Integrations / CRM
Manage Pipedrive deals and files from WhatsApp
Flann connects Pipedrive to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Pipedrive action. Selling is mostly remembering. Who asked for a quote, who went quiet, who is due to reorder. Flann reads Pipedrive for you and puts those answers on WhatsApp the moment you ask.
383 actions in Pipedrive. 202 only look things up, and 181 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Pipedrive
Type it or say it in a voice note. Flann works out which Pipedrive action you mean.
“Show me my leads in Pipedrive.”
“Show me my files in Pipedrive.”
“Show me my products in Pipedrive.”
“Add a deal in Pipedrive.”
“Add a lead in Pipedrive.”
“Add a product in Pipedrive.”
What Flann can work with in Pipedrive
Pipedrive gives Flann 383 actions across 103 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Deals | adddeleteduplicatelook upsearchupdate | 12 |
| Files | adddeletedownloadlook upupdate | 8 |
| Products | adddeleteduplicatelook upsearchupdate | 8 |
| Users | adddeletesearchlook up | 7 |
| Activities | adddeleteupdate | 6 |
| Leads | adddeletelook upsearchupdate | 6 |
| Notes | adddeletelook upupdate | 6 |
| Comments | adddeletelook upupdate | 5 |
Side by side, the two ways of working in Pipedrive:
| Compare | Pipedrive on its ownEvery step is yours | With FlannThe work comes to your chat |
|---|---|---|
| How you ask | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about deals | By hand, screen by screen | 202 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 181 changes, made from a message |
| Pipedrive records | All of them, one screen at a time | 103 kinds, from one chat |
| Set-up | Nothing new to set up | Your Pipedrive API key, once |
YesPartlyNo
Step by step: Pipedrive jobs you can hand to Flann
What happens between your message and the result in Pipedrive.
Create a deal from a voice note
- You message Flann on WhatsApp: “Create a deal in Pipedrive with these details.”
- Flann runs
Search dealsin Pipedrive and shows you what it found. - Flann runs
Add a dealin Pipedrive. - Flann creates it in Pipedrive and confirms in the chat.
Fix a file without opening Pipedrive
- You message Flann on WhatsApp: “Change the file in Pipedrive: here is what is different.”
- Flann runs
List all filesin Pipedrive and shows you what it found. - Flann runs
Update file detailsin Pipedrive. - Flann makes the change in Pipedrive and confirms in the chat.
Clean up products you no longer need
- You message Flann on WhatsApp: “Which products in Pipedrive are out of date? Remove the ones I confirm.”
- Flann runs
Search productsin Pipedrive and shows you what it found. - Flann runs
Delete a productin Pipedrive. - Each removal is confirmed in the chat.
The Pipedrive jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Logging the meeting from the car park
Today
After a meeting you mean to write up the notes, set the next step and add a reminder in Pipedrive. By the time you reach a desk, half the detail has gone.
With Flann
“Just met Priya at Northgate, wants a quote for twelve units, call her back Thursday.”
Flann matches Priya to her record in Pipedrive, writes a clean meeting note and proposes a follow-up task for Thursday. It also suggests moving the deal to the quoting stage.
What you stop doing: Meeting notes stop depending on your memory at the end of the day.
Merging the duplicate contacts
Today
The same customer sits in Pipedrive three times, under a nickname, a work email and a misspelt surname. Every report you pull is slightly wrong because of it.
With Flann
“Find duplicate contacts in Pipedrive and show me which ones to merge.”
Scanning Pipedrive for matching phone numbers, emails and similar names, Flann groups the likely duplicates and shows which record holds the most recent activity.
What you stop doing: Cleaning contacts stops being a job you put off every quarter.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Pipedrive
- In Flann, go to Connectors and find Pipedrive.
- Paste your Pipedrive API key into the secure form Flann opens. You will find the key in your Pipedrive account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Pipedrive action itself.
Reading from Pipedrive is instant. Pipedrive stays connected until you remove it in Connectors.
Ways to use Pipedrive with Flann
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Pipedrive: last deal, last note, last time you spoke.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Pipedrive and asks you to confirm.
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises Pipedrive in a few lines you can read in a queue.
Everything Flann can do in Pipedrive
All 383 Pipedrive actions, as Flann sees them.
Looks up 202
- Get all leads
- Get all products
- Get Deal Details
- Get lead conversion status by ID
- Get one activity field
- Get one deal field
- Get one lead
- Get one organization field
- Get one person field
- Get Organization Details
- Get Person Details
- Get Person Picture
- Get product images
- List all files
- Who Am I
- Download one file
- Enumerate accessible users for lead
- Find goals
- Find subscription by deal
- Find users by name
- Get a single team
- Get all activities assigned to a particular user
- Get all activities beta
- Get all activity fields
- Get all activity types
- Get all ActivityFields
- Get all add ons for a single company
- Get all call logs assigned to a particular user
- Get all comments for a note
- Get all deal fields
and 172 more
Changes 181
- Add a deal
- Add a lead
- Add a person
- Add a product
- Add an activity
- Bulk add products to deal
- Convert Lead to Deal
- Delete an organization
- Delete Deal
- Merge Deals
- Merge Organizations
- Merge two persons
- Update a deal
- Update a person
- Update deal (v2 API)
- Update deal product
- Update person (v2)
- Add a call log
- Add a channel
- Add a follower to a deal
- Add a follower to a person
- Add a lead label
- Add a new deal field
- Add a new filter
- Add a new goal
- Add a new organization field
- Add a new person field
- Add a new pipeline
- Add a new product field
- Add a new stage
and 151 more
More CRM apps Flann works with
Fullenrich
HubSpot
TwentyCommon questions
What can Flann do with deals in Pipedrive?
Flann can add, delete, duplicate, look up and search deals in Pipedrive, using 12 actions (Add a deal, Delete Deal, Delete multiple deals in bulk, Duplicate deal and more). Looking up runs straight away and changes nothing. The other actions create or change deals in Pipedrive.
What can Flann do with files in Pipedrive?
Flann can add, delete, download, look up and update files in Pipedrive, using 8 actions (Add file, Delete a file, Download one file, Get all files and more). Looking up runs straight away and changes nothing. The other actions create or change files in Pipedrive.
How does Flann connect to Pipedrive?
Open Connectors in Flann, choose Pipedrive and paste your Pipedrive API key into a secure form. You will find the key in your Pipedrive account settings. Once it is connected, Flann can use 383 actions in Pipedrive.
How do I ask Flann to do something in Pipedrive?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Pipedrive action that fits and asks if anything is missing.
Which Flann plan do I need for Pipedrive?
Any of them. Every Flann plan includes Pipedrive and every other app.