CRM & Sales
Pipedrive
Sales CRM. Connect Adapt to Pipedrive for deals, contacts, and pipeline activity via API.
Use cases
Adapt connects to Pipedrive so you can ask questions about deals, contacts, and pipeline. Add your API token in Settings > Integrations and Adapt can query Pipedrive on your behalf.
Query deals and pipeline stages
Track activities and contacts
Summarize pipeline health and forecast
Reference CRM data in conversations
Configuring Pipedrive
- 1
In Pipedrive, go to Settings > Personal preferences > API and copy your token
- 2
Go to Settings > Integrations in the Adapt web app
- 3
Create a secret group and add your Pipedrive API token
- 4
Start a new chat and ask Adapt about your deals
