Pipedrive integration
Give Fin deal and contact context from your Pipedrive CRM
Overview
Configure a Data connector to expose Pipedrive data to Fin (deal stages, contact records, and activity history), enabling accurate, context-aware responses to sales and account queries.
On Intercom, you set up the Pipedrive connection in the same workspace as your Helpdesk inbox, tickets, and reporting, and Fin hands off to your team there with the full conversation.
What you can do
- Expose contacts, organizations, and deal data from Pipedrive to Fin
- Let Fin reference deal stages, pipeline status, and scheduled follow-ups
- Answer account and sales queries with live Pipedrive data
- Use Pipedrive data in Fin conversations, Workflows, and Procedures
- Requires JWT or email OTP user authentication for live use in production
How it works
Go to Fin AI Agent → Train → Tasks → Manage Data connectors and create a custom connector for Pipedrive, or start from an AI recommendation.
Set up the API call to your Pipedrive system. Configure request parameters, authentication (token-based or OAuth), and map the response fields Fin should use.
Data connectors require JWT or email OTP user authentication to go live. Connectors can only be fully tested in production, not in test workspaces.
Configure
Works with Fin through an API Data connector, supporting both read and write operations. Fin can fetch data to personalize answers and execute actions like processing refunds, updating accounts, or modifying subscriptions in connected systems.
Read the full setup documentation →
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