Train your AI on Pipedrive
Connect Pipedrive so the AI can update deal stages, log activities, create new deals, and fill custom fields during inbound and outbound calls. Useful for sales-led teams that live in Pipedrive's pipeline view.
Connect once, and Open automatically keeps your AI agent's knowledge up to date. When you update content in Pipedrive, the changes sync automatically—no manual retraining required.
What can be synced
Deals — Deal records with stage, value, and close date.
Persons — Contact records with custom fields.
Organizations — Company-level records.
Activities — Call, meeting, and task logs.
Features
- •Pipeline updates live — AI moves deals through pipeline stages based on call outcomes.
- •Activity logging — Every call logged as a Pipedrive activity with transcript and outcome.
- •Custom field auto-fill — AI extracts info and fills your Pipedrive custom fields automatically.
- •Deal creation from calls — Inbound calls auto-create deals with the right pipeline and owner.
Requirements
- •Pipedrive account with API access
- •Admin permission for full access
How to connect
- 1.In Pipedrive, generate a personal API token (Settings → Personal preferences → API)
- 2.In Open, go to Settings → Integrations → Pipedrive and paste the token
- 3.Map Open agents to Pipedrive users
- 4.Configure which pipelines and stages the AI can update
- 5.Test with a sample call and verify the activity log
Good to know
- Multi-pipeline support; AI uses the right pipeline per agent
- Custom fields auto-detected from the schema
Security: Open only requires read access to your Pipedrive. We never write, modify, or delete your content. All data is encrypted in transit and at rest. GDPR compliant, working toward SOC 2 Type II.
Ready to connect Pipedrive?
AI Training → Sources → Pipedrive
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