Pipedrive

Pipedrive is a leading sales and relationship management platform designed to help teams manage deals, contacts, and pipelines throughout the sales process. It offers a centralized hub for organizing persons, organizations, deals, activities, and communications.

This integration enables AI agents to access and manage customer relationships, create and update deals, track activities, and search across your sales data to drive informed decision-making and automate sales workflows.

Capabilities

• Manage deals and move them through pipeline stages
• Create, update, and retrieve persons (contacts) and organizations
• Track activities including calls, meetings, tasks, and custom activity types
• Retrieve deal history and status tracking
• Search across deals, persons, organizations, products, and files
• Attach products and subscriptions to deals
• Access custom fields for deals, persons, organizations, and activities

Resources

• Pipedrive API Reference
• API Concepts Guide