Pipedrive integration
CRM and support connector, available on Zeplik
Pipedrive is available as an integration on Zeplik, the AI assistant that works across every model in one chat. Connect Pipedrive and Zeplik can act on your customer relationships and support for you: Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing. You stay in the conversation while the assistant does the work in Pipedrive directly.
Zeplik exposes 5 read actions and 95 write actions for Pipedrive. Read actions run automatically; write actions stay off until you enable write access in Settings, so nothing is changed in Pipedrive without your consent.
Try Pipedrive on Zeplik
Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.
What Zeplik can do with Pipedrive
Read from Pipedrive (5)
Runs automatically in any conversation.
Download one file
Initializes a file download.
Find goals
Query goal data by appending `{searchfield}={searchvalue}` to the url with dot-notation fields and values. include `is active` to filter by goal status and specify both `period.start` and `period.end` for time-based searches.
Find subscription by deal
Returns details of an installment or a recurring subscription by the deal id.
Find users by name
Finds users by their name.
Get all activities assigned to a particular user
Returns all activities assigned to a particular user.
Act in Pipedrive (95)
Runs only after you enable write access.
Add a call log
Adds a new call log.
Add a 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 a comment to a note
Adds a new comment to a note.
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 a follower to a deal
Adds a follower to a deal.
Add a follower to an organization
Adds a follower to an organization.
Add a follower to a person
Adds a follower to a person.
Add a follower to a product
Adds a follower to a product.
Add a lead
Pipedrive api lets you add leads linked to people or organizations and tags them with 'api' source. custom fields from deals apply to leads and appear in responses if set. details are in the tutorials for adding and updating leads.
Add a lead label
Creates a lead label.
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](https://pipedrive.readme.io/docs/adding-an-activity).
Add a new deal field
Adds a new deal field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target=" blank" rel="noopener noreferrer">adding a new custom field</a>.
and 83 more.
How to connect Pipedrive
Sign in to Zeplik
Create a free Zeplik account or sign in. New accounts start with free credits, so you can try Pipedrive immediately.
Connect Pipedrive
Open Settings and go to Connectors, then press Connect on Pipedrive. You can also connect from the Pipedrive page in the app.
Add your Pipedrive API key
Paste your Pipedrive API key when prompted. Zeplik stores it securely on the server and starts working with Pipedrive right away.
Frequently asked questions
- Can I use Pipedrive with Zeplik?
- Yes. Pipedrive is available as an integration on Zeplik. Connect it once and the AI assistant can work with your Pipedrive account inside any conversation.
- What can Zeplik do with Pipedrive?
- Once connected, Zeplik has 5 read and 95 write actions for Pipedrive. Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing.
- How do I connect Pipedrive to Zeplik?
- You connect Pipedrive by pasting your own Pipedrive API key in Settings under Connectors. There is no separate app to install.
- Does Zeplik change things in Pipedrive without asking?
- No. Zeplik reads from Pipedrive by default. Any action that changes data in Pipedrive requires write access, which stays off until you enable it in Settings under Connectors.
- How much does connecting Pipedrive cost?
- Connecting Pipedrive is free. You only spend Zeplik credits when the assistant runs, and new accounts start with free credits.
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Connect Pipedrive to your AI assistant
Every model, one chat. Bring Pipedrive into Zeplik and let the assistant do the work.