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Pipedrive

Sales CRM deals and contacts

Pipedrive lets agents search and read deals, contacts, and activities, and create and update records in the user's CRM. Each user signs in to their own Pipedrive account through the browser.

How to connect Pipedrive to OpenBot

  1. Open Pipedrive in OpenBot

    Press Open in OpenBot on this page, or find Pipedrive in the app's Apps tab. Get the app first if it is not on this computer.

  2. Sign in

    Press Connect and finish the sign-in in your browser. OpenBot keeps the token on the computer that runs OpenBot. You can disconnect at any time.

  3. Give an agent a task

    Ask an agent for work that needs Pipedrive, such as one of the example prompts below. The agent uses the plugin's tools to do it.

Example prompts3

  • PipedriveSummarize my open deals by stage and value.
  • PipedriveWhich deals have had no activity in the last two weeks?
  • PipedriveAdd a follow-up call activity for the Acme deal next Monday.

Apps1

  • Pipedrive

    Deal, contact, and activity management, over Pipedrive's MCP server with browser sign-in.

Information6

Developer
Pipedrive
Category
Productivity
Version
1.0.0
Website
pipedrive.com
Privacy policy
pipedrive.com/en/privacy
Terms
pipedrive.com/en/terms-of-service