Pipedrive

29 Actions15 Triggers

CRM & Sales

Pipedrive is a user-friendly CRM system designed specifically for sales teams. With visual pipeline management, activity reminders, and detailed reporting, Pipedrive optimizes the sales process.

Connect Pipedrive with Famulor's telephony AI to create powerful automated workflows. Our AI phone assistant automates your phone calls and syncs data seamlessly with Pipedrive. Setup takes less than 5 minutes with our no-code platform.

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Workflow Examples

See how you can automate your workflows with Pipedrive and Famulor's telephony AI. Our AI phone agent revolutionizes your business processes.

AI Phone Automation

Famulor's telephony AI automatically triggers actions in Pipedrive based on call content and AI agent interactions

AI phone interaction

Phone agent processes

Pipedrive action triggered

Use Cases with Famulor

Discover how you can automate Pipedrive with Famulor's AI phone assistant

Automatic movement of deals through the sales pipeline based on conversation results

Creation of new Pipedrive activities and reminders after important customer appointments

Automatic updating of deal values and status after sales conversations

Feature Highlights

Create no‑code AI phone call systems with Pipedrive integration: never miss a call and convert more leads.

Smart Automation

Transform Pipedrive workflows with AI voice agents.

24/7 automated responses
Instant Pipedrive data sync

No‑Code Platform

Set up Pipedrive integration in minutes.

Visual workflow builder
Pre‑built Pipedrive templates

Advanced Analytics

Get real‑time insights from every Pipedrive interaction.

Call success metrics
Pipedrive data insights

Available Actions

Actions that Famulor's telephony AI can perform in Pipedrive from your AI phone assistant workflows

Add Follower

Adds a follower to a deal, person, organization or product.

Add Labels to Person

Adds existing labels to an existing person.

Add Product to Deal

Adds a product to a deal.

Attach File

Uploads a file and attaches it to a deal,person,organization,activity or product.

Create Activity

Creates a new activity.

Create Deal

Creates a new deal.

Create Lead

Creates a new lead.

Create Note

Creates a new note.

Create Organization

Creates a new organization.

Create Person

Creates a new person.

Create Product

Creates a new product.

Custom API Call

Make a custom API call to a specific endpoint

Find Activity

Finds an activity by subject.

Find Deal

Finds a deal by any field.

Find Deals Associated With Person

Finds multiple deals related to a specific person.

Find Notes

Finds notes by Deal, Lead, Person, or Organization ID.

Find Organization

Finds an organization.

Find Person

Finds a person.

Find Product

Finds a product by name

Find Products

Finds a product or products by name or product code.

Find User

Finds a user by name or email.

Pipedrive

Sales CRM and pipeline management software

Retrieve a Note

Finds a note by ID.

Retrieve a Product

Finds a product by ID.

Update Activity

Updates an existing activity.

Update Deal

Updates an existing deal.

Update Lead

Updates an existing lead.

Update Organization

Updates an existing organization.

Update Person

Updates an existing person.

Available Triggers

Events in Pipedrive that can start your Famulor telephony AI workflows and activate the AI phone assistant

Activity Matching Filter

Trigges when an activity newly matches a Pipedrive filter for the first time.

Deal Matching Filter

Trigges when a deal newly matches a Pipedrive filter for the first time.

New Activity

Triggers when a new activity is added

New Deal

Triggers when a new deal is created.

New Lead

Triggers when a new lead is created.

New Note

Triggers when a new note is created.

New Organization

Triggers when a new organization is created.

New Person

Triggers when a new person is created

Organization Matching Filter

Triggers when an organization newly matches a Pipedrive filter for the first time.

Person Matching Filter

Triggers when a person newly matches a Pipedrive filter for the first time.

Pipedrive

Sales CRM and pipeline management software

Updated Deal

Triggers when a deal is updated.

Updated Deal Stage

Triggers when a deal's stage is updated.

Updated Organization

Triggers when an existing organization is updated.

Updated Person

Triggers when a person is updated.

Quick Setup Guide

Get started with Pipedrive integration in 3 simple steps

Connect your Pipedrive account

Authenticate your Pipedrive account with Famulor using OAuth or API keys. Your credentials are stored securely.

Create your workflow

Use our visual workflow builder to connect Famulor voice agents with Pipedrive actions and triggers.

Test and deploy

Test your integration with sample data, then deploy it to start automating your workflows in real-time.

Ready to connect Pipedrive with telephony AI?

Start automating your workflows with Pipedrive and Famulor's telephony AI today. Our AI phone assistant revolutionizes your business processes.

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FAQ

Frequently asked questions about Pipedrive integration

How quickly can I set up Pipedrive integration?

Setup takes less than 5 minutes. Connect your Pipedrive account, configure your voice agent preferences, and start automating your phone calls immediately.

What data can be synced between Pipedrive and Famulor AI Phone Agent?

Our integration syncs relevant data including contacts, leads, custom fields, tags, and activity history. Call outcomes and recordings are automatically saved back to Pipedrive.

Are there any calling limitations or restrictions?

There are no limitations on the number of calls. Your plan determines call volume and you can upgrade anytime. All calls are compliant and include automatic opt‑out handling.

Can I customize the voice agent for Pipedrive workflows?

Absolutely. You can fully customize personality, script, voice, and responses based on Pipedrive data. Create different agents for different workflows and business objectives.