Loading integration
Enterprise access
Agent Serve is available to teams by invitation. Tell us what you want to build and we will set up your workspace with you.
Agent Serve · Sales integration
Build Pipedrive CRM workflow automation for deals, leads, pipelines, activities, files, and mail threads in Agent Serve’s workspace.
Pipedrive is a Sales integration for Agent Serve, the AI workspace where teams build and deploy AI agents. Agent Serve's Pipedrive integration provides 18 Pipedrive tools that AI agents can use inside Agent Serve's visual workflow builder. Pipedrive connects with one-click OAuth. Explore deployment options with the Agent Serve team.
Last updated
Use Agent Serve for Pipedrive workflow automation across deals, contacts, leads, sales pipeline stages, projects, activities, files, and communications. This Pipedrive integration helps sales teams route leads, update CRM records, trigger follow-ups, and keep pipeline data in sync from one AI workspace.
Agent Serve accounts are created by invitation. Request access for your team, or accept an invitation from your workspace admin, then sign in.
Open your workspace, drag a Pipedrive block onto the workflow builder, and connect your account with one-click OAuth.
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Pipedrive automation is live.
18 Pipedrive tools available in Agent Serve. Use Agent Serve with Pipedrive for deals, leads, activities, projects, pipelines, files, and mail threads, from creating deals and leads to updating activities, retrieving files, and tracking pipeline progress.
Retrieve all deals from Pipedrive with optional filters
Retrieve detailed information about a specific deal
Create a new deal in Pipedrive
Update an existing deal in Pipedrive
Retrieve files from Pipedrive with optional filters
Retrieve mail threads from Pipedrive mailbox
Retrieve all messages from a specific mail thread
Retrieve all pipelines from Pipedrive
Retrieve all deals in a specific pipeline
Retrieve all projects or a specific project from Pipedrive
Create a new project in Pipedrive
Retrieve activities (tasks) from Pipedrive with optional filters
Create a new activity (task) in Pipedrive
Update an existing activity (task) in Pipedrive
Retrieve all leads or a specific lead from Pipedrive
Create a new lead in Pipedrive
Update an existing lead in Pipedrive
Delete a specific lead from Pipedrive
Ready-to-use templates featuring Pipedrive. Click any to build it instantly.
Agent Serve's Pipedrive integration adds 18 Pipedrive tools to the AI agents you build in Agent Serve's visual workflow builder — you build it all visually. Interact with Pipedrive CRM. Teams often pair Pipedrive with Linear and Rippling in the same agent.
Agent Serve is available to teams by invitation. Request access and the team will map out the Pipedrive agents, connections, and team access your process needs.