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Overview

Connect Pipedrive to manage deals, contacts, and sales pipeline.

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Setup

1

Deploy

Dashboard → Integrations → Connectors → Find Pipedrive → Deploy
2

Add to Agent

Agent → Tools tab → Add Tool → Select Pipedrive
3

Configure

Enter your Pipedrive API Token
4

Test

Playground: “Show me deals in the pipeline”

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Example Usage

User: "Create a deal: Acme Corp - $25,000"

Agent: Created Pipedrive deal:
       "Acme Corp" - $25,000

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Integration Example

With Gmail: 
User: "Create Pipedrive deals from emails with 'Proposal' in subject"

Agent: *searches Gmail*
       *creates deals*

       Created 4 deals in Pipedrive from Gmail

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Next Steps

HubSpot

Alternative CRM

Salesforce

Enterprise CRM