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Data & CRMComing soon

Pipedrive + Preso

Connect Pipedrive to Preso and pull live records into charts and auto-build decks when the numbers change, so your on-brand decks fit right into the stack you already run.

Not available yet. The Pipedrive connector is on the roadmap. Today you can upload documents and import PowerPoint or PDF decks, or drive Preso from the API and MCP server.

How Preso connects Pipedrive

Connect once, then design and share on-brand decks across your stack.

  1. 1

    Connect once

    Add Pipedrive to your workspace in a click.

  2. 2

    Scope it

    Share only the data and permissions you choose.

  3. 3

    Put it to work

    Now you can pull live records into charts and auto-build decks when the numbers change.

  4. 4

    Stay on-brand

    Every deck Preso designs stays on-brand and presentation-ready.

What you can do

With Pipedrive connected, you can pull live records into charts and auto-build decks when the numbers change - as part of your decks and presentations.

Connected, not exposed

  • Scoped to exactly the capabilities you allow
  • Sensitive actions gated behind human approval
  • Every call logged to an audit trail

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