Pipedrive Workflow Automation
Build Pipedrive CRM workflow automation for deals, leads, pipelines, activities, files, and mail threads in Sim’s workspace.
Pipedrive is a Sim integration in the Sales category. Sim is the AI workspace where teams build and deploy AI agents. Sim's Pipedrive integration provides 18 tools that AI agents can use inside Sim's visual workflow builder. Pipedrive connects with one-click OAuth. Free to start at sim.ai.
Last updated
What Sim agents can do with Pipedrive
Use Sim for Pipedrive workflow automation across deals, contacts, leads, sales pipeline stages, projects, activities, files, and communications with powerful CRM capabilities. This Pipedrive integration helps sales teams route leads, update CRM records, trigger follow-ups, and keep pipeline data in sync from one AI workspace.
- Category
- Sales
- Authentication
- OAuth
- Tools
- 18
- Triggers
- 0
- Documentation
- Pipedrive docs
How to automate Pipedrive with Sim
Create a free account
Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.
Add a Pipedrive block
Open your workspace, drag a Pipedrive block onto the workflow builder, and connect your account with one-click OAuth.
Configure, connect, and run
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Pipedrive automation is live.
Agent templates
Ready-to-use templates featuring Pipedrive. Click any to build it instantly.
Pipedrive tools
18 Pipedrive tools available to Sim agents. Use Sim with Pipedrive for deals, leads, activities, projects, pipelines, files, and mail threads, from creating deals and leads to updating activities, retrieving files, and tracking pipeline progress.
Get All Deals
Retrieve all deals from Pipedrive with optional filters
Get Deal
Retrieve detailed information about a specific deal
Create Deal
Create a new deal in Pipedrive
Update Deal
Update an existing deal in Pipedrive
Get Files
Retrieve files from Pipedrive with optional filters
Get Mail Threads
Retrieve mail threads from Pipedrive mailbox
Get Mail Thread Messages
Retrieve all messages from a specific mail thread
Get Pipelines
Retrieve all pipelines from Pipedrive
Get Pipeline Deals
Retrieve all deals in a specific pipeline
Get Projects
Retrieve all projects or a specific project from Pipedrive
Create Project
Create a new project in Pipedrive
Get Activities
Retrieve activities (tasks) from Pipedrive with optional filters
Create Activity
Create a new activity (task) in Pipedrive
Update Activity
Update an existing activity (task) in Pipedrive
Get Leads
Retrieve all leads or a specific lead from Pipedrive
Create Lead
Create a new lead in Pipedrive
Update Lead
Update an existing lead in Pipedrive
Delete Lead
Delete a specific lead from Pipedrive
Frequently asked questions
Sim's Pipedrive integration adds 18 tools to the AI agents you build in Sim's visual workflow builder. Manage Pipedrive deals, leads, activities, and projects.
