Pipedrive is currently in beta. Reach out to your OpenCX contact to enable the workflow action on your organization. There is no self-service connect screen today — Settings → Integrations shows Pipedrive as “coming soon” until support enables it.
What you get
Keep your pipeline current as conversations close
Keep your pipeline current as conversations close
When an AI conversation confirms a budget, a move-in date, or any detail your reps need, a workflow writes the value straight back to the matching Pipedrive lead. No CSV exports, no manual data entry, no duplicate records.
Trigger AI outbound calls when a lead lands
Trigger AI outbound calls when a lead lands
Pipedrive automation sends the new lead’s phone, name, and custom fields into an OpenCX workflow. The workflow places an AI phone call with the lead’s context already loaded — the agent greets them by name and works your script.
Reach leads by phone, email, person, or org name
Reach leads by phone, email, person, or org name
When you already have a , the workflow updates that lead directly. When you don’t, OpenCX searches Pipedrive by phone number, email, person name, or org name.
Pick your pattern
Most teams run both patterns side by side — Pipedrive drives the first touchpoint, OpenCX keeps the lead current from then on.- OpenCX updates Pipedrive
- Pipedrive triggers OpenCX
An AI workflow finishes a conversation and writes the outcome back to Pipedrive — stage, value, custom fields, or a fresh title. Use the
Update PipeDrive Lead workflow action.Update Lead Action
Configure the action, search by phone or email, update or create leads.
Related Documentation
Connect
Grab your Pipedrive API token and company domain.
Update Lead Action
Push conversation outcomes into Pipedrive leads.
Trigger workflows from Pipedrive
Start an OpenCX workflow from a Pipedrive automation.
Troubleshooting
Lead not found, phone-format errors, empty update fields.