Upfirst is an AI receptionist that connects to Pipedrive in two ways: through Custom Actions (live REST API calls during a call, using your Pipedrive API token) and through Zapier (writes to Pipedrive after the call ends). Inbound calls end up on the right Person and Deal without anyone copying notes out of a voicemail.

Does Upfirst integrate with Pipedrive?

Yes. Two options:

• Custom Actions hit api.pipedrive.com directly during a call. Search Persons, look up Deals, update pipeline stages, log Activities, all without leaving the call.
• Zapier handles the post-call work. A completed Upfirst call can create a Person, advance a Deal, or log an Activity through the Pipedrive Zapier app.

Auth is a single API token from your Pipedrive user settings. No OAuth app registration needed for most setups.

What Pipedrive is

Pipedrive is the sales pipeline CRM most SMBs use to track Deals through stages. A Person belongs to an Organization, Deals belong to People, and Activities (calls, meetings, tasks) attach to all of the above. The Kanban-style pipeline view is the part most reps live in.

For sales teams running lots of inbound and outbound calls, Pipedrive is where every conversation needs to land. Without a connection between calls and the pipeline, Deals stall and reps lose track of who needs follow-up.

What Upfirst can do with Pipedrive

Match incoming numbers to a Person and their Deals

When a call lands, Upfirst hits ItemSearch with the caller's phone scoped to Persons. The matching Person ID comes back, and a follow-up query pulls the open Deals on that Person. The receptionist greets the contact by name and can reference the Deal stage, value, or owner without anyone touching the CRM.

Run live searches mid-call

If the caller mentions an Organization, an email, or a Deal title, the receptionist runs an ItemSearch and reads back what it finds. ItemSearch is fuzzy enough to handle "I'm calling about the Johnson deal" or "the new contract we discussed." Custom fields work too.

Log every call as a Pipedrive Activity

When the call ends, Upfirst posts an Activity (type: Call) to Pipedrive, tied to the matching Person and Deal, marked complete, with the call summary in the notes. The full transcript can go in as a Note instead, depending on how your reps like to read call detail.

Advance Deal stages based on what the caller said

Upfirst can pull signals from a call: buying intent, budget, timeframe, objections. Use those to update the Deal stage or create a new Deal for a Person who didn't have one. "Ready to sign" calls don't just get logged. The pipeline reflects what happened.

Pipedrive API calls Upfirst can make

• GET /v1/itemSearch across Persons, Organizations, Deals, and Leads at once
• GET /api/v2/persons/search for targeted Person lookups
• POST /api/v2/persons for net-new contacts
• PUT /api/v2/deals/{id} to update stage, value, status, or custom fields
• POST /api/v2/deals to create a Deal in the right pipeline and stage
• POST /v1/activities to log the call (type=call, duration, subject, note)
• POST /v1/notes to attach the transcript or summary to a Person or Deal

Setting up the Pipedrive integration

Custom Actions

1. In Pipedrive, click your profile picture and open Personal preferences > API. Copy your personal API token.
2. In Upfirst, go to Agent > Custom actions and add a new action.
3. Pick when it runs: When call starts for the phone-number ItemSearch, During call for caller-driven searches, or After call for Activity or Note creation.
4. Set the request. Example endpoint: https://{company}.pipedrive.com/api/v1/itemSearch?term=#{{caller_id}}&fields=phone&item_types=person&api_token=YOUR_TOKEN. Or use bearer auth on the v2 endpoints.
5. Pick which fields the receptionist gets back (Person name, Deal title, stage, owner). Test it. Save.

Zapier

1. Create a Zap. Trigger: Upfirst > Call Completed.
2. Pick a Pipedrive action: Create Person, Create Activity, Update Deal, Add Note.
3. Map the call fields to Pipedrive. Pipeline and Stage matter for Deals.
4. Add filters so only the right calls advance Deals or create Persons.
5. Test with a real call. Turn the Zap on.

A workable Pipedrive setup: ItemSearch on call start to land on the right Person, mid-call Deal lookup if the caller asks about an existing deal, Activity log on call end. Zapier picks up the cases where you want the call to fan out to Slack or another tool.