Prepare a Deal Briefing
Find the Pipedrive deal for [company]. Read its details and linked contact, then summarize the customer, deal value, stage, and next conversation context.
pipedrive
Pipedrive AI Employee
Leina connects to Pipedrive to help you prepare deal briefs and record follow-up activities. Ask in your team chat. Leina does the work and brings back the result.
Connect Pipedrive, choose what to share, and hand off your first task.
Leina + Pipedrive Example Result
You
Add a follow-up call for the Northstar deal [deal ID] on October 15 at 10:00. Note: check whether the revised proposal is ready for review.
Leina
I’ve added the follow-up call to the deal with your date, time, and note.
Pipedrive · Activity created
Northstar · Follow-up call
A pending call activity with the agreed time and preparation note.
- Due
- October 15, 10:00, as specified in the activity.
- Call note
- Check whether the revised proposal is ready for review. Activity marked as not done.
What Is a Pipedrive AI Agent?
A Pipedrive AI assistant helps prepare for sales conversations using deal and contact records. When you specify the follow-up, it can save the activity on the deal for your team.
You specify the source and the destination. Leina uses the content available to your connection and returns the result for you to review.
Pipedrive
Pipedrive organizes deals, contacts, and sales activities around a visual pipeline.
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Identify the deal
Use the deal you specify as the activity’s parent.
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Check follow-up details
Use your subject, date, time, and note.
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Create the activity
Save a pending follow-up call in Pipedrive.
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Review the due time
Check the activity’s due time and linked deal.
What to Ask Leina to Do with Pipedrive
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Record a Follow-up Activity
Create a follow-up activity for Pipedrive deal [deal ID], due [date and time]. Use this subject and note: [details]. Leave it marked as not done.
pipedrive
Apply a Deal Update
Read Pipedrive deal [deal ID]. Update its expected closing date to [date] and move it to stage [stage ID], keeping other fields unchanged.
pipedrive
Understand a sales pipeline
Show the stages in Pipedrive pipeline [pipeline ID], in order. Explain how our deal [deal ID] is currently positioned.
pipedrive
Your next Pipedrive task can start with a message.
Connect. Ask. Get the Result.
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
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Connect Your Account
Connect the tools involved and give Leina access to the content it needs.
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Try a Task
Share the source material, say where the result belongs, and describe what you need.
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Check the Result
Review the result and any changes in the connected app.
Put Leina to Work in Pipedrive
Hand off these everyday tasks to your AI employee.
List Persons
List Pipedrive persons with optional owner, organization, deal, custom field, and pagination filters.
Get Person
Get one Pipedrive person by person ID.
Create Person
Create a Pipedrive person with emails, phones, labels, and optional custom fields.
Update Person
Update one Pipedrive person by person ID.
Delete Person
Delete one Pipedrive person by person ID.
Search Persons
Search Pipedrive persons by name, email, phone, notes, or custom fields.
List Organizations
List Pipedrive organizations with optional owner, custom field, and pagination filters.
Get Organization
Get one Pipedrive organization by organization ID.
Create Organization
Create a Pipedrive organization with optional labels, address, and custom fields.
Update Organization
Update one Pipedrive organization by organization ID.
Delete Organization
Delete one Pipedrive organization by organization ID.
Search Organizations
Search Pipedrive organizations by name, address, notes, or custom fields.
List Deals
List Pipedrive deals with optional owner, contact, pipeline, stage, status, and pagination filters.
Get Deal
Get one Pipedrive deal by deal ID.
Create Deal
Create a Pipedrive deal with title, contact links, pipeline placement, labels, and optional custom fields.
Update Deal
Update one Pipedrive deal by deal ID.
Delete Deal
Delete one Pipedrive deal by deal ID.
Search Deals
Search Pipedrive deals by title, notes, or custom fields.
List Activities
List Pipedrive activities with optional owner, contact, deal, completion, and pagination filters.
Get Activity
Get one Pipedrive activity by activity ID.
Create Activity
Create a Pipedrive activity with subject, due date, linked records, participants, attendees, and notes.
Update Activity
Update one Pipedrive activity by activity ID.
Delete Activity
Delete one Pipedrive activity by activity ID.
List Pipelines
List Pipedrive pipelines with optional sorting and pagination.
Get Pipeline
Get one Pipedrive pipeline by pipeline ID.
List Stages
List Pipedrive stages with optional pipeline, sorting, and pagination filters.
Get Stage
Get one Pipedrive stage by stage ID.
More Tools for Your AI Employee
Connect the Apps your work depends on, and give Leina the context to carry the task forward.
Keep the Conversation Moving. Let Leina Pick Up the Work.
Hand off a task while your team is discussing it. Leina uses your connected tools and brings the result back to the conversation.
See How Leina Works in SlackLeinaExample Result I’ve added the follow-up call to the deal with your date, time, and note.
Northstar · Follow-up call
Pipedrive + Leina: Your Questions, Answered
Can AI search contact notes?
Person search supports names, email, phone, notes, or supported custom fields.
Does a follow-up activity send an email?
It creates an activity record. Sending email or making a call requires separate capabilities.
How do I choose a stage?
List stages for the target pipeline and supply the selected stage ID when updating the deal.
Make Leina Your Pipedrive AI Employee
Start with one task you already need to do. Tell Leina what a finished result should look like.
Connect Pipedrive, choose what to share, and hand off your first task.