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

# Pipedrive

> Log DialNexa call outcomes directly into Pipedrive - deals updated, contacts enriched, activities logged, and rep tasks created automatically after every call.

Pipedrive is the sales CRM built around the deal pipeline. When DialNexa runs your outbound or inbound calls, every conversation can update the right Pipedrive deal automatically - activity logged, stage changed, note added, and the rep's next task created - without anyone touching the CRM manually.

<Note>
  Pipedrive is the right starting point if your team is sales-focused and manages everything through a visual pipeline. DialNexa integrates at the deal level, not just the contact level.
</Note>

## What this integration does

DialNexa connects to Pipedrive through the Pipedrive API. After a call, DialNexa can:

* **Log a call activity** on the right Person or Deal with date, duration, outcome, and summary
* **Update a Deal** - stage, status, value, expected close date, or custom fields
* **Create or update a Person** or **Organization** when new contact information is captured
* **Create a follow-up Activity** for the rep - call, email, meeting, or task with owner and due date
* **Search for existing records** to match the caller before writing anything
* **Add a note** to the Deal or Person with the full call context

## When to use DialNexa with Pipedrive

**Outbound prospecting** - your agent calls leads, qualifies them, and Pipedrive gets the outcome: activity logged, deal moved to the right stage, and a rep task created if a callback or demo was requested.

**Inbound calls** - a prospect calls in, the agent qualifies them, and a new Pipedrive Person and Deal are created with the right pipeline stage and all the context the rep needs.

**Deal stage management** - every call that changes what you know about a deal should change its stage. DialNexa does this automatically based on what was said.

**Activity creation** - reps who forget to log calls don't have to. Every DialNexa call creates a Pipedrive activity automatically, with the right outcome and a note that the rep would otherwise spend 5 minutes writing.

**Rotation and ownership** - when a new lead comes in, DialNexa can create the Pipedrive record and assign it to the right rep based on your rotation or territory rules.

## What DialNexa writes to Pipedrive

<CardGroup cols={2}>
  <Card title="Call activities" icon="phone">
    Every call logged as an Activity on the Person and Deal - date, duration, outcome, and a plain summary of what was discussed.
  </Card>

  <Card title="Deal stage updates" icon="trending-up">
    Move deals forward based on confirmed buying signals - demo booked, quote requested, objection resolved, or deal lost with reason captured.
  </Card>

  <Card title="Follow-up tasks" icon="check-square">
    Create the rep's next Activity - call, email, or meeting - with the right owner, due date, and context already filled in.
  </Card>

  <Card title="Person and Org records" icon="users">
    Create or update Person and Organization records with the contact details captured during the call.
  </Card>
</CardGroup>

## Setting up the integration

In your DialNexa agent workflow, add a Pipedrive action after the call ends. You'll configure:

1. **Pipedrive API token** - your personal API token from Pipedrive settings (set up once in DialNexa integrations)
2. **Action** - log activity, update deal, create person, create deal, add note, or create activity
3. **Record matching** - how DialNexa finds the right Pipedrive record (by phone, email, or deal ID)
4. **Field mappings** - which DialNexa variables map to which Pipedrive fields
5. **Stage mapping** - which call outcomes move a deal to which Pipedrive stage
6. **Activity type** - what type of activity to create for follow-ups (call, task, email, meeting)

## Workflow ideas

<AccordionGroup>
  <Accordion title="Outbound calling: reps find deals updated before they sit down">
    Your agent works through a prospecting list. Each called deal gets an activity logged, a stage update if warranted, and a task created for the rep if follow-up is needed. Reps start the day with a Pipedrive pipeline that reflects every call from the previous afternoon - not a manual list to update.
  </Accordion>

  <Accordion title="Inbound lead capture: create the deal on the first call">
    A prospect calls your number. The agent qualifies them and captures their name, email, company, and what they're looking for. DialNexa creates a Pipedrive Person, links them to an Organization, creates a Deal in the right pipeline and stage, and assigns it to the correct rep. The rep gets a Pipedrive notification before the call ends.
  </Accordion>

  <Accordion title="Deal hygiene: keep your pipeline accurate automatically">
    Dead deals in your pipeline are a sales ops nightmare. When DialNexa calls a lead who says they're not interested, went with a competitor, or can't be reached after 5 attempts, it moves the deal to the right closed stage - with the reason captured. Your pipeline stays clean without rep discipline.
  </Accordion>

  <Accordion title="Meeting-booked flow: from call to booked demo in Pipedrive">
    A prospect agrees to a demo on the call. DialNexa creates the Google Calendar event, sends the invite, moves the Pipedrive deal to "Demo Scheduled," and creates a prep task for the AE with the qualification notes from the call. The AE walks into the demo fully briefed.
  </Accordion>
</AccordionGroup>

## Pairing Pipedrive with other integrations

* **Pipedrive + Slack** - when a hot deal is updated or a new qualified lead is created, notify the rep's Slack with the Pipedrive deal link
* **Pipedrive + Google Calendar** - booking a demo on the call creates both a Pipedrive activity and a Google Calendar event simultaneously
* **Pipedrive + Gmail** - post-call follow-up emails are sent from Gmail and logged as activities on the Pipedrive deal
* **Pipedrive + Google Sheets** - export call outcomes and deal updates to a Sheet for pipeline reporting or SDR performance tracking
* **Pipedrive + Stripe** - before a renewal or upsell call, check the customer's Stripe subscription status and surface it in the call context

## Common questions

<AccordionGroup>
  <Accordion title="How does DialNexa match the caller to the right Pipedrive record?">
    DialNexa searches Pipedrive by phone number first, then by email if captured during the call. If multiple records are found, the action uses the most recently active one or routes to human review. If no match exists, DialNexa creates a new Person and Deal.
  </Accordion>

  <Accordion title="Can DialNexa move Pipedrive deal stages automatically?">
    Yes. You define the stage transition rules in your DialNexa workflow - for example, move to "Demo Scheduled" when `call_outcome = meeting_booked`, or move to "Not Interested" when `call_outcome = rejected`. The agent's understanding of the call drives the stage change.
  </Accordion>

  <Accordion title="What does the logged call activity look like in Pipedrive?">
    A phone call activity with the date, duration, direction, outcome, and a structured note covering who was on the call, what was discussed, what was agreed, and what the next step is. The DialNexa transcript and recording link are included for deeper context.
  </Accordion>

  <Accordion title="Can this work with Pipedrive custom fields?">
    Yes. DialNexa can map call data to any Pipedrive custom field on Deal, Person, or Organization - qualification answers, intent score, objection type, source, or any other custom data your pipeline tracks.
  </Accordion>

  <Accordion title="Can DialNexa create Deals as well as Persons?">
    Yes. When DialNexa creates a new Person in Pipedrive, it can simultaneously create a Deal linked to that Person - in the right pipeline, at the right stage, with the right value and expected close date based on what the caller said.
  </Accordion>
</AccordionGroup>