Pipedrive Hedy

Pipedrive + Hedy Integrations

Put Pipedrive + Hedy to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Pipedrive and Hedy below — describe the exact one you want above and the Agent builds it on demand.

Pipedrive + Hedy Sync exported Hedy meeting notes into deal activities within Pipedrive.
Convert chatbot lead captures into new CRM contacts When a visitor provides contact details during a chat in Hedy, automatically create or update their contact profile and log the activity in Pipedrive. See details
Open deal opportunities after chatbot handoffs When an AI chatbot handoff occurs in Hedy, automatically create a new sales deal in Pipedrive so account executives can take over seamless follow-up. See details
Send personalized AI chatbot messages when deal stages change When a lead moves to a specific deal stage in Pipedrive, automatically instruct Hedy to send a targeted follow-up or answer prospective buyer questions. See details

Browse the full workflow library →

Looking to achieve something else with Pipedrive and Hedy?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Pipedrive and Hedy

Everything Pipedrive and Hedy can do inside a workflow — the triggers that start one and the actions that run when it fires.

Pipedrive Explore Pipedrive →

Pipedrive is a web-based sales pipeline and CRM tool designed to help sales teams manage leads and deal flows.

Triggers
Activity Matching Filter

Triggers when an activity newly matches a Pipedrive filter for the first time.

New Activity

Triggers when a new activity is created.

Deal Matching Filter

Triggers when a deal newly matches a Pipedrive filter for the first time.

New Deal

Triggers when a new deal is created.

New Lead

Triggers when a lead is created.

New Comments in Notes

Triggers when a new comment is added to a note.

Actions
Add Discount to Deal

Adds a discount to an existing deal.

Add Label to Person

Adds an existing label to an existing person.

Add Product to Deal

Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)

Add Product Variation

Add product variation to a product.

Create Activity

Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.

Create Deal

Creates a new deal.

Hedy Explore Hedy →

An AI-powered virtual assistant designed to provide real-time meeting insights, summaries, and automated conversational assistance.

Triggers
Session Completed

Triggers when a Hedy session ends, providing complete session details including transcript and conversations.

Session Exported

Triggers when a user manually exports a session from the Hedy app. Payload includes exportedAt instead of endTime.

Highlight Created

Triggers when a new highlight is created during a Hedy session.

New Session

Triggers when a new Hedy session starts, providing summary metadata (full transcript and notes are available later via the Session Completed trigger).

To-Do Exported

Triggers when a new to-do item is exported from Hedy.

Actions
Custom API Request

Make any authenticated request against the Hedy API. Use this for endpoints not yet exposed as dedicated actions.

Create Session Context

Create a new session context (AI instructions) in Hedy. Useful for templating coaching styles or recurring meeting frames.

Create Topic

Create a new conversation topic in Hedy.

Delete Session Context

Permanently delete a Hedy session context.

Delete Topic

Permanently delete a Hedy topic.

Get Highlight Details

Retrieves full highlight info including quotes and insights.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Pipedrive + Hedy

Is there a pre-built Pipedrive + Hedy automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Pipedrive and Hedy's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Pipedrive or Hedy connector?

No. The Agent works whether or not Pipedrive or Hedy already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting a chatbot to my CRM benefit my sales team?

Leads gathered by Hedy are immediately passed to Pipedrive as updated contacts or sales opportunities, giving reps rich context without manual data entry.

Can chatbot conversations automatically update existing sales deals?

Yes, when a conversation is handed off or finished in Hedy, details and interaction logs can automatically update contact profiles or deal stages in Pipedrive.

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