The Autohive Pipedrive integration connects your Pipedrive CRM with Autohive’s automation platform, enabling:

  • Complete Deal Management - Create, update, and track sales opportunities through your pipelines
  • Contact & Organization Sync - Manage persons and organizations with full CRUD operations
  • Activity Automation - Schedule calls, meetings, and tasks directly from your workflows
  • Pipeline Visibility - Access pipeline and stage information to guide deal progression
  • Note Taking - Automatically log notes to deals, contacts, and organizations
  • Universal Search - Find any item in your CRM with powerful search capabilities

Install the integration

  1. Log in to Autohive and navigate to Your user profile > Connections or Your workspace -> Manage workspace

  2. Locate the Pipedrive Integration card and click Connect

    List of integrations in Autohive

  3. Select your Pipedrive account and click Choose Account

    Pipedrive auth screen when authenticating with Autohive and Pipedrive

  4. Review and approve permissions. Autohive requests access to:

    • Base: Basic account access
    • Deals: Read and manage deals
    • Contacts: Read and manage persons and organizations
    • Activities: Read and manage activities
    • Mail: Read email data associated with deals/people
    • Users: Read user information
    • Search: Perform searches across items
    • Other: Access to products, recents, leads, calls, goals, projects, and webhooks

    Ensure you approve all permissions required for the integration to function as expected.

  5. Confirm installation - you’ll be redirected to Autohive with “Connected” status displayed

Use the integration

You can now use the integration with your agents, workflows and scheduled tasks!

  1. Follow our Create your first agent guide on how to create an agent.
  2. In the ‘Agent settings’, scroll down to the ‘Add capabilities’ section and turn on the Pipedrive capability. You can choose what individual Pipedrive capabilities to turn on and off.
  3. Once the settings have been selected, begin prompting the agent of the workflow you’d like to achieve with Autohive and Pipedrive!

Available capabilities

Deal Management

  • Create Deal: Create a new deal with title, value, currency, and associations
  • Get Deal: Retrieve detailed information about a specific deal
  • Update Deal: Modify deal properties including stage, status, and value
  • List Deals: View deals with filtering by user, stage, status, or custom filter
  • Delete Deal: Permanently remove a deal from Pipedrive

Person Management

  • Create Person: Add a new contact person with email, phone, and organization link
  • Get Person: Retrieve detailed contact information
  • Update Person: Modify contact details and ownership
  • List Persons: Browse contacts with filtering and pagination
  • Delete Person: Remove a contact person

Organization Management

  • Create Organization: Add a new company record with address and ownership
  • Get Organization: Retrieve company details
  • Update Organization: Modify company information
  • List Organizations: Browse companies with filtering
  • Delete Organization: Remove a company record

Activity Management

  • Create Activity: Schedule calls, meetings, tasks, deadlines, emails, or lunches
  • Get Activity: specific activity details
  • Update Activity: specific activity properties like status, due date, or notes
  • List Activities: View activities filtered by user, deal, person, or type
  • Delete Activity: Remove an activity

Note Management

  • Create Note: Add rich text notes to deals, persons, or organizations
  • List Notes: Retrieve notes associated with specific entities

Pipeline & Stage Management

  • List Pipelines: View all available sales pipelines
  • Get Pipeline: Retrieve details of a specific pipeline
  • List Stages: specific stages within a pipeline
  • Search: Find deals, persons, organizations, or products using keywords with options for exact match and field filtering

Key features

Complete Sales Cycle Management

  • Manage the entire deal lifecycle from creation to close
  • Move deals through pipeline stages programmatically
  • Track deal values and expected close dates for forecasting

Comprehensive Activity Tracking

  • Automate the scheduling of follow-up tasks and meetings
  • Log interactions as they happen
  • Support for all standard Pipedrive activity types (call, meeting, task, etc.)

360-Degree Contact View

  • Link people to organizations and deals
  • Keep contact information in sync
  • Access full history of notes and activities for any contact

Powerful Search & Discovery

  • Quickly locate records using Pipedrive’s search engine
  • Filter results by item type (deal, person, organization)
  • Drill down into specific fields for precise matching

Common use cases

Automated Lead Entry

  • Automatically create persons and organizations from web forms or emails
  • Create a new deal for every qualified lead
  • Assign the deal to the appropriate sales rep based on rules

Deal Progression

  • Automatically move deals to “Negotiation” stage when a contract is sent
  • Mark deals as “Won” when payment is received
  • Update deal probability and expected close dates based on customer interactions

Activity Scheduling

  • Schedule a follow-up call 3 days after a demo
  • Create tasks for sales reps to prepare for upcoming meetings
  • Log “Email” activities when automated emails are sent

Data Hygiene

  • Search for existing organizations before creating new ones to avoid duplicates
  • Update missing phone numbers or emails on contact records
  • Archive or delete stale deals that haven’t moved in months

Disconnect the integration

Important: Disconnecting stops data synchronization but preserves existing data in both systems.

  1. Navigate to Your user profile -> Connections or Your workspace -> Manage workspace
  2. Find the Pipedrive Integration
  3. Click Disconnect and confirm

Data Impact: Existing data remains unchanged in both systems, but sync stops and Autohive loses Pipedrive API access.

Uninstall the app

From Pipedrive: You can also uninstall the integration from within your Pipedrive settings under Tools and apps > Marketplace apps.