Pipedrive
Give sales teams and website visitors instant answers about deals, contacts, and pipeline progress without switching tabs.
6 min read
Updated February 2026
Overview
Sales reps waste hours toggling between chat windows and Pipedrive to answer basic questions: “Where's the Acme deal?” “Who's the contact at Widget Corp?” Meanwhile, prospects waiting in chat lose patience and drop off.
The Pipedrive integration lets your AI agent pull deal details, contact info, organization records, activities, and pipeline stages directly into the conversation, so your team can respond in seconds instead of minutes.
When to Enable This
- Your sales team fields live-chat questions from prospects who want deal or pricing updates
- Account managers need quick access to contact history while chatting with clients
- You want your AI agent to confirm pipeline stage before routing a conversation to the right rep
Available Actions
| Action | Description |
|---|---|
| Get Deal | Retrieve deal value, stage, expected close date, and owner |
| Get Person | Look up a contact's email, phone, and associated deals |
| Get Organization | Fetch company details including address and open deals |
| List Activities | Show upcoming calls, meetings, and tasks for a deal or person |
| Pipeline Stages | List all stages in a pipeline so the agent can describe deal progress |
Prerequisites
Before connecting Pipedrive, make sure you have:
- A Pipedrive account on any plan with API access
- Admin or manager permissions to generate an API token
Setup Instructions
Step 1: Generate Your API Token
- Log in to Pipedrive
- Click your profile icon → Personal preferences
- Go to the API tab
- Copy your Personal API token
Step 2: Enable in ChatSpark
- In ChatSpark, go to AI Actions
- Find Pipedrive in the Library and click Enable
- Select the chatbot(s) that should have access
- Paste your API Token
- Click Save
Configuration Fields
| Field | Description | Example |
|---|---|---|
| API Token | Your Pipedrive personal API token | abc123def456... |
Testing Your Integration
After setup, open your chatbot widget and try these realistic queries:
- Ask: “What stage is the Acme Corp deal in?”
- The AI should return the deal name, value, stage, and owner from Pipedrive
More test phrases:
- “Pull up the contact info for Sarah at Widget Inc”
- “Do we have any upcoming calls scheduled for the Globex deal?”
- “Show me the org record for Contoso Ltd”
Troubleshooting
401 Unauthorized
Double-check that the API token is correct and hasn't been regenerated since you saved it in ChatSpark. Regenerating a token in Pipedrive invalidates the previous one.
Deal or contact not found
Pipedrive lookups use name matching. Make sure the name in your query closely matches the record in Pipedrive. Partial matches are supported but very short names may return multiple results.
Rate limiting
Pipedrive enforces API rate limits per company. If you see intermittent errors under heavy usage, wait a few seconds and retry.