# Pipedrive AI employee Viktor works in Pipedrive for you. Ask in Slack or Microsoft Teams. Viktor is an AI employee that connects to Pipedrive and helps you track deals and customer relationships through a sales pipeline, running 41 Pipedrive actions for you like Add Deal, Add Lead, and Add Note. Ask in plain English from your workspace; Viktor does the work in Pipedrive and reports back. Viktor connects in one click via OAuth. - Tool: Pipedrive - Category: Sales & CRM - Connection: One-click OAuth - Actions available: 41 - Currently available in: Slack, Microsoft Teams, and Discord - Page: https://viktor.com/integrations/pipedrive ## What can your AI employee do in Pipedrive? Viktor connects to your Pipedrive account and completes work in it. He doesn't just answer questions about Pipedrive, he takes the actions on your behalf and delivers the finished result to your workspace. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Pipedrive actions, chains them with the other 9,800+ tools he connects to, and asks for approval before anything sensitive runs. ### About Pipedrive Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM. ### How a run works 1. **You ask in your workspace** - Describe what you need in plain English 2. **Viktor picks the actions** - Selects from 41 Pipedrive actions, chains them together 3. **Runs in Pipedrive** - Helps you track deals and customer relationships through a sales pipeline - your real data. 4. **Reports back** - Delivers the finished result to your workspace ## Use Pipedrive from Slack and Microsoft Teams Message Viktor in a Slack channel, a Microsoft Teams chat or a direct message. He opens Pipedrive, does the work and posts the result in the same thread, so nobody has to switch tabs. He can also run Pipedrive work on a schedule, like a weekly Pipedrive summary posted to your team's channel. Anything sensitive waits for your approval before it runs. ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive Pipedrive actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. - Viktor is not affiliated with or endorsed by Pipedrive. ## What can you ask Viktor to do in Pipedrive? - "Update the Pipedrive deal I closed today and move it to won." - "Pull this week's pipeline from Pipedrive and post a summary to #sales every Friday." - "Find contacts in Pipedrive we haven't touched in 30 days and draft follow-ups." - "Cross-check Pipedrive against our billing records and flag deals that don't match." ## How does Viktor work with Pipedrive? 1. Open Viktor in a supported workspace. 2. Connect Pipedrive with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Pipedrive actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What can Viktor do in Pipedrive? (41 actions) - **Add Activity** - Adds a new activity. Includes moreactivitiesscheduledincontext property in response's additionaldata which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive. - **Add Deal** - Adds a new deal. See the Pipedrive API docs for Deals here. - **Add Labels** - Adds labels to a lead, person, deal, or organization in Pipedrive. - **Add Lead** - Create a new lead in Pipedrive. - **Add Note** - Adds a new note. For info on adding an note in Pipedrive. - **Add Organization** - Adds a new organization. See the Pipedrive API docs for Organizations here. - **Add Person** - Adds a new person. See the Pipedrive API docs for People here. - **Create Project** - Creates a new project in Pipedrive. Use List Project Boards to obtain a valid Board ID and List Project Phases to obtain a valid Phase ID before running this action. - **Create Task** - Creates a new task under a project (BETA). Run List Projects first to obtain a valid project ID. Use List User ID Options for the assignee ID. - **Delete Project** - Permanently deletes a project. This is irreversible. Run List Projects first to obtain a valid project ID. - **Delete Task** - Permanently deletes a task and all of its subtasks (BETA). This is irreversible. Run List Tasks first to obtain a valid task ID. - **Get All Leads** - Get all leads from Pipedrive. - **Get Deal** - Get a deal by its ID. - **Get Lead by ID** - Get a lead by its ID. - **Get person details** - Get details of a person by their ID. - **Get Project** - Gets a single project by its ID. Run List Projects first to obtain a valid project ID. - **Get Task** - Gets a single task by its ID (BETA). Run List Tasks first to obtain a valid task ID. - **List Deals** - List deals in your Pipedrive account. - **List Filters** - List filters in your Pipedrive account, optionally scoped to a single entity type. - **List Lead Label IDs Options** - Retrieves available options for the Lead Label IDs field. - **List Organization Label IDs Options** - Retrieves available options for the Organization Label IDs field. - **List Organizations** - List organizations in your Pipedrive account. - **List Person Label IDs Options** - Retrieves available options for the Person Label IDs field. - **List Persons** - List persons in your Pipedrive account. - **List Project Boards** - Lists all active project boards. Run this first to obtain a valid board ID for Create Project, Update Project, and List Project Phases. - **List Project Phases** - Lists the phases for a given board. Run List Project Boards first to obtain a board ID, then run this to obtain a valid phase ID for Create Project or Update Project. - **List Projects** - Lists projects in your Pipedrive account. Use the returned IDs with Get Project, Update Project, Delete Project, or Create Task. - **List Tasks** - Lists tasks in your Pipedrive account (BETA). Use List Projects to obtain a project ID to filter by. Use the returned IDs with Get Task, Update Task, or Delete Task. - **List User ID Options** - Retrieves available options for the User ID field. - **Merge Deals** - Merge two deals in Pipedrive. - **Merge Persons** - Merge two persons in Pipedrive. - **Remove Duplicate Notes** - Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes. - **Remove Labels** - Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. - **Search Leads** - Search for leads by name or email. - **Search Notes** - Search for notes in Pipedrive. - **Search persons** - Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here. - **Update Deal** - Updates the properties of a deal. See the Pipedrive API docs for Deals here. - **Update Lead** - Updates a lead in Pipedrive. - **Update Person** - Updates an existing person in Pipedrive. - **Update Project** - Updates an existing project. Run List Projects first to obtain a valid project ID; use List Project Boards and List Project Phases for board and phase IDs. - **Update Task** - Updates an existing task (BETA). Run List Tasks first to obtain a valid task ID. ## Viktor uses Pipedrive together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) - [Stripe](https://viktor.com/integrations/stripe) ## More Sales & CRM integrations - [HubSpot](https://viktor.com/integrations/hubspot) - [Upsales](https://viktor.com/integrations/upsales) - [Apollo.io](https://viktor.com/integrations/apollo-io) - [Apollo.io (API Key)](https://viktor.com/integrations/apollo-io-api-key) - [Instantly](https://viktor.com/integrations/instantly) - [ActiveCampaign](https://viktor.com/integrations/activecampaign) - [Keap (Infusionsoft)](https://viktor.com/integrations/keap-infusionsoft) - [Teamgate](https://viktor.com/integrations/teamgate) ## FAQ ### Does Viktor integrate with Pipedrive? Yes. Pipedrive is one of the 9,800+ tools Viktor connects to, in one click via OAuth. Once connected, anyone on your team can put Viktor to work in Pipedrive from their workspace - no workflow builder, no code. ### How do I connect Pipedrive to Viktor? Ask Viktor in your workspace to connect Pipedrive, then approve the one-click OAuth prompt. Viktor never sees your password, handles authentication itself, and starts working right away. Setup takes about two minutes, and you can revoke access at any time. ### What can Viktor do in Pipedrive? Viktor can run 41 Pipedrive actions, including Add Deal, Add Lead, and Add Note - and chain them with other tools in a single request. In practice that means Viktor helps you track deals and customer relationships through a sales pipeline. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows for Pipedrive? No. Viktor isn't a workflow builder - there are no triggers to map and nothing to maintain. You ask for the outcome in plain English in your workspace, and Viktor decides which Pipedrive actions to take, runs them, and reports back. ### Is my Pipedrive data secure with Viktor? Yes. Viktor connects to Pipedrive in one click via OAuth, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Pipedrive integration cost? Nothing extra - every integration, including Pipedrive, is available on every plan. You can start free with up to $100 in credits, no credit card required; the Team plan is $100 a month. ### Can Viktor use Pipedrive together with my other tools? Yes - that's the point. Viktor connects to 9,800+ tools and works across them in a single run: he can pull data from Pipedrive, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in your workspace. ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 9,800+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.