Pipedrive
by Pipedrive OÜ
Create and update deals, manage contacts and organisations, log activities, search the pipeline, and move deals through stages in Pipedrive CRM.
Sådan bruger agenter Pipedrive
- ✓Agent creates a Pipedrive deal when a new qualified lead is detected in a form or email
- ✓Agent moves a deal to "Won" or "Lost" and logs a note when a contract is signed or declined
- ✓Agent searches for existing contacts before creating a duplicate in the CRM
- ✓Agent logs a call activity with a summary after a meeting is completed
- ✓Agent updates deal probability and value based on signals from external data sources
- ✓Agent adds a note to a deal with enriched data (LinkedIn profile, company info) gathered from other integrations
Agenthandlinger
Input: title, value, currency, personId, orgId, stageId, pipelineId, closeTime, probability
Returnerer: dealId, dealUrl, deal
Input: dealId
Returnerer: dealId, title, value, status, stage, probability, deal
Input: dealId, title, value, stageId, status, probability
Returnerer: dealId, deal
Input: term, status, limit
Returnerer: deals, dealCount
Input: name, email, phone, orgId
Returnerer: personId, person
Input: term, limit
Returnerer: persons, personCount
Input: subject, type, dealId, personId, dueDate, note, done
Returnerer: activityId, activity
Input: content, dealId, personId, orgId
Returnerer: noteId, note
Eksempel på workflows
Lead-to-deal pipeline
When a Typeform lead submission comes in, an agent creates a Pipedrive contact and deal, and logs the first activity.
Om Pipedrive
- Leverandør
- Pipedrive OÜ
- Pris Tjek altid detaljer med udbyderen
- Betalt — Pipedrive plans start at $14/user/month (Essential). API access is included on all plans. No permanent free tier; 14-day free trial available.
- Godkendelse
- API-nøgle
- Hastighedsgrænse Tjek altid detaljer med udbyderen
- 100 anmodninger / minut
- Kompatible noder
- AgentResourceInputOutput
- Hjemmeside
- https://www.pipedrive.com
Byg et AI-workflow med Pipedrive
Brug Agentic Planner til at designe, visualisere og forbinde Pipedrive med dine andre værktøjer.
Åbn Agentic PlannerRelaterede CRM-værktøjer
Salesforce
Manage leads, contacts, opportunities, and accounts in Salesforce CRM
HubSpot
Manage contacts, companies, deals, tickets, and marketing automation in HubSpot
Zendesk
Create and update support tickets, add internal notes or public replies, search and triage tickets, manage users, and retrieve ticket stats from Zendesk Support.