PyAI x Pipedrive
A done call activity on the right person, every time.
Pipedrive runs on activities, so that is what PyAI logs: a completed call activity with the TL;DR as the subject and the full recap as the note, attached to the person matched by phone number. Your pipeline view stays honest without reps logging calls they never had time to write up.
- Status
- Live
- Direction
- PyAI to Pipedrive
- Setup
- Console, no code
- Cost
- Included
What lands in Pipedrive
One activity of type call, already marked done, with the recap in the note. If a person matches the caller's number, the activity attaches to them; otherwise it lands unattached with the call reference.
The activity after a rescheduling call
Activity (type: call, done)
Subject: Customer asked to reschedule Friday's installation
Person: Jane Doe (matched by phone)
Note:
The customer called to move their appointment. The agent offered
Tuesday or Wednesday morning; the customer chose Wednesday 9-11am.
Next steps: Confirm the new slot by SMS and update the calendar invite.Setup, end to end
- 1
In Pipedrive, open Settings, then Personal preferences, then API, and copy your API token.
- 2
In the PyAI console, open Integrations and choose Pipedrive, then enter your company domain and token.
- 3
Press Test to log a sample activity and check how it reads.
- 4
From the next completed call, activities log automatically.
Delivery you can prove
Verified, and never twice
Every delivery carries proof it is really from us (the X-PyAI-Signature header, an HMAC your tools can verify) and a unique receipt id (the Idempotency-Key), so a retry can never post the same call twice.
Retried, then shown to you
If your endpoint hiccups, we retry with backoff (eight attempts over about twenty minutes). Still failing? The exact error waits on the integration card in your console, not in a log you never read.
Your credentials stay yours
Tokens, secrets, and webhook URLs are encrypted at rest and masked everywhere. They never appear in the messages we send.
Included, no extra fees
Integrations come with your Recap or AMD usage. There is no per-connection or per-delivery charge.
FAQ
Does PyAI create deals or move pipeline stages?
No. It logs completed call activities only. Your deal structure, stages, and automations stay exactly as they are; the activities land where your existing Pipedrive workflows can pick them up.
How is the person matched?
By the caller's phone number against your Pipedrive people. When there is no match, the activity still logs with the full recap and call reference so nothing is lost.
Can I send AMD outcomes to Pipedrive too?
Yes. Subscribe the same connection to AMD decisions and each outcome logs as an activity with the verdict and confidence in the subject line.
What does the Pipedrive integration cost?
It is included with your Recap usage. There is no per-activity or per-connection fee from PyAI.
Connect Pipedrive to PyAI today.
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