> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jelou.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipedrive

> Operate leads, people, organizations, deals, and sales activity in Pipedrive from Brain Studio.

**Pipedrive** is a CRM built around the **sales pipeline**: every interaction focuses on moving leads, people, and deals through defined stages until close. Unlike broader CRMs such as HubSpot or Salesforce, Pipedrive is focused on the daily sales discipline of the sales team.

In **Brain Studio**, the integration lets your flows capture leads, open deals, move stages, and log activity directly from WhatsApp or any conversational channel. The pipeline reflects what actually happened in the conversation, without manual re-entry.

## What Pipedrive enables

When you connect **Pipedrive**, you can:

* **Capture leads in the moment** - register each prospect coming from WhatsApp or webchat without leaving the conversation
* **Keep people and organizations clean** - create, update, or merge contacts so the pipeline has no duplicates or stale data
* **Move the pipeline from the channel** - open deals, change stages, and update amounts based on what was agreed in the conversation
* **Leave traceability effortlessly** - notes and activities logged automatically so follow-up does not depend on executive memory

***

## Installation

### Prerequisites

1. An **active Pipedrive account** with permissions aligned to leads, people, deals, and notes.
2. Authorization to **connect third-party applications** (OAuth) in your organization, if required by your admin.

### How to connect it

The most direct way is to use [**Jelou Agent**](/en/guides/getting-started/jelou-agent): describe what you need and the agent connects **Pipedrive** automatically inside the flow.

If you prefer manual setup, follow these steps in **Marketplace**. The connection uses **Pipedrive OAuth**; you do not need to copy credentials.

<Steps>
  <Step title="Open Marketplace">
    In Brain Studio, open **Marketplace** from the side menu.
  </Step>

  <Step title="Find Pipedrive">
    Locate the integration and click **Connect**.
  </Step>

  <Step title="Authorize with Pipedrive">
    Complete the OAuth flow with your Pipedrive account.
  </Step>

  <Step title="Confirm installation">
    The integration appears as **connected**.

    <Check>
      You can use it in **Canvas** or add it as a tool in **AI Agent**.
    </Check>
  </Step>
</Steps>

***

## Available tools

The integration exposes **17 tools**. We group them by **commercial use** in Pipedrive. Names match what you will see in Brain Studio.

<AccordionGroup>
  <Accordion title="Leads">
    Centralizes intake and work on **leads** before or during conversion to opportunity.

    **Included tools**

    * Add Lead
    * Get all leads
    * Get Lead by ID
    * Search leads

    **When to use this category**

    * When contact enters through WhatsApp or another channel and you need to **register or retrieve the lead** in Pipedrive
    * When you want to **list or filter leads** to qualify, route, or follow up
    * When the flow needs details for a **specific lead** by its Pipedrive identifier
  </Accordion>

  <Accordion title="People and organizations">
    Keeps **people** and **companies** aligned with the pipeline and prevents scattered records.

    **Included tools**

    * Add person
    * Add Organization
    * Get person details
    * Search people
    * Update Person
    * Merge Persons

    **When to use this category**

    * When capturing data in chat and you need to **create or update** a person or organization profile
    * When you need to **search** whether a contact already exists before creating a deal
    * When there are **duplicates** and it makes operational sense to **merge people**
  </Accordion>

  <Accordion title="Deals">
    Operates the **pipeline**: new opportunities, status changes, and record consolidation.

    **Included tools**

    * Add deal
    * Update deal
    * Merge deals

    **When to use this category**

    * When a conversation milestone should be reflected as a **new deal** or a **change to an existing one**
    * When the business progresses and you need to **update** amount, stage, or other fields used by your team
    * When you detect **duplicate deals** and want to **merge them** into a single history
  </Accordion>

  <Accordion title="Activity and commercial context">
    Leaves **traceability** in the CRM: what was said, what happened, and what comes next, without relying only on executive memory.

    **Included tools**

    * Add activity
    * Add note
    * Search notes
    * Delete duplicate notes

    **When to use this category**

    * When you want to **log activity** tied to sales rhythm (call, meeting, task, etc., as defined by the tool in the editor)
    * When you need to **record conversation context** on the correct record
    * When you need to **retrieve previous notes** before replying or closing a step
    * When applying **data hygiene** by deleting duplicate notes
  </Accordion>
</AccordionGroup>

***

## How to use in Brain

### In AI Agent

Use it when conversation is **open-ended**: the user can ask for different things in any order (look up a lead, add a note, propose a deal). The agent chooses the tool based on intent, always within the actions you enabled.

<Steps>
  <Step title="Open the AI Agent node">
    In Canvas, select or add the **AI Agent** node.
  </Step>

  <Step title="Open Tools">
    In the right panel, go to the **Tools** tab.
  </Step>

  <Step title="Add Pipedrive">
    Use **Add tool**, search for **Pipedrive**, and enable it.
  </Step>

  <Step title="Configure tools">
    Enable only the actions you want to expose (for example only leads and notes in a qualification channel).

    <Check>
      **Pipedrive** appears in the agent tools list; you can fine-tune permissions from the integration settings icon.
    </Check>
  </Step>
</Steps>

### In Canvas

Use it when the process is **deterministic**: first search person, then create deal, then add note, with clear branches based on user response or data already saved in memory.

<Steps>
  <Step title="Drag Pipedrive into Canvas">
    In the side panel, open **Marketplace** and drag **Pipedrive** into the flow.
  </Step>

  <Step title="Select the tool">
    With the node selected, in **Tools** choose the action (for example **Search people** or **Add deal**).
  </Step>

  <Step title="Configure body and memory">
    Fill out the JSON in the node editor and, if needed, **Save response** in memory variables for following steps.
  </Step>

  <Step title="Connect the flow">
    Link **Task completed** and **There was an error** to the nodes that continue your commercial logic.

    <Check>
      Node order defines the process; Pipedrive runs the action configured at each step.
    </Check>
  </Step>
</Steps>

The node editor shows the expected body shape for each tool. The example below is **indicative**: adjust it to actual fields shown by Brain Studio for **Add deal** and to your memory variables.

```json theme={null}
{
  "title": "{{$memory.resumen_oportunidad}}",
  "person_id": "{{$memory.person_id_pipedrive}}",
  "stage_id": "{{$memory.etapa_pipeline}}",
  "value": "{{$memory.monto_estimado}}"
}
```

***

## Use cases

<AccordionGroup>
  <Accordion title="Capture leads instantly from WhatsApp">
    Every inbound prospect message is an opportunity that can be lost if not logged. With the connected flow, the lead is in Pipedrive before the conversation ends.

    **Concrete example:** a B2B software company receives WhatsApp inquiries. The prospect asks about pricing. The flow checks whether they already exist in Pipedrive; if not, it creates the lead with name, company, and source channel. The executive finds a ready profile when entering the CRM, including first-interaction context.

    **Ideal for:** commercial teams where response speed matters and leads arrive through multiple conversational channels.
  </Accordion>

  <Accordion title="Move the pipeline based on what is agreed in chat">
    When the prospect confirms interest, accepts a proposal, or shares key information, the flow can reflect that milestone directly in the Pipedrive pipeline: create the deal, move stage, or update amount.

    **Concrete example:** a sales team with a 5-stage pipeline. The prospect says on WhatsApp, "I'm interested in the 15,000 proposal." The flow creates the deal in the "Proposal sent" stage with the stated amount and adds a note with a conversation excerpt. The manager sees an updated pipeline without the executive opening Pipedrive.

    **Ideal for:** sales teams with defined stages that need CRM to reflect what was actually agreed.
  </Accordion>

  <Accordion title="Check pipeline status without leaving WhatsApp">
    The executive is on the way to a meeting and needs opportunity status. The commercial lead wants a quick summary of this week's leads. Instead of opening Pipedrive, they ask by chat.

    **Concrete example:** the sales director writes, "How is Grupo Alfa going?" The flow searches the deal in Pipedrive, finds current stage, amount, and recent notes, and replies with a summary. If the executive needs more detail, the flow returns pending activities.

    **Ideal for:** commercial teams operating on mobile and needing fast CRM access without opening the app.
  </Accordion>
</AccordionGroup>

***

## Integrations that pair well with Pipedrive

<AccordionGroup>
  <Accordion title="Gmail">
    When a deal moves stage or a lead is qualified, the flow can automatically send a follow-up email, proposal, or sales material to the contact, without the executive writing it manually.

    **Combined flow:** deal moved to "Proposal" in Pipedrive -> email with proposal PDF sent to contact.

    [Gmail documentation](/en/guides/integraciones/productividad/gmail)
  </Accordion>

  <Accordion title="Calendly">
    After qualifying a lead or moving a deal, the flow can send a Calendly link so the prospect books a meeting. The appointment stays aligned with the commercial context already in Pipedrive.

    **Combined flow:** lead qualified -> send Calendly link -> log activity in Pipedrive when appointment is confirmed.

    [Calendly documentation](/en/guides/integraciones/agendamiento/calendly)
  </Accordion>

  <Accordion title="Slack">
    Every high-priority lead, won deal, or lost deal can trigger an alert to the commercial channel in Slack. The team knows instantly without someone checking Pipedrive.

    **Combined flow:** deal marked as won -> message to #sales with deal name, amount, and executive.

    [Slack documentation](/en/guides/integraciones/productividad/slack)
  </Accordion>

  <Accordion title="Google Sheets">
    For sales committees, forecasting, or weekly reporting, the flow can export pipeline data to a shared sheet with management or revenue ops.

    **Combined flow:** every Friday, query active deals in Pipedrive -> update forecast sheet in Sheets.

    [Google Sheets documentation](/en/guides/integraciones/productividad/google-sheets)
  </Accordion>
</AccordionGroup>

***

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