Pipedrive | ElevenLabs Documentation

With the webhook tools below, your receptionist can recognize callers who are already in Pipedrive, open a deal for a new opportunity, and schedule a follow-up call for your team.

Before you start

In Pipedrive, open Personal preferences → API and copy your API token. Every tool below sends it in the x-api-token request header. The tools act as you, so use the token of a user who can see the right pipeline.

Create the tools

For each tool, go to Integrations, select Add integration, choose Webhook Tool, and set Assign to agents to Receptionist.

Find a caller

Field	Value
Name	`find_pipedrive_person`
Description	”Find the caller in our CRM by phone number or name. Use it at the start of a call about a sale, a quote, or an existing deal.”
Method	GET
URL	`https://api.pipedrive.com/api/v2/persons/search`
Request Headers	`x-api-token`: your API token
Query Parameters	`term` (string, required): “The caller’s phone number or full name, at least 2 characters.”

Open a deal

Field	Value
Name	`create_pipedrive_deal`
Description	”Open a deal when a caller wants a quote or wants to buy. Include the caller’s name in the title.”
Method	POST
URL	`https://api.pipedrive.com/api/v2/deals`
Request Headers	`x-api-token`: your API token
Body Parameters	`title` (string, required): “Short title with the caller’s name and what they want.” `person_id` (number): “The id from `find_pipedrive_person`. Leave it out if the caller wasn’t found.” `value` (number): “The deal value, if the caller gave one.”

Schedule a follow-up

Field	Value
Name	`create_pipedrive_followup`
Description	”Schedule a call back from the team whenever you promise the caller a follow-up.”
Method	POST
URL	`https://api.pipedrive.com/api/v2/activities`
Request Headers	`x-api-token`: your API token
Body Parameters	`subject` (string, required): “For example: Call back Jane Doe about a kitchen quote.” `type` (string, required): “Always the exact value `call`.” `due_date` (string, required): “The follow-up date as YYYY-MM-DD.” `note` (string, required): “The caller’s name, phone number, and what they need.” `deal_id` (number): “The deal id, if you opened one.”

Select Enable on each tool, then test your receptionist with a call that asks for a quote.

Limitations

Webhook tools send flat values, and Pipedrive stores a person’s phone numbers as a nested list. So these tools can’t create a new contact with a phone number. The follow-up’s note keeps the caller’s number instead. To create contacts, use Pipedrive’s Create Person action through Zapier.

Troubleshooting

Problem	What to check
401 from Pipedrive	The header must be named `x-api-token` and hold a current token.
Known callers aren’t found	Pipedrive matches phone numbers as stored. Store numbers in one format, or search by name as well.
The follow-up has no type	`call` must be an activity type in your Pipedrive account. Check Company settings → Activities.