Pipedrive
Overview
Connect Pipedrive to Chat Aid for both searching your crmdata and performing Actions like creating and updating items directly from conversations.
How to Connect
For Data Source (Read-only):
- Navigate to Integrations in your Chat Aid dashboard
- Find Pipedrive in the CRM category
- Click Connect
- Authenticate with your Pipedrive credentials
- Select which content to train on
- Click Start Training
For Actions (Read + Write):
- Navigate to Actions in your Chat Aid dashboard
- Find Pipedrive
- Click Connect
- Authenticate and grant permissions
- Use the
[action]filter in conversations to create and update items
Actions
This integration also supports Actions, allowing Chat Aid to perform tasks in Pipedrive directly from conversations - such as creating tickets, updating tasks, or managing items.
What Data is Accessed?
The permissions Chat Aid requests depend on how you connect Pipedrive:
Data Source Connection (Read-only):
- Read-only access to your content for searching and answering questions
- No write or delete permissions
Actions Connection (Read + Write):
- Read access - To view existing items for context
- Write access - To create and update items on your behalf
For Actions, Chat Aid only performs operations you explicitly request. We never share your data with third parties, and your data is never used to train AI models.
Chat Aid absorbs the following information:
Accounts
- Account owner
- Account name
- Number of employees in account
- Account address
- Last activity at
- Updated at
- Created at
Contacts
- Contact name
- Contact account name
- Contact email address
- Contact phone number: number, extension, number type
- Last activity at
- Created at
- Updated at
Engagements
- Engagement owner
- Engagement content
- Engagement subject
- Engagement type: call, email, meeting or raw response
- Engagement account
- Engagement contact
- Engagement opportunity
- Created at
- Updated at
Leads
- Lead owner
- Lead source
- Lead title
- Lead contact
- Lead account
- Lead name
- Lead email address
- Created at
- Updated at
- Converted at
- Converted contact
- Converted account
Notes
- Note owner
- Note content
- Note contact
- Note account
- Note opportunity
- Created at
- Updated at
Opportunities
- Opportunity name
- Opportunity amount
- Opportunity owner
- Opportunity account
- Opportunity stage
- Opportunity status
- Opportunity close date
- Last activity at
- Created at
- Updated
Stages
- Stage name
- Created at
- Updated
Tasks
- Task subject
- Task content
- Task owner
- Task account
- Task contact
- Task opportunity
- Completed at
- Task due date
- Task status
- Created at
- Updated at
Users
- User name
- User email
- Is user active: true/false
- Created at
- Updated at
Auto-Retrain
Keep your Pipedrive data up-to-date by configuring automatic retraining schedules (Daily, Weekly, or Monthly).
Need Help?
Contact our support team at support@chataid.com