Connect an AI agent to Pipedrive.
xhuman is an opportunity agent that connects to Pipedrive to share your work with your team and to read the team's context back. Connect Pipedrive and the interactions you own — emails, replies, meetings — reach the pipeline your team works from, logged with your approval. Before you reach out to anyone, xhuman shows you what the team already knows: who owns the deal, what stage it is at, who touched them last.
01What the agent does in Pipedrive
- Tells you what the team knows before you write.
Ask about a person and xhuman reads Pipedrive for the account owner, the lifecycle or deal stage, open deals and the last activity anyone on the team logged — and says plainly when a colleague owns the account.
- Logs your emails and meetings to Pipedrive, with your approval.
One card names who changes and that your whole team will see it. Nothing is written until you approve, and the card is never bundled into a batch approval.
- Adds people Pipedrive does not hold yet.
Logging an interaction with someone not in the CRM creates the contact, then lands the activity on it. If a colleague created the record first, xhuman updates theirs rather than making a duplicate.
- Keeps campaign activity in the CRM automatically, if you switch it on.
Sends and replies from outreach campaigns you launch can be logged as they happen — an opt-in switch under Settings → Team CRM, off by default. A reply is filed as an incoming activity, so the timeline says the account answered.
- Knows what counts as team business.
Only interactions on your company's domains are shared. Your personal mailbox, personal addresses and your own colleagues never reach the CRM, and a Never share list outranks everything, campaigns included.
02Connect Pipedrive in 6 steps
- Open Settings → Other connectors.
Pipedrive is listed under CRM.
- Click Connect on the Pipedrive row.
A window opens on Pipedrive's own sign-in and permissions screen. It is Pipedrive's form, not ours; xhuman never sees your password.
- Sign in to Pipedrive and accept the permissions it lists.
Pipedrive asks you to allow xhuman on your company's account. If your account restricts marketplace apps, an admin may need to allow it first.
- Back in xhuman, the row reads Connected.
Open Settings → Team CRM: it checks that Pipedrive actually answers, because a connection can authenticate and still be missing a permission. You will see Connected or Needs attention, and which is which.
- Say what counts as team business.
Enter your company's domains, or leave the field empty and xhuman infers them from the addresses on your account. Add Always share and Never share domains if you need them, and decide whether campaign activity logs automatically. It is off until you turn it on.
- Ask it something.
"What does the team know about dana@acme.com?" reads Pipedrive. "Log yesterday's call with Dana to Pipedrive" opens an approval card.
03Good to know
Availability
Available on every plan, with no add-on. Reading team context and sharing your activity are switched on separately — the Team CRM settings page tells you which is live for your account.
It never
- Imports Pipedrive contacts into your network — contacts the CRM holds for other people stay theirs and never become your relationships.
- Writes to Pipedrive without an approval, apart from the campaign activity you opted in to.
- Pushes a personal thread — if xhuman cannot tell whether something is work, it leaves it out and tells you.
Your data
Team context is read from Pipedrive when you ask and is not stored in xhuman. Notes xhuman writes carry a small xhuman marker so its own writes are never mistaken for news coming back from Pipedrive.
04Questions people ask
Does xhuman import my Pipedrive contacts?
No. Pipedrive holds the relationships your team owns; xhuman holds the ones you own. It reads Pipedrive for context about a person you are already dealing with and writes your own interactions out. A record Pipedrive holds for somebody else never becomes one of your contacts, in your directory or anywhere else.
What permissions does it need, and is it safe?
You authorize xhuman on Pipedrive's own screen and can revoke it from Pipedrive or from xhuman at any time. Reads happen per request and are not stored. Every write is shown to you first, names the record and says the team will see it; the only unattended writes are campaign sends and replies, and only if you switched that on.
Will it write to Pipedrive without asking me?
Only campaign activity, and only after you turn on automatic logging under Settings → Team CRM. Even then it logs only interactions on domains you count as team business, and a domain on your Never share list is never logged, campaign or not.
What does xhuman write in Pipedrive — activities or notes?
Both, depending on what you approve: an email or meeting is logged as an activity on the person, and a summary you ask for is added as a note. Deals are read for stage and ownership; xhuman does not create or move deals.
Which plan do I need, and what does it cost?
Pipedrive connects on every plan. There is no add-on, and reading or writing team context uses no credits.
How do I disconnect, and what happens to what was logged?
Settings → Other connectors → the Pipedrive row's menu → Disconnect. xhuman stops reading and writing on the spot; anything still waiting to be shared is not sent. Notes and activities already in Pipedrive stay there — they are your team's records, in your team's system.