Pipedrive

Add notes to deals in Pipedrive

2 actions available

Available Actions

Add Note

Add a note to a deal in Pipedrive

Deal*Pin Note

Create notes and update records in Salesforce

Create activities in Copper CRM

Start automating your workflow by connecting Pipedrive to ContextFile.ai.

Click "Connect Pipedrive" and authorize ContextFile.ai to access your Pipedrive account using OAuth 2.0.

Choose which actions to use and configure where your AI outputs should be delivered (channels, projects, etc.).

When your AI tasks run, outputs are automatically delivered to Pipedrive based on your configuration.

Connect Now

Start sending AI outputs to Pipedrive

Authentication

OAuth 2.0

Secure authorization with automatic token refresh

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