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Webhook tool

Pipedrive AI voice agents that turn calls into qualified leads

The agent finds the person by phone, asks your qualifying questions, and creates a Pipedrive lead for your reps.

Start buildingRead the docs

Lead intake agent

Qualifies callers and creates leads.

Instructions

Search for the caller by phone. If not found, ask for their name and create a person. Ask the qualifying questions, then create a lead linked to the person. Transfer hot callers to the sales line.

Handoff
Sales line

Connected tools

  • Find personWebhook
  • Create personWebhook
  • Create leadWebhook
  • Transfer to salesTransfer

What a Pipedrive AI voice agent can do

Open one to watch a call. The grey lines are the tools the agent calls mid-sentence.

The lead's title carries the caller's need and timing, and the lead links to their person record for the rep.

Tool definitions

Webhook tools go to POST /v1/agents/tools. Transfers are a system tool on the agent. Replace the placeholder values in capitals with your own.

Webhook

Find person

Searches persons by phone number.

Show the JSON definition
find_person
{
  "type": "webhook",
  "name": "find_person",
  "description": "Finds a Pipedrive person by the caller's phone number. Returns matching persons and their IDs.",
  "pre_tool_speech": "auto",
  "execution_mode": "immediate",
  "response_timeout_secs": 20,
  "api_schema": {
    "url": "https://api.pipedrive.com/api/v2/persons/search",
    "method": "GET",
    "query_params_schema": {
      "properties": {
        "term": {
          "type": "string",
          "dynamic_variable": "system__caller_id"
        },
        "fields": {
          "type": "string",
          "constant_value": "phone"
        }
      }
    },
    "request_headers": {
      "x-api-token": {
        "type": "secret",
        "secret_value": "YOUR_PIPEDRIVE_API_TOKEN"
      }
    }
  }
}

Webhook

Create person

Creates a person for a new caller.

Show the JSON definition
create_person
{
  "type": "webhook",
  "name": "create_person",
  "description": "Creates a Pipedrive person for a caller find_person did not match. Returns the new person's id.",
  "pre_tool_speech": "auto",
  "execution_mode": "immediate",
  "response_timeout_secs": 20,
  "api_schema": {
    "url": "https://api.pipedrive.com/api/v2/persons",
    "method": "POST",
    "request_body_schema": {
      "type": "object",
      "properties": {
        "name": {
          "type": "string",
          "description": "The caller's full name."
        },
        "phones": {
          "type": "array",
          "description": "One phone: the caller's number, {{system__caller_id}}, with primary true.",
          "items": {
            "type": "object",
            "properties": {
              "value": {
                "type": "string",
                "description": "The phone number."
              },
              "primary": {
                "type": "boolean",
                "description": "True for the caller's number."
              }
            },
            "required": [
              "value",
              "primary"
            ]
          }
        }
      },
      "required": [
        "name",
        "phones"
      ]
    },
    "request_headers": {
      "x-api-token": {
        "type": "secret",
        "secret_value": "YOUR_PIPEDRIVE_API_TOKEN"
      }
    }
  }
}

Webhook

Create lead

Creates a lead linked to the person.

Show the JSON definition
create_lead
{
  "type": "webhook",
  "name": "create_lead",
  "description": "Creates a lead for the caller, linked to their person.",
  "pre_tool_speech": "auto",
  "execution_mode": "immediate",
  "response_timeout_secs": 20,
  "api_schema": {
    "url": "https://api.pipedrive.com/api/v1/leads",
    "method": "POST",
    "request_body_schema": {
      "type": "object",
      "properties": {
        "title": {
          "type": "string",
          "description": "Short title with the caller's need and timing, such as 12-seat agency, switch by January."
        },
        "person_id": {
          "type": "integer",
          "description": "The person ID from find_person or create_person."
        }
      },
      "required": [
        "title",
        "person_id"
      ]
    },
    "request_headers": {
      "x-api-token": {
        "type": "secret",
        "secret_value": "YOUR_PIPEDRIVE_API_TOKEN"
      }
    }
  }
}

Transfer

Transfer to sales

Cold transfer to the sales line.

Show the JSON definition
transfer_to_sales
{
  "config": {
    "system_tools": {
      "transfer_to_number": {
        "description": null,
        "pre_tool_speech": "auto",
        "transfers": [
          {
            "destination": {
              "type": "phone",
              "phone_number": "+14155550109"
            },
            "condition": "The caller is ready to talk pricing or asks for a person."
          }
        ]
      }
    }
  }
}

Set it up

No native connector. The tools call the Pipedrive API directly with an API token that you store as a secret header. Vendor details read in October 2026.

  1. Copy an API token

    In Pipedrive, go to Company settings, then Personal preferences, then API, and copy the token. Use a dedicated user for the agent so activity is easy to trace.

  2. Add the tools

    Store the token as the x-api-token secret header and add the three webhook tools and the transfer.

  3. Write the questions

    Keep to four or five qualifying questions and say what to do with a short answer.

  4. Test the duplicate path

    Call twice from the same number and confirm the second call finds the person.

Documentation

Before you build

Use a dedicated user

Leads created by the agent then carry that user's name, which makes them easy to filter and audit.

Check field requirements

A Pipedrive lead needs a title and a link to a person or organization, and the person must already exist.

Use cases for teams on Pipedrive

SDR and lead qualification

Call new leads within minutes, qualify them on your criteria, and book meetings with your reps.

See the use case

Customer support

Resolve support calls on the first try, refund and credit within your rules, and keep customers who call to cancel.

See the use case

More integrations

All integrations
Webhook tool

Zoho CRM

Find or create Zoho CRM leads and add a note from a voice agent, through a service that holds your Zoho OAuth token.

  • Managed Agents
See the integration
Webhook tool

Microsoft Dynamics 365

Find contacts and create leads in Dynamics 365 from phone calls, through a service of yours that calls the Dataverse Web API.

  • Managed Agents
See the integration
Webhook tool

Attio

Find the caller in Attio by phone number, create a person record, and add a note about the call with webhook tools.

  • Managed Agents
See the integration

Enterprise-grade security

  • HIPAA compliant badge

    HIPAA compliant

  • SOC 2 Type 2 badge

    SOC 2 Type 2

  • GDPR badge

    GDPR

Pipedrive AI voice agent FAQs

How do I connect Pipedrive to an AI voice agent?

Copy a Pipedrive API token, preferably from a dedicated user, and store it as the x-api-token secret header on three webhook tools that search persons, create persons and create leads. Then add a transfer to your sales line.

Can the agent create a Pipedrive deal instead of a lead?

Yes, with a tool that calls the deals endpoint. Leads are a safer start because a rep reviews them before they enter the pipeline.

Will the agent create duplicate people in Pipedrive?

Not if it searches first. The find_person tool looks the caller up by phone number before create_person runs, and the setup asks you to call twice from the same number to confirm the second call finds the person.

Who bills the phone minutes on a Pipedrive voice agent?

Cartesia bills the agent at $0.03/min, plus LLM usage and telephony. Phone minutes depend on the number. Cartesia-provisioned numbers are US only and carry Cartesia's telephony fee. Numbers from your Twilio account or a SIP trunk pay your carrier's rates instead.

Can the agent hand a hot lead to a sales rep?

Yes. Callers who are ready to talk to a person reach the rep on duty through a cold transfer to your sales line. Transfers work only on Twilio and SIP trunk numbers, not on Cartesia numbers, so put the agent on Twilio or a SIP trunk.

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