A brief built from your pipeline
Each morning, see which deals moved, which went quiet, and which activities are due, pulled straight from Pipedrive.
Go Fig + Pipedrive
Go Fig reads your Pipedrive deals, people, and organizations, builds your brief, and logs tasks, notes, and deal updates back after your OK.
Key facts
What you can do with Pipedrive in Go Fig
Go Fig reads the deals, people, organizations, and activities in your Pipedrive and works from them to build your brief and follow-ups. It also reads your leads, pipelines, and stages, plus the custom fields your team added, so a draft starts from what is actually in the CRM. When it wants to change something in Pipedrive, like logging a note, scheduling a follow-up, or moving a deal to the next stage, the change waits for your OK. Your team can choose to let some actions run on their own once they trust them.
Follow-ups that don't slip
Go Fig spots the deal with no next step, drafts the follow-up, and schedules the activity against the right deal and person. It waits in your Feed, the list of drafts waiting for your OK.
Records that stay current
After a call, Go Fig drafts the note, the meeting, and the deal update so Pipedrive matches what was said. You approve it and it lands under your name.
What Go Fig reads from Pipedrive
How to connect Pipedrive
Sign in with Pipedrive
Sign in with your Pipedrive account and approve Go Fig's app (OAuth). Connect with an admin user if you can. Go Fig sees only what the connecting user can see in Pipedrive, and it skips anything that user can't open.
Go Fig brings in your records
Go Fig reads deals, people, organizations, activities, leads, pipelines, stages, and users, plus the custom fields your team set up. It reads only what it uses, which keeps it well inside your Pipedrive account's daily request limit.
Each rep connects their own Pipedrive
When a rep connects, anything Go Fig writes for them shows up in Pipedrive under their name and in their own activity list.
Decide what needs your OK
Go Fig can schedule, update, and complete activities, log notes and meetings, add or update people, organizations, and deals, and move a deal to a new stage. Every one of those waits for your OK in your Feed unless your team chooses to let that action run on its own.
Questions about Go Fig + Pipedrive
Will Go Fig change my Pipedrive records without asking?
No. Anything Go Fig writes to Pipedrive waits for your OK in your Feed first. Your team can choose to let a specific action, like logging a note, run on its own once you trust it.
What can Go Fig write back into Pipedrive?
It can schedule, update, and complete activities, log notes and meetings, attach files, add or update people, organizations, and deals, and move a deal to a new stage or mark it won or lost.
Does it understand the custom fields we added?
Yes. Go Fig reads the custom fields on your deals, people, and organizations along with their names, so you can ask Celeste, Go Fig's AI analyst, about them in your own words.
How often does Pipedrive data update in Go Fig?
Once a day by default, at a time your team sets. Larger plans can update it every hour or every 15 minutes.
Where is our Pipedrive data kept?
Go Fig keeps a copy in its secured Google Cloud storage in the US, walled off from every other company's data. People on your team see only what their role allows.
Ready to connect Pipedrive?
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.