Small Medium Teams
Pipedrive workflows
that write themselves.
Create deals, update leads, close activities, manage custom fields — all in natural language. Pipedrive's multi-company setup is respected by default, and webhooks keep the assistant in sync with what's changing in your pipeline.
Forecast, chase and close — from chat
Your reps stop living in Pipedrive. They just talk to it.
You
“Create a deal for Acme worth £18k in the Proposal stage, and set a call activity for Thursday 3pm.”
Other Me
Deal created in the UK pipeline. Call activity added for Thu 3pm with you as the owner. Want me to link Acme's existing contacts to the deal?
You
“What's my Q2 forecast, and which deals are slipping?”
Other Me
Weighted Q2 forecast: £324k. Three deals have moved expected-close-date past quarter-end in the last seven days. Want the list?
You
“Close the demo activity from this morning and add a note: ‘Key decision-maker joined, buying committee of three’.”
Other Me
Activity marked done. Note added to the deal and the primary contact's timeline.
You
“Convert lead ‘Priya @ Example’ to a deal, £42k, map her to the UK pipeline.”
Other Me
Lead converted. Deal created in UK pipeline at £42k, Priya's contact record linked. Pipeline stage set to Qualified.
22 tools across the full pipeline
Custom fields on deals and contacts are enumerated at call time, so you refer to them by name, not ID.
Deals
Create, list, update, get, stage progression, pipeline move, custom-field coercion (string → number/date).
Leads
Create, list, update, convert to contact or deal, archive with reason.
Activities
Create, list, close, reschedule calls, meetings, tasks and emails. Assign to any team member.
Contacts (Persons)
Full CRUD, search, link to org, activity history. Merge duplicates.
Custom fields
Enumerate deal and contact fields by type. Write string inputs coerced into numbers, dates, enumerations.
Webhooks
Subscribe to deal, lead, activity and contact events. Real-time sync into Other Me.
Multi-company, enforced
Pipedrive's API base is per-tenant (resolved from the OAuth response's api_domain field). We respect that on every call, so one rep's connection to their UK company never reaches the US company's endpoint by accident.
SCRS pseudonymises deal owners, contact names and email addresses before they hit the model. Your pipeline values never appear in training data.
- Field-type coercion. When the assistant writes a number into a custom field, we validate the type before it hits Pipedrive — no corrupt writes.
- Audit on every write. Every deal update, lead convert and activity close is logged with user, timestamp and payload summary.
- Webhook dedupe. Pipedrive sometimes double-fires. We hash and drop duplicates, so activity counts stay accurate.
- Instant revocation. When a rep offboards, their Pipedrive tokens are revoked and the webhook subscription is torn down.
Connect Pipedrive in two minutes
Click Connect on the Pipedrive card
Settings → Integrations. Pipedrive is available on Business and Enterprise plans.
Authorise on Pipedrive
Sign in and approve scopes for deals, leads, activities, contacts and webhooks.
Ask for your pipeline
Type “what's in my pipeline closing this quarter?” and you're off.
Pipedrive integration: FAQs
Which Pipedrive plans work?
Essential and above. The integration needs API and webhook scope — both are on Essential. Power and Enterprise plans unlock more custom fields, which we handle automatically.
What if we have multiple companies in Pipedrive?
Each rep connects to the company they work in. The OAuth response gives us the correct api_domain for that company, and we use it on every call.
What custom field types are supported?
Text, number, date, enum, user, phone, address and currency — all read and write. When the assistant writes to a numeric or date field, we coerce the input into the right primitive before the call so you don't end up with malformed values.
Does this work with Pipedrive's AI features?
Yes, they coexist. Pipedrive's built-in AI stays inside Pipedrive; Other Me acts across your whole stack (Pipedrive plus DocuSign, Calendar, Drive, etc.) and runs every call through SCRS. Use both.
Close more, type less
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