How to Use Pipedrive with Pokee AI

Pokee AI's Pipedrive integration lets you manage deals, track contacts, and automate your sales pipeline through natural language commands. Create deals, move them through stages, log activities, generate pipeline reports, and automate follow-ups -- all from a single conversation.

What You Can Do with Pipedrive + Pokee

• Data access: Read and query data from Pipedrive through natural language commands
• Record management: Create, update, and manage records in Pipedrive
• Workflow automation: Automate common Pipedrive workflows and processes
• Reporting: Generate reports and summaries from Pipedrive data
• Cross-tool integration: Connect Pipedrive with 90+ other business tools

Getting Started

Step 1: Connect Pipedrive

Connect your Pipedrive account when prompted. Pokee uses OAuth 2.0 -- your password is never shared.

Step 2: Start with a Simple Command

• "Show me recent activity in Pipedrive"
• "Find records in Pipedrive matching..."
• "Create a new entry in Pipedrive"

Step 3: Build Up to Complex Workflows

• "Pull data from Pipedrive and create a weekly report in Google Sheets, then email it to the team"
• "Monitor Pipedrive daily and post updates to our Slack channel"
• "Sync Pipedrive data with our Google Sheet tracker and flag any changes"

Example Commands

"Show me all active items in Pipedrive"

"Update the status of record #123 in Pipedrive"

"Search Pipedrive for items created this week"

"Generate a summary report from Pipedrive data"

Combining Pipedrive with Other Integrations

Tips for Best Results

1. Be specific about which records or data you need
2. Combine Pipedrive with Google Sheets for structured reporting
3. Use scheduled tasks to automate recurring Pipedrive workflows
4. Leverage persistent memory so Pokee remembers your Pipedrive preferences
5. Chain Pipedrive with email and Slack for automated notifications

Security

• Pipedrive access uses secure authentication (OAuth 2.0 or API key)
• Credentials stored in an AES-256 encrypted vault
• Pokee never stores your password
• SOC 2 Type I compliant infrastructure
• Your data is never used for model training

Frequently Asked Questions

How do I connect Pipedrive to Pokee?

Ask Pokee to do something with Pipedrive, and it will prompt you to connect through a secure authentication flow. Your credentials are stored in an encrypted vault.

Can I automate Pipedrive workflows?

Yes. Set up scheduled tasks that interact with Pipedrive on a daily, weekly, or custom schedule. Tasks run automatically without human intervention.

Is my Pipedrive data safe?

Yes. Pokee is SOC 2 Type I compliant. Access tokens are stored in an encrypted vault, and your data is never used for model training.

Can I combine Pipedrive with other tools?

Yes. Pipedrive works with all 90+ Pokee integrations. Common combinations include Google Sheets, Gmail, Slack, and Google Docs.