Pipedrive Integration
API Key (Bearer)Connect your AI agent to Pipedrive. Manage deals, contacts, and activities directly from conversations.
What your agent can do
With Pipedrive credentials, your agent gets full access to the Pipedrive REST API.
Deal management
Create deals, update values and stages, set expected close dates, and move deals through your custom pipeline.
Contact management
Add and update people and organizations. Link contacts to deals and track communication history.
Activity tracking
Schedule calls, meetings, and tasks. Mark activities complete and log outcomes against deals.
Pipeline reporting
Pull deal summaries by stage, check pipeline value, and retrieve activity completion rates.
Prerequisites
- ✓A Pipedrive account (any plan with API access)
- ✓Access to Personal Preferences in your Pipedrive account
- ✓A ClawTrust agent on any plan (Starter, Pro, or Enterprise)
Step-by-step setup
Find your API token in Pipedrive and add it to your agent.
Open Pipedrive settings
Log in to Pipedrive. Click your profile icon in the top right, then go to Personal Preferences.
Find your API token
Scroll to the API section at the bottom of the Personal Preferences page. Your personal API token is displayed there. Click to copy it.
Add to ClawTrust
In your agent's dashboard, go to Credentials > Add Credential. Select "API Key (Bearer)", paste your Pipedrive API token, and set the allowed domain to *.pipedrive.com.
Credential details
Type
Header
Authorization: Bearer your-api-tokenAllowed domains
*.pipedrive.comFields
Personal API token (single field)Example actions
Once connected, you can ask your agent to perform actions like these.
"Create a deal for Acme Corp worth $15,000 in the Qualified stage"
Creates a new deal with the specified value and pipeline stage.
"Add a call activity for tomorrow at 2 PM with Jane at Acme Corp"
Schedules a call activity linked to the contact and deal.
"Move the Acme Corp deal to Proposal Sent and update value to $18,000"
Advances the deal stage and adjusts the deal amount.
"Show me all deals in Negotiation stage closing this month"
Queries the deals API and returns matching records with values and owners.
Ready to connect your agent to Pipedrive?
Add your API token and your agent starts managing deals and contacts immediately.