Pipedrive
Read and write Pipedrive deals, pipelines, contacts, and activities from any myai canvas, function, or chat.
CRMComing soon
Pipedrive is the deal-first CRM most sales-led startups land on before they outgrow it. The opinionated pipeline model maps cleanly to how reps actually think about their week — and when it lands, the integration will treat that pipeline as a live data source for the same canvases and automations the rest of the catalog supports.
What you'll be able to do
- Pull pipeline state into a chat — "what's open in my Q4 pipeline above $20k" returns a structured table from Pipedrive without leaving the conversation.
- Write back from automations — a function can update deal stages, log activities, or create contacts when conditions fire elsewhere.
- Custom-field aware — Pipedrive's custom fields will work natively, not require per-field wiring.
- Activity tracking — link deal movement to actual rep activity for the kind of forecast-vs-effort analysis Pipedrive itself doesn't quite cover.
- Pipeline-aware reporting — the visual board model maps cleanly to chat-driven queries (open, won, lost, stage-X).
How it'll work
Pipedrive API token (or OAuth 2.0 for multi-tenant apps). Same connect-once-and-refresh model as the rest of the CRM category.
Tell us you want PipedriveUse cases we're hearing
- Daily standup digest — Monday-morning function pulls each rep's open deals and posts a structured weekly view to their chat.
- Deal-stuck triage — recurring function flags deals where activity has gaps and the close date is approaching.
- Cross-tool views mixing Pipedrive pipeline with Gmail activity, calendar load, and Linear customer issues in a single canvas.
Reference
- Connection model: Pipedrive API token (Bearer) or OAuth 2.0
- Scope: ~55 operations across Deals, Pipelines, Contacts, Activities, Reports
- Custom fields introspected automatically per workspace