CRM & Sales

Pipedrive + Armbrain

Ask about a client's pipeline in plain words. Armbrain reads Pipedrive and keeps a daily summary, so you know what moved and what is stuck.

Start Free How to connect

Each Pipedrive connection feeds one mind.

What Armbrain takes from Pipedrive

Armbrain reads one Pipedrive company into one mind.

Deals, with value, status and stage.
People and their contact details.
Activities such as calls and meetings.
One pipeline summary per day: open deals, total value in each currency, how deals spread across stages, and the latest deal to change.

Left alone

Armbrain never creates or edits deals, people or activities, and it never adds different currencies together.

What it's good for

See what moved in the pipeline this week for the client report.
Weekly client report
Find the deals that went quiet and plan the next touch.
Keep prospects warm
Know the people on each deal.
Know who is who at every client

Connect Pipedrive

In Pipedrive, open Settings, Personal preferences, then API, and copy your personal API token.
In Armbrain HQ, open the client, prospect or company mind, then Connectors, and choose Pipedrive.
Paste the token and choose Connect Pipedrive.

Read the Pipedrive setup guide

Prompts to try

Apps: Pipedrive.
Change these first:
CLIENTCOMPANY = Tidewater Logistics Armbrain, using Pipedrive, which CLIENTCOMPANY deals moved stage this week, and what is stuck?
Weekly client report
Apps: Pipedrive.
Change these first:
CLIENTCOMPANY = Ridgeline Outfitters Armbrain, which deals in the CLIENTCOMPANY pipeline have had no activity in 14 days? Suggest a next step for each.
Keep prospects warm

Example prompts with fictional clients. Replace the names with your own.

Good to know

Treat your API token like a password. Armbrain only reads data.
One Pipedrive company maps to one mind.

FAQ

Questions about Pipedrive

What does Armbrain read from Pipedrive?

Deals, people and activities, plus a pipeline summary it writes once a day.

Can Armbrain change anything in Pipedrive?

No. Armbrain only reads. It does not create or edit deals, people or activities.

How does Armbrain know which client it belongs to?

You connect Pipedrive to one mind. All company data goes there. Disconnect and reconnect to move it.

How do I disconnect Pipedrive?

Open Connectors in Armbrain HQ and choose Disconnect on Pipedrive, or ask Claude to disconnect your Pipedrive connection. New deals and activities stop coming in. You can also make a new API token in Pipedrive so the old one stops working. What was already saved stays in the mind. To remove that too, ask us on the support page.