Sales & CRM
Read and update Pipedrive records with your agents.
Agents look up deals and people before a call, update the pipeline from meeting notes, log activities, and report on what is moving. Pipedrive trigger events start an agent when a deal, lead, person, organization, activity, product, project, or another record is created, updated, or deleted.
5,000 free credits to start.
Agent reach
Pipedrive API v1 and v2
The full surface, searched at run time.
Connect with
- API key
- Your own OAuth app
An API token also needs your company domain, such as acme in acme.pipedrive.com. API calls and triggers follow the connected user's permissions. OAuth calls also require the app's scopes.
Event triggers
Yes · 5 events
Plus manual, schedule, and signed webhook.
What the agent can do
What agents do with Pipedrive
Helios searches the Pipedrive API v1 and v2 at run time. The agent finds the endpoint the task needs and calls it.
- Call Pipedrive v1 and v2 API endpoints within your connected user's permissions and OAuth scopes.
- Find deals, people, and organizations, and read their notes and activity history.
- Create and update deals, people, and organizations from a request.
- Move deals between stages and mark them won or lost.
- Add notes and schedule calls, meetings, and other activities.
- Start a run when a record is created, updated, or deleted, with filters for pipeline, owner, stage, status, activity type, and done.
Examples
Tasks you can hand to a Pipedrive agent
Update the pipeline from call notes
After a call, the agent reads the notes, moves the deal to the right stage, and schedules the next step.
Read the call notes on my deals, update each deal's stage, and schedule the follow-up.
- pipedrive·read the call notes on the deals
- pipedrive·find the matching deals
- pipedrive·move deals and add the notes
- pipedrive·schedule follow-up calls
3 deals updated
- Acme moved to Proposal made
- Globex follow-up call set for Thursday
- Initech notes added, no stage change
Event triggers
Start a run on Pipedrive events
Attach any of these events to a workflow and filter on the fields that matter. Manual, schedule, and signed webhook triggers work too.
| Event | What it means |
|---|---|
deal.created | A new deal is created. Filter by pipeline or owner. |
deal.updated | A deal changes. Filter on the stage it moved to, or on a status change such as won or lost. |
person.created | A new person is added. Filter by owner. |
lead.created | A new lead is created. Filter by owner. |
activity.updated | An activity changes. Filter by owner, activity type, or a change in completion status. |
Works with
Pipedrive works with the rest of your stack
One agent, one run, several services. It reads from one tool and writes to the next in the same sandbox.
FAQ
Questions, answered
Put an agent on Pipedrive.
Connect it once and describe the task in chat. Then reuse the prompt as a workflow on a schedule or a webhook.