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Pipedrive + VectorLumira

Move deals, log activities and update people. Use Pipedrive in agents, workflows and chat, connected in one click.

Connect PipedriveConnector docs

Actions

Tools agents and workflows can call

  • Create recordpipedrive.create_record
  • Update recordpipedrive.update_record
  • Search recordspipedrive.search_records
  • Create dealpipedrive.create_deal
  • Log activitypipedrive.log_activity
  • Add notepipedrive.add_note

Triggers

Events that start a workflow

  • New recordpipedrive.new_record
  • Record updatedpipedrive.record_updated
  • Deal stage changedpipedrive.deal_stage_changed
  • New bookingpipedrive.new_booking

Ask about Pipedrive in plain English.

In VectorLumira Chat, @Pipedrive brings every Pipedrive tool into the conversation. Changes are shown for approval before they happen.

@Pipedrive search records from this week and summarize what needs my attention.

pipedrive.search_records

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