Pipedrive
Connect Pipedrive from Integrations in the Workforce AI dashboard. Your AI employee can use the tools listed on this page when a job calls for them.
What you can do with Pipedrive
Section titled “What you can do with Pipedrive”- Update customer and deal records after a conversation.
- Build a pipeline brief with the next step for every open deal.
- Create follow-up tasks for the right owner.
Recipes
Section titled “Recipes”Keep deals current after meetings
Section titled “Keep deals current after meetings”After a customer meeting, use the recap to update the matching Pipedrive record, add the agreed next step, and create the follow-up task for the deal owner.
Run a weekly pipeline review
Section titled “Run a weekly pipeline review”Every Monday morning, review open opportunities in Pipedrive. Show the stage, owner, next action, due date, and any deal with no recent activity.
Use the first result to fine-tune the wording, fields, or format. When it is right, keep the job available in chat or place it on a schedule.
Connect Pipedrive
Section titled “Connect Pipedrive”- Open Workforce AI and choose Integrations.
- Find Pipedrive and select Connect.
- Complete the sign-in or connection details shown on screen.
- Open your AI employee and give it one clear Pipedrive job.
Use Integrations whenever you want to reconnect Pipedrive or choose a different account.
Get a better result
Section titled “Get a better result”Name the result, the Pipedrive record or area involved, the audience, and the timing. Add the fields or format you want when they matter.
Common questions
Section titled “Common questions”Where will I see the result?
Section titled “Where will I see the result?”Your AI employee returns the result in your Workforce AI conversation. Work that creates or changes information can also appear under Tasks for review.
Can Pipedrive be part of a scheduled job?
Section titled “Can Pipedrive be part of a scheduled job?”Yes. Once the connection and instructions work the way you want, tell your AI employee when the job should run.
How do I use another Pipedrive account?
Section titled “How do I use another Pipedrive account?”Open Integrations, reconnect Pipedrive, and choose the account you want during sign-in.
Pipedrive tool reference
Section titled “Pipedrive tool reference”View all 386 Pipedrive tools
- Add activity type
- Add an activity
- Add an organization
- Add a deal
- Add a note
- Add a person
- Add call log
- Add call log audio file
- Add channel
- Add dealfields options
- Add deal discount
- Add deal field
- Add deal follower
- Add deal participant
- Add deal product
- Add deal products
- Add file
- Add filter
- Add goal
- Add incoming message
- Add installment subscription
- Add lead
- Add lead label
- Add note
- Add note comment
- Add organization field
- Add organization field options
- Add organization follower
- Add or update role setting
- Add personfields options
- Add person field
- Add person follower
- Add person picture
- Add pipeline
- Add product
- Add productfields options
- Add product field
- Add product follower
- Add product image
- Add product variation
- Add project
- Add recurring subscription
- Add role
- Add role assignment
- Add stage
- Add task
- Add team
- Add team users
- Add user
- Archive project
- Cancel recurring subscription
- Create organization relationship
- Create remote file link
- Create webhook
- Ctivityields get all activityfields
- Deals update deal
- Delete activities bulk
- Delete activity
- Delete activity type
- Delete activity types bulk
- Delete an activity
- Delete a person
- Delete a person field
- Delete a stage
- Delete call log
- Delete channel
- Delete comment
- Delete conversation
- Delete deal
- Delete deals bulk
- Delete deal discount
- Delete deal field
- Delete deal fields bulk
- Delete deal field options
- Delete deal follower
- Delete deal participant
- Delete deal product
- Delete deal products
- Delete file
- Delete filter
- Delete filters bulk
- Delete goal
- Delete lead
- Delete lead label
- Delete mail thread
- Delete multiple product fields
- Delete multiple stages
- Delete note
- Delete organization
- Delete organizations bulk
- Delete organization field
- Delete organization fields bulk
- Delete organization field options
- Delete organization follower
- Delete organization relationship
- Delete person
- Delete persons bulk
- Delete person field
- Delete person fields bulk
- Delete person field options
- Delete person follower
- Delete person picture
- Delete pipeline
- Delete product
- Delete product field
- Delete product field options
- Delete product follower
- Delete product image
- Delete product variation
- Delete project
- Delete role
- Delete role assignment
- Delete stage
- Delete subscription
- Delete task
- Delete team users
- Delete webhook
- Download file
- Find goals
- Find users by name
- Get activity
- Get activity field
- Get all activities assigned to a particular user
- Get all activities beta
- Get all activity fields
- Get all activity types
- Get all deals
- Get all deals beta
- Get all deal fields
- Get all files
- Get all filters
- Get all filter helpers
- Get all leads
- Get all lead labels
- Get all lead sources
- Get all notes
- Get all note fields
- Get all organizations
- Get all organizations beta
- Get all organization fields
- Get all permission sets
- Get all persons
- Get all persons beta
- Get all person fields
- Get all pipelines
- Get all products
- Get all product fields
- Get all projects
- Get all project boards
- Get all project templates
- Get all relationships for organization
- Get all roles
- Get all stages
- Get all supported currencies
- Get all tasks
- Get all teams
- Get all teams of a user
- Get all users
- Get all users in a team
- Get all user connections
- Get all webhooks
- Get archived deals
- Get archived leads
- Get call log
- Get comment
- Get company add ons
- Get conversations
- Get current user data
- Get deal
- Get deals conversion rates in pipeline
- Get deals convert status
- Get deals discounts
- Get deals in a pipeline
- Get deals in a stage
- Get deals products
- Get deals summary
- Get deals summary archived
- Get deals timeline
- Get deals with product
- Get deal activities
- Get deal changelog
- Get deal field
- Get deal files
- Get deal followers
- Get deal followers changelog
- Get deal mail messages
- Get deal participants
- Get deal participants changelog
- Get deal products
- Get deal subscription
- Get deal updates
- Get deal users
- Get details of an organization
- Get details of a person
- Get file
- Get filter
- Get goal result
- Get lead conversion status
- Get lead fields
- Get lead users
- Get mail message
- Get mail thread
- Get mail threads
- Get mail thread messages
- Get marketplace client ID
- Get note
- Get note comments
- Get one lead
- Get organization
- Get organization changelog
- Get organization deals
- Get organization field
- Get organization files
- Get organization followers
- Get organization followers changelog
- Get organization mail messages
- Get organization persons
- Get organization relationship
- Get organization updates
- Get organization users
- Get permission set
- Get permission set assignments
- Get person
- Get person changelog
- Get person deals
- Get person field
- Get person files
- Get person followers
- Get person followers changelog
- Get person mail messages
- Get person picture
- Get person products
- Get person updates
- Get person users
- Get pipeline
- Get pipeline conversion statistics
- Get pipeline movement statistics
- Get product
- Get product deals
- Get product field
- Get product files
- Get product followers
- Get product followers changelog
- Get product images
- Get product users
- Get product variations
- Get project
- Get project activities
- Get project board
- Get project groups
- Get project phase
- Get project phases
- Get project plan
- Get project tasks
- Get recents
- Get role
- Get role assignments
- Get role pipelines
- Get role settings
- Get stage
- Get subscription
- Get subscription payments
- Get task
- Get team
- Get template
- Get templates
- Get user
- Get user call logs
- Get user followers
- Get user permissions
- Get user role assignments
- Get user role settings
- List activities
- List deal activities
- List deal files
- List deal followers
- List deal mail messages
- List deal persons
- List deal products
- List deal updates
- List deal users
- List files
- List organization activities
- List organization deals
- List organization files
- List organization followers
- List organization mail messages
- List organization persons
- List participants of a deal
- List permission set assignments
- List person activities
- List person deals
- List person files
- List person followers
- List person mail messages
- List person products
- List person users
- List product files
- List product followers
- List product users
- List role assignments
- List role pipeline visibility
- List role settings
- List updates about an organization
- List updates about a person
- List updates about participants of a deal
- List user followers
- List user permissions
- List user role assignments
- List user role settings
- List user settings
- Organization accessible user list
- Pipedrive activities update activity
- Pipedrive add note
- Pipedrive get person
- Search deals
- Search item by field
- Search leads
- Search multiple item types
- Search organizations
- Search persons
- Search products
- Tages update stage
- Update activity
- Update activity in project plan
- Update activity type
- Update an activity
- Update an activity type
- Update an organization
- Update an organization field
- Update an organization relationship
- Update a comment related to a note
- Update a deal
- Update a deal field
- Update a filter
- Update a lead
- Update a lead label
- Update a note
- Update a person
- Update a person field
- Update a pipeline
- Update a product
- Update a product field
- Update comment for note
- Update deal
- Update dealfields options
- Update deal discount
- Update deal field
- Update deal product
- Update deal product attachment
- Update deal v2
- Update file
- Update file details
- Update filter
- Update goal
- Update installment subscription
- Update lead
- Update lead label
- Update mail thread
- Update note
- Update organization
- Update organization field
- Update organization field options
- Update organization relationship
- Update person
- Update personfields options
- Update person field
- Update person v2
- Update pipeline
- Update pipeline visibility for role
- Update product
- Update productfields options
- Update product field
- Update product image
- Update product variation
- Update project
- Update recurring subscription
- Update role
- Update role pipelines
- Update stage
- Update stage details
- Update task
- Update task in project plan
- Update team
- Update user
- Update user details