ceven

Pipedrive

Syncs your sales pipeline with external lead sources, automates activity logging after customer calls, and keeps your CRM data clean without manual entry.

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Why use Ceven?

  1. AI native Pipedrive integration

    • Describe the outcome and Ceven picks the right Pipedrive calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Pipedrive data, across all 398 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Pipedrive access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Pipedrive, when, and on whose behalf.
    • The agent pauses and asks when Pipedrive is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Pipedrive.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Pipedrive action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Pipedrive, and when to use it.

Add deal
Use this to create a new sales opportunity in the pipeline with custom fields and value data.
Add person
Create a new contact record including email and phone details for lead tracking.
Add organization
Set up a company record to group multiple contacts and deals under one entity.
Add activity
Schedule a call, meeting, or task for a specific person or deal to ensure follow up.
Add note
Attach a text based record to a deal, person, or organization for context.
Add lead
Create a lead record before it is qualified into a full deal pipeline.
Add call log
Record the outcome of a phone conversation and link it to the contact.
Add product to deal
Link a specific inventory item or service to a deal to track potential revenue.
Add file
Upload documents or images and link them to a deal or person record.
Add task
Create a to do item for a team member linked to a specific CRM object.
Add comment to note
Append a new update or internal comment to an existing note record.
Add follower to deal
Assign additional team members to a deal so they receive updates.
Add a call log
Adds a new call log.
Add a channel
New messaging channel added; registration limited to admins. utilizes getconversations endpoint for data retrieval. requires messengers integration oauth scope and a prepared messaging app extension manifest.
Add a comment to a note
Adds a new comment to a note.
Add a deal
Add a new deal to pipedrive with any custom fields, which vary by account and are identified by long hash keys. check dealfields for existing custom fields. for details, visit the tutorial on adding a deal.
Add a follower to a deal
Adds a follower to a deal.
Add a follower to an organization
Adds a follower to an organization.
Add a follower to a person
Adds a follower to a person.
Add a follower to a product
Adds a follower to a product.
Add a lead
Pipedrive api lets you add leads linked to people or organizations and tags them with 'api' source. custom fields from deals apply to leads and appear in responses if set. details are in the tutorials for adding and updating leads.
Add a lead label
Creates a lead label.
Add an activity
New activity added. response includes `more activities scheduled in context` to show if more are planned with the same entity. see tutorial on adding activities [here](https://pipedrive.readme.io/docs/adding an activity).
Add a new deal field
Adds a new deal field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding a new custom field" target=" blank" rel="noopener noreferrer">adding a new custom field</a>.
Add a new filter
New filter creation returns an id. only one primary condition group with 'and' and two secondary groups (one 'and', one 'or') are supported. future syntax expansion possible. see tutorial for details.
Add a new goal
Adds a new goal. along with adding a new goal, a report is created to track the progress of your goal.
Add a new organization field
Adds a new organization field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding a new custom field" target=" blank" rel="noopener noreferrer">adding a new custom field</a>.
Add a new person field
Adds a new person field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding a new custom field" target=" blank" rel="noopener noreferrer">adding a new custom field</a>.
Add a new pipeline
Adds a new pipeline.
Add a new product field
Adds a new product field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding a new custom field" target=" blank" rel="noopener noreferrer">adding a new custom field</a>.

30 actions · scroll to see them all

Frequently asked questions

Ceven accesses your specific Pipedrive account schema to identify custom field hashes. Since every Pipedrive account has unique keys for custom data, the agent first calls the field definition endpoints to map your human readable labels to the required API keys. When you ask the agent to update a field like Lead Source or Property Type, it looks up the corresponding hash and sends the data in the exact format Pipedrive expects. This ensures that your specialized industry data is preserved and accurately placed without you needing to provide technical ID numbers in your prompts.
Yes. The agent can distinguish between different pipelines such as Sales, Onboarding, or Renewals. You can instruct the agent to move a deal from the Sales pipeline to the Onboarding pipeline once a contract is signed. It handles the transition by creating a new deal in the destination pipeline and archiving or closing the original record. This allows you to maintain a clean separation between your different business processes while keeping the customer history intact across the entire lifecycle of the client relationship.
Pipedrive enforces strict rate limits based on the number of requests per second per API token. Ceven implements an intelligent queuing system with exponential backoff to handle this. If the agent receives a 429 error, it pauses the workflow for a few seconds and retries the request automatically. For very large bulk updates, Ceven batches requests to minimize the total number of calls. This prevents your integration from being throttled during high volume periods, such as when importing a large list of leads from a trade show.
Yes. The agent can take a file from a source like Google Drive or an email attachment and link it directly to a Pipedrive deal, person, or organization. It follows the two step Pipedrive upload process where it first requests an upload URL and then pushes the binary data to the Pipedrive servers. Once the upload is complete, the agent attaches the file ID to the specific record. This is useful for keeping contracts, site plans, or identity documents attached to the deal where the sales team can find them.
Ceven can both read and write lead labels to help you categorize your top of funnel activity. You can set up a workflow that automatically applies a Hot label to any lead that matches specific criteria, such as a company size over five hundred employees. The agent can also trigger different follow up sequences based on which label is currently assigned. This allows you to prioritize your outreach without manually reviewing every lead that enters your system from an external source.
The agent can create, update, and track activities like calls and meetings. When creating an activity, Ceven ensures it is linked to both a person and a deal so the activity appears in the correct timeline. It can also check for scheduling conflicts by reading existing activities before proposing a new time. If a call log is added, the agent can analyze the text of the log to determine if the deal stage should be advanced or if a new task needs to be created for a different team member.
Yes. Whenever a new person is added, the agent can search for an existing organization by name to prevent duplicates. If no match is found, it creates a new organization record and links the person to it. This keeps your CRM structured and prevents the common problem of having five different entries for the same company. The agent can also populate organization level custom fields, such as industry or annual revenue, by pulling that data from a company website or a third party data provider.
Ceven can run maintenance workflows to identify stale data. You can ask the agent to find all deals that have not had an activity in thirty days and mark them as lost or move them to a nurture pipeline. It can also search for duplicate contacts based on email addresses and merge the notes and activities into a single primary record. By running these clean up tasks on a weekly schedule, you ensure that your sales reports are based on accurate and current data rather than outdated entries.

Alternatives to Pipedrive

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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