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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 Pipedrive
    resolves toadd_activity
  • Find the deal I describe and merge it
    resolves toget_dealmerge_deals
  • Merge two persons in Pipedrive
    resolves tomerge_persons
  • Show me the all leads that match what I describe
    resolves toget_all_leads

What you can automate with Pipedrive

  • Find the right deal and merge it in one promptget_dealmerge_deals
  • Add an activity on the flyadd_activity
  • Look up an all lead on demandget_all_leads
  • Pull a list of lead label ids options for a reportlist_lead_label_ids_options
  • Remove a duplicate note you no longer needremove_duplicate_notes
  • Find the leads that match what you describesearch_leads

Pipedrive integration at a glance

VendorPipedrive
CategoryCRM
Actions available26
AuthenticationOAuth
Uses your own credentialsYes
Works with the assistantYes
Works in the composerYes
Multi-step / tool-chainingYes
Technical referenceView docs
Integration version1.0.0
Last updatedJul 2026

All 26 Pipedrive actions

Activities1
add_activity
Add a new activity in Pipedrive
Deals5
add_deal
Add a new deal in Pipedrive
get_deal
Get a deal by its ID in Pipedrive
list_deals
List deals in Pipedrive with optional filtering and pagination
merge_deals
Merge two deals in Pipedrive
update_deal
Update the properties of a deal in Pipedrive
Labels2
add_labels
Add labels to a lead, person, deal, or organization in Pipedrive
remove_labels
Remove labels from a lead, person, deal, or organization in Pipedrive
Leads3
add_lead
Create a new lead in Pipedrive
search_leads
Search for leads by name or email in Pipedrive
update_lead
Update a lead in Pipedrive
Notes2
add_note
Add a new note to a lead, deal, person, or organization in Pipedrive
search_notes
Search for notes in Pipedrive with filtering options
Organizations1
add_organization
Add a new organization in Pipedrive
People4
add_person
Add a new person (contact) in Pipedrive
merge_persons
Merge two persons in Pipedrive
search_persons
Search for persons by name, email, phone, or notes in Pipedrive
update_person
Update an existing person in Pipedrive
All Leads1
get_all_leads
Get all leads from Pipedrive with optional filtering
Lead by Ids1
get_lead_by_id
Get a lead by its ID in Pipedrive
Person Details1
get_person_details
Get details of a person by their ID in Pipedrive
Lead Label Ids Options1
list_lead_label_ids_options
Retrieve available lead label options from Pipedrive
Organization Label Ids Options1
list_organization_label_ids_options
Retrieve available organization label options from Pipedrive
Person Label Ids Options1
list_person_label_ids_options
Retrieve available person label options from Pipedrive
User ID Options1
list_user_id_options
Retrieve available user options from Pipedrive
Duplicate Notes1
remove_duplicate_notes
Remove duplicate notes from an object in Pipedrive

See full parameters and response schemas in the Pipedrive integration docs

Two ways to use Pipedrive in ModuleX

Ask the assistantType what you want done and a ModuleX agent picks the right Pipedrive action and runs it. No workflow to build.
Compose a workflowNeed it to happen every time? Describe the process and the composer wires Pipedrive into a repeatable workflow you can run on a schedule, from chat, or as an API.

Connecting Pipedrive

OAuthPipedrive uses OAuth. You connect your Pipedrive account once; ModuleX stores the access token encrypted and scoped to your organization, so your team shares a single secure connection.

Step-by-step setup in the Pipedrive docs

Works with Pipedrive

Agents often chain Pipedrive with these. Connect them once and one agent can use all of them in a single task.

Pipedrive + ModuleX FAQ

  • A ModuleX agent can run any of Pipedrive's 26 actions, across activities, deals, labels and leads, from a plain-English request, using your organization's own Pipedrive credentials.

Put Pipedrive to work in ModuleX.

Connect Pipedrive once with your own credentials and let your agent run all 26 actions on demand.

Last updated: Jul 2026Browse all 179 integrations