Palfred + Pipedrive.
Check deal progress, log sales activities, and pull pipeline reports from Pipedrive — all from a quick Slack message.
@Palfred where's the NovaTech deal at in Pipedrive?
Proposal was opened twice yesterday but no response yet. Want me to schedule a follow-up?
Yeah, schedule a call for Thursday afternoon
Done ✓ Activity "Follow-up call" scheduled for Thursday 2:00 PM on the NovaTech deal
@Palfred just finished a demo with BrightPath. They loved the API integrations, want to loop in their CTO next week. Log this to Pipedrive.
Logged ✓ Updated the BrightPath deal:
Want me to notify @sales-leads?
Yes, post it in #wins too 🎉
@Palfred what does the Pipedrive pipeline look like this quarter?
Ahead of Q4 pace. Top deal is NovaTech at $36K, closing in 2 weeks.
Great numbers. Share this with #leadership 📈
Why connect Pipedrive to Palfred?
Pipedrive is the CRM built by salespeople, for salespeople. Its visual pipeline makes tracking deals intuitive, but even the best CRM can't help if reps don't update it. The reality is that sales reps live in Slack — chatting with teammates, coordinating with support, and discussing deals. Palfred brings Pipedrive into those conversations so updating the pipeline becomes effortless.
With the Palfred Pipedrive integration, sales reps can check deal status, log call notes, and move deals through pipeline stages from any Slack channel. Before a call, ask Palfred for the latest on an account — deal value, stage, last activity, and contact details. After the call, send Palfred a quick recap and it logs the activity note, updates the stage, and schedules the follow-up. The whole process takes seconds instead of minutes.
Sales managers get the most out of this integration. Instead of waiting for reps to update Pipedrive, the data stays current because updating is so easy. Ask Palfred for a pipeline overview, a list of deals closing this month, or the team's activity metrics for the week. The answers appear in Slack where the whole team can see them, creating a culture of transparency and accountability without any extra reporting burden.
What you can do.
One minute. That's it.
No onboarding calls. No configuration wizards. Just install and go.
Add to Slack
One click install. Palfred joins your workspace in under a minute.
Connect Pipedrive
Authorize Pipedrive in the Palfred settings. One click.
Just ask
Mention @Palfred in any channel and ask about your Pipedrive data.
Works great with.
FAQ: Palfred + Pipedrive
What Pipedrive data can Palfred access?
Palfred can read deals, contacts, organizations, activities, and pipeline stages. Write access lets it create deals, log activities, and update deal stages from Slack.
Can I move deals through pipeline stages from Slack?
Yes. Tell Palfred to advance a deal to the next stage or move it to a specific stage and it updates the pipeline in Pipedrive instantly.
Does Palfred work with multiple Pipedrive pipelines?
Yes. Palfred can access all pipelines in your Pipedrive account. Specify the pipeline name when querying deals if you have more than one.
Can I log calls and meetings from Slack?
Yes. Tell Palfred about a completed call or meeting and it creates an activity record linked to the correct deal or contact in Pipedrive.
Pay for what you use.
No per-seat pricing. One workspace, one bill.
Free
5,000 credits (~100 conversations)
Includes:
- AI assistant that works right in your Slack threads
- References your team's context in channels it's added to
- Connects to the tools you already use (Jira, GitHub, and more)
- Automates recurring work like reports and check-ins
- Drafts updates, tickets, and docs on your behalf
Team
Most popularper Slack workspace
Everything in Free, plus:
- Monthly credits refresh automatically
- Higher capacity for heavier workflows + more scheduled automation
- Priority support
Enterprise
For organizations with specific needs
Everything in Team, plus:
- SSO & SAML
- Dedicated account manager
- Custom SLA
- Audit logs