# Ray and Pipedrive

> Deals moving down the pipeline, and what moved them.

Source: https://heyray.io/integrations/pipedrive

Ray is an AI teammate that works in your team chat, on Slack today. Connect Pipedrive and it can do the Pipedrive part of a request without anyone leaving the conversation: read what it needs, draft the change, and post it for approval before anything is written. 195 reads run without asking. 119 actions wait for a human approval.

## What Ray reads in Pipedrive

Reading changes nothing, so Ray never stops to ask whether it may look something up.

- Deals with their stages, values, and the pipeline they sit in
- Persons, organisations, leads, and the notes against them
- Activities, calls, and what is due this week
- Products, quotes, goals, and the reporting behind them

## What waits for your approval

Every one of these posts an approval card in the thread showing exactly what is about to happen. Nothing runs until someone clicks approve, and no setting turns that off.

- Create or update a deal, and move it to another stage
- Add or update a person, an organisation, or a lead
- Schedule an activity, and mark one done
- Add a note to a deal, person, or organisation
- Create products, pipelines, stages, and filters

## Things Ray is never handed

These are left out during curation, so they are not something Ray could do and decides against. They are not in front of it at all.

- Read or change roles and permission sets
- Download the contents of an attachment
- Read back access tokens
- Delete a deal, person, organisation, or anything in bulk

## Ask it like this

- "@Ray which deals slipped a stage this week and who owns them?"

## Connecting Pipedrive

Pipedrive has no per-person login, so it connects once with a single workspace key and covers the whole team. Ray reaches whatever that key reaches, and every write still stops for approval first. The key is pasted on Ray's own connect page, never in chat, and it never reaches the model. Disconnecting Pipedrive or uninstalling Ray revokes the connection.

## More

- This page for people: https://heyray.io/integrations/pipedrive
- Every integration: https://heyray.io/integrations.md
- Install Ray: https://heyray.io/install.md
- Pricing: https://heyray.io/pricing.md