# Pipedrive AI integration on Definable

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

## What this connects

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

Vendor: https://www.pipedrive.com/

## Tools available

**398** tools available. First 12:

- `PIPEDRIVE_ADD_ACTIVITY_TYPE` — Add new activity type — Adds a new activity type.
- `PIPEDRIVE_ADD_A_DEAL` — Add a deal — Add 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 tutorial on adding a deal.
- `PIPEDRIVE_ADD_AN_ACTIVITY` — Add an activity — New 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](https://pipedrive.readme.io/docs/adding-an-activity).
- `PIPEDRIVE_ADD_AN_ORGANIZATION` — Add an organization — Creates a new organization in Pipedrive. The 'name' parameter is required and represents the organization's name (e.g., 'Acme Corp'). Optionally specify 'owner_id' to assign an owner and 'visible_to' for visibility settings. Custom fields can also be added using field keys from organizationFields.
- `PIPEDRIVE_ADD_A_NOTE` — Add a note (Deprecated) — DEPRECATED: Use PIPEDRIVE_PIPEDRIVE_ADD_NOTE instead. Add 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.
- `PIPEDRIVE_ADD_A_PERSON` — Add a person — Add 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 Campaigns product users.
- `PIPEDRIVE_ADD_CALL_LOG` — Add a call log — Adds a new call log.
- `PIPEDRIVE_ADD_CALL_LOG_AUDIO_FILE` — Add Call Log Audio File — Tool to attach an audio recording to an existing call log in Pipedrive. Use when you need to add audio evidence to a call log. Only one recording per call log is allowed.
- `PIPEDRIVE_ADD_CHANNEL` — Add a channel — New messaging channel added; registration limited to admins. Utilizes getConversations endpoint for data retrieval. Requires Messengers integration OAuth scope and a prepared Messaging app extension manifest.
- `PIPEDRIVE_ADD_DEAL_DISCOUNT` — Add discount to deal — Tool to add a discount to a deal in Pipedrive. Use when you need to apply a percentage-based or fixed amount discount to an existing deal.
- `PIPEDRIVE_ADD_DEAL_FIELD` — Add a new deal field — Adds 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">adding a new custom field</a>.
- `PIPEDRIVE_ADD_DEALFIELDS_OPTIONS` — Add deal field options — Tool to add new options to a deal custom field atomically. Use when you need to add options to enum or set type deal fields.

## Auth

Auth schemes: `OAUTH2`, `API_KEY`.

## How agents use Pipedrive

Inside a Definable workflow, Pipedrive is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → Pipedrive** — the Researcher (GPT-5.5) pulls context from Pipedrive (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → Pipedrive** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into Pipedrive (create record, post message, draft email).
- **Designer / Engineer → Distributor → Pipedrive** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via Pipedrive (attach file, open PR comment, post status).

The Verifier checks every Pipedrive call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- crm — https://definable.ai/apps/category/crm/
- sales & crm — https://definable.ai/apps/category/sales-&-crm/

## Related

- HTML page: https://definable.ai/apps/pipedrive/
- Same category (crm): https://definable.ai/apps/category/crm/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt
