Pipedrive: what the assistant can do

In Pipedrive, the assistant can find a person, find an organization, add a person, create a deal, add a note, schedule an activity, move a deal, see today’s activities, update a person, add an organization, update an organization, link a person to an organization, update a deal, change a deal’s owner, see open deals, mark an activity done, reschedule an activity, see upcoming activities, add a lead, see your leads, turn a lead into a deal, attach a photo or file and add products to a deal. You ask by text, in your own words.

Status: Available. How to connect, permissions and limits: Pipedrive.

What it does	Asks first?	Undo
Find a person	No	–
Find an organization	No	–
Add a person	If unsure	10 minutes
Create a deal	If unsure	10 minutes
Add a note	If unsure	10 minutes
Schedule an activity	If unsure	10 minutes
Move a deal	If unsure	10 minutes
See today’s activities	No	–
Update a person	If unsure	10 minutes
Add an organization	If unsure	10 minutes
Update an organization	If unsure	10 minutes
Link a person to an organization	If unsure	10 minutes
Update a deal	If unsure	10 minutes
Change a deal’s owner	If unsure	10 minutes
See open deals	No	–
Mark an activity done	If unsure	10 minutes
Reschedule an activity	If unsure	10 minutes
See upcoming activities	No	–
Add a lead	If unsure	10 minutes
See your leads	No	–
Turn a lead into a deal	If unsure	10 minutes
Attach a photo or file	If unsure	10 minutes
Add products to a deal	If unsure	10 minutes

Asking first and undo follow the same rules for every tool: see Confirmations and undo.

Find a person

Looks up a person by name, email or phone and replies with their phone, email and organization.

• Asks before doing it? No. It only looks things up.
• Can be undone? Nothing to undo: it doesn’t change anything.
• Pipedrive API call: GET /api/v2/persons/search
• Action name: pipedrive.find_person

Example texts:

• “what’s Dana Whitfield’s cell?”
• “look up Tom at Lone Star Hardware in Pipedrive”
• “who is 512-555-0142”

Find an organization

Looks up an organization (company) by name and replies with its address.

• Asks before doing it? No. It only looks things up.
• Can be undone? Nothing to undo: it doesn’t change anything.
• Pipedrive API call: GET /api/v2/organizations/search
• Action name: pipedrive.find_org

Example texts:

• “is Acme Supply in Pipedrive?”
• “what’s the address for Brazos Builders”
• “look up the org Gulf Coast Distributors”

Add a person

Adds a new person with their phone, email and the organization they work for.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Pipedrive API call: POST /api/v2/persons
• Action name: pipedrive.create_person

Example texts:

• “add Dana Whitfield from Acme Supply, 512-555-0142”
• “new contact in Pipedrive: Jason Lee, jlee@brazosbuilders.com”
• “save Maria Gomez at Gulf Coast Distributors, cell 713-555-0199”

Create a deal

Creates a deal with a value, stage and expected close date, linked to an organization or person.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Pipedrive API call: POST /api/v2/deals
• Action name: pipedrive.create_deal

Example texts:

• “new deal for Acme, 200 units, $40k, closing end of November”
• “create a Pipedrive deal with Brazos Builders for 85k, proposal stage”
• “open a deal for Lone Star Hardware spring order $12,500”

Add a note

Adds a note (for example, how a visit or call went) to a deal, person or organization.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Pipedrive API call: POST /v1/notes
• Action name: pipedrive.add_note

Example texts:

• “log my visit with Acme, they want 200 units”
• “note on the Brazos deal: board meets Tuesday, then they sign”
• “met Tom at Lone Star Hardware, spring order is about 40 pallets”

Schedule an activity

Schedules a call, meeting or task with a due date and time, tied to a deal, person or organization.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Pipedrive API call: POST /api/v2/activities
• Action name: pipedrive.create_activity

Example texts:

• “remind me to call Dana Whitfield Tuesday at 10”
• “meeting with Brazos Builders Thursday 2-3pm at their office”
• “task: send Acme the revised quote by Friday”

Move a deal

Moves a deal to another stage in its pipeline, or marks it won or lost.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Pipedrive API call: PATCH /api/v2/deals/{id}
• Action name: pipedrive.update_deal_stage

Example texts:

• “move the Acme deal to proposal made”
• “Brazos Builders deal is won!”
• “mark Lone Star Hardware lost, went with a competitor”

See today’s activities

Lists your open calls, meetings and tasks due today (or another day you name), plus how many are overdue.

• Asks before doing it? No. It only looks things up.
• Can be undone? Nothing to undo: it doesn’t change anything.
• Pipedrive API call: GET /api/v2/activities
• Action name: pipedrive.list_my_activities_today

Example texts:

• “what’s on my plate today?”
• “what calls do I have today in Pipedrive”
• “my activities for tomorrow”

Update a person

Changes a person’s name, phone or email. A new phone or email becomes their primary one.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Pipedrive API call: PATCH /api/v2/persons/{id}
• Action name: pipedrive.update_person

Example texts:

• “Dana Whitfield’s new cell is 512-555-0101”
• “update Tom Becker’s email to tom@lonestarhw.com”
• “it’s Jason Lee not Jayson Lee in Pipedrive”

Add an organization

Creates a new organization (a company), optionally with its address.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Pipedrive API call: POST /api/v2/organizations
• Action name: pipedrive.create_org

Example texts:

• “add Shah Fabrication as an organization in Pipedrive”
• “new company: Gulf Coast Distributors, 900 Port Rd, Houston”
• “create org Brazos Builders”

Update an organization

Changes an organization’s name or address.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Pipedrive API call: PATCH /api/v2/organizations/{id}
• Action name: pipedrive.update_org

Example texts:

• “Acme Supply moved to 2200 Industrial Blvd, Round Rock”
• “rename Lone Star Hardware to Lone Star Hardware & Supply in Pipedrive”
• “update the address for Brazos Builders: 18 Mill St, Waco”

Link a person to an organization

Sets which organization a person works for.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Pipedrive API call: PATCH /api/v2/persons/{id}
• Action name: pipedrive.link_person_to_org

Example texts:

• “Dana Whitfield works at Acme Supply now”
• “link Tom Becker to Lone Star Hardware”
• “put Maria Gomez under Gulf Coast Distributors in Pipedrive”

Update a deal

Changes a deal’s value, expected close date or title.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Pipedrive API call: PATCH /api/v2/deals/{id}
• Action name: pipedrive.update_deal

Example texts:

• “Acme deal is now 55k”
• “push the Brazos Builders close date to Dec 15”
• “Gulf Coast renewal: value 18,500, closing Nov 20”

Change a deal’s owner

Hands a deal to another teammate on your Pipedrive account.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Pipedrive API call: PATCH /api/v2/deals/{id}
• Action name: pipedrive.change_deal_owner

Example texts:

• “give the Acme deal to Mike”
• “reassign Brazos Builders to sarah@lonestarsales.com”
• “I’m taking over the Gulf Coast renewal”

See open deals

Lists open deals for an organization or person, or your own if none is named.

• Asks before doing it? No. It only looks things up.
• Can be undone? Nothing to undo: it doesn’t change anything.
• Pipedrive API call: GET /api/v2/deals
• Action name: pipedrive.list_open_deals

Example texts:

• “what deals do we have open with Acme?”
• “Dana Whitfield’s open deals”
• “show my open deals in Pipedrive”

Mark an activity done

Marks an open call, meeting or task as done.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Pipedrive API call: PATCH /api/v2/activities/{id}
• Action name: pipedrive.mark_activity_done

Example texts:

• “called Dana, mark it done”
• “done with the Acme quote task”
• “check off my meeting with Lone Star Hardware”

Reschedule an activity

Moves an open call, meeting or task to a new day or time.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Pipedrive API call: PATCH /api/v2/activities/{id}
• Action name: pipedrive.reschedule_activity

Example texts:

• “move my call with Dana to Thursday”
• “push the Brazos meeting to Monday at 3”
• “reschedule the Acme quote task to next Friday”

See upcoming activities

Lists your open calls, meetings and tasks for the next few days, or those tied to a deal, person or organization.

• Asks before doing it? No. It only looks things up.
• Can be undone? Nothing to undo: it doesn’t change anything.
• Pipedrive API call: GET /api/v2/activities
• Action name: pipedrive.list_upcoming_activities

Example texts:

• “what’s coming up with Acme?”
• “anything scheduled with Dana Whitfield”
• “what do I have this week in Pipedrive”

Add a lead

Adds a lead to your Leads Inbox for a person or organization already in Pipedrive, with a value if you give one.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Pipedrive API call: POST /v1/leads
• Action name: pipedrive.create_lead

Example texts:

• “new lead: Amy’s Birds, maybe 4.5k”
• “add Tom Becker at Lone Star Hardware as a lead”
• “put Gulf Coast Distributors in the leads inbox, fleet renewal, 20k”

See your leads

Lists the open leads in your Leads Inbox, or those for a person or organization.

• Asks before doing it? No. It only looks things up.
• Can be undone? Nothing to undo: it doesn’t change anything.
• Pipedrive API call: GET /v1/leads
• Action name: pipedrive.list_leads

Example texts:

• “what leads do I have?”
• “any leads for Acme Supply?”
• “show my Pipedrive leads inbox”

Turn a lead into a deal

Converts a lead into a deal in your pipeline; Pipedrive moves its notes, files and activities over.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Pipedrive API call: POST /api/v2/leads/{id}/convert/deal
• Action name: pipedrive.convert_lead_to_deal

Example texts:

• “convert the Amy’s Birds lead to a deal”
• “Shah Fabrication lead is real, make it a deal in proposal made”
• “move the Gulf Coast lead into the pipeline”

Attach a photo or file

Puts the photos or files you text on a deal, person or organization.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Pipedrive API call: POST /v1/files
• Action name: pipedrive.attach_file

Example texts:

• “[photo] put this on the Garcia deal”
• “[2 photos] attach these to Amy’s Birds”
• “[PDF] save the signed quote to the Brazos Builders deal”

Add products to a deal

Adds products from your Pipedrive catalog to a deal with quantity and price; it never creates new products.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Pipedrive API call: POST /api/v2/deals/{id}/products
• Action name: pipedrive.add_products_to_deal

Example texts:

• “add 3 XL cages at $120 each to the Garcia deal”
• “put 2 install labor and 1 delivery fee on the Brazos Builders deal”
• “Acme deal: 40 pallets of anchor bolts”

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This list is generated from the code that runs each action, so it’s always current.