TownPipedrive
Connect Pipedrive and your assistant can work your pipeline — searching people, leads, deals, and notes, and adding or updating records as deals progress.
What’s included
With Pipedrive connected, your assistant can:
- Search your CRM — find persons, leads, and notes, and read person and deal details
- Review your pipeline — list deals and leads
- Add records — create persons, organizations, leads, deals, activities, and notes
- Keep things current — update persons, leads, and deals
Connecting Pipedrive
- Go to Integrations
- Find Pipedrive and click Connect
- Authorize Town in Pipedrive (sign in when prompted)
- Return to Town
Your assistant is limited to the data your Pipedrive account can access. You can revoke access anytime from Pipedrive settings.
What your assistant can do
| Capability | What it does | Makes changes? |
|---|---|---|
| Search persons, leads, notes | Find CRM records | No |
| Read deals and leads | Get deal, lead, and person details; list deals and leads | No |
| Add persons and organizations | Create new contacts and companies | Yes |
| Add leads and deals | Create pipeline records | Yes |
| Add activities and notes | Log calls, tasks, and notes | Yes |
| Update persons, leads, deals | Keep records current | Yes |
Use cases
- Log from email — turn an inbound email into a lead with a note.
- Deal prep — “pull the latest on the Acme deal before my call.”
- Pipeline hygiene — update deal stages and add activities after meetings.
Good to know
- CRM changes affect your whole team — use approval-required tool settings in routines that create or update records.
Related
- Integrations overview — How integrations give your assistant context
- Routines — Automate CRM upkeep
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