How do I connect Pipedrive to Operator?

Connecting Pipedrive is a one time sign in from your Operator dashboard. Operator keeps the connection live and rotates the token on its own, so the agent stays connected to Pipedrive and you never reauthorize by hand.

Can my agent keep my Pipedrive records up to date?

Yes. It can create and update contacts, companies, and deals, log activity against them, and pull a record back when you ask. A common setup is to have it log notes after a call or add new leads automatically, so Pipedrive stays current without the manual data entry.

Do I need to write code or manage Pipedrive API keys?

No. Operator manages the Pipedrive connection and token refresh, so there are no API keys to paste and nothing to deploy.

Can my agent use Pipedrive together with my other apps?

Yes. The same agent reaches every app you connect, so it can move between Pipedrive and tools like Hubspot, Salesforce, Centralstationcrm in one job, reading from one and acting in another without you wiring anything between them.

← All integrations

Connect Pipedrive to OpenClaw on Operator.io

Pipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It helps sales teams keep deals moving forward efficiently and never miss a follow-up.

CRM398 actions

Get started

Automate Pipedrive with AI

Your OpenClaw agent lives on Operator and treats Pipedrive as one more service it can drive. Send it an outcome in a Telegram or Discord message and it works out which of the 398 Pipedrive actions to run, then runs them.

Your agent reaches Pipedrive directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh for you, so there is nothing to wire up and no API keys to paste.

What your agent can do with Pipedrive

Your agent can call any of these Pipedrive actions by name as part of a larger task. Ask for the outcome you want and it picks the right ones.

Add new activity type

Adds a new activity type.

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 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 an organization

Creates a new organization in Pipedrive. The 'name' parameter is required and represents the organization's name (e.g., 'Acme Corp'). Optionally specify 'owner_id' to assign an owner and 'visible_to' for visibility settings. Custom field...

Add a person

Add a new contact in Pipedrive with optional custom fields unique to each account found using the `personFields` endpoint. The endpoint also handles `data.marketing_status` for Campaigns product users.

Add a call log

Adds a new call log.

Add Call Log Audio File

Tool to attach an audio recording to an existing call log in Pipedrive. Use when you need to add audio evidence to a call log. Only one recording per call log is allowed.

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 discount to deal

Tool to add a discount to a deal in Pipedrive. Use when you need to apply a percentage-based or fixed amount discount to an existing deal.

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>.

Add deal field options

Tool to add new options to a deal custom field atomically. Use when you need to add options to enum or set type deal fields.

Add a follower to a deal

Adds a follower to a deal.

Add a participant to a deal

Adds a participant to a deal.

Add product to deal

Tool to add a product to a deal in Pipedrive. Use when you need to attach a product to an existing deal with custom pricing, quantity, duration, discount, and tax settings.

Bulk add products to deal

Tool to bulk add products to a Pipedrive deal. Use when attaching multiple products simultaneously, with maximum 100 products per request.

Add file

Upload and link files to deals, people, organizations, activities, products, or leads in Pipedrive. See the "adding a file" tutorial for details.

Add a new filter

New filter creation returns an ID. Only one primary condition group with 'AND' and two secondary groups (one 'AND', one 'OR') are supported. Future syntax expansion possible. See tutorial for details.

Add a new goal

Adds a new goal. Along with adding a new goal, a report is created to track the progress of your goal.

Receives an incoming message

Adds a message to a conversation. To use the endpoint, you need to have **Messengers integration** OAuth scope enabled and the Messaging manifest ready for the [Messaging app extension](https://pipedrive.readme.io/docs/messaging-app-exte...

Add an installment subscription

Adds a new installment subscription. Note: Subscriptions endpoints may not be available on the company-specific base URL. To avoid 404s, this action overrides the default request behavior and uses the public API host (api.pipedrive.com)...

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 Note

Tool to add a note to a deal, person, organization, lead, or project in Pipedrive. Use when you need to create a note attached to an entity. At least one entity ID (lead_id, deal_id, person_id, org_id, or project_id) must be provided.

Add comment to note

Tool to add a comment to an existing note in Pipedrive. Use when you need to add commentary or updates to notes linked to deals, persons, or organizations.

Add a new organization field

Adds a new organization 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>.

Add Organization Field Options

Tool to add new options to an organization field in Pipedrive. Use when you need to add new choices to enum or set type organization fields. This is an atomic operation where all options are added or none.

Add organization follower

Tool to add a follower to an organization in Pipedrive. Use when you need to create a follower relationship between a user and an organization entity.

Add or update role setting

Adds or updates the visibility setting for a role. Notes: - Roles endpoints require the `admin` OAuth scope. - OAuth calls must target the company domain with `/api/v1` path, e.g., https://{COMPANY}.pipedrive.com/api/v1/roles/{id}/settin...

Add a new person field

Adds a new person 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>.

Add person field options

Tool to bulk add options to enum/set person fields atomically. Use when you need to add new options to a person field.

Add a follower to a person

Tool to add a follower to a person in Pipedrive. Use when you need to create a follower relationship between a user and a person entity.

Add person picture

This service allows adding a photo to a person's profile, replacing any existing one. Images must be square with a minimum size of 128 pixels and in GIF, JPG, or PNG formats. They will be resized to 128 and 512 pixels.

Add a new pipeline

Adds a new pipeline (v2).

Add a product

Adds a new product to the Products inventory. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-product" target="_blank" rel="noopener noreferrer">adding a product</a>.

Add a new product field

Adds a new product 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>.

Add product field options

Tool to add new options to a product custom field that supports options (enum or set field types). Use when you need to expand the available choices for a product field. This operation is atomic - all options are added or none are added.

Add follower to product

Tool to add a follower to a product in Pipedrive. Use when you need to have a user follow a specific product for updates and notifications.

Add Product Image

Tool to upload an image for a product in Pipedrive. Use when you need to add a visual representation to a product.

Create product variation

Tool to create a new product variation for an existing product. Use when you need to add a variation with customizable name and prices in multiple currencies.

Add a project

Adds a new project. Note that you can supply additional custom fields along with the request that are not described here. These custom fields are different for each Pipedrive account and can be recognized by long hashes as keys.

Add a recurring subscription

Adds a new recurring subscription.

Add a role

Adds a new role. Note: - Roles endpoints require the `admin` scope. - For OAuth tokens, Pipedrive expects the company domain base URL with `/api/v1` path. Example: https://{COMPANY}.pipedrive.com/api/v1/roles - This action normalizes the...

Add role assignment

Assigns a user to a role. Notes: - Roles endpoints require the `admin` OAuth scope. - OAuth calls must target the company domain with `/api/v1` path, e.g., https://{COMPANY}.pipedrive.com/api/v1/roles/{id}/assignments - This action norma...

Add a new stage

Adds a new stage, returns the ID upon success.

Add a task

Adds a new task.

Add a new team

Adds a new team to the company and returns the created object.

Add users to a team

Adds users to an existing team.

Add a new user

Adds a new user to the company, returns the ID upon success.

Plus 350 more Pipedrive actions your agent can call.

How to connect Pipedrive

You authorize Pipedrive once from your dashboard. Operator holds the connection and refreshes the access tokens on its own, so your agent keeps working with Pipedrive without you signing in again. The same setup unlocks every other app your agent can reach, so you only do it once.

When you are ready, the get started guide walks through standing up your OpenClaw agent.

Common questions about Pipedrive

How do I connect Pipedrive to Operator?: Connecting Pipedrive is a one time sign in from your Operator dashboard. Operator keeps the connection live and rotates the token on its own, so the agent stays connected to Pipedrive and you never reauthorize by hand.
Can my agent keep my Pipedrive records up to date?: Yes. It can create and update contacts, companies, and deals, log activity against them, and pull a record back when you ask. A common setup is to have it log notes after a call or add new leads automatically, so Pipedrive stays current without the manual data entry.
Do I need to write code or manage Pipedrive API keys?: No. Operator manages the Pipedrive connection and token refresh, so there are no API keys to paste and nothing to deploy.
Can my agent use Pipedrive together with my other apps?: Yes. The same agent reaches every app you connect, so it can move between Pipedrive and tools like Hubspot, Salesforce, Centralstationcrm in one job, reading from one and acting in another without you wiring anything between them.