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
Stop cold emails to anyone with a live deal in Pipedrive
Every night at 2am, pull the contacts on your open and won deals and block them from your cold outreach before the next send goes out.
Turn the people who engage with your posts into Pipedrive leads
Every Monday, gather everyone who commented on or reacted to your team's LinkedIn posts, skip the ones already in your CRM, and hand reps the rest.
Outbound revenue attribution board for Mailshake and Pipedrive
See which cold email campaigns actually created pipeline and closed revenue instead of just replies, by tracing every Mailshake lead into the deals it became in Pipedrive.
Prospecting workbench for Findymail lead search and Pipedrive
Describe your ideal customer in plain English, work the matched companies and contacts in one table, and send the keepers to Pipedrive without touching a spreadsheet.
UK territory builder that pushes accounts to Pipedrive
Filter the UK company register by sector, age, and location, see which accounts your team already owns, and push the rest into Pipedrive in one action.
Weekly Leadfeeder target-account visits into Pipedrive
Every Monday at 8am, log last week's target-account website visits as Pipedrive notes and stage a next-step follow-up for the account owner.
Weekly multi-threading for Pipedrive deals via Findymail
Every Monday at 8am, find two or three new peer decision-makers at each open Pipedrive deal, add them as contacts, and post the additions to Slack.
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.
