Pipedrive Integration with Thunai
Overview
This integration enables seamless synchronization of contacts, meeting participants, call notes, and leads, empowering sales and support teams with AI-driven automation for enhanced customer relationship management (CRM) and streamlined workflows.
Key Features
- Import contacts from Pipedrive to Thunai
- Push meeting participants to Pipedrive
- Send call notes to Pipedrive
- Automatic lead generation and pushing to Pipedrive
Step 1: Connect Thunai with Pipedrive
- Log in to your Thunai account.
- In the main menu, click Applications → Pipedrive.
- Click Connect.
- Enter the required details:
- API Token → Use the API token generated from Pipedrive (see below).
- Click Configure to save your connection.
Getting Pipedrive Access Details
To connect Thunai with Pipedrive, you’ll need an API Token:
- Log in to your Pipedrive account.
- Click your profile picture (top right corner) → select Personal preferences or Personal settings.
- In the left sidebar, select API.
- Your Personal API token will be displayed on that page.
- Click Copy to use this token for configuration in Thunai.
Supported Agents & Features
1. Chat Agents
- Contact Creation – Create new Pipedrive contacts through the chat interface.
- Get Contact Details – View details like name, email, phone number, and company directly in chat.
- Add Notes to Existing Contacts – Attach notes or updates to Pipedrive contacts.
- Get Notes Details – Retrieve and display notes history for any contact.
- Authorization (Optional Security Layer) – Add OTP verification or other methods before allowing contact or notes access.
2. Voice Agents
- Contact Creation – Create Pipedrive contacts using voice commands.
- Get Contact Details – Access contact information instantly through voice interactions.
- Add Notes to Existing Contacts – Record and attach notes to Pipedrive contacts.
- Get Notes Details – Listen to or fetch notes history for contacts.
- Authorization (Optional Security Layer) – Secure actions with OTP or voice authentication.
3. Email Agents
- Contact Creation – Add new Pipedrive contacts via email instructions.
- Get Contact Details – Fetch contact details through email-based queries.
- Add Notes to Existing Contacts – Send notes via email to be stored in Pipedrive contacts.
- Get Notes Details – Retrieve notes history from Pipedrive through email.
- Authorization (Optional Security Layer) – Use OTP or email verification before confirming CRM actions.
Configuration
Create & Configure Common Agents
Set up Chat, Voice, or Email agents as per CRM requirements.
Set Workflow & Map with Pipedrive
- Define workflows for contact creation, details retrieval, and notes handling.
Map workflows with Pipedrive to ensure seamless CRM operations.
Once configured, Pipedrive can be managed directly via Chat, Voice, or Email Agents, with the option to include an additional security layer for safe and controlled CRM access.