CRM & sales
Pipedrive + Callable
Pipedrive has the second-largest skill surface in the catalogue: eleven actions covering persons, deals, activities and notes. Six instant events mean the wake-up is a webhook, not a poll — the agent is dialling seconds after the record moves.
6
events that wake an agent
11
skills an agent can run
Team
connection scope
Why it matters on the phone
Every event here is instant. A deal changes hands in Pipedrive and the call is already being placed.
Events
6 ways Pipedrive can start a call.
Bind an agent to any of these and it wakes the moment the event fires — no polling loop, no nightly export, no one remembering to check. Where an event is scoped, that scope is what keeps one team’s bindings out of another’s.
New person
Account-wideA person is created. Instant webhook — no polling delay.
pipedrive-new-person-instantPerson updated
Account-wideAny field on a person changes.
pipedrive-updated-person-instantNew deal
Account-wideA deal is created.
pipedrive-new-deal-instantDeal updated
Account-wideA deal changes — value, stage, owner, or a custom field.
pipedrive-updated-deal-instantLead updated
Account-wideA lead in the inbox changes.
pipedrive-updated-lead-instantAny object event
Per object · actionThe generic hook: nominate the object and the action, and every matching change fires.
pipedrive-new-event-instantSkills
What an agent can do in Pipedrive.
Every skill below is built in and ready the moment the connector is authorised. An agent runs them mid-call and after it, inside the permissions you granted — nothing here is a script you have to write.
List persons
List contacts in the workspace, offset-paginated.
Get person
Fetch a single person by id.
Add person
Create a new person record.
List deals
List deals with optional status, owner and stage filters.
Get deal
Fetch a single deal by id.
Add deal
Create a new deal.
Update deal
Patch-style update to an existing deal.
List activities
List calls, meetings, tasks, deadlines, emails and lunches.
Add activity
Create an activity — a call, meeting or task — off the back of a conversation.
Add note to deal
Attach a note to a deal.
Add note to person
Attach a note to a person.
Also in CRM & sales
Connect Pipedrive. Then describe the call.
Authorising a connector takes clicks, not a project. What happens after it fires is something you write in plain English.