How does a project use Pipedrive?

You attach the connection to the project that works with it. That project's agreements decide what the agent does there.

Who decides what the agent can do?

You do. It only gets the permissions the job needs, and you can follow and steer the work from the conversation.

Tell us what work you do with Pipedrive. In the demo we look at what is possible and how it fits your project.

Sales & CRM · API key

Bring Pipedrive in with the rest of the work. You choose which project the connection joins, and the agent works there with your agreements.

OperationsOperationsY

You · just now

Help me with Pipedrive: List mail messages associated with a deal.

Operations

This assignment starts with what Pipedrive supports and the context of your project. You choose the information and actions it needs.

A CAPABILITY IN YOUR PROJECT

Your way of working

List mail messages associated with a deal

Give your agent a clear assignment and the context it needs to pick up the work.

Your project defines the access and the working agreements.

You choose the capabilities for the assignment and the access you give them.

Actions

Triggers

Catalogue names come from the connection itself.

Available capabilities depend on the access and authority of your connection. The catalogue below shows known capabilities.

You choose the tools for the job. Follow what your agent uses in the conversation and see where your input is needed.

Connect the tools you use.
Connect your account and bring your existing workspace with you.
Give your project the right context.
Make knowledge and tools available for the work your agent takes on.
Follow the work in the conversation.
See which actions were completed and decide when the work calls for it.