Pipedrive Automation

Available Operations

Actions you can perform with Pipedrive

Get Deals

Retrieve deals from your Pipedrive pipeline

Get Deal

Get details of a specific deal

Create Deal

Create a new deal in Pipedrive

Update Deal

Update an existing deal in Pipedrive

Get Persons

Retrieve contacts/people from Pipedrive

Create Person

Create a new contact/person in Pipedrive

Get Organizations

Retrieve organizations/companies from Pipedrive

Create Organization

Create a new organization/company in Pipedrive

Get Activities

Retrieve activities (calls, meetings, etc.) from Pipedrive

Create Activity

Create a new activity in Pipedrive

Get Leads

Retrieve leads from Pipedrive

Create Lead

Create a new lead in Pipedrive

Get Pipelines

Get all sales pipelines and their stages

Use Cases

Real-world automations you can build today

Auto-create deals

Automatically generate deals in Pipedrive when leads meet your criteria.

Sync contacts instantly

Push new contacts from other apps directly into Pipedrive as persons and organizations.

Log activities automatically

Record sales calls, emails, and meetings as activities without manual entry.

Route leads intelligently

Distribute incoming leads to the right sales rep based on pipeline stage and workload.

How It Works

Get started in minutes

1

Connect

Authenticate TaskAGI with your Pipedrive account using your API key.

2

Configure

Choose which Pipedrive data to sync and set up your automation triggers.

3

Build

Create workflows that create deals, update contacts, log activities, and route leads automatically.

4

Deploy

Turn on your workflows and watch repetitive sales tasks disappear.

Frequently Asked Questions

How do I connect Pipedrive?

Go to integrations in TaskAGI, select Pipedrive, and authorize with your API token. It takes 60 seconds.

Can I update existing deals automatically?

Yes. You can set up workflows that update deal status, value, or custom fields based on triggers from other apps.

What data can I sync from Pipedrive?

You can sync deals, persons, organizations, activities, leads, and pipeline information across your connected tools.

Are there any limits on automation?

No hard limits. Your plan determines monthly workflow runs and app connections. Upgrade anytime to scale.

365+ Integrations Available

Connect Pipedrive to all your favorite tools

View all integrations

Pipedrive + TaskAGI