Pipedrive

Pipedrive

Sales CRM platform for managing deals, contacts, organizations, activities, products, and sales pipelines.

OAuth63 tools
Connect Pipedrive

Free account. No credit card required.

Three ways to use Pipedrive

Ask your specialist

Pull data, take actions, or answer questions with this integration, right 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.

Tool

Convert Lead to Deal

Converts a lead into a deal asynchronously, returning a conversion ID to poll for status.

Tool

Create Activity

Creates a new activity (call, meeting, task, etc.) linked to deals, persons, or organizations.

Tool

Create Deal

Creates a new deal in a pipeline with value, currency, and associated contacts.

Tool

Create Lead

Creates a new lead with title, value, and optional person/organization associations.

Tool

Create Note

Creates a new HTML note linked to a deal, person, organization, or lead.

Tool

Get started automating Pipedrive

01Connect your accountLink your account securely with OAuth or an API key.
02Choose a trigger or toolPick the events and actions your workflow should use.
03Configure the workflowDescribe what you want and your specialist wires it up for you.
04Refine the processTest runs, review output, and tweak until it's right.
05Turn it onSet it live and it runs on a schedule or on events.

Ready-to-use workflows

Prompts using Pipedrive

Browse all
Stop cold emails to anyone with a live deal in PipedriveTurn the people who engage with your posts into Pipedrive leadsOutbound revenue attribution board for Mailshake and PipedriveProspecting workbench for Findymail lead search and PipedriveUK territory builder that pushes accounts to PipedriveWeekly Leadfeeder target-account visits into PipedriveWeekly multi-threading for Pipedrive deals via FindymailStalled Pipedrive deals to Gmail drafts every morningDaily meeting brief from Pipedrive dealsWeekly Pipedrive pipeline snapshot to Google Sheets and Slack