Pipedrive integration
CRM · 26 actions · OAuth auth
Sales CRM and pipeline management platform for tracking deals, contacts, activities, and leads.
The ModuleX Pipedrive integration lets a ModuleX agent operate Pipedrive on your behalf — running update, find and list actions across activities, deals and labels — directly from a plain-English request, using your organization's own Pipedrive credentials. No pre-built workflow is required: the agent picks the right Pipedrive action for the task.
Pipedrive is a crm platform. ModuleX adds the agent layer: ask for an outcome and it selects and runs the right Pipedrive action — or, when you want a repeatable process, the composer assembles a Pipedrive workflow for you, streaming the nodes onto the canvas as it builds.
Drive Pipedrive in plain English
Type what you want. A ModuleX agent picks the right Pipedrive action — or chains several — and runs it. No workflow to build.
- Add a new activity in Pipedriveresolves to
add_activity - Find the deal I describe and merge itresolves to
get_dealmerge_deals - Merge two persons in Pipedriveresolves to
merge_persons - Show me the all leads that match what I describeresolves to
get_all_leads
What you can automate with Pipedrive
- Find the right deal and merge it in one prompt
get_dealmerge_deals - Add an activity on the fly
add_activity - Look up an all lead on demand
get_all_leads - Pull a list of lead label ids options for a report
list_lead_label_ids_options - Remove a duplicate note you no longer need
remove_duplicate_notes - Find the leads that match what you describe
search_leads
Pipedrive integration at a glance
All 26 Pipedrive actions
Activities1
add_activityDeals5
add_dealget_deallist_dealsmerge_dealsupdate_dealLabels2
add_labelsremove_labelsLeads3
add_leadsearch_leadsupdate_leadNotes2
add_notesearch_notesOrganizations1
add_organizationPeople4
add_personmerge_personssearch_personsupdate_personAll Leads1
get_all_leadsLead by Ids1
get_lead_by_idPerson Details1
get_person_detailsLead Label Ids Options1
list_lead_label_ids_optionsOrganization Label Ids Options1
list_organization_label_ids_optionsPerson Label Ids Options1
list_person_label_ids_optionsUser ID Options1
list_user_id_optionsDuplicate Notes1
remove_duplicate_notesSee full parameters and response schemas in the Pipedrive integration docs
Two ways to use Pipedrive in ModuleX
Connecting Pipedrive
Pairs well with Pipedrive
Agents often chain Pipedrive with these — connect them once and the agent can use all of them in a single task.
Pipedrive + ModuleX FAQ
Put Pipedrive to work in ModuleX.
Connect Pipedrive once with your own credentials and let your agent run all 26 actions on demand.