What can Relevance AI agents do with Pipedrive?

Relevance AI includes 19 pre-built Pipedrive tool steps, such as Update Person, Update Deal, Search persons. Agents can also reach any other Pipedrive endpoint with an authenticated API call.

How do I connect Pipedrive to Relevance AI?

Open Integrations in Relevance AI, add Pipedrive, and sign in to Pipedrive to approve access.

Do I need to write code to use the Pipedrive integration?

No. You connect the account once, then add a Pipedrive tool step to a tool and give it to an agent.

Pipedrive integration

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What your agents can do with Pipedrive

19 pre-built Pipedrive tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.

Actions (14)

Update Person

Updates an existing person in Pipedrive.

Update Deal

Updates the properties of a deal.

Search persons

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID.

Search Notes

Search for notes in Pipedrive.

Search Leads

Search for leads by name or email.

Remove Duplicate Notes

Remove duplicate notes from an object in Pipedrive.

Get person details

Get details of a person by their ID.

Get Lead by ID

Get a lead by its ID.

Add Person

Adds a new person.

Add Organization

Adds a new organization.

Add Note

Adds a new note. For info on adding an note in Pipedrive.

Add Lead

Create a new lead in Pipedrive.

And 2 more, available in the tool step browser.

Triggers (5)

Person Updated (Instant)

Emit new event when a person is updated.

Lead Updated (Instant)

Emit new event when a lead is updated.

Deal Updated (Instant)

Emit new event when a deal is updated.

New Person (Instant)

Emit new event when a new person is created.

New Deal (Instant)

Emit new event when a new deal is created.

Set up Pipedrive in Relevance AI

Do this once. Every agent in your workspace can then use the connection.

Create a Relevance AI account

Connect your Pipedrive account

In Relevance AI, open Integrations and add Pipedrive. You will be sent to Pipedrive to sign in and approve access, and the connection is stored against your workspace.