What you can ask
“What deals are in the Negotiation stage right now?”
“Find the Acme deal and show me its last activity.”
“Log a note on the Acme deal summarizing today’s call.” (asks for approval first)
“Create a follow-up activity for the Acme deal next Tuesday.” (asks for approval first)
Connecting
- Open Connections in the dashboard and click Pipedrive → Connect.
- Sign in to your Pipedrive account and approve the requested access.
- Ask Expertise about a deal to confirm it’s live.
What’s covered
Pipedrive doesn’t have a fixed Expertise tool list. Instead, Expertise discovers the right Pipedrive action for each request, deals, persons, organizations, activities, and notes, and calls it directly. You don’t need to know Pipedrive’s API to ask for something; just describe what you want in plain language. Any action that creates, updates, or deletes data in Pipedrive still pauses for your approval before it runs, the same as every other write in Expertise.Good to know
- Coverage grows with your pipeline setup. Expertise looks up your actual stages and custom fields rather than assuming a fixed schema.
- Your Pipedrive permissions are the ceiling. Expertise acts as the connected user, it can’t see or change anything you can’t.