Integration
Pipedrive × Conveya
Sales pipelines that keep themselves up to date
- Deal create plus stage updates
- Notes plus activity logging
- Custom fields for lead scoring
In practice
What Conveya does with Pipedrive
Let agents create deals, update stages and write notes in Pipedrive. Notifications to your sales team on important signals.
- Deal create plus stage updates
- Notes plus activity logging
- Custom fields for lead scoring
- API token authentication
Setup
Live in minutes, no dev team required
5-minute setup
OAuth, API key or point-and-click. No dev team needed for the happy path.
Enterprise-grade security
OAuth scopes, audit logs and IP whitelisting by default. DPA on request.
Realtime sync
Webhooks both ways, no stale data, no polling loops.
Transparent
Concrete answers, no surprises
Questions your agent answers with Pipedrive
- “What is the status of the deal with GoNow Travel?”
- “Create a new deal for customer Y, value €8,500.”
- “Which deals are on 'proposal' in my pipeline this month?”
- “Log this conversation as an activity on Renske's deal.”
What data Conveya reads from Pipedrive
Full transparency. Nothing more, nothing less.
- Deals: title, value, currency, stage, owner, contacts
- People plus organizations: contact details, activity history
- Activities: calls, meetings, tasks, notes
- Custom fields you make available through the API
FAQ
Frequently asked questions about Pipedrive
Every plan from Essential up. The API functionality is the same, only rate limits differ per plan.
Yes. Create a separate agent per account or use separate API tokens within one agent. Conveya keeps deals strictly separated per token.
Yes, for automation flows. Realistically: 100-200 activities per hour without rate-limit issues. For more we support batching.
Discover more
Other CRM integrations
Connect Pipedrive to your agent
Start free today or book a demo. Setup takes minutes, no dev team needed for the happy path.