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The Pipedrive integration lets your OpenMic agents look up contacts, create leads, and add notes in Pipedrive directly from live calls.

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Prerequisites

  1. An active Pipedrive account.
  2. An OpenMic account with at least one agent created.
  3. Access to the OpenMic Dashboard.

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Step 1: Connect Your Pipedrive Account

  1. Go to Integrations in your OpenMic Dashboard.
  2. Locate the Pipedrive card.
  3. Click Connect Pipedrive.
  4. Log in and approve access.

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Step 2: Add Pipedrive Tools to an Agent

  1. Navigate to Dashboard → Simple Agents.
  2. Select or create an agent.
  3. Open the Custom Functions tab.
  4. Click Add Function and choose from:
    • Pipedrive Contact Get — Search contacts by phone, email, or ID
    • Pipedrive Lead Create — Create a new lead (auto-creates contact if needed)
    • Pipedrive Note Add — Add a note to a contact or lead
  5. For Contact Get and Lead Create, a Test Phone Number field is available for web call testing. During live calls, the caller’s number is used automatically.

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Step 3: Configure Your System Prompt

You are a sales assistant for [Your Company Name]. You manage leads and contacts in Pipedrive.

Today's date and time is {{now.est}}.

Your Approach:
When a caller reaches out, use `get_pipedrive_contact` to check if they're already in the system. If not, create a new lead with `create_pipedrive_lead` — this will also create a contact automatically. After the call, use `add_pipedrive_note` to log a summary of the conversation.

Key Rules:
- Always look up contacts before creating new leads
- Add a note after every call summarizing the discussion
- Collect name, email, and reason for calling
Always include today’s date in your system prompt when your agent handles time-sensitive information. Add {{now.est}} (or your timezone) to prevent the AI from misinterpreting dates. See Dynamic Variables for all timezone options.

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Available Tools

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Pipedrive Contact Get

Search for a Pipedrive contact by phone number, email, or ID. How it works: Automatically uses the caller’s phone number during live calls. For web call testing, configure a test phone number.

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Pipedrive Lead Create

Create a new lead in Pipedrive. If the contact doesn’t exist yet, it will be created automatically. Collected from caller: Name, email, phone number, and reason for inquiry.

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Pipedrive Note Add

Add a note to a Pipedrive contact or lead — useful for logging call summaries.