Connect Pipedrive to ElevenLabs Conversational AI Voice Agents

Real-Time Data Synchronization

• Instant access to contact records, deal stages, and interaction history during live conversations
• Bi-directional sync ensures your CRM stays updated with every agent interaction
• Low-latency data retrieval maintains natural conversation flow without delays

Contextual Conversation Intelligence

• AI agents reference past interactions, deal status, and customer preferences automatically
• Dynamic script adaptation based on caller profile and current pipeline stage
• Personalized greetings and responses that feel tailored to each individual

Automated CRM Workflow Integration

• Conversation outcomes automatically update deal stages and contact records
• Smart task creation and follow-up scheduling based on call results
• Lead scoring and qualification updates in real-time

Multi-Channel Consistency

• Voice agents maintain context across all customer touchpoints
• Unified customer view ensures consistent experience regardless of interaction channel
• Seamless integration with existing sales and support workflows

Advanced Call Analytics

• Comprehensive conversation logging with transcripts and sentiment analysis
• Performance metrics and KPI tracking for voice agent effectiveness
• Detailed reporting on lead conversion and customer satisfaction

Step 1: Pipedrive API Setup

1. Navigate to Settings > Personal Preferences > API in Pipedrive
2. Generate a new API token for your integration
3. Copy the API token for secure storage
4. Note your company domain (yourcompany.pipedrive.com)
5. Configure webhook subscriptions in Settings > Webhooks

Step 2: ElevenLabs Agent Configuration

1. Access ElevenLabs console and open your Conversational AI agent
2. Navigate to Settings > Secrets Manager
3. Create new secret named PIPEDRIVE_API_TOKEN with your token value
4. Configure webhook tools for Pipedrive operations

Step 3: Create CRM Management Tools

Search Deals Tool

• Name: search_pipedrive_deals
• Method: GET
• URL: https://api.pipedrive.com/v1/deals/search
• Add api_token parameter and select PIPEDRIVE_API_TOKEN from stored secrets

Create Deal Tool

• Name: create_pipedrive_deal
• Method: POST
• URL: https://api.pipedrive.com/v1/deals
• Add api_token parameter and select PIPEDRIVE_API_TOKEN from stored secrets

Update Person Tool

• Name: update_pipedrive_person
• Method: PUT
• URL: https://api.pipedrive.com/v1/persons/{id}
• Add api_token parameter and select PIPEDRIVE_API_TOKEN from stored secrets

Create Activity Tool

• Name: create_pipedrive_activity
• Method: POST
• URL: https://api.pipedrive.com/v1/activities
• Add api_token parameter and select PIPEDRIVE_API_TOKEN from stored secrets

Get Pipeline Stages Tool

• Name: get_pipeline_stages
• Method: GET
• URL: https://api.pipedrive.com/v1/stages
• Add api_token parameter and select PIPEDRIVE_API_TOKEN from stored secrets

Step 4: Agent Prompt Configuration

Add these instructions to your agent's system prompt:

You have access to Pipedrive CRM for sales management:

• Use search_pipedrive_deals to find existing deals and opportunities
• Use create_pipedrive_deal when qualifying new sales opportunities
• Use update_pipedrive_person to maintain contact information
• Use create_pipedrive_activity to schedule follow-ups
• Use get_pipeline_stages to check deal progress

When working with Pipedrive:

1. Always search for existing contacts before creating duplicates
2. Gather deal value, expected close date, and pipeline stage
3. Create activities for any promised follow-ups
4. Move deals through pipeline stages based on conversation outcomes