An AI agent that keeps your Pipedrive pipeline honest.
Connect Pipedrive and an OpenHelm agent can watch your deals, chase the ones going quiet, log researched context, and send the team a weekly state-of-the-pipeline email, on a schedule you approve once and then leave running.
Recurring jobs
What an OpenHelm agent can do with Pipedrive.
Each of these runs as a scheduled, self-correcting job: you describe it in plain English, approve the plan once, and an independent evaluator checks every run against the goal.
Weekly pipeline email
Each week, summarise deals won, lost and stalled, with the three deals most in need of attention and why.
Quiet-deal chaser
Identify deals with no activity beyond your threshold and draft a tailored follow-up for each, ready for the owner to send.
Lead research notes
When new leads arrive, research the company with a real browser and attach a short, source-cited note so the first call starts warm.
Lost-deal pattern review
Monthly, read lost-deal reasons and produce a short trends report into a data table you can track quarter over quarter.
Get started
Connect Pipedrive in minutes.
- 1
Connect Pipedrive
Add Pipedrive under Connections in the OpenHelm app and paste a scoped API key, or provision it programmatically with POST /v1/connections.
- 2
Describe the job in plain English
Tell OpenHelm what you want done and how often. It drafts a plan with a schedule, the tools it will use, and a clear definition of done.
- 3
Approve the plan
No job fires until you have reviewed the plan. Set the autonomy level to control whether writes execute directly or queue for your approval.
- 4
It runs, self-checks and reports
Runs execute in isolated cloud sandboxes on schedule. An independent evaluator scores each run against the goal, and results arrive as logs, emails or data-table rows.
For developers
Or provision the connection over the API.
curl https://api.openhelm.ai/v1/connections \
-H "Authorization: Bearer oh_live_..." \
-H "Content-Type: application/json" \
-d '{ "name": "Pipedrive", "type": "token", "secret": "<your Pipedrive API key>" }'
# secret is write-only: stored encrypted, injected only at run timeThe same connections back runs started over REST. See the AI agent API and the Connections API docs.
Related ways to put agents to work with Pipedrive:
Common questions about the Pipedrive integration
Put an agent to work in Pipedrive this week.
Connect once, describe the job, approve the plan. From then on it runs on schedule, checks its own work, and reports back with evidence.