AgentPMT

Pipedrive Field Sales Route Planner: Optimized In-Person Visit Itineraries with Maps & Talking Points

Saves ~1 hr

Details

Plan a high-impact day of in-person sales visits straight from your CRM. Give this AI workflow a city or area and it pulls every relevant Pipedrive contact and open deal there, optimizes the most efficient driving route across the stops, and generates a map plus a timed itinerary with arrival windows. For each visit it briefs the rep with last activity, open-deal status, and specific talking points drawn from the contact's notes, and can pre-plan a small gift to bring. The finished plan is delivered as a shareable document with calendar events for every stop. Perfect for field sales, account-based selling, territory planning, customer check-ins, QBR tours, and outside sales reps who want CRM-driven, route-optimized visit planning Pipedrive doesn't offer.

Tools In This Workflow

Workflow Steps

  1. 1Capture Visit Area & Date
  2. 2Find Accounts in the Area
  3. 3Pull Notes & Open Deal Context
  4. 4Optimize the Visit Route
  5. 5Build Per-Stop Briefings & Schedule
  6. 6Create Itinerary Document
  7. 7Add Calendar Events per Stop
  8. 8Email the Itinerary to the Rep
Step 1 of 8
Prompt1

Capture Visit Area & Date

From the user's request, identify the target city/area for the in-person visit day, the visit date, the rep's starting address (ask the user to assume the office/home if not given), and how long to spend per stop (default 45 minutes). Restate these clearly for downstream steps.

Frequently Asked Questions

How do I connect this workflow to my local agent like OpenClaw or Claude Code?

You can install the local MCP server by opening a terminal and running:

Install commands

npm install -g @agentpmt/mcp-router
agentpmt-setup

This will connect you to local agents like Claude Code, Windsurf, Grok Build, Cursor, etc.

Alternatively you can connect to the hosted version with this config block, no installation required:

Hosted MCP config

{
  "mcpServers": {
    "agentpmt": {
      "type": "streamable-http",
      "url": "https://api.agentpmt.com/mcp",
      "headers": {
        "Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
        "x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
      }
    }
  }
}

View MCP Connection Instructions for more details.

How do I trigger this workflow?

You can use it here in the browser by clicking the 'Try It' button.

If you 'star' the workflow it will save to your dashboard for quick access.

To use the workflow in an external agent, make sure you have followed the steps to connect it to the MCP server and then copy / paste this prompt, or just tell it to use the AgentPMT MCP server and use this workflow.

Agent prompt

Call the AgentPMT-Workflow-Skills tool with action 'get_workflow_skill' and skill_id 6a286b208773e153162b82f2 ("Pipedrive Field Sales Route Planner: Optimized In-Person Visit Itineraries with Maps & Talking Points").

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