Pipedrive

Pipedrive is a powerful sales-focused CRM platform designed to help sales teams manage leads, track deals, and optimize their sales pipeline. Built with simplicity and effectiveness in mind, Pipedrive has become a favorite among sales professionals and growing businesses worldwide for its intuitive visual pipeline management and actionable sales insights.

Pipedrive provides a comprehensive suite of tools for managing the entire sales process from lead capture to deal closure. With its robust API and extensive integration capabilities, Pipedrive enables sales teams to automate repetitive tasks, maintain data consistency, and focus on what matters most—closing deals.

Key features of Pipedrive include:

• Visual Sales Pipeline: Intuitive drag-and-drop interface for managing deals through customizable sales stages
• Lead Management: Comprehensive lead inbox for capturing, qualifying, and converting potential opportunities
• Activity Tracking: Sophisticated system for scheduling and tracking calls, meetings, emails, and tasks
• Project Management: Built-in project tracking capabilities for post-sale customer success and delivery
• Email Integration: Native mailbox integration for seamless communication tracking within the CRM

In Sim, the Pipedrive integration allows your AI agents to seamlessly interact with your sales workflow. This creates opportunities for automated lead qualification, deal creation and updates, activity scheduling, and pipeline management as part of your AI-powered sales processes. The integration enables agents to create, retrieve, update, and manage deals, leads, activities, and projects programmatically, facilitating intelligent sales automation and ensuring that critical customer information is properly tracked and acted upon. By connecting Sim with Pipedrive, you can build AI agents that maintain sales pipeline visibility, automate routine CRM tasks, qualify leads intelligently, and ensure no opportunities slip through the cracks—enhancing sales team productivity and driving consistent revenue growth.

Usage Instructions

Integrate Pipedrive into your workflow. Manage deals, contacts, sales pipeline, projects, activities, files, and communications with powerful CRM capabilities.

Tools

pipedrive_get_all_deals

Retrieve all deals from Pipedrive with optional filters

Input

Output

pipedrive_get_deal

Retrieve detailed information about a specific deal

Input

Output

pipedrive_create_deal

Create a new deal in Pipedrive

Input

Output

pipedrive_update_deal

Update an existing deal in Pipedrive

Input

Output

pipedrive_get_files

Retrieve files from Pipedrive with optional filters

Input

Output

pipedrive_get_mail_messages

Retrieve mail threads from Pipedrive mailbox

Input

Output

pipedrive_get_mail_thread

Retrieve all messages from a specific mail thread

Input

Output

pipedrive_get_pipelines

Retrieve all pipelines from Pipedrive

Input

Output

pipedrive_get_pipeline_deals

Retrieve all deals in a specific pipeline

Input

Output

pipedrive_get_projects

Retrieve all projects or a specific project from Pipedrive

Input

Output

pipedrive_create_project

Create a new project in Pipedrive

Input

Output

pipedrive_get_activities

Retrieve activities (tasks) from Pipedrive with optional filters

Input

Output

pipedrive_create_activity

Create a new activity (task) in Pipedrive

Input

Output

pipedrive_update_activity

Update an existing activity (task) in Pipedrive

Input

Output

pipedrive_get_leads

Retrieve all leads or a specific lead from Pipedrive

Input

Output

pipedrive_create_lead

Create a new lead in Pipedrive

Input

Output

pipedrive_update_lead

Update an existing lead in Pipedrive

Input

Output

pipedrive_delete_lead

Delete a specific lead from Pipedrive

Input

Output

Notes

• Category: tools
• Type: pipedrive