Pipedrive
Sales CRM platform for managing deals, contacts, organizations, activities, products, and sales pipelines.
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.
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
Specialist templates
Specialists that work with Pipedrive
Pipeline Manager
Keeps your CRM current without the data entry. After each sales call it logs the notes, next step, and follow-up date to the deal from the transcript. Each week it flags deals with no next step, no activity in weeks, or a close date already passed, so the forecast stays honest.
See the specialistSales Follow-Up Writer
Writes the follow-ups that win deals. After each sales call it drafts the recap with next steps. It watches open proposals and drafts a nudge when a buyer goes quiet. Once a month it finds lost deals worth reopening, such as a new budget year or a new person in the role, with a note drafted for each.
See the specialist