Connect Pipedrive with Topcalls AI voice agents
30 actions · 14 triggers · Last verified July 1, 2026
The short answer
Pipedrive is a sales CRM built around visual deal pipelines. Connected to Topcalls, an AI voice agent can create new deals and leads mid-call, log activities against the right contact, and reach out the moment a deal moves into a filter, so the pipeline reflects what actually happened on the phone.
What you can automate with Pipedrive
Open a deal while the prospect is still on the line
During a discovery call, Topcalls uses Pipedrive's Create Deal and Create Lead actions to open a record in the correct pipeline stage. The AI voice agent captures value, expected close date, and organization, then logs a Create Activity entry so the next step is already scheduled.
Call every lead that matches a pipeline filter
The Deal Matching Filter trigger fires when a Pipedrive deal starts matching a saved view, such as high-value cold deals. Topcalls picks up each match, dials at $0.35 per minute, and passes the deal ID back so the outcome writes to the exact same record.
Attach the call recording to the deal
After every conversation, Topcalls uses Pipedrive's Attach File action to store the recording and full transcript directly on the deal, person, or organization. Sales managers reviewing the pipeline see audio and text right inside the Pipedrive record, without hunting through a separate call history tool.
Label a person after they answer qualifying questions
The Add Labels to Person action tags contacts in Pipedrive with labels like Hot, Nurture, or Do Not Call based on how the phone call went. Topcalls maps the AI voice agent's own classification to the exact label ID, so segmentation happens automatically the moment a call closes.
Follow up on new activities without a rep touching the phone
The New Activity trigger in Pipedrive fires whenever a call, meeting, or task is created. Topcalls responds by placing an outbound reminder call to the assigned contact, confirming the meeting time and reading the agenda in the caller's own language, using any of 36+ supported voices.
Pipedrive actions
What your AI voice agent can do in Pipedrive during and after a call.
Add Follower
Adds a follower to a deal, person, organization or product.
Add Labels to Person
Adds existing labels to an existing person.
Add Product to Deal
Adds a product to a deal.
Attach File
Uploads a file and attaches it to a deal,person,organization,activity or product.
Create Activity
Creates a new activity.
Create Deal
Creates a new deal.
Create Lead
Creates a new lead.
Create Note
Creates a new note.
Create Organization
Creates a new organization.
Create Person
Creates a new person.
Create Product
Creates a new product.
Find Activity
Finds an activity by subject.
Find Deal
Finds a deal by any field.
Find Deals Associated With Person
Finds multiple deals related to a specific person.
Find Lead
Finds leads by title.
Find Notes
Finds notes by Deal, Lead, Person, or Organization ID.
Find Organization
Finds an organization.
Find Person
Finds a person.
Find Product
Finds a product by name
Find Products
Finds a product or products by name or product code.
Find User
Finds a user by name or email.
Retrieve a Note
Finds a note by ID.
Retrieve a Product
Finds a product by ID.
Update Activity
Updates an existing activity.
Update Deal
Updates an existing deal.
Update Lead
Updates an existing lead.
Update Organization
Updates an existing organization.
Update Person
Updates an existing person.
Update Product
Updates an existing product.
Custom API Call
Call any Pipedrive REST API endpoint directly from your workflow.
Pipedrive triggers
Events in Pipedrive that can start a Topcalls call automatically.
Activity Matching Filter
Trigges when an activity newly matches a Pipedrive filter for the first time.
Deal Matching Filter
Trigges when a deal newly matches a Pipedrive filter for the first time.
New Activity
Triggers when a new activity is added
New Deal
Triggers when a new deal is created.
New Lead
Triggers when a new lead is created.
New Note
Triggers when a new note is created.
New Organization
Triggers when a new organization is created.
New Person
Triggers when a new person is created
Organization Matching Filter
Triggers when an organization newly matches a Pipedrive filter for the first time.
Person Matching Filter
Triggers when a person newly matches a Pipedrive filter for the first time.
Updated Deal Stage
Triggers when a deal's stage is updated.
Updated Deal
Triggers when a deal is updated.
Updated Organization
Triggers when an existing organization is updated.
Updated Person
Triggers when a person is updated.
Frequently asked questions
Can Topcalls create a Pipedrive deal during a phone call?
Yes. Topcalls uses the Create Deal and Create Lead actions to open Pipedrive records mid-call. The AI voice agent selects the correct pipeline and stage, sets value and expected close date, and links the deal to the calling contact and organization in one go.
Does Topcalls attach call recordings to Pipedrive records?
Yes. The Attach File action writes the audio recording and transcript to a deal, person, organization, activity, or product in Pipedrive. Recordings appear in the record's Files section within seconds of the call ending, ready for any team member to review.
Can a Pipedrive filter trigger an outbound Topcalls campaign?
Yes. The Deal Matching Filter and Activity Matching Filter triggers detect when records first match a saved Pipedrive filter. Topcalls consumes the event, dials the linked phone number at $0.35 per minute, and logs the outcome back on the original deal or activity.
Does Topcalls support Pipedrive Notes and Activities?
Yes. Topcalls uses Create Note and Create Activity to log call summaries, next steps, and follow-up tasks against the right Pipedrive record. The AI voice agent decides which template to use based on the outcome of the call and writes it before the transcript is finalized.
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