Run your Pipedrive pipeline from WhatsApp — Deals, Activities, and reports in one thread
Pipedrive is a sales-first CRM used by more than 100,000 small and mid-size businesses to manage Deals, Contacts, Organizations, and Activities through a visual Pipeline view. The LunoGen Pipedrive integration connects your AI agent to the Pipedrive API v1/v2 so it can read and write any Deal, Activity, or Custom Field — from WhatsApp messages, inbound webhooks, or cron jobs.
Pipedrive is loved because it's simple — but reps still forget to log calls and update Deal stages. The result is a Pipeline view that doesn't match reality and forecasts you can't trust. With an AI agent on WhatsApp, updating a Deal is as easy as texting 'Moved Acme to Negotiation, $28k'. Follow-up Activities are created automatically, stage changes trigger real-time alerts, and you get a pipeline snapshot any time — without opening Pipedrive.
In Pipedrive, click your avatar → Personal preferences → API tab. Copy the personal API token.
Your Pipedrive URL looks like https://yourcompany.pipedrive.com. Note 'yourcompany' — LunoGen needs it to route API calls.
In LunoGen → Credentials → New → Pipedrive. Paste the API token and company domain. Click Test Connection.
In Pipedrive → Tools and apps → Webhooks → Create new webhook. Point it to your LunoGen webhook URL and choose events like 'updated.deal' or 'added.activity'.
Every time a Deal moves stage in Pipedrive, the webhook fires and the agent posts a formatted alert to the right WhatsApp group — with deal value, owner, and new stage.
Deal just moved stage. Pulling fresh details from Pipedrive...
Send the agent a plain-English message to update Deal value, stage, close date, or any custom field. Changes sync to Pipedrive instantly.
Bump the Tanner Foods deal to €38k, move to Negotiations Started, and push close date to end of May
Searching Pipedrive for the Tanner Foods deal...
Every morning the agent pulls your due Activities for the day from Pipedrive and delivers a clean checklist to WhatsApp — calls, meetings, emails, tasks.
Pulling your due Activities from Pipedrive for today...
Every Monday at 9 AM, the agent delivers a weekly Pipeline snapshot — total weighted value, movement since last Monday, stuck Deals, and rep leaderboard.
Pulling the Pipeline view and comparing to last week's snapshot stored in memory...
The agent watches your Pipedrive Deals for inactivity. When a Deal goes cold for more than 10 days, it pings you with context and a suggested follow-up message.
Scanning Pipedrive for Deals with no Activity in 10+ days...
Spin up a new Deal with a Person and Organization by sending the agent one message. Every field — value, pipeline, stage, expected close — filled in from natural language.
New deal: Stella Wong, CTO at Finch Robotics, stella@finchrobotics.com. Deal 'Finch Q2 Pilot', €55k, Outbound EMEA pipeline, Qualified stage, close June 15.
Creating the Person, Organization, and Deal in Pipedrive...
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Spin up an AI agent in under 2 minutes, plug in your Pipedrive credentials, and start running your workflows from WhatsApp.