Integration · CRM
AI agents for Pipedrive
Add people and deals, attach notes, and search people in a Pipedrive company account.
- Actions
- 4
- Read
- 1
- Write
- 3
Actions
What your agents can do in Pipedrive
4 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 1
Look things up. Nothing changes.
Search people
Finds people whose name, email, phone, notes or custom fields match a term (at least 2 characters).
Write 3
Create, change or send.
Create a person
Adds a person (a contact) with a name and optionally an email, a phone, an organization, an owner and custom field values.
Create a deal
Adds a deal with a title and optionally a value and currency, the person and organization it belongs to, a pipeline stage, an owner, an expected close date and custom field values.
Add a note
Attaches a note (HTML allowed) to a person, a deal, an organization or a lead; give at least one of their IDs.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste an API key from your Pipedrive account.
What you enter
- Personal API token
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Pipedrive data
Ask a question in plain words. The agent can search people in Pipedrive, then answers with what it found.
- 02
Let an agent update Pipedrive
Have the agent create a person or create a deal in Pipedrive as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Pipedrive and Slack: it can search people in Pipedrive and post a summary to a Slack channel in the same run.
Works well with
More CRM tools
- HubSpot5 actionsCreate and update contacts by email, find contacts, and open deals and companies in a HubSpot CRM.
- Salesforce5 actionsFind records with SOQL, create leads and opportunities, and create or update contacts by email in a Salesforce org, production or sandbox.
- Zoho CRM4 actionsCreate or update leads, add contacts, and search or read records in any Zoho CRM module, in the data center where the Zoho account lives.
- Attio4 actionsCreate or update people and other records, add notes, and list records with filters in an Attio workspace.
- Apollo.io4 actionsFind prospects in Apollo's database by title, company or domain, enrich a person or a company, and save people as contacts in your Apollo team.
- Affinity CRM16 actionsFind people, organizations and opportunities, see relationship and interaction history, add records to pipeline lists, set list fields such as Status, and log notes and reminders in Affinity.
FAQ
Pipedrive and MyDeepAgents
Can MyDeepAgents connect to Pipedrive?
Yes. The Pipedrive connector has 4 actions: 1 reads and 3 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Pipedrive?
Paste an API key from your Pipedrive account. You'll need: Personal API token. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Pipedrive without asking?
Only if you let it. Each of the 3 actions that change data can be set to wait for a person's approval before it runs.
Can I use Pipedrive in workflows as well as agents?
Yes. Every Pipedrive action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Pipedrive to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.