Bring Deal Management
to CrewAI

Title is required. Use pd_list_pipelines and pd_list_stages to find pipeline_id and stage_id. Link to existing contacts via person_id and org_id (use search tools to find these). Expected close date uses YYYY-MM-DD format. Create a new deal in Pipedrive with title, value, currency, expected close date, and pipeline/stage placement

Followers receive notification updates about deal changes. Use to check who on the team is tracking a deal or to understand deal visibility across the organization. Get internal team members (users) following a specific deal in Pipedrive for visibility tracking

Participants are contacts involved in the deal beyond the primary contact — e.g., decision makers, influencers, legal reviewers. Use when the user asks "who is involved in this deal?" or needs stakeholder information. Get all persons (contacts) participating in a specific Pipedrive deal

Use for trend analysis: "how many deals were created this month?", "show deal velocity over the last 12 weeks". Interval can be day/week/month, amount is the number of periods to look back. Get deal creation trends over time — how many deals were added per day, week, or month in a pipeline

Use when the user wants to see all deals in a specific sales process (e.g., "show all deals in the Enterprise pipeline"). Find pipeline IDs using pd_list_pipelines. Get all deals in a specific pipeline for pipeline-level analysis and reporting

Returns deals with title, value, persons, and orgs at that stage. Use for questions like "what deals are in Proposal?" or "how much is in Negotiation?". Find stage IDs using pd_list_stages. Get all deals at a specific pipeline stage for bottleneck analysis, forecasting, or stage-specific review

This is permanent and removes all associated data. Consider using pd_update_deal with status="deleted" for soft-delete instead. Use only when the user explicitly wants to permanently remove a deal. Permanently delete a deal from Pipedrive — this action cannot be undone

Returns full deal data including title, value, stage, pipeline, linked persons/orgs, expected close date, creation date, and all custom fields. Use after searching to drill into a specific deal. Get the complete details of a specific Pipedrive deal by ID including all custom fields and history

Use to find pipeline IDs for filtering deals or creating new deals in a specific pipeline. List all sales pipelines in Pipedrive with names, deal counts, and active status

Essential for finding stage IDs to create, filter, or move deals. Shows each stage name, its order in the pipeline, and how many deals are at each stage. List stages within a Pipedrive pipeline showing names, display order, and deal counts per stage

Returns deal title, monetary value, currency, pipeline stage, pipeline name, linked person, and organization. Use when the user wants to find a specific deal or check pipeline status. Search Pipedrive deals by title or keyword to find opportunities with value, stage, pipeline, and linked contacts

Advance stage_id to move deals forward. Set status to "won" or "lost" to close. Update value after negotiation. Only specified fields change. Update a Pipedrive deal — advance stage, change value, or mark as won/lost to reflect pipeline progress