Connect Pipedrive with Verabase

Link Pipedrive to Verabase to surface deal context, contact details, and activity history in AI-powered conversations.

What syncs

Persons & organizationsDeals & pipeline stagesActivities & notesCustom fieldsProducts

Automation triggers

Deal stage changed

When a deal moves between stages in your Pipedrive pipeline, Verabase triggers the appropriate automation rule.

Activity completed

When a call, meeting, or task is marked as done, Verabase can update the AI agent's context with the latest interaction summary.

New deal created

When a new deal is added, Verabase pulls the associated contact's history and preps the AI agent with full context.

Setup guide

Estimated setup time: ~5 minutes. Prerequisites: Pipedrive Essential plan or higher. Admin access to generate API tokens.

Generate a Pipedrive API token

In Pipedrive, go to Settings → Personal preferences → API. Copy your personal API token. For team-wide access, use a Company-level API token under Settings → Company settings → API.

Add Pipedrive in Verabase

Navigate to Settings → Integrations → Add Pipedrive in your Verabase dashboard. Paste the API token and your Pipedrive company domain (e.g. yourcompany.pipedrive.com).

Select pipelines to sync

Choose which Pipedrive pipelines should be visible to AI agents. You can sync all pipelines or select specific ones.

Configure webhooks

Verabase automatically registers webhooks in Pipedrive for real-time event notifications. No manual webhook setup is needed.

Verify the connection

Click Test Connection. Verabase pulls recent deals and contacts to confirm access. You should see sample data within seconds.

Use cases

Sales-to-support handoff

When a Pipedrive deal closes and the customer transitions to support, Verabase automatically makes the deal history, notes, and products available to your support AI agent — so the customer never has to repeat themselves.

Activity-based follow-up

After a sales call is logged in Pipedrive, Verabase's AI can draft a follow-up email with relevant product documentation attached, based on what was discussed during the call.

Pipeline-aware responses

Your AI agent knows which stage a deal is in. A prospect in the Demo stage gets different responses than one in Negotiation — pricing questions are handled differently based on deal context.

Frequently asked questions

Can I use a company-level API token instead of personal?

Yes, and it's recommended for production use. Company-level tokens persist even if the admin who created them leaves the organization.

Does Verabase sync Pipedrive products?

Yes. Products attached to deals are synced and available as context. Your AI agent can answer questions like 'What products did we quote for this customer?'

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