Skip to content
Pipedrive logo

Pipedrive integration

Sales CRM and pipeline management software. Use Pipedrive from Zoft voice agents, chat agents, workflows and AI employees.

Get early accessTalk to sales
  1. Starts withNew Lead
  2. ZoftAgent or workflow decides what happens next
  3. Then in PipedriveCreate Deal
  4. AndCreate Lead
Illustrative flow built from Pipedrive’s real triggers and actions.

Zoft + Pipedrive

What Zoft can do with Pipedrive.

  • 01Voice agentsA phone agent can use Pipedrive actions such as Create Deal and Create Lead during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Pipedrive while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Lead” happens in Pipedrive, or use Pipedrive as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Pipedrive actions on its own, and ask for your approval before it sends or changes anything important.

Actions 30

Things Zoft can do in Pipedrive.

  • Retrieve a NoteFinds a note by ID.
  • Find DealFinds a deal by any field.
  • Find LeadFinds leads by title.
  • Find UserFinds a user by name or email.
  • Find NotesFinds notes by Deal, Lead, Person, or Organization ID.
  • Attach FileUploads a file and attaches it to a deal,person,organization,activity or product.
  • Create DealCreates a new deal.
  • Create LeadCreates a new lead.
  • Create NoteCreates a new note.
  • Find PersonFinds a person.
Show all 30
  • Retrieve a ProductFinds a product by ID.
  • Update DealUpdates an existing deal.
  • Update LeadUpdates an existing lead.
  • Add FollowerAdds a follower to a deal, person, organization or product.
  • Find ProductFinds a product by name
  • Create PersonCreates a new person.
  • Find ActivityFinds an activity by subject.
  • Find ProductsFinds a product or products by name or product code.
  • Update PersonUpdates an existing person.
  • Create ProductCreates a new product.
  • Update ProductUpdates an existing product.
  • Create ActivityCreates a new activity.
  • Custom API CallMake a custom API call to a specific endpoint
  • Update ActivityUpdates an existing activity.
  • Find OrganizationFinds an organization.
  • Add Product to DealAdds a product to a deal.
  • Create OrganizationCreates a new organization.
  • Update OrganizationUpdates an existing organization.
  • Add Labels to PersonAdds existing labels to an existing person.
  • Find Deals Associated With PersonFinds multiple deals related to a specific person.

Triggers 14

Events in Pipedrive that can start a workflow.

  • New LeadTriggers when a new lead is created.
  • New NoteTriggers when a new note is created.
  • New DealTriggers when a new deal is created.
  • New PersonTriggers when a new person is created
  • New ActivityTriggers when a new activity is added
  • Updated DealTriggers when a deal is updated.
  • Updated PersonTriggers when a person is updated.
  • New OrganizationTriggers when a new organization is created.
  • Updated Deal StageTriggers when a deal's stage is updated.
  • Deal Matching FilterTrigges when a deal newly matches a Pipedrive filter for the first time.
Show all 14
  • Updated OrganizationTriggers when an existing organization is updated.
  • Person Matching FilterTriggers when a person newly matches a Pipedrive filter for the first time.
  • Activity Matching FilterTrigges when an activity newly matches a Pipedrive filter for the first time.
  • Organization Matching FilterTriggers when an organization newly matches a Pipedrive filter for the first time.

Setup

Connect Pipedrive in three steps.

  1. 01ConnectChoose Pipedrive in Connections and approve access in the Pipedrive sign-in window. Zoft never sees your password.
  2. 02Put it to workAdd Pipedrive as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

More sales and crm integrations.

See all in Sales and CRM

FAQ

Pipedrive on Zoft, answered.

What can Zoft do with Pipedrive?

Zoft supports 30 actions and 14 triggers for Pipedrive. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Pipedrive to Zoft?

Choose Pipedrive in Connections and approve access in the Pipedrive sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use Pipedrive?

Yes. Once Pipedrive is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Pipedrive without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Pipedrive to work in your operation.

Get early accessTalk to sales