Connect your Pipedrive account to Goodweek to manage deals, leads, contacts, organizations, activities, and pipelines directly from your AI workspace.
ℹ️ Governance note
Goodweek will never exceed the access levels granted to the user within Pipedrive, guaranteeing alignment with your organization's governance policies. Outcomes and available features may vary depending on each user's specific permissions and authenticated access.
📋 Prerequisites
Before any user can see and connect the Pipedrive integration, your organization admin must first enable it from the Goodweek Admin Panel under the Integrations tab.
Admin Setup
The Pipedrive integration uses OAuth 2.0 and does not require any admin-level approval within Pipedrive before users can connect.
User Connection
In Goodweek, go to Integrations.
Find Pipedrive and click Connect.
You will be redirected to Pipedrive, where you will be asked to sign in and authorize access.
Click Allow and install to grant access and return to Goodweek.
Important Notes
Each user must connect their own account individually.
Goodweek can only access the Pipedrive data that your individual user profile has permission to see. Visibility restrictions configured in Pipedrive apply.
You can revoke Goodweek's access at any time from Pipedrive → Settings → Personal preferences → Authorized applications → Composio → Revoke.
Available Tools
Tool | Description | Type |
Get All Deals | Returns all deals with pagination and filtering support. | Read |
Get Deal Details | Retrieves comprehensive information about a specific deal by its ID. | Read |
Add a Deal | Creates a new deal in Pipedrive with any custom fields. | Write |
Get Deal Changelog | Retrieves the history of field value updates on a specific deal. | Read |
Get Deal Products | Lists all products attached to a specific deal. | Read |
Add Product to Deal | Attaches a product to an existing deal with configurable quantity and price. | Write |
Get Deal Mail Messages | Retrieves email communications associated with a specific deal. | Read |
Get Deal Files | Lists all files attached to a specific deal. | Read |
Get Deal Participants | Lists all participants (persons) associated with a specific deal. | Read |
Get All Leads | Returns all leads with pagination support. | Read |
Add a Lead | Creates a new lead linked to a person or organization. | Write |
Convert Lead to Deal | Converts an existing lead into a deal asynchronously. | Write |
Convert Deal to Lead | Converts a deal back to a lead asynchronously. | Write |
Get All Persons | Returns all persons (contacts) in Pipedrive with pagination. | Read |
Add a Person | Creates a new contact in Pipedrive. | Write |
Get All Organizations | Returns all organizations in Pipedrive with pagination. | Read |
Add an Organization | Creates a new organization in Pipedrive. | Write |
Get Details of an Activity | Returns the full details of a specific activity. | Read |
Get All Activities Assigned to a User | Returns all activities assigned to a specific user. | Read |
Add an Activity | Creates a new activity (call, meeting, email, etc.) in Pipedrive. | Write |
Add Note | Creates a note attached to a deal, person, organization, lead, or project. | Write |
Get All Notes | Returns all notes in the Pipedrive account. | Read |
Get All Pipelines | Returns data about all pipelines configured in Pipedrive. | Read |
Get All Stages | Returns data about all pipeline stages. | Read |
Get Deals in a Stage | Lists all deals currently in a specific pipeline stage. | Read |
Get Deals in a Pipeline | Lists all deals across all stages of a specific pipeline. | Read |
Get All Products | Returns data about all products in the Pipedrive catalog. | Read |
Add a Product | Adds a new product to the Pipedrive products inventory. | Write |
Get All Files | Returns data about all files in Pipedrive. | Read |
Add File | Uploads and links a file to deals, people, organizations, activities, or leads. | Write |
Get All Filters | Returns data about all saved filters in Pipedrive. | Read |
Get All Users | Returns data about all users within the Pipedrive company. | Read |
Get Current User Data | Returns data about the authorized user along with their company details. | Read |
Get Deals Summary | Returns a summary of all deals including total counts and values by stage. | Read |
Duplicate Deal | Duplicates an existing deal with its field values. | Read |
Delete Deal | Marks a deal as deleted. After 30 days it is permanently deleted. | ⚠️ Destructive |
Delete a Lead | Permanently deletes a specific lead from Pipedrive. | ⚠️ Destructive |
Delete a Person | Marks a person as deleted. After 30 days they are permanently deleted. | ⚠️ Destructive |
Delete an Organization | Marks an organization as deleted. After 30 days it is permanently deleted. | ⚠️ Destructive |
Delete Activity | Marks an activity as deleted. After 30 days it is permanently deleted. | ⚠️ Destructive |
Use Cases
Create and update deals and leads from conversations. Add new deals or leads to Pipedrive with stage, value, and contact associations directly from a Goodweek conversation, without switching to Pipedrive.
Review pipeline and deal status. Retrieve deals in a specific stage or pipeline, check deal summaries, or get a single deal's full history from Goodweek to stay on top of sales progress.
Log activities and notes against deals. Create calls, meetings, or email activities and attach notes to deals or contacts from Goodweek after customer interactions, keeping CRM records current.
Convert leads and manage the sales funnel. Convert leads to deals or move deals back to leads from Goodweek to reflect qualification decisions without opening Pipedrive manually.
Troubleshooting
Connected but some deals or contacts are not visible
Pipedrive has visibility settings that restrict which records users can see. Verify your Pipedrive visibility settings under Settings → Manage users → Visibility groups.
Integration not visible in Goodweek
Make sure your organization admin has enabled the Pipedrive integration from the Goodweek Admin Panel under the Integrations tab.