Will it change things in Pipedrive without asking?

Only if you let it. You choose how often it checks with you, and you can switch off any action you don’t want it to use.

What happens if I disconnect Pipedrive?

Praxivara stops using it right away. Nothing in Pipedrive is deleted. Any agent that needed it skips those steps until you connect it again.

Pipedrive AI assistant and agents

Ask in plain words. It does the Pipedrive steps.

Create a dealLook up a dealAdd a contact

No setup per taskConnect Pipedrive once and it’s ready for every request.

You choose what it may doPick the actions it can use when you connect.

Disconnect anytimeIt stops right away. Nothing in the app is deleted.

Things you can ask in Pipedrive

Type it, text it or say it on a call. It picks the right Pipedrive steps and shows you what it did.

“Create a deal in Pipedrive.”“Look up a deal in Pipedrive.”“Add a contact in Pipedrive.”“Update a lead in Pipedrive.”“Add a product in Pipedrive.”“Update an organization in Pipedrive.”

Actions

26

You never pick an action. Say what you need and it chooses the right one. Here is everything it can do in Pipedrive.

Create and addNew records and entries, from a plain-words ask.

Log an activityCreate a dealCreate a leadAdd a noteAdd an organizationAdd a contact

Find and readLook anything up without opening Pipedrive.

Look up a dealLook up a leadLook up a contactLook up an organizationList recent dealsList contacts

Update and organizeKeep things current as they change.

Merge duplicate dealsMerge duplicate contactsUpdate a dealUpdate a contactUpdate a leadUpdate an organization

More actionsEverything else it can do in Pipedrive.

Clean up duplicate notes

Showing the main actions in each group.

Triggers

32

When something happens in Pipedrive, an AI agent can start on its own. Pick an event, and say what should happen next.

Then An AI agent starts and runs the steps you describe.

Plus 26 more.

It only does what you allow.

Choose which Pipedrive actions it may use, and how often it checks with you. Looking things up just runs.

Turn off what you don’t need, when you connect or anytime after.
Disconnect in one click. Nothing in your Pipedrive is deleted.

Manage actionsConnected

26 of 26 capabilities enabled

Create a deal

Look up a deal

Add a contact

Update a lead

Your permission mode is Auto. It decides when to check with you.

Works well with Pipedrive

All integrations

HubSpotAdd contacts, move deals and log every call, so your CRM stays current.ShopifyUpdate products, fill orders, issue refunds and keep an eye on stock.SalesforceCreate leads, update opportunities and open cases in your Salesforce org.MailchimpManage your audience, build and send campaigns, and read the results.

Pipedrive questions

Try Praxivara for free, open Integrations, pick Pipedrive and follow the steps to connect your account. You can change or remove it anytime.