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 Pipedrive

Use 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