Connect Pipedrive to Your AI Agent

Find contacts and deals, inspect pipeline stages, update selected records, and create follow-up activities. Ask your connected AI assistant to explain the results or carry out the specified operation.

27 tools API key

Try a Pipedrive Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill Pipedrive

Prepare a Deal Briefing

Find a deal and combine its details with linked contact records.

/oo Pipedrive: Find the Pipedrive deal for [company]. Read its details and linked contact, then summarize the customer, deal value, stage, and next conversation context.

Record a Follow-up Activity

Create an activity with explicit subject, due date, and deal link.

/oo Pipedrive: Create a follow-up activity for Pipedrive deal [deal ID], due [date and time]. Use this subject and note: [details]. Leave it marked as not done.

Apply a Deal Update

Read a selected deal before applying specified changes.

/oo Pipedrive: Read Pipedrive deal [deal ID]. Update its expected closing date to [date] and move it to stage [stage ID], keeping other fields unchanged.

Understand a sales pipeline

See the available stages before choosing where a deal belongs.

/oo Pipedrive: Show the stages in Pipedrive pipeline [pipeline ID], in order. Explain how our deal [deal ID] is currently positioned.

Start Working with Pipedrive

  1. Install OOMOL

    Set up oo CLI and the oo Skill in your agent.

    Install OOMOL →
  2. Connect Pipedrive

    Connect with a Pipedrive personal API token.

    Connect Pipedrive →
  3. Give Your Agent a Task

    Use /oo with the pages to read, the changes to make, and where to save the result.

    Connection Guide →

Choose Your Agent

  • A Pipedrive account and personal API token with target CRM access.
  • Select the correct record ID before updates. Creating a follow-up activity records work; it does not perform a phone call or send an email.

Pipedrive Tools

Pipedrive connects supported service operations to your AI assistant. Find contacts and deals, inspect pipeline stages, update selected records, and create follow-up activities.

CRM Research

Search and read people, organizations, and deals.

Deal and Activity Changes

Create or update deals and follow-up activities.

Pipeline Context

Read pipelines and stages for correct deal placement.

27 tools

List Persons

List Pipedrive persons with optional owner, organization, deal, custom field, and pagination filters.

pipedrive.list_persons

Get Person

Get one Pipedrive person by person ID.

pipedrive.get_person

Create Person

Create a Pipedrive person with emails, phones, labels, and optional custom fields.

pipedrive.create_person

Update Person

Update one Pipedrive person by person ID.

pipedrive.update_person

Delete Person

Delete one Pipedrive person by person ID.

pipedrive.delete_person

Search Persons

Search Pipedrive persons by name, email, phone, notes, or custom fields.

pipedrive.search_persons

List Organizations

List Pipedrive organizations with optional owner, custom field, and pagination filters.

pipedrive.list_organizations

Get Organization

Get one Pipedrive organization by organization ID.

pipedrive.get_organization

Create Organization

Create a Pipedrive organization with optional labels, address, and custom fields.

pipedrive.create_organization

Update Organization

Update one Pipedrive organization by organization ID.

pipedrive.update_organization

Delete Organization

Delete one Pipedrive organization by organization ID.

pipedrive.delete_organization

Search Organizations

Search Pipedrive organizations by name, address, notes, or custom fields.

pipedrive.search_organizations

List Deals

List Pipedrive deals with optional owner, contact, pipeline, stage, status, and pagination filters.

pipedrive.list_deals

Get Deal

Get one Pipedrive deal by deal ID.

pipedrive.get_deal

Create Deal

Create a Pipedrive deal with title, contact links, pipeline placement, labels, and optional custom fields.

pipedrive.create_deal

Update Deal

Update one Pipedrive deal by deal ID.

pipedrive.update_deal

Delete Deal

Delete one Pipedrive deal by deal ID.

pipedrive.delete_deal

Search Deals

Search Pipedrive deals by title, notes, or custom fields.

pipedrive.search_deals

List Activities

List Pipedrive activities with optional owner, contact, deal, completion, and pagination filters.

pipedrive.list_activities

Get Activity

Get one Pipedrive activity by activity ID.

pipedrive.get_activity

Create Activity

Create a Pipedrive activity with subject, due date, linked records, participants, attendees, and notes.

pipedrive.create_activity

Update Activity

Update one Pipedrive activity by activity ID.

pipedrive.update_activity

Delete Activity

Delete one Pipedrive activity by activity ID.

pipedrive.delete_activity

List Pipelines

List Pipedrive pipelines with optional sorting and pagination.

pipedrive.list_pipelines

Get Pipeline

Get one Pipedrive pipeline by pipeline ID.

pipedrive.get_pipeline

List Stages

List Pipedrive stages with optional pipeline, sorting, and pagination filters.

pipedrive.list_stages

Get Stage

Get one Pipedrive stage by stage ID.

pipedrive.get_stage

Frequently Asked Questions

Can AI search contact notes?

Person search supports names, email, phone, notes, or supported custom fields.

Does a follow-up activity send an email?

It creates an activity record. Sending email or making a call requires separate capabilities.

How do I choose a stage?

List stages for the target pipeline and supply the selected stage ID when updating the deal.

Connect Pipedrive

About Pipedrive ↗