CRM & salesAI teammates for Pipedrive
Catch stalled deals and prepare the next conversation.
Your Mate
Your result
The request
List deals that need a follow-up this week
Result and follow-up
Review the work with your Mate.
More work to hand off
- Add call notes and next steps to a deal
- Summarize the deals expected to close this month
Give your agents a job.
Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.
Available actions
203 actions- ctivityields get all activityfields
- download file
- enumerate accessible users for lead
- find goals
- find users by name
- get activity
View all 203 actions
- get activity field
- get all activities assigned to a particular user
- get all activities beta
- get all activity fields
- get all activity types
- get all deal fields
- get all deals
- get all deals beta
- get all files
- get all filter helpers
- get all filters
- get all lead labels
- get all lead sources
- get all leads
- get all note fields
- get all notes
- get all organization fields
- get all organizations
- get all organizations beta
- get all permission sets
- get all person fields
- get all persons
- get all persons beta
- get all pipelines
- get all product fields
- get all products
- get all project boards
- get all project templates
- get all projects
- get all relationships for organization
- get all roles
- get all stages
- get all supported currencies
- get all tasks
- get all teams
- get all teams of a user
- get all user connections
- get all users
- get all users in a team
- get archived deals
- get archived leads
- get call log
- get comment
- get company add ons
- get conversations
- get current user data
- get deal
- get deal activities
- get deal changelog
- get deal field
- get deal files
- get deal followers
- get deal followers changelog
- get deal mail messages
- get deal participants
- get deal participants changelog
- get deal products
- get deal subscription
- get deal updates
- get deal users
- get deals conversion rates in pipeline
- get deals convert status
- get deals discounts
- get deals in a pipeline
- get deals in a stage
- get deals products
- get deals summary
- get deals summary archived
- get deals timeline
- get deals with product
- get details of a person
- get details of an organization
- get file
- get filter
- get goal result
- get lead conversion status
- get lead fields
- get lead users
- get mail message
- get mail thread
- get mail thread messages
- get mail threads
- get marketplace client id
- get note
- get note comments
- get one lead
- get organization
- get organization changelog
- get organization deals
- get organization field
- get organization files
- get organization followers
- get organization followers changelog
- get organization mail messages
- get organization persons
- get organization relationship
- get organization updates
- get organization users
- get permission set
- get permission set assignments
- get person
- get person changelog
- get person deals
- get person field
- get person files
- get person followers
- get person followers changelog
- get person mail messages
- get person picture
- get person products
- get person updates
- get person users
- get pipeline
- get pipeline conversion statistics
- get pipeline movement statistics
- get product
- get product deals
- get product field
- get product files
- get product followers
- get product followers changelog
- get product images
- get product users
- get product variations
- get project
- get project activities
- get project board
- get project groups
- get project phase
- get project phases
- get project plan
- get project tasks
- get recents
- get role
- get role assignments
- get role pipelines
- get role settings
- get stage
- get subscription
- get subscription payments
- get task
- get team
- get template
- get templates
- get user
- get user call logs
- get user followers
- get user permissions
- get user role assignments
- get user role settings
- list deal activities
- list deal files
- list deal followers
- list deal mail messages
- list deal persons
- list deal products
- list deal updates
- list deal users
- list files
- list organization activities
- list organization deals
- list organization files
- list organization followers
- list organization mail messages
- list organization persons
- list participants of a deal
- list permission set assignments
- list person activities
- list person deals
- list person files
- list person followers
- list person mail messages
- list person products
- list person users
- list product files
- list product followers
- list product users
- list role assignments
- list role pipeline visibility
- list role settings
- list updates about a person
- list updates about an organization
- list updates about participants of a deal
- list user followers
- list user permissions
- list user role assignments
- list user role settings
- list user settings
- organization accessible user list
- request authorization
- search deals
- search item by field
- search leads
- search multiple item types
- search organizations
- search persons
- search products
These run without asking in Safe mode. Other changes in connected apps can also run in Safe mode. Payments, refunds, and other financial actions still need your approval.
Connecting Pipedrive
- Connection
- API key
- Setup
- About 5 minutes
Setup instructions
Find your API token in Pipedrive under Settings > Personal preferences > API. Copy the 'Your personal API token' value.
Pipedrive setup guide
HubSpot
Salesforce
Gmail
Slack