Pipedrive and Relevance AI integration

Save yourself the work of writing custom integrations for Pipedrive and Relevance AI and use n8n instead. Build adaptable and scalable Sales, and AI workflows that work with your technology stack. All within a building experience you will love.

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How to connect Pipedrive and Relevance AI

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Pipedrive and Relevance AI integration: Create a new workflow and add the first step

Step 2: Add and configure Pipedrive and Relevance AI nodes (using the HTTP Request node)

You can find the Pipedrive node in the nodes panel and drag it onto your workflow canvas. To add the Relevance AI app to the workflow select the HTTP Request node and use the generic authentication method to make custom API calls to Relevance AI. Configure Relevance AI and Pipedrive one by one: input data on the left, parameters in the middle, and output data on the right.

Pipedrive and Relevance AI integration: Add and configure Pipedrive and Relevance AI nodes

Step 3: Connect Pipedrive and Relevance AI

A connection establishes a link between Pipedrive and Relevance AI (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Pipedrive and Relevance AI integration: Connect Pipedrive and Relevance AI

Step 4: Customize and extend your Pipedrive and Relevance AI integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Pipedrive and Relevance AI with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Pipedrive and Relevance AI integration: Customize and extend your Pipedrive and Relevance AI integration

Step 5: Test and activate your Pipedrive and Relevance AI workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Pipedrive to Relevance AI or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Pipedrive and Relevance AI integration: Test and activate your Pipedrive and Relevance AI workflow

Build your own Pipedrive and Relevance AI integration

Create custom Pipedrive and Relevance AI workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Pipedrive supported actions

Create

Create an activity

Delete

Delete an activity

Get

Get data of an activity

Get Many

Get data of many activities

Update

Update an activity

Create

Create a deal

Delete

Delete a deal

Duplicate

Duplicate a deal

Get

Get data of a deal

Get Many

Get data of many deals

Search a deal

Update

Update a deal

Get Many

Get many activities of a deal

Add

Add a product to a deal

Get Many

Get many products in a deal

Remove

Remove a product from a deal

Update

Update a product in a deal

Create

Create a file

Delete

Delete a file

Download

Download a file

Get

Get data of a file

Update

Update file details

Create

Create a lead

Delete

Delete a lead

Get

Get data of a lead

Get Many

Get data of many leads

Update

Update a lead

Create

Create a note

Delete

Delete a note

Get

Get data of a note

Get Many

Get data of many notes

Update

Update a note

Create

Create an organization

Delete

Delete an organization

Get

Get data of an organization

Get Many

Get data of many organizations

Search organizations

Update

Update an organization

Create

Create a person

Delete

Delete a person

Get

Get data of a person

Get Many

Get data of many persons

Search all persons

Update

Update a person

Get Many

Get data of many products

Supported methods for Relevance AI

Delete

Get

Head

Options

Patch

Post

Put

Requires additional credentials set up

Use n8n’s HTTP Request node with a predefined or generic credential type to make custom API calls.

Pipedrive and Relevance AI integration details

Pipedrive is a sales-focused Customer Relationship Management tool that teams of all sizes love using. At the core of Pipedrive is pipeline management, and it features key sales functionalities: automations, email integration and a decent selection of partner integrations.

Pipedrive node docs + examples

Pipedrive credential docs

See Pipedrive integrations

Related categories

Sales

Relevance AI is the hub for the AI Workforce, empowering individuals to create autonomous AI teams and automate their processes effortlessly.

Using generic authentication

See Relevance AI integrations

Related categories

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Pipedrive and Relevance AI integration tutorials

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