Pipedrive
Find and create people, organisations and leads in Pipedrive.
Category
CRM
Connect with
An API key or token
Tools
6
Connect
- 01
Integrations → Pipedrive → Connect.
Open Integrations, find Pipedrive (search, or the CRM category) and click Connect.
- 02
- 03
Tools
For each tool you choose when it runs. Agents only tools never reach the website chat.
| Tool | What it does | Access | Where |
|---|---|---|---|
| Find person | Find a person by email. | Read | Chat and agents |
| Create person | Create a person. | Write | Chat and agents |
| Find organization | Find an organization by name. | Read | Chat and agents |
| Create organization | Create an organization. | Write | Chat and agents |
| Create lead | Create a lead for a sales enquiry (finds or creates the person by email). | Write | Chat and agents |
| Add note | Add a note to a person (by email). | Write | Chat and agents |
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