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Pipedrive

Crm Sales Secure OAuth

Work your Pipedrive pipeline from one chat: add deals, update contacts, log activities, and get pinged when a deal moves or closes

What it does

Pipedrive actions

26 actions

Ask in plain language — Praxivara picks the right Pipedrive action, runs it, and confirms anything sensitive first.

Log an activity

Book a call, meeting, or task against the right record without leaving the conversation

Create a deal

Open a new deal in the right pipeline and stage just by describing it in chat

Create a lead

Drop a fresh prospect into your Leads Inbox so nothing slips before qualification

Add a note

Attach a note to any deal, person, organization, or lead to keep the context together

Add an organization

Create a company record the moment a new account shows up in your work

Add a contact

Save a new person with their details so every follow-up has a home in your CRM

Add a product

Put a new product in your catalog so it's ready to attach to deals and quotes

Look up a deal

Pull the full picture on any deal, from value and stage to owner and next step

Look up a lead

Fetch everything on a specific lead so you know where it stands before you act

Look up a contact

Get a person's details, history, and linked deals in a single answer

Look up an organization

See a company's full record and its connected people and deals at a glance

List recent deals

Review what's moving in your pipeline without opening a single screen

List contacts

Scan your recent people to find who you added or touched lately

List organizations

Browse the companies in your CRM to check coverage or spot gaps

Merge duplicate deals

Combine two deals into one so your forecast isn't counting the same opportunity twice

Merge duplicate contacts

Fold one person into another to keep a single clean record per contact

Clean up duplicate notes

Find and clear repeated notes on a record so the history stays readable

Search deals

Find any deal by title or keyword and act on it in the same breath

Search leads

Track down a lead by title or term without scrolling the inbox

Search notes

Dig up that note by what it says, even when you forget which record it's on

Search contacts

Find a person by name, email, or phone and pull them up instantly

Search organizations

Locate a company by name or term to check its record before a meeting

Update a deal

Change value, stage, owner, or details on a deal just by saying what's new

Update a contact

Keep a person's info current so your team always reaches the right details

Update a lead

Edit a lead's fields as it develops, right from the chat

Update an organization

Revise a company's record when accounts change hands or rebrand

What it watches for

Pipedrive triggers

32 triggers

Events in Pipedrive that can start an automation on their own — no clicks required once you set it up.

Deal created Webhook

Fires when a new deal is added in Pipedrive (webhook added.deal).

Deal updated Webhook

Fires when any field on a deal changes (webhook updated.deal). For specific transitions, prefer the won/lost/stage-changed triggers.

Deal won Webhook

Fires when a deal's status changes to won (updated.deal where status becomes 'won').

Deal lost Webhook

Fires when a deal's status changes to lost (updated.deal where status becomes 'lost'). Includes the lost reason when set.

Deal stage changed Webhook

Fires when a deal moves to a different pipeline stage (updated.deal where stage_id changed).

Deal deleted Webhook

Fires when a deal is deleted (webhook deleted.deal).

Deal merged Webhook

Fires when two deals are merged (webhook merged.deal). The surviving deal id and the merged-away id are both included.

Person created Webhook

Fires when a new person (contact) is added (webhook added.person).

Person updated Webhook

Fires when a person's fields change (webhook updated.person).

Person deleted Webhook

Fires when a person is deleted (webhook deleted.person).

Person merged Webhook

Fires when two people are merged (webhook merged.person).

Organization created Webhook

Fires when a new organization (company) is added (webhook added.organization).

Organization updated Webhook

Fires when an organization's fields change (webhook updated.organization).

Organization deleted Webhook

Fires when an organization is deleted (webhook deleted.organization).

Organization merged Webhook

Fires when two organizations are merged (webhook merged.organization).

Activity created Webhook

Fires when a new activity (call, meeting, task, email) is added (webhook added.activity).

Activity updated Webhook

Fires when an activity's fields change, e.g. rescheduled (webhook updated.activity). For completion, use 'Activity done'.

Activity marked done Webhook

Fires when an activity is marked done (updated.activity where done becomes true).

Activity deleted Webhook

Fires when an activity is deleted (webhook deleted.activity).

Note added Webhook

Fires when a note is added to a deal, person, or organization (webhook added.note).

Note updated Webhook

Fires when a note's content is edited (webhook updated.note).

Product created Webhook

Fires when a new product is added to the catalog (webhook added.product).

Product updated Webhook

Fires when a product's fields (price, code, status) change (webhook updated.product).

Lead created Webhook

Fires when a new lead is added to the Leads Inbox (webhook added.lead).

Lead updated Webhook

Fires when a lead's fields change, including archive/restore (webhook updated.lead).

File added Webhook

Fires when a file is attached to a deal, person, organization, or activity (webhook added.file).

Pipeline created Webhook

Fires when a new pipeline is created (webhook added.pipeline).

Pipeline updated Webhook

Fires when a pipeline's settings change (webhook updated.pipeline).

Stage created Webhook

Fires when a new stage is added to a pipeline (webhook added.stage).

Stage updated Webhook

Fires when a stage's settings change (webhook updated.stage).

User added Webhook

Fires when a new user joins the Pipedrive company account (webhook added.user).

User updated Webhook

Fires when a user's settings change, including being activated/deactivated (webhook updated.user).

Just ask

What you can ask in plain English

No menus, no automation builder to learn. Type it like you'd ask a capable assistant — Praxivara figures out the Pipedrive steps and shows you exactly what it did.

Catch me up on what needs my attention in Pipedrive today.
Handle this in Pipedrive and confirm before anything goes out.
Build me an AI agent that keeps Pipedrive tidy every morning.
Pull the latest from Pipedrive and turn it into a one-page report.
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