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Pipedrive, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Pipedrive account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • CRM
  • Signs in to your account
  • 100 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Pipedrive is

Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing

You sign in with your own Pipedrive account, the same way you already do. We never see or hold your password.

It can also be told by Pipedrive when something happens, rather than only doing things when you ask.

How a run works

One message in, the work done in Pipedrive.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Pipedrive. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Pipedrive account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

100 tools it already has

What it can do in Pipedrive

These are the ready-made tools your AI employee already has in Pipedrive. It is not limited to them, but it never has to be taught these.

  • Add a call logAdds a new call log.
  • Add a channelNew messaging channel added; registration limited to admins. utilizes getconversations endpoint for data retrieval. requires messengers integration oauth scope and a prepared messa
  • Add a comment to a noteAdds a new comment to a note.
  • Add a dealAdd a new deal to pipedrive with any custom fields, which vary by account and are identified by long hash keys. check dealfields for existing custom fields. for details, visit the
  • Add a follower to a dealAdds a follower to a deal.
  • Add a follower to a personAdds a follower to a person.
  • Add a follower to a productAdds a follower to a product.
  • Add a follower to an organizationAdds a follower to an organization.
  • Add a leadPipedrive api lets you add leads linked to people or organizations and tags them with 'api' source. custom fields from deals apply to leads and appear in responses if set. details
  • Add a lead labelCreates a lead label.
  • Add a new deal fieldAdds a new deal field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target=" blank" rel="noopener noreferrer"addi
  • Add a new filterNew filter creation returns an id. only one primary condition group with 'and' and two secondary groups (one 'and', one 'or') are supported. future syntax expansion possible. see t
  • Add a new goalAdds a new goal. along with adding a new goal, a report is created to track the progress of your goal.
  • Add a new organization fieldAdds a new organization field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target=" blank" rel="noopener norefer
  • Add a new person fieldAdds a new person field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target=" blank" rel="noopener noreferrer"ad
  • Add a new pipelineAdds a new pipeline.
  • Add a new product fieldAdds a new product field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target=" blank" rel="noopener noreferrer"a
  • Add a new stageAdds a new stage, returns the id upon success.
  • Add a new teamAdds a new team to the company and returns the created object.
  • Add a new userAdds a new user to the company, returns the id upon success.
  • Add a noteAdd a note to a deal, person, organization, lead, or project in pipedrive. at least one of deal id, person id, org id, lead id, or project id must be provided.
  • Add a participant to a dealAdds a participant to a deal.
  • Add a personAdd a new contact in pipedrive with optional custom fields unique to each account found using the personfields endpoint. the endpoint also handles data.marketing status for campaig
  • Add a productAdds a new product to the products inventory. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-product" target=" blank" rel="noopener n
  • Add a product to a dealAdds a product to a deal, creating a new item called a deal-product.
  • Add a projectAdds a new project. note that you can supply additional custom fields along with the request that are not described here. these custom fields are different for each pipedrive accou
  • Add a recurring subscriptionAdds a new recurring subscription.
  • Add a roleAdds a new role.
  • Add a taskAdds a new task.
  • Add an activityNew activity added. response includes more activities scheduled in context to show if more are planned with the same entity. see tutorial on adding activities here.
  • Add an installment subscriptionAdds a new installment subscription.
  • Add an organizationSet up a new pipedrive organization using custom fields with unique key hashes. retrieve organizationfields for configuration. check the linked tutorial for guidance.
  • Add fileUpload and link files to deals, people, organizations, activities, products, or leads in pipedrive. see the "adding a file" tutorial for details.
  • Add new activity typeAdds a new activity type.
  • Add or update role settingAdds or updates the visibility setting for a role.
  • Add person pictureThis service allows adding a photo to a person's profile, replacing any existing one. images must be square with a minimum size of 128 pixels and in gif, jpg, or png formats. they
  • Add role assignmentAssigns a user to a role.
  • Add users to a teamAdds users to an existing team.
  • Archive a projectArchives a project.
  • Attach an audio file to the call logAdds an audio recording to the call log. that audio can be played by those who have access to the call log object.
  • Cancel a recurring subscriptionCancels a recurring subscription.
  • Create a new webhookCreates and returns details of a new webhook. trigger events combine event action and event object, like . for all events or added.deal, deleted.persons for specific actions. more
  • Create a remote file and link it to an itemCreates an empty file on google drive linked to an item. for details, refer to the pipedrive remote file adding tutorial.
  • Create an organization relationshipCreates and returns an organization relationship.
  • Delete a call logDeletes a call log. if there is an audio recording attached to it, it will also be deleted. the related activity will not be removed by this request. if you want to remove the rela
  • Delete a channelThe endpoint removes a messenger channel along with conversations and messages. requires messengers integration oauth and messaging app extension manifest.
  • Delete a comment related to a noteDeletes a comment.
  • Delete a conversationDeletes an existing conversation. to use the endpoint, you need to have messengers integration oauth scope enabled and the messaging manifest ready for the messaging app extension.
  • Delete a dealMarks a deal as deleted. after 30 days, the deal will be permanently deleted.
  • Delete a deal fieldMarks a field as deleted. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target=" blank" rel="noopener noreferrer"del
  • Delete a fileMarks a file as deleted. after 30 days, the file will be permanently deleted.
  • Delete a filterMarks a filter as deleted.
  • Delete a follower from a dealDeletes a follower from a deal.
  • Delete a follower from a personDeletes a follower from a person.
  • Delete a follower from a productDeletes a follower from a product.
  • Delete a follower from an organizationDeletes a follower from an organization. you can retrieve the follower id from the <a href="https://developers.pipedrive.com/docs/api/v1/organizationsgetorganizationfollowers"list
  • Delete a leadDeletes a specific lead.
  • Delete a lead labelDeletes a specific lead label.
  • Delete a noteDeletes a specific note.
  • Delete a participant from a dealDeletes a participant from a deal.
  • Delete a personMarks a person as deleted. after 30 days, the person will be permanently deleted.
  • Delete a person fieldMarks a field as deleted. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target=" blank" rel="noopener noreferrer"del
  • Delete a pipelineMarks a pipeline as deleted.
  • Delete a productMarks a product as deleted. after 30 days, the product will be permanently deleted.
  • Delete a product fieldMarks a product field as deleted. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target=" blank" rel="noopener norefe
  • Delete a projectMarks a project as deleted.
  • Delete a roleMarks a role as deleted.
  • Delete a role assignmentRemoves the assigned user from a role and adds to the default role.
  • Delete a stageMarks a stage as deleted.
  • Delete a subscriptionMarks an installment or a recurring subscription as deleted.
  • Delete a taskMarks a task as deleted. if the task has subtasks then those will also be deleted.
  • Delete an activityMarks an activity as deleted. after 30 days, the activity will be permanently deleted.
  • Delete an activity typeMarks an activity type as deleted.
  • Delete an attached product from a dealDeletes a product attachment from a deal, using the product attachment id.
  • Delete an organizationMarks an organization as deleted. after 30 days, the organization will be permanently deleted.
  • Delete an organization fieldMarks a field as deleted. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target=" blank" rel="noopener noreferrer"del
  • Delete an organization relationshipDeletes an organization relationship and returns the deleted id.
  • Delete existing goalMarks a goal as deleted.
  • Delete existing webhookDeletes the specified webhook.
  • Delete mail threadMarks a mail thread as deleted.
  • Delete multiple activities in bulkMarks multiple activities as deleted. after 30 days, the activities will be permanently deleted.
  • Delete multiple activity types in bulkMarks multiple activity types as deleted.
  • Delete multiple deal fields in bulkMarks multiple deal fields as deleted.
  • Delete multiple deals in bulkMarks multiple deals as deleted. after 30 days, the deals will be permanently deleted.
  • Delete multiple filters in bulkMarks multiple filters as deleted.
  • Delete multiple organization fields in bulkMarks multiple fields as deleted.
  • Delete multiple organizations in bulkMarks multiple organizations as deleted. after 30 days, the organizations will be permanently deleted.
  • Delete multiple person fields in bulkMarks multiple fields as deleted.
  • Delete multiple persons in bulkMarks multiple persons as deleted. after 30 days, the persons will be permanently deleted.
  • Delete multiple product fields in bulkMarks multiple fields as deleted.
  • Delete multiple stages in bulkMarks multiple stages as deleted.
  • Delete person pictureDeletes a person’s picture.
  • Delete users from a teamDeletes users from an existing team.
  • Download one fileInitializes a file download.
  • Duplicate dealDuplicates a deal.
  • Enumerate accessible users for leadLists the users permitted to access a lead.
  • Find goalsQuery goal data by appending {searchfield}={searchvalue} to the url with dot-notation fields and values. include is active to filter by goal status and specify both period.start an
  • Find subscription by dealReturns details of an installment or a recurring subscription by the deal id.
  • Find users by nameFinds users by their name.
  • Get all activities assigned to a particular userReturns all activities assigned to a particular user.
3 things it can watch for

What Pipedrive can tell it about

It does not only wait to be asked. These are the things Pipedrive can tell your AI employee about the moment they happen, so it can act without anyone noticing first.

  • New Deal Received TriggerA new deal is created in Pipedrive
  • New Note Received TriggerA new note is created in Pipedrive
  • New Organization Received TriggerA new organization is created in Pipedrive
The jobs Sanaf takes in it, and what it does

These are the jobs Sanaf would hold, signed in to your Pipedrive account.

  • AI Sales Coordinator

    Sanaf, on this job

    • Moves deals along and flags the stalled ones
    • Adds the notes and sets the next step on each deal

  • AI Lead Follow-Up Specialist

    Sanaf, on this job

    • Follows up on every deal that has gone quiet
    • Keeps following up until you get an answer either way

  • AI Sales Operations Specialist

    Sanaf, on this job

    • Merges duplicate contacts that inflate the count
    • Builds the weekly pipeline report, as entered and with stale deals set aside
Things you could ask, as written

You do not learn a new screen. You type this in Slack or Teams.

  • @Sanaf which deals have not moved in two weeks?

  • @Sanaf chase everyone sitting in the quote stage.

  • @Sanaf add the site visit notes to the deal and set the next step.

Access, and who is in charge of it

You stay the boss of your Pipedrive account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Pipedrive account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Pipedrive is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Pipedrive and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Pipedrive

Can an AI employee really work inside Pipedrive?
Yes. It signs in to your own Pipedrive account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Pipedrive?
No. Nothing moves and nothing is replaced. Your records stay in Pipedrive, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Pipedrive account?
You sign in with your own Pipedrive account, the same way you already do. We never see or hold your password. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Pipedrive?
It has 100 ready-made tools in Pipedrive today, among them Add a call log, Add a channel and Add a comment to a note. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Pipedrive and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Pipedrive and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Pipedrive?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Pipedrive is written down with what it did and when.