Documentation Index
Fetch the complete documentation index at: https://help.treble.ai/llms.txt
Use this file to discover all available pages before exploring further.
Actions available by entity
Lead
| Action | What can you do? |
|---|---|
| Create | Create a new lead in Pipedrive, including standard and custom properties. |
| Update | Update an existing lead, including standard and custom properties. |
| Remove | Remove an existing lead in Pipedrive. |
| List | List multiple leads based on available filters. |
| Get | Get a specific lead by its identifier. |
Contact
| Action | What can you do? |
|---|---|
| Create | Create a new contact in Pipedrive, including standard and custom properties. |
| Update | Update an existing contact, including standard and custom properties. |
| Remove | Remove an existing contact in Pipedrive. |
| List | List multiple contacts based on available filters. |
| Get | Get a specific contact by its identifier. |
Deal (Deal / Opportunity)
| Action | What can you do? |
|---|---|
| Create | Create a new deal in Pipedrive, including standard and custom properties. |
| Update | Update an existing deal, including standard and custom properties. |
| Remove | Remove an existing deal in Pipedrive. |
| List | List multiple deals based on available filters. |
| Get | Get a specific deal by its identifier. |
Pipeline
| Action | What can you do? |
|---|---|
| Remove | Remove an existing pipeline in Pipedrive. |
| List | List multiple available pipelines. |
| Get | Get a specific pipeline by its identifier. |
How to use Treble tools for Pipedrive?
The Pipedrive integration with Treble uses the AI assistant “Automate complex tasks” to run Treble tool actions for Pipedrive. For this, it is essential that you know how to use the AI assistant “Automate complex tasks” in Treble and how to configure Treble tools for Pipedrive. If you need more information on how to use the AI assistant “Automate complex tasks” in Treble, you can check the “Automate complex tasks” documentation in Treble at the following link:AI Assistant: Automate complex tasks in Treble
Learn how to use the AI assistant “Automate complex tasks” in Treble.
Configuration of Treble tools for Pipedrive
To configure Treble tools for Pipedrive, follow these steps:- Go to the “AI Center” section in Treble.
- Create a new AI agent.
- Select the “Automate complex tasks” option.
- In the “Tools” section, select the “Connected Apps” tool.
- In the “Connected Apps” section, select the “Pipedrive” application.
- In the “Tools” section, select the “Pipedrive” tool you want to configure.
Tool: Search Lead or Contact by Phone
Among the listed Treble tools for Pipedrive, there is the “Search Lead or Contact by Phone” tool. This tool allows you to search for Leads or Contacts by phone number. The tool automatically searches the Lead or Contact in Pipedrive based on the customer’s WhatsApp phone number who is interacting with your AI assistant through a WhatsApp line connected to Treble. Your AI assistant does not need to ask for the customer’s phone number; the tool does it automatically.
Phone format in Pipedrive and properties
Treble uses international phone format to search for Leads or Contacts in Pipedrive. For example, if the customer phone is from the United States and the phone number is(917) 555-0111, Treble will search it in Pipedrive as +19175550111. Treble will perform the search in the Phone property in Pipedrive.
Keep in mind that ultimately the AI agent decides which format to use for the search. By default, the agent will try in international format. However, if in your Pipedrive phone numbers are not stored in international format, you can indicate in the agent instructions (prompt) which format it should use for the search.
Examples of instructions for the AI agent:
- Colombia: “When you use the tool to search Lead or Contact by phone, first search in Colombia local format (for example,
3001234567) and, if you do not find results, try international format (+573001234567).” - Argentina: “When searching by phone in Pipedrive, prioritize Argentina local format (for example,
1151234567or3515123456). If there are no matches, try international format (+541151234567or+543515123456).” - Brazil: “To search Leads or Contacts by phone, first use Brazil local format (for example,
11987654321). If there are no results, also try international format (+5511987654321).”
Tools with Configuration Options
For the other tools, such as Create Lead, Update Contact, Create Deal, Get a Pipeline, etc., these tools have configuration options. These configuration options allow you to interact with properties of those entities. These properties can be standard or custom. Let us look at some tool configuration examples.Example: Create Lead
The “Create Lead” tool lets you create a new lead in Pipedrive. To configure this tool, follow these steps:- Activate the Pipedrive tools view in the “Tools” section of your AI assistant.
- Click the “Create CRM Lead” tool.
- In this view select the properties you want to configure for the lead. You can select standard or custom properties. In this example, we will select the properties “Name”, “Emails”, “Telephone”, and “Status”.
-
Click “Next Step”. In the “Parameters managed by AI Agent” view, you must select which properties you want the AI agent to complete dynamically during the conversation.
When a property is marked as “managed by AI Agent”, the agent will try to extract that value from the chat context (for example, name, email, or phone). If it cannot find the data clearly enough, it will ask the customer a question to complete it before running the tool.
To get better results, define explicit instructions in the agent prompt about which fields it should collect and how. Recommended example: “When you use the Create Lead tool, try to extract
Name,Emails, andTelephonefrom the conversation context. If any are missing, ask the customer briefly and then create the Lead.” In this view mark only variable fields. Fields you want to set with a predefined value (for example,Status = Lead) can be left unselected here and configured in the next section. In this case we will select the properties “Name”, “Emails”, and “Telephone”. (We leave the “Status” property unselected to configure it in the next section.)
- In the next view, we will configure fields where the Lead should be created with some predefined properties. For example, if you want the lead to be created with the status “Lead”, we will write the value “Lead” in the “Status” field. You can configure this with multiple properties, that is, you can configure several properties with a predefined value; the important part is not selecting them inside the “Parameters managed by AI Agent” view.
Congratulations! You have configured the Create Lead tool.