Pipedrive
Sales CRM platform for managing deals, contacts, organizations, activities, products, and sales pipelines.
Three ways to use Pipedrive
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Pipedrive.
Add Product to Deal
Attaches a product to a deal with price, quantity, and optional discount.
Convert Lead to Deal
Converts a lead into a deal asynchronously, returning a conversion ID to poll for status.
Create Activity
Creates a new activity (call, meeting, task, etc.) linked to deals, persons, or organizations.
Create Deal
Creates a new deal in a pipeline with value, currency, and associated contacts.
Create Lead
Creates a new lead with title, value, and optional person/organization associations.
Create Note
Creates a new HTML note linked to a deal, person, organization, or lead.
Get started automating Pipedrive
Ready-to-use workflows
Prompts using Pipedrive
Stalled Pipedrive deals to Gmail drafts every morning
Every weekday at 9am, find Pipedrive deals going cold, draft a tailored follow-up email per deal in Gmail, and post a Slack digest of at-risk pipeline.
Daily meeting brief from Pipedrive deals
Every weekday morning, get a Slack DM with a one-paragraph brief for each external meeting on your calendar, pulled from Pipedrive deals, activities, and notes.
Weekly Pipedrive pipeline snapshot to Google Sheets and Slack
Every Monday at 8am, log a snapshot of every Pipedrive pipeline to Google Sheets and post the weekly headline numbers to Slack.
Score new Pipedrive leads and alert Slack on high-fit ones
When a new lead lands in Pipedrive, an agent pulls prior deals and notes, writes a fit assessment to the lead, and pings Slack only when it's worth a rep's time.
Turn failed Stripe payments into Pipedrive follow-up activities
When a Stripe invoice payment fails, find the customer's Pipedrive deal, create a dated follow-up for the owner, and post the situation in Slack to recover revenue fast.
