> ## Documentation Index
> Fetch the complete documentation index at: https://docs.famulor.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipedrive Integration

> Automatic deal updates and pipeline management in Pipedrive directly during customer calls to optimize sales workflows

# Pipedrive Integration Template

Integrate Pipedrive CRM into your mid-call actions and enable your AI assistant to automatically update deal statuses, manage pipeline stages, and optimize sales processes during customer conversations.

## Overview & Features

<CardGroup cols={2}>
  <Card title="Deal Management" icon="handshake">
    * Real-time deal status updates during calls
    * Pipeline stage management and progression
    * Deal value adjustments based on negotiations
    * Automatic activity logging
  </Card>

  <Card title="Sales Pipeline Optimization" icon="chart-line">
    * Intelligent stage progression based on call content
    * Win/loss tracking with reasons
    * Improved sales velocity through immediate updates
    * Team performance analytics and forecasting
  </Card>
</CardGroup>

## Pipedrive API Setup

### 1. Obtain Pipedrive API Token

<Steps>
  <Step title="Generate API Token">
    * Log in to Pipedrive
    * Navigate to "Settings" → "Personal preferences" → "API"
    * Click on "Generate new token"
    * Token name: "Famulor Mid-Call Integration"
  </Step>

  <Step title="Identify Pipeline and Stages">
    ```yaml theme={null}
    Pipeline Configuration:
      1. Go to "Settings" → "Pipeline Settings"
      2. Note down Pipeline IDs and Stage IDs:
         - Lead Pipeline: ID 1
         - Sales Pipeline: ID 2
         - Enterprise Pipeline: ID 3
      
    Document Stage IDs:
      - Qualification: Stage ID 1
      - Demo Scheduled: Stage ID 2
      - Proposal Made: Stage ID 3
      - Negotiation: Stage ID 4
    ```
  </Step>
</Steps>

## Configure Deal Update Tool

### Configuration in the Famulor Interface

<Tabs>
  <Tab title="Tool Details">
    | Field                      | Value                                                                                                                           |
    | -------------------------- | ------------------------------------------------------------------------------------------------------------------------------- |
    | **Name**\*                 | `Pipedrive Deal aktualisieren`                                                                                                  |
    | **Description**            | "Updates deal status, pipeline stage, and values in Pipedrive based on call progression"                                        |
    | **Function Name**\*        | `update_pipedrive_deal`                                                                                                         |
    | **Function Description**\* | "Updates a deal in Pipedrive. Use this to change deal status, document pipeline progress, or adjust values after negotiations." |
    | **HTTP Method**            | `PUT`                                                                                                                           |
    | **Timeout (ms)**           | `5000`                                                                                                                          |
    | **Endpoint**\*             | `https://api.pipedrive.com/v1/deals/{deal_id}`                                                                                  |
  </Tab>

  <Tab title="Query Parameters">
    ```json theme={null}
    {
      "api_token": "{{PIPEDRIVE_API_TOKEN}}"
    }
    ```
  </Tab>

  <Tab title="Request Body Template">
    ```json theme={null}
    {
      "title": "{title}",
      "value": "{value}",
      "currency": "EUR",
      "status": "{status}",
      "stage_id": "{stage_id}",
      "probability": "{probability}",
      "expected_close_date": "{close_date}",
      "lost_reason": "{lost_reason}",
      "visible_to": "3",
      "add_time": "{current_timestamp}"
    }
    ```
  </Tab>
</Tabs>

### Parameter Schema

```json theme={null}
{
  "type": "object",
  "properties": {
    "deal_id": {
      "type": "integer",
      "description": "Pipedrive deal ID (from previous search or known)"
    },
    "title": {
      "type": "string",
      "description": "New deal title (optional)"
    },
    "value": {
      "type": "number",
      "description": "Deal value in Euro"
    },
    "status": {
      "type": "string",
      "enum": ["open", "won", "lost"],
      "description": "Deal status"
    },
    "stage_id": {
      "type": "integer",
      "description": "Pipeline stage ID for deal progression"
    },
    "probability": {
      "type": "integer",
      "description": "Closing probability in percent (0-100)",
      "minimum": 0,
      "maximum": 100
    },
    "close_date": {
      "type": "string",
      "format": "date",
      "description": "Expected close date (YYYY-MM-DD)"
    },
    "lost_reason": {
      "type": "string",
      "description": "Reason for lost deal (only if status='lost')"
    },
    "next_activity": {
      "type": "string",
      "description": "Next planned activity"
    },
    "call_notes": {
      "type": "string",
      "description": "Notes from the current call"
    }
  },
  "required": ["deal_id"]
}
```

## Practical Use Cases

### Scenario 1: Deal Progression During Sales Call

<Steps>
  <Step title="Pipeline Advancement">
    ```yaml theme={null}
    Call Context:
      Customer: "The demo was convincing. Please send me an offer."
      
    AI: "Great! I am updating the deal status..."

    update_pipedrive_deal:
      deal_id: 12345
      stage_id: 3  # "Proposal Made" stage
      probability: 75
      close_date: "2024-02-15"
      call_notes: "Demo successful, offer requested. Customer very interested. Budget confirmed: €50k"
    ```
  </Step>

  <Step title="Value Negotiation Tracking">
    ```yaml theme={null}
    Price Negotiation:
      Customer: "€50k is too much. What can we do at €40k?"
      
    Deal Update:
      value: 40000
      stage_id: 4  # "Negotiation" stage  
      probability: 60  # Reduced due to price pressure
      call_notes: "Customer requests price reduction from €50k to €40k. Negotiations ongoing."
    ```
  </Step>
</Steps>

### Natural Language Integration

**Agent Message**: `"I am updating the deal in Pipedrive..."`

**Success Template**: `"Deal has been successfully updated."`

***

<Tip>
  Related pages: [Introduction](/en/automation-platform/introduction) and [Building Flows](/en/automation-platform/building-flows), and [Debugging Runs](/en/automation-platform/debugging-runs).
</Tip>

<Tip>
  Need a whole toolset instead of building HTTP actions one by one? Connect an external **MCP server** — tools are discovered automatically. See [MCP Servers](/en/platform/mcp-servers).
</Tip>