents for reception, follow-ups, or lead qualification
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