CRM & Support
Sales pipeline management — deals, contacts, activities, and forecasting.
Ask the Orbit Assistant about your Pipedrive data in plain English — it plans the API calls and answers clearly, not with raw JSON.
Put Pipedrive inside autonomous skills and playbooks that run on schedules, webhooks, or events — and chain it with your other tools.
Set action policies and member access, require approvals where needed, and review recorded activity. Supported autonomy modes depend on your plan.
These cover common tasks. API exploration depends on your plan, vendor permissions and supported endpoints. Workspace simulations use fictional data and may use AI Power. Real actions follow workspace approval policies and vendor limits.
List deals
list_deals
Get deal
get_deal
Create deal
create_deal
Update deal
update_deal
List people
list_persons
Create person
create_person
List activities
list_activities
Add note to deal
add_note
Explore Pipedrive in a workspace with fictional sample data before adding credentials. Workspace simulations may use AI Power; signup may require a beta invite.
Explore in a workspace