Pipedrive + Slack
Your team sees new deals, wins and booked meetings in Slack, and follow-ups get created when a lead replies.
Popular ideas
Automate Pipedrive
Keep your Pipedrive deals, persons and activities current without typing them in. Form leads become persons and leads, outside events get noted on the right contact, and won deals, stale deals and overdue activities reach the people who need to act. Describe what you want to your AI assistant, check what it will do, and it keeps running with your laptop closed.
Try asking
Create a ClickRuntime automation: give me a link my contact form can send to. Find or create the person in Pipedrive by email, add a lead with the form answers, and message me in Slack.
Paste it into your assistant. It tells you what it will send or change before it runs live.
Ideas
What you can automate in Pipedrive
Form leads that land in your pipeline, replies sorted by interest, wins posted for the team, and morning emails about deals going stale. These are ready-made starting points. Anything else you can describe works too.
The moment it happens
Turn form submissions into Pipedrive leads
Each form submission creates or updates the person and adds a lead with their answers, and you hear about it in Slack.
See how it worksEvery 15 minutesAI
Create follow-ups when a lead replies with interest
When a lead replies, the email is checked for interest and a call is booked on the deal for the ones who want to talk.
See how it worksThe moment it happens
Note outside events on Pipedrive contacts
When something happens elsewhere, like a support ticket, it is added as a note on the matching person.
See how it worksOn a scheduleAI
Get a morning summary of your open deals
Each weekday you get a short read on every open deal by stage, with its latest notes.
See how it worksEvery 5 minutes
Post won Pipedrive deals to Slack
Every won deal is posted to your wins channel with its name, value and owner.
See how it worksEvery 5 minutes
Post new Pipedrive deals to Slack
Your team sees each new deal's value and stage in Slack within minutes.
See how it worksOn a schedule
Get a daily list of deals going stale
Each weekday you see the open deals with no activity in two weeks, grouped by owner.
See how it worksOn a schedule
Get a daily list of overdue activities
Each morning you see the calls, meetings and tasks that are past due and not done.
See how it worksOn a schedule
Get a weekly sales report
Each Monday you get last week's won, lost and new deals with totals per owner.
See how it worksMonthlyAI
See why you lost deals last month
On the 1st of each month you get last month's lost deals counted by reason, with common themes pulled out.
See how it worksOn a schedule
Post new Pipedrive contacts to Slack
Each new person is posted to Slack with their organization and owner.
See how it works Your own logicAny other automation you can describe in words
Your own rules, schedule and AI steps with Pipedrive, plus any other app. Describe it and your assistant builds it.
See how to build your ownBuild your own
Build any Pipedrive automation you can describe
The ideas above are ready-made starting points, not a fixed list. Describe what Pipedrive should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
For example, ask your assistant
Every morning, find Pipedrive deals worth more than $10,000 with no activity in 10 days and create a call activity for the deal owner.
When a Pipedrive deal is marked won, post the deal title, value and person in #sales on Slack.
When an email arrives in Gmail from a person in Pipedrive, add a note to their open deal with an AI summary of the email and ping the owner in Slack if it sounds like a buying signal.
Works with
Pipedrive with the apps you already use
Pipedrive holds the pipeline, while your team talks in chat and email. Connecting them gets deal news out and new leads in without anyone copying them over.
See all 4 ideas
Pipedrive + Gmail
Form leads go into Pipedrive with a confirmation email, and you get a short brief before each meeting.
Popular ideas
Pipedrive works with hundreds of other apps
Name any of them when you ask your assistant, and your automation connects them. Over 248 apps are ready to go, and anything with an API works too.
- Google Sheets
- Google Calendar
- Calendly
- Typeform
- Webflow
- Stripe
- Outlook
- Zoom
- Mailchimp
- HubSpot
- Salesforce
- DocuSign
- PandaDoc
- QuickBooks
- Xero
- Airtable
- Notion
- Microsoft Teams
Beyond chat
Have Pipedrive work when you're not in the chat
Connecting Pipedrive to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.
Instant
Turn form submissions into Pipedrive leadsThe moment it happens
On a schedule
Get a morning summary of your open dealsOn a schedule
Watches for changes
Create follow-ups when a lead replies with interestEvery 15 minutes
Setup
Connect Pipedrive
You connect Pipedrive with your personal API token from your own Pipedrive settings. It acts as you, with the same access you have in that company account.
Pipedrive
CRM
- In Pipedrive, click your avatar in the top right and open Personal preferences.
- Open the API tab and copy Your personal API token.
- In the ClickRuntime dashboard, open Connections & secrets and save the token as a secret for Pipedrive. It is sent in the
x-api-tokenheader.
Good to know
Pipedrive limits that affect automations
- Each user has one API token per company. Regenerating it stops the old one at once, so update the secret in the ClickRuntime dashboard when you do.
- Rate limits are based on your token and your Pipedrive plan.
- Custom fields use hashed keys, so automations look them up from your deal and person field lists rather than by name.
- Classifying email replies needs email sync turned on in Pipedrive.
FAQ
Questions about automating Pipedrive
What can ClickRuntime see and change in Pipedrive?
Whatever you can see and change, because the token is your own. That covers deals, leads, persons, organizations, notes and activities, plus synced emails if email sync is on.
What happens if I regenerate my API token?
The old token stops working straight away, so your automations will fail until you save the new token in the ClickRuntime dashboard.
How quickly do alerts arrive?
Alerts for new deals, new persons and won deals check Pipedrive every 5 minutes. Leads sent to a ClickRuntime webhook link are added the moment they arrive.
Can it fill in my custom fields?
Yes. Pipedrive stores custom fields under hashed keys, so the automation looks up the right key for each field before it writes.
Do I need AI for Pipedrive automations?
No. Lead intake, alerts and reports run without it. Reply classification, daily deal summaries and themes in lost reasons use the AI that comes with every ClickRuntime plan, so you don't need your own AI key.
Is this a Pipedrive connector for ChatGPT or Claude?
Not for chatting with Pipedrive data. A chat connector lets your assistant read and change Pipedrive while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each Pipedrive event.
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