Integration · CRM and sales
Check open deals and organise the next step for each one. Below, the actions and events the vendor publishes, what it takes to start and where this fits into the work.
Actions and eventsPipedrive
Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing
403 ACTIONS
published by the vendor; the company enables only the necessary ones
3 EVENTS
triggers the system can send, when the vendor offers them
SIGN-IN OR API KEY
each person signs in with their own credential, encrypted
APPROVAL BY RISK
sensitive actions show a card before running
Live proof
The scene uses actions the vendor publishes for Pipedrive. In your company, only the functions turned on by the administrator come into play.
Input
A team member asks, in the conversation, for something that today requires opening Pipedrive — inside their area's space, with their login.
What Skyller does
Result
Pipedrive stops being an open tab and starts answering inside the conversation — through the functions your company enabled.
Skyller - AI AssistantPipedriveCheck open deals and prepare a new opportunity for Aurora.
Skyller is an AI and can make mistakes. Remember to check.
Demonstration · illustrative data
Good to know
Where this helps your work
Three common situations for people who use Pipedrive every day. What Skyller does in each one depends on the functions your company turns on.
Preparing the meeting
The salesperson asks by name. Skyller queries Pipedrive through the read functions enabled for sales and builds the summary with the latest interactions and the deal stage.
CRM context in the conversation
Logging the follow-up
Creating a record in Pipedrive is a write action; with the function set to ask for approval, Skyller shows the card with the deal, the date and the note and waits for Approve.
Record with approval
Administering
The administrator turns on reading and activity creation for the team; changing values and deleting records stay off. Every call to Pipedrive goes in the record.
Function by function
Actions and events
Names as the vendor publishes them, in English, with the description summarized to its first sentence. In your company, the administrator turns on only the necessary actions; none of them runs without permission, and sensitive ones go through approval.
Add new activity type
PIPEDRIVE_ADD_ACTIVITY_TYPE
Adds a new activity type.
Add a deal
PIPEDRIVE_ADD_A_DEAL
Add a new deal to Pipedrive with any custom fields, which vary by account and are identified by long hash keys. Check dealFields for existing custom fields. For details, visit the tutorial on adding a deal.
Add an activity
PIPEDRIVE_ADD_AN_ACTIVITY
New activity added. Response includes more_activities_scheduled_in_context to show if more are planned with the same entity. See tutorial on adding activities [here](
Add an organization
PIPEDRIVE_ADD_AN_ORGANIZATION
Creates a new organization in Pipedrive. The 'name' parameter is required and represents the organization's name (e.g., 'Acme Corp').
Add a person
PIPEDRIVE_ADD_A_PERSON
Add a new contact in Pipedrive with optional custom fields unique to each account found using the personFields endpoint. The endpoint also handles data.marketing_status for Campaigns product users.
Add a call log
PIPEDRIVE_ADD_CALL_LOG
Adds a new call log.
Add Call Log Audio File
PIPEDRIVE_ADD_CALL_LOG_AUDIO_FILE
Tool to attach an audio recording to an existing call log in Pipedrive. Use when you need to add audio evidence to a call log. Only one recording per call log is allowed.
Add a channel
PIPEDRIVE_ADD_CHANNEL
New messaging channel added; registration limited to admins. Utilizes getConversations endpoint for data retrieval. Requires Messengers integration OAuth scope and a prepared Messaging app extension manifest.
Add discount to deal
PIPEDRIVE_ADD_DEAL_DISCOUNT
Tool to add a discount to a deal in Pipedrive. Use when you need to apply a percentage-based or fixed amount discount to an existing deal.
Add a new deal field
PIPEDRIVE_ADD_DEAL_FIELD
Adds a new deal field. For more information, see the tutorial for <a href=" target="_blank" rel="noopener noreferrer"adding a new custom field</a.
Add deal field options
PIPEDRIVE_ADD_DEALFIELDS_OPTIONS
Tool to add new options to a deal custom field atomically. Use when you need to add options to enum or set type deal fields.
Add a follower to a deal
PIPEDRIVE_ADD_DEAL_FOLLOWER
Adds a follower to a deal.
Before you start
Questions from the people who decide
Related integrations
Prepare meetings and proposals with the history already in the CRM.
See actions and requirementsBring Salesforce accounts, opportunities and history into the conversation.
See actions and requirementsLook up customers, deals and activities in Agile CRM from the conversation and log follow-ups with approval when the company requires it.
See actions and requirementsLook up customers, deals and activities in ApexVerify from the conversation and log follow-ups with approval when the company requires it.
See actions and requirementsNext step
Try it free with your team or book a demo: together we pick the Pipedrive functions to enable and show the first approved action, with fictitious data.
