Pipedrive Automation
- 7-day free trial
- Explore all the features risk-free. No credit card needed.
Pipedrive Automation Actions
Explore actions to get, create, or update Pipedrive contacts, deals, orgs, and activities.
Pipedrive Create Activity
Create a new activity in Pipedrive.
Pipedrive Create Contact
Add a person to your Pipedrive contacts.
Pipedrive Create Deal
Create a new deal in Pipedrive.
Pipedrive Create Organization
Create a new organization in Pipedrive.
Pipedrive Get Activities List
Fetch a list of activities from Pipedrive with filters.
Pipedrive Get Contacts List
Fetch a list of contacts from Pipedrive with filters.
Pipedrive Get Deals List
Fetch a list of deals from Pipedrive with filters.
Pipedrive Get Organizations List
Fetch a list of organizations from Pipedrive with filters.
Pipedrive Update Activity
Update a Pipedrive Activity by ID.
Pipedrive Update Contact
Update a Pipedrive Contact Person by ID.
Pipedrive Update Deal
Update a Pipedrive Deal by id.
Pipedrive Update Organization
Update a Pipedrive Organization by ID.
Can’t Find the Action You Need?
Submit a request to add a new action tailored to your agent’s needs.
Pipedrive's Top 6 Automations
Discover how to streamline your sales with these powerful Pipedrive automation use cases.
Automated Lead Capture
Instantly create contacts and deals from inbound leads to speed up follow-up and reduce manual entry.
Sales Pipeline Sync
Get contacts, deals, and activities lists to keep your CRM pipeline always up-to-date, automatically.
Smart Activity Scheduling
Auto-create and update activities so your team never misses a meeting or follow-up again.
Organization Data Enrichment
Pull and update organization info to ensure data is always current—no manual effort needed.
Multichannel Outreach Automation
Automate activity creation and contact updates to scale personalized outreach with zero busywork.
Deal Progress Tracking
Automatically update deals and activities for real-time visibility and faster sales cycles.
Unlock Pipedrive Automation Benefits
Other Tools
F.A.Q.
Choose a plan that’s right for your growing team.
Simple pricing. No hidden charges.
Tool is like a plugin or feature you can use inside your AI agent. It could be an integration with an app you already use (like HubSpot, LinkedIn, Google Sheets, etc.) or something built into Omnimind (like Web Search). Think of tools as the building blocks your AI agents use to get stuff done.
Good question! When you use tools inside Omnimind, its not just about automating one task—it’s about combining multiple tools into one smart workflow, handled by your AI agent. Instead of jumping between apps, logging into each one, and doing things manually, your agent connects the dots for you.
Even better? Not all tools in Omnimind require you to have an account with the original service. So you save time and money, all while letting your agent do the heavy lifting behind the scenes.
Almost anything, really. Every tool inside Omnimind helps you handle specific tasks—whether it’s finding and verifying emails for outreach, enriching your database with LinkedIn data, tech stack info, and more, writing personalized content, or automatically updating your CRM. Each tool comes with a set of “actions”—these are the actual steps your AI agent can take to get things done for you. From research to content creation to data syncing, it’s like giving your workflows a serious productivity upgrade—minus the manual work.
Tools are the “apps”—actions are the “moves” they can make. So if the tool is LinkedIn, the action might be “find leads based on filters” or “send a connection request.” Simple as that.
Absolutely. That’s what agents are for. You can build an agent that uses several tools in a row—like fetching leads from LinkedIn, enriching them with data from Clearbit, then updating your CRM and sending a follow-up email. One prompt, zero manual work.
Nope. Omnimind is 100% no-code. You just choose the tools you need and describe what you want the agent to do in plain English (we call this a workflow prompt)—and the platform figures out the rest. Magic? Kinda. But mostly just really smart automation.
An AI agent in Omnimind isn’t just a simple bot—it’s a smart assistant that can handle complex, multi-step tasks by using different tools in sequence. You tell it what to do (in plain English), and it gets to work.
There are three main types of agents you can build:
- ⚙️ Workflow Agents – These run quietly in the background. They’re trigger-based, meaning they get activated when something happens (like a new lead in your CRM) and automatically follow a set of instructions. Ideal for “if this, then do that” scenarios.
- 📊 Omnitable Agents – These are made for working with large datasets—like enriching, qualifying, or doing outreach to 1,000+ contacts at once. But here’s the cool part: even though they’re built for bulk tasks, you can totally use them for regular automations too. It’s all about what feels easier for you to manage.
- 💬 AI Chat Agents – These are the interactive ones. You can embed them on your website, use them in support or sales, or share them as a link. They’re great for talking directly to leads or customers. And unlike traditional chatbots, these chats are trained specifically on your company’s data, so they actually know what they’re talking about.
Whether you need silent background automation, bulk processing, or direct client interaction—there’s an agent for that.
No stress—there’s no need to start from scratch. We’ve got ready-made templates for popular use cases you can try right away. Whether you’re building a full-blown workflow agent or just experimenting with a single tool in Omnitable, there are pre-written prompt templates to guide you. You can easily tweak them to fit your needs—and they’re perfect for beating the blank page syndrome.
Book a free demo with our team—we’ll walk you through everything and help set up agents tailored to your business needs. Book a demo
We'll contact you soon.