Create Deal
Creates a new deal, optionally pre-linked to a Person, Organization, Pipeline, and Stage.
Tool
ify connects with Pipedrive
ify is an AI support agent that seamlessly integrates with Pipedrive to understand customer context, use approved tools, and complete resolutions across your support stack.
Resolution flow
How ify uses Pipedrive
The point is not another integration badge. ify uses Pipedrive as part of the work required to resolve a customer request, then carries the result back into the support conversation.
01
Read the request
ify understands what the customer needs and whether Pipedrive is the right system to check.
02
Pull live context
It looks up the relevant sales & crm context directly from Pipedrive, not a stale copy.
03
Take the action
With 43 supported tools, ify can complete approved steps inside Pipedrive.
04
Record the outcome
The customer gets a clear answer, and the support trail keeps what was checked, changed, and escalated.
Tools ify can use in Pipedrive
ify calls these 43 tools inside Pipedrive to support your customers end-to-end — no ticket sits in a queue waiting on a manual lookup.
Update Deal
Partial update of a deal's properties, such as stage progression, value change, reassignment, or marking won/lost.
Tool
Delete Deal
Marks a deal as deleted. Recoverable for 30 days before permanent removal.
Tool
Get Deal
Fetches full details of one deal for display, editing, or synchronization.
Tool
Search Deals
Searches all deals by title, notes, and/or custom fields. Can be filtered by person, organization, and status.
Tool
Add Product to Deal
Attaches a product to a deal with its own price, quantity, and discount, creating a deal-product.
Tool
Update Deal Product
Adjusts price, quantity, discount, or enablement of a product already attached to a deal.
Tool
Remove Product from Deal
Deletes a product attachment from a deal, using the product_attachment_id. Recalculates the deal's total value automatically.
Tool
Create Person
Creates a new person, optionally linked to an Organization.
Tool
Resolution paths
Common outcomes from Pipedrive
Each path starts with one customer need, uses the right Pipedrive tool, and ends with a verified answer or action inside the support conversation.
Path 01
Create Deal
Creates a new deal, optionally pre-linked to a Person, Organization, Pipeline, and Stage.
Uses PipedriveVerified outcome
Path 02
Update Deal
Partial update of a deal's properties, such as stage progression, value change, reassignment, or marking won/lost.
Uses PipedriveVerified outcome
Path 03
Delete Deal
Marks a deal as deleted. Recoverable for 30 days before permanent removal.
Uses PipedriveVerified outcome
Connected stack
Connect Pipedrive with your stack
Customer requests rarely live in one system. ify can use Pipedrivealongside the apps your support team already checks to verify context, take action, and close the loop.
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Sales & CRMCommon questions about ify for Pipedrive
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