CRM integration
Pipedrive
Connect your voice agent to Pipedrive
Your AI voice agent matches the caller to a Pipedrive person or deal, logs the call as an activity, and creates new people for numbers it doesn't recognise.
On the call
What your agent does with Pipedrive
Find the person and their deal
The agent looks up the caller in Pipedrive and pulls the open deal so it can speak to where things actually stand.
Log the activity
Every call is recorded as a Pipedrive activity on the person and deal, with a summary and transcript attached.
Add new people
When a caller isn't in the pipeline, the agent captures their details and creates a new person, ready for a deal.
Nudge the pipeline
The agent can schedule the next activity or update a deal so nothing stalls after the call.
Setup
Connect Pipedrive in minutes
Connect with an API key
Connect with an API key. Paste your key on the secure hosted connect page, no developer required, takes a minute.
Connect Pipedrive with your API key
Open Connections, choose the app, and paste your API key on the secure hosted connect page. No developer required.
Pick the actions the agent can use
Choose exactly which actions the agent may call, look-ups only, or full read/write. Start with the recommended set and widen it whenever you like.
Test it, then go live
Run the connected agent in the browser tester to watch it call the live app, then publish. Voice and text agents share the same connection.
FAQ
Common questions
Pipedrive connects with an API token. Paste it once on the secure hosted connect page. It takes a minute and needs no developer.
Look up and create persons and deals, and log activities. You choose which of those actions the agent is allowed to use.
Your token is held by Composio, the connection broker. The agent only receives a non-secret reference to the connected account.
Connect Pipedrive to your voice agent
$20 free credits, no card required. Test it on a real Australian number.
