Up and running in 5 minutes
Connects Pipedrive and the crmbooster forecasting model. Set it up like this:
- Install Deal Forecast AI in the portal.
- Authorize Pipedrive (read-only for deals and activities).
- Pick the pipeline and window to train on.
- View the first forecast — it appears as a field on the deal.
Done — your first document or sync is running.
Features
What the plugin does
- Per-deal close probability, refreshed weekly
- Explainable factors (activity, age, value, stalling)
- Pipeline forecast as the sum of weighted deals
- No cross-tenant training on your data
Permissions & GDPR
These Pipedrive permissions are requested:
deals:read— value, stage, age and historyactivities:read— activity density as a forecast feature
Data flows
Features are computed per tenant; the model is not trained across tenants. Processing in the EU, no hand-off to non-EU AI providers.
Sub-processors
- Hetzner Online GmbH (Falkenstein, DE) — hosting and inference
FAQ
Are my deals used to train other tenants’ models? +
No. Features are computed per tenant; there is no cross-tenant training.
How often does the forecast refresh? +
Weekly by default; the interval is configurable.
Changes
No entries for this plugin yet.