Pipedrive

Overview

Connect your voice agent with Pipedrive to automatically capture leads and update sales pipelines during customer conversations. The integration allows agents to create leads, update deals, and log call notes directly in Pipedrive, ensuring sales teams maintain accurate pipeline data from real-time interactions.

How it works

This video shows how a Voice AI agent built on Telnyx voice captures lead information during a phone conversation and creates a new record in Pipedrive. The agent writes the data into the CRM and verifies the entry directly in the Pipedrive interface.

Capabilities

The Pipedrive integration supports the following operations across core objects:

Leads

create_lead

get_lead

update_lead

list_lead

search_lead

delete_lead

Deals

create_deal

get_deal

update_deal

list_deal

search_deal

delete_deal

Contacts

create_contact

get_contact

update_contact

list_contact

Activities

create_activity

get_activity

update_activity

list_activity

Users

get_user

list_user

Start building

About Pipedrive

Pipedrive is a sales CRM and pipeline management platform designed to help sales teams track deals, manage leads, and automate their sales process. Used by over 100,000 companies, it combines visual pipeline tracking with built-in AI to help teams close deals faster.

What moves between the agent and Pipedrive

A Telnyx voice AI agent can create, search, and update deals, contacts, and activities in Pipedrive through API tool calls during a phone conversation. When a prospect calls in, the agent can look up the contact by phone number or name, retrieve their deal history, and provide a status update on where things stand in the pipeline.

During sales calls, the agent can create new deals with call notes, log activities against existing deals, update deal stages based on conversation outcomes, and add new contacts to the CRM. The agent can search for deals by status, value, or owner, and summarize pipeline metrics for sales managers calling in.

For follow-up workflows, the agent can schedule activities, set reminders, and create tasks in Pipedrive based on commitments made during the call - ensuring that every phone conversation translates into a pipeline action without manual data entry.

COMPOSITION

Pick the job. The primitives light up.

Four Pipedrive assistants. Pick one and the blocks it runs on light up, and the create call attaches Pipedrive in the same request, the meter prices it. Or click any single block: every primitive sells alone.

CHOOSE BY USE CASE OR PRODUCT

CommsSIP Trunking
CommsGlobal numbers
AIVoice AI Agents
AIText-to-Speech
AISpeech-to-Text
EdgeInference

RESULTS

cURL

# ai appointment booking for sales — create the agent# tools attach in the same requestcurl -X POST https://api.telnyx.com/v2/ai/assistants \  -H "Authorization: Bearer $TELNYX_API_KEY" \  -H "Content-Type: application/json" \  -d '{    "name": "pipedrive-booking",    "model": "meta-llama/Meta-Llama-3.1-8B-Instruct",    "instructions": "Answer the call, read out open calendar slots, confirm the choice with the caller, create the calendar event, and log the activity to Pipedrive.",    "integrations": [      { "integration_id": "pipedrive" }    ]  }'# 6 primitives · 1 vendor · 1 bill# 1 tool · GET /v2/ai/integrations

AI Appointment Booking for Sales

Primitives composed: 6 of 50
Tools attached: 1
Est. latency budget: ~460 ms
Est. unit cost (all-in): $0.05/min
Vendors required: 1

SELECT USE CASE

OR SELECT PRODUCT

RESULTS

cURL

# ai appointment booking for sales — create the agent# tools attach in the same requestcurl -X POST https://api.telnyx.com/v2/ai/assistants \  -H "Authorization: Bearer $TELNYX_API_KEY" \  -H "Content-Type: application/json" \  -d '{    "name": "pipedrive-booking",    "model": "meta-llama/Meta-Llama-3.1-8B-Instruct",    "instructions": "Answer the call, read out open calendar slots, confirm the choice with the caller, create the calendar event, and log the activity to Pipedrive.",    "integrations": [      { "integration_id": "pipedrive" }    ]  }'# 6 primitives · 1 vendor · 1 bill# 1 tool · GET /v2/ai/integrations

AI Appointment Booking for Sales

Primitives composed: 6 of 50
Tools attached: 1
Est. latency budget: ~460 ms
Est. unit cost (all-in): $0.05/min
Vendors required: 1

RESULTS

cURL

# ai appointment booking for sales — create the agent# tools attach in the same requestcurl -X POST https://api.telnyx.com/v2/ai/assistants \  -H "Authorization: Bearer $TELNYX_API_KEY" \  -H "Content-Type: application/json" \  -d '{    "name": "pipedrive-booking",    "model": "meta-llama/Meta-Llama-3.1-8B-Instruct",    "instructions": "Answer the call, read out open calendar slots, confirm the choice with the caller, create the calendar event, and log the activity to Pipedrive.",    "integrations": [      { "integration_id": "pipedrive" }    ]  }'# 6 primitives · 1 vendor · 1 bill# 1 tool · GET /v2/ai/integrations

AI Appointment Booking for Sales

Primitives composed: 6 of 50
Tools attached: 1
Est. latency budget: ~460 ms
Est. unit cost (all-in): $0.05/min
Vendors required: 1

One request. Tools attached. You pay the minute, not the connector.

THE TELNYX PLATFORM

Powered by the Telnyx platform

Every Telnyx integration runs on the same infrastructure: voice AI agents for conversation, inference for reasoning, SIP trunking for transport, STT and TTS for understanding and speech, and phone numbers for provisioning.

Voice AI Agents

Handle inbound sales calls and create Pipedrive deals, contacts, and activities in real time.

Learn more

Inference

Analyze conversation context to score leads and update deal stages intelligently.

Learn more

SIP Trunking

Reliable voice transport for your sales team's outbound and inbound calling.

Learn more

Speech-to-Text

Transcribe sales calls into accurate notes for Pipedrive activity logs.

Learn more

Text-to-Speech

Read back deal details and pipeline summaries in natural-sounding speech.

Learn more

Phone Numbers

Provision local sales numbers that route directly to your Pipedrive-powered agents.

Learn more

Ready to build with Telnyx?

Start building Talk to sales

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Pipedrive

Overview

How it works

Capabilities

About Pipedrive

What moves between the agent and Pipedrive

Powered by the Telnyx platform

Voice AI Agents

Inference

SIP Trunking

Speech-to-Text

Text-to-Speech

Phone Numbers

Ready to build with Telnyx?

MORE INTEGRATIONS

Airtable

Asana

Calendly

Confluence

Figma

Github

Gong

Greenhouse

Ask AI