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import { BlockInfoCard } from "@/components/ui/block-info-card"
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Pipedrive is a powerful sales-focused CRM platform designed to help sales teams manage leads, track deals, and optimize their sales pipeline. Built with simplicity and effectiveness in mind, Pipedrive has become a favorite among sales professionals and growing businesses worldwide for its intuitive visual pipeline management and actionable sales insights.
Pipedrive provides a comprehensive suite of tools for managing the entire sales process from lead capture to deal closure. With its robust API and extensive integration capabilities, Pipedrive enables sales teams to automate repetitive tasks, maintain data consistency, and focus on what matters most—closing deals.
Key features of Pipedrive include:
Visual Sales Pipeline: Intuitive drag-and-drop interface for managing deals through customizable sales stages
Lead Management: Comprehensive lead inbox for capturing, qualifying, and converting potential opportunities
Activity Tracking: Sophisticated system for scheduling and tracking calls, meetings, emails, and tasks
Project Management: Built-in project tracking capabilities for post-sale customer success and delivery
Email Integration: Native mailbox integration for seamless communication tracking within the CRM
In Sim, the Pipedrive integration allows your AI agents to seamlessly interact with your sales workflow. This creates opportunities for automated lead qualification, deal creation and updates, activity scheduling, and pipeline management as part of your AI-powered sales processes. The integration enables agents to create, retrieve, update, and manage deals, leads, activities, and projects programmatically, facilitating intelligent sales automation and ensuring that critical customer information is properly tracked and acted upon. By connecting Sim with Pipedrive, you can build AI agents that maintain sales pipeline visibility, automate routine CRM tasks, qualify leads intelligently, and ensure no opportunities slip through the cracks—enhancing sales team productivity and driving consistent revenue growth.
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Usage Instructions
Integrate Pipedrive into your workflow. Manage deals, contacts, sales pipeline, projects, activities, files, and communications with powerful CRM capabilities.
Tools
pipedrive_get_all_deals
Retrieve all deals from Pipedrive with optional filters
Input
Parameter
Type
Required
Description
status
string
No
Only fetch deals with a specific status. Values: open, won, lost. If omitted, all not deleted deals are returned
person_id
string
No
If supplied, only deals linked to the specified person are returned (e.g., "456")
org_id
string
No
If supplied, only deals linked to the specified organization are returned (e.g., "789")
pipeline_id
string
No
If supplied, only deals in the specified pipeline are returned (e.g., "1")
updated_since
string
No
If set, only deals updated after this time are returned. Format: 2025-01-01T10:20:00Z
limit
string
No
Number of results to return (e.g., "50", default: 100, max: 500)
cursor
string
No
For pagination, the marker representing the first item on the next page
Output
Parameter
Type
Description
deals
array
Array of deal objects from Pipedrive
↳ id
number
Deal ID
↳ title
string
Deal title
↳ value
number
Deal value
↳ currency
string
Currency code
↳ status
string
Deal status (open, won, lost, deleted)
↳ stage_id
number
Pipeline stage ID
↳ pipeline_id
number
Pipeline ID
↳ person_id
number
Associated person ID
↳ org_id
number
Associated organization ID
↳ owner_id
number
Deal owner user ID
↳ add_time
string
When the deal was created (ISO 8601)
↳ update_time
string
When the deal was last updated (ISO 8601)
↳ won_time
string
When the deal was won
↳ lost_time
string
When the deal was lost
↳ close_time
string
When the deal was closed
↳ expected_close_date
string
Expected close date
metadata
object
Pagination metadata for the response
↳ total_items
number
Total number of items
↳ has_more
boolean
Whether more items are available
↳ next_cursor
string
Cursor for fetching the next page (v2 endpoints)
↳ next_start
number
Offset for fetching the next page (v1 endpoints)
success
boolean
Operation success status
pipedrive_get_deal
Retrieve detailed information about a specific deal
Input
Parameter
Type
Required
Description
deal_id
string
Yes
The ID of the deal to retrieve (e.g., "123")
Output
Parameter
Type
Description
deal
object
Deal object with full details
success
boolean
Operation success status
pipedrive_create_deal
Create a new deal in Pipedrive
Input
Parameter
Type
Required
Description
title
string
Yes
The title of the deal (e.g., "Enterprise Software License")
value
string
No
The monetary value of the deal (e.g., "5000")
currency
string
No
Currency code (e.g., "USD", "EUR", "GBP")
person_id
string
No
ID of the person this deal is associated with (e.g., "456")
org_id
string
No
ID of the organization this deal is associated with (e.g., "789")
pipeline_id
string
No
ID of the pipeline this deal should be placed in (e.g., "1")
stage_id
string
No
ID of the stage this deal should be placed in (e.g., "2")
status
string
No
Status of the deal: open, won, lost
expected_close_date
string
No
Expected close date in YYYY-MM-DD format (e.g., "2025-06-30")
Output
Parameter
Type
Description
deal
object
The created deal object
success
boolean
Operation success status
pipedrive_update_deal
Update an existing deal in Pipedrive
Input
Parameter
Type
Required
Description
deal_id
string
Yes
The ID of the deal to update (e.g., "123")
title
string
No
New title for the deal (e.g., "Updated Enterprise License")
value
string
No
New monetary value for the deal (e.g., "7500")
status
string
No
New status: open, won, lost
stage_id
string
No
New stage ID for the deal (e.g., "3")
expected_close_date
string
No
New expected close date in YYYY-MM-DD format (e.g., "2025-07-15")
Output
Parameter
Type
Description
deal
object
The updated deal object
success
boolean
Operation success status
pipedrive_get_files
Retrieve files from Pipedrive with optional filters
Input
Parameter
Type
Required
Description
limit
string
No
Number of results to return (e.g., "50", default: 100, max: 100)
start
string
No
Pagination start offset (0-based index of the first item to return)
downloadFiles
boolean
No
Download file contents into file outputs
Output
Parameter
Type
Description
files
array
Array of file objects from Pipedrive
↳ id
number
File ID
↳ name
string
File name
↳ file_type
string
File type/extension
↳ file_size
number
File size in bytes
↳ add_time
string
When the file was uploaded
↳ update_time
string
When the file was last updated
↳ deal_id
number
Associated deal ID
↳ person_id
number
Associated person ID
↳ org_id
number
Associated organization ID
↳ url
string
File download URL
downloadedFiles
file[]
Downloaded files from Pipedrive
total_items
number
Total number of files returned
has_more
boolean
Whether more files are available
next_start
number
Offset for fetching the next page
success
boolean
Operation success status
pipedrive_get_mail_messages
Retrieve mail threads from Pipedrive mailbox
Input
Parameter
Type
Required
Description
folder
string
No
Filter by folder: inbox, drafts, sent, archive (default: inbox)
limit
string
No
Number of results to return (e.g., "25", default: 50)
start
string
No
Pagination start offset (0-based index of the first item to return)
Output
Parameter
Type
Description
messages
array
Array of mail thread objects from Pipedrive mailbox
total_items
number
Total number of mail threads returned
has_more
boolean
Whether more messages are available
next_start
number
Offset for fetching the next page
success
boolean
Operation success status
pipedrive_get_mail_thread
Retrieve all messages from a specific mail thread
Input
Parameter
Type
Required
Description
thread_id
string
Yes
The ID of the mail thread (e.g., "12345")
Output
Parameter
Type
Description
messages
array
Array of mail message objects from the thread
metadata
object
Thread and pagination metadata
success
boolean
Operation success status
pipedrive_get_pipelines
Retrieve all pipelines from Pipedrive
Input
Parameter
Type
Required
Description
sort_by
string
No
Field to sort by: id, update_time, add_time (default: id)
sort_direction
string
No
Sorting direction: asc, desc (default: asc)
limit
string
No
Number of results to return (e.g., "50", default: 100, max: 500)
start
string
No
Pagination start offset (0-based index of the first item to return)
Output
Parameter
Type
Description
pipelines
array
Array of pipeline objects from Pipedrive
↳ id
number
Pipeline ID
↳ name
string
Pipeline name
↳ url_title
string
URL-friendly title
↳ order_nr
number
Pipeline order number
↳ active
boolean
Whether the pipeline is active
↳ deal_probability
boolean
Whether deal probability is enabled
↳ add_time
string
When the pipeline was created
↳ update_time
string
When the pipeline was last updated
total_items
number
Total number of pipelines returned
has_more
boolean
Whether more pipelines are available
next_start
number
Offset for fetching the next page
success
boolean
Operation success status
pipedrive_get_pipeline_deals
Retrieve all deals in a specific pipeline
Input
Parameter
Type
Required
Description
pipeline_id
string
Yes
The ID of the pipeline (e.g., "1")
stage_id
string
No
Filter by specific stage within the pipeline (e.g., "2")
limit
string
No
Number of results to return (e.g., "50", default: 100, max: 500)
start
string
No
Pagination start offset (0-based index of the first item to return)
Output
Parameter
Type
Description
deals
array
Array of deal objects from the pipeline
metadata
object
Pipeline and pagination metadata
success
boolean
Operation success status
pipedrive_get_projects
Retrieve all projects or a specific project from Pipedrive
Input
Parameter
Type
Required
Description
project_id
string
No
Optional: ID of a specific project to retrieve (e.g., "123")
status
string
No
Filter by project status: open, completed, deleted (only for listing all)
limit
string
No
Number of results to return (e.g., "50", default: 100, max: 500, only for listing all)
cursor
string
No
For pagination, the marker representing the first item on the next page
Output
Parameter
Type
Description
projects
array
Array of project objects (when listing all)
project
object
Single project object (when project_id is provided)
total_items
number
Total number of projects returned
has_more
boolean
Whether more projects are available
next_cursor
string
Cursor for fetching the next page
success
boolean
Operation success status
pipedrive_create_project
Create a new project in Pipedrive
Input
Parameter
Type
Required
Description
title
string
Yes
The title of the project (e.g., "Q2 Marketing Campaign")
description
string
No
Description of the project
start_date
string
No
Project start date in YYYY-MM-DD format (e.g., "2025-04-01")
end_date
string
No
Project end date in YYYY-MM-DD format (e.g., "2025-06-30")
Output
Parameter
Type
Description
project
object
The created project object
success
boolean
Operation success status
pipedrive_get_activities
Retrieve activities (tasks) from Pipedrive with optional filters
Input
Parameter
Type
Required
Description
user_id
string
No
Filter activities by user ID (e.g., "123")
type
string
No
Filter by activity type (call, meeting, task, deadline, email, lunch)
done
string
No
Filter by completion status: 0 for not done, 1 for done
limit
string
No
Number of results to return (e.g., "50", default: 100, max: 500)
start
string
No
Pagination start offset (0-based index of the first item to return)
Output
Parameter
Type
Description
activities
array
Array of activity objects from Pipedrive
↳ id
number
Activity ID
↳ subject
string
Activity subject
↳ type
string
Activity type (call, meeting, task, etc.)
↳ due_date
string
Due date (YYYY-MM-DD)
↳ due_time
string
Due time (HH:MM)
↳ duration
string
Duration (HH:MM)
↳ deal_id
number
Associated deal ID
↳ person_id
number
Associated person ID
↳ org_id
number
Associated organization ID
↳ done
boolean
Whether the activity is done
↳ note
string
Activity note
↳ add_time
string
When the activity was created
↳ update_time
string
When the activity was last updated
total_items
number
Total number of activities returned
has_more
boolean
Whether more activities are available
next_start
number
Offset for fetching the next page
success
boolean
Operation success status
pipedrive_create_activity
Create a new activity (task) in Pipedrive
Input
Parameter
Type
Required
Description
subject
string
Yes
The subject/title of the activity (e.g., "Follow up call with John")