Pipedrive, connected once. Used in every chat.
A sales CRM built around pipeline stages and activities. Look up contacts, deals, lists and tags in Pipedrive in plain language, from any chat or scheduled workflow. The connection starts read-only; tick Allow write access and the AI can also add and edit contacts and create deals.
- Contacts, searchable by name or detail
- Deals and their stages
- Lists and tags
- Add or edit a contact
- Create a deal
- Only after you tick Allow write access
Questions it answers today.
No query language and no field names. Describe what you want in a sentence, in chat or in a workflow's instructions, and the connection does the lookups.
Which Pipedrive deals are in Proposal Made, and what is each one worth? Email me the table.
Find the contact for Bluebird Market in Pipedrive and draft a renewal check-in email to them.
One sentence, every step done.
A real request on a demo workspace: find the deals in Proposal Made in Pipedrive, then email a summary. One sentence, every lookup and the email done in the same chat.
- Workspace or personal, decided when you add it
- Read-only unless you tick Allow write access
- No CRM connected yet? Chat says so and offers a Connect button
Added once by an admin, read-only to start
Add the CRM in Integrations as a workspace connection, so everyone can use it, or as a personal one. It starts read-only: the AI can look things up but not change them. Tick Allow write access when you want it to create and edit contacts and deals as well.
- Workspace or personal, decided when you add it
- Used by chat and by scheduled workflows, with the same access
- Sensitive-info guardrails can scan the data it returns
- Missing connection? Chat says so and offers to connect it
The rest of this category.
What teams ask about Pipedrive.
What can the Pipedrive connection do?
Look up contacts, deals, lists and tags in Pipedrive in plain language, from any chat or scheduled workflow. The connection starts read-only; tick Allow write access and the AI can also add and edit contacts and create deals.
Who can use it?
You decide when you add it. A workspace connection is shared with everyone in the workspace; a personal connection is just for you. Chat and scheduled workflows use the same connection, with no wider access than it allows.
What happens if nobody has connected it yet?
Ask for something that needs it and chat says which connection is missing, with a Connect button, rather than guessing. Once it is connected, the same request works.
Where do we set it up?
In Integrations, with Add a connection. The steps for each service are in the documentation at docs.stickyprompts.com.
Try it on a question you ask every week.
Start free with a $5 trial balance. Connect it read-only first and check the answers against what you already know.