Agentic Service Discovery

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P

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.

CRMPaidAPI keycrmdealssalespipelinecontactsactivities

How agents use 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

Agent actions

Create DealCreate a new deal in Pipedrive.

Inputs: title, value, currency, personId, orgId, stageId, pipelineId, closeTime, probability

Returns: dealId, dealUrl, deal

Get DealRetrieve a specific deal by ID.

Inputs: dealId

Returns: dealId, title, value, status, stage, probability, deal

Update DealUpdate fields on an existing deal.

Inputs: dealId, title, value, stageId, status, probability

Returns: dealId, deal

Search DealsSearch deals by title or field value.

Inputs: term, status, limit

Returns: deals, dealCount

Create ContactCreate a new person (contact) in Pipedrive.

Inputs: name, email, phone, orgId

Returns: personId, person

Search ContactsSearch for people (contacts) by name or email.

Inputs: term, limit

Returns: persons, personCount

Create ActivityLog a call, email, meeting, or task activity on a deal or contact.

Inputs: subject, type, dealId, personId, dueDate, note, done

Returns: activityId, activity

Add NoteAdd a note to a deal, person, or organisation.

Inputs: content, dealId, personId, orgId

Returns: noteId, note

Example workflows

1

Lead-to-deal pipeline

When a Typeform lead submission comes in, an agent creates a Pipedrive contact and deal, and logs the first activity.

About Pipedrive

Vendor
Pipedrive OÜ
Pricing Always review details with the vendor
Paid — Pipedrive plans start at $14/user/month (Essential). API access is included on all plans. No permanent free tier; 14-day free trial available.
Authentication
API key
Rate limit Always review details with the vendor
100 requests / minute
Compatible nodes
AgentResourceInputOutput
Website
https://www.pipedrive.com

Build an AI workflow with Pipedrive

Use the Agentic Planner to design, visualize, and connect Pipedrive with your other tools.

Open Agentic Planner

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