How to Connect Pipedrive

The Pipedrive integration connects your workflow to Pipedrive CRM. The AI can look up deals, leads, organizations, contacts (persons), activities, and pipeline stages — and update records after confirming with the customer.

What the AI can look up

• Deals — stage, value, next step, history
• Leads — lead status and details
• Organizations — company info, related deals and contacts
• Contacts — contact details, linked organizations and deals
• Activities and notes — tasks, calls, scheduled follow-ups
• Pipeline — stage names, deal movement

The AI never changes a deal stage or creates a record without first confirming with the user.

How to connect Pipedrive

1. Go to Dashboard → Integrations → Add Integration → Business Data Integrations
2. Select the workflow that should use Pipedrive
3. Choose Pipedrive and add your API token (from Pipedrive → Settings → Personal preferences → API)
4. Select which resources and operations to enable
5. Save, then enable the integration in Your Integrations

What's next

• Business Data Integrations Overview — overview of all supported platforms