How to connect Pipedrive and AI Agent
Create a New Scenario to Connect Pipedrive and AI Agent
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Pipedrive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Pipedrive or AI Agent will be your first step. To do this, click "Choose an app," find Pipedrive or AI Agent, and select the appropriate trigger to start the scenario.

Add the Pipedrive Node
Select the Pipedrive node from the app selection panel on the right.


Pipedrive

Configure the Pipedrive
Click on the Pipedrive node to configure it. You can modify the Pipedrive URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the AI Agent Node
Next, click the plus (+) icon on the Pipedrive node, select AI Agent from the list of available apps, and choose the action you need from the list of nodes within AI Agent.


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Authenticate AI Agent
Now, click the AI Agent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI Agent settings. Authentication allows you to use AI Agent through Latenode.
Configure the Pipedrive and AI Agent Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Pipedrive and AI Agent Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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AI Anthropic Claude 3
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AI Agent
Trigger on Webhook
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Webhook response

Save and Activate the Scenario
After configuring Pipedrive, AI Agent, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Pipedrive and AI Agent integration works as expected. Depending on your setup, data should flow between Pipedrive and AI Agent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Pipedrive and AI Agent
Pipedrive + AI Agent + Slack: When a new lead is created in Pipedrive, an AI Agent uses the lead's information to generate a personalized outreach message. This message is then sent to a designated Slack channel to notify the sales team.
AI Agent + Pipedrive + Google Sheets: After a sales call, an AI Agent summarizes the call notes. This summary is used to update the relevant deal in Pipedrive, and the activity is then logged in Google Sheets for reporting and analysis.
Pipedrive and AI Agent integration alternatives

About Pipedrive
Sync Pipedrive with Latenode to automate sales workflows. Update deals, create activities, or trigger personalized emails based on deal stages. Use Latenode's visual editor and JavaScript node to build custom lead qualification and routing logic. Scale your sales automation without complex code or per-step pricing limits.
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About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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See how Latenode works
FAQ Pipedrive and AI Agent
How can I connect my Pipedrive account to AI Agent using Latenode?
To connect your Pipedrive account to AI Agent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Pipedrive and click on "Connect".
- Authenticate your Pipedrive and AI Agent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically analyze Pipedrive deal notes with AI Agent?
Yes! Latenode enables automated analysis. AI Agent summarizes deal notes, identifies key insights, and updates Pipedrive, improving sales strategy and efficiency, thanks to flexible AI blocks.
What types of tasks can I perform by integrating Pipedrive with AI Agent?
Integrating Pipedrive with AI Agent allows you to perform various tasks, including:
- Automatically enriching Pipedrive contacts with AI-driven insights.
- Generating personalized follow-up emails using AI based on deal stage.
- Analyzing customer sentiment from Pipedrive activities for lead scoring.
- Creating summaries of Pipedrive deals for faster team collaboration.
- Predicting deal closure probability using AI based on historical data.
Can I use custom JavaScript code within my Pipedrive AI Agent workflows?
Yes, Latenode offers seamless JavaScript integration. Enhance your Pipedrive and AI Agent workflows with custom code for advanced data manipulation and logic.
Are there any limitations to the Pipedrive and AI Agent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Pipedrive and AI Agent APIs may affect workflow execution.
- Complex AI Agent prompt engineering may require advanced knowledge.
- Real-time data synchronization depends on the APIs' update frequency.