SIMBASIMBA Voice Agents
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CRM

SIMBA + Pipedrive

Push deals, activities, and contacts into Pipedrive live.

Pipedrive API docs

Connect Pipedrive with an API token. SIMBA agents can create deals, contacts, activities, and notes — keeping your sales pipeline current without manual CRM work after the call.

What agents can do

  • Create/update Deals and Persons
  • Log Activities and Notes
  • Move deals through pipeline stages

Common workflows

Inbound SDR

Qualify the caller, create Person + Deal, assign to the right rep, schedule a follow-up Activity.

Setup

  1. 1
    Copy your API token from Pipedrive personal settings.
  2. 2
    Add the Pipedrive integration in SIMBA.
  3. 3
    Assign the pipedrive_createDeal and pipedrive_logActivity tools to your agent.

Frequently asked questions

Can we push to a specific pipeline and stage?

Yes. The tools accept pipeline_id and stage_id parameters.

Connect Pipedrive in the dashboard

Bring your own credentials. SIMBA stores them server-side and your agents call Pipedrive during conversations.

Open dashboardTalk to sales

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