Who can connect Pipedrive for the company?

A company connection is installed by an administrator.

Can I connect Pipedrive just for myself?

Anyone can install a personal connection within the plan’s limit and use it in their own conversations.

Do I use my Pipedrive account or a company account?

Yours, either way: sign-in to the Pipedrive account or an API key generated in your account. In both cases the credential is yours and stays encrypted.

Does Skyller do everything on that action list?

The list is what the vendor offers. What the AI uses in your company is what the administrator turned on, for the groups they defined — Skyller never widens the connector's access.

Does an action in Pipedrive happen without anyone approving it?

Reads happen within permission. Write actions have a risk level; sensitive ones show a confirmation card before running and are recorded. The company adjusts the classification when needed.

Pipedrive does not show up in my company's catalog.

The administrator may have hidden the integration for your company, or the vendor may have discontinued it — in that case it leaves the catalog on the next synchronization, without deleting what was already connected. Talk to whoever administers Skyller in your company.

Integration · CRM and sales

Pipedrive in Skyller.

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.

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Actions and events

Pipedrive

CRM and sales

Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing

Actions: 399
Events: 3

Source: Composio catalog
Login: Sign-in or API key
Country: Global — no specific country
Actions list: re-read from the vendor every 24 hours
Official site: www.pipedrive.com

Description and action names are the ones the vendor publishes, in English; action descriptions are shown summarized. Skyller does not alter that content.

399 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

One request, two real Pipedrive actions and one approval.

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
1. 01Picks, among the enabled functions, the action “Get all deals” and queries Pipedrive with the person's own credential.
2. 02If the request requires writing — for example, “Add a deal” —, shows the card with what it is about to do and waits for Approve.
3. 03Returns the result in the conversation and records who asked, which action was used and when.
Result
Pipedrive stops being an open tab and starts answering inside the conversation — through the functions your company enabled.

What this scene does not promise

Both actions come from the vendor's catalog; in your company only the functions turned on by the administrator are available.
If a write action is not classified as sensitive, it may run without a card; the classification is adjustable by the company.
Being in this catalog does not mean being installed, with a valid login, working in your company.

Illustrative scene with fictitious data; the actions mentioned exist in the vendor's catalog.

Where this helps your work

Pipedrive inside the conversation where the work happens.

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

“Summarize this customer's history before the call.”

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

“Create the follow-up activity for Friday.”

Creating a record in Pipedrive is a write action: Skyller shows the card with the deal, the date and the note and waits for Approve.

Record with approval

Administering

“Reading, yes. Changing a proposal's value, no.”

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

What the vendor offers in Pipedrive.

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.

Showing 12 of 399

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

What your company needs to use Pipedrive.

Login: Sign-in to the Pipedrive account or an API key, depending on what your account in the service allows. Either way the credential belongs to the person and is encrypted.
Who installs: An administrator connects Pipedrive for the company and shares it with people or groups. Anyone can connect just for themselves, within the plan's limit.
Functions: 399 published actions: the administrator turns on only the necessary ones. Sensitive ones ask for confirmation before running.
Plan: Counts as a company or personal connection within the plan's allowance; the larger plans have no cap. The connections-per-plan table is on the catalog page.

Questions from the people who decide

Common doubts before connecting Pipedrive.

Related integrations

Other CRM and sales integrations.

See the full catalog

Next step

Connect Pipedrive and try it with your team.

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.