Due activities and moved deals each morning
Each morning, see which deals changed stage, which went quiet, and which activities fall due today, pulled straight from Pipedrive.
Go Fig + Pipedrive
Go Fig works from your Pipedrive deals, people, and organizations, then schedules activities, logs notes, and moves deals forward after your OK.
Key facts
What you can do with Pipedrive in Go Fig
Your brief and your follow-ups start from the deals, people, organizations, and activities in Pipedrive. 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. Once a deal is marked won, the work moves to the people who deliver it, and Go Fig can draft that handoff too.
A next activity on every deal
Go Fig spots the deal with no next step, drafts the follow-up, and schedules the activity against the right deal and person. Nothing is scheduled until you approve it in your Feed.
Notes and stages that match the call
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.
Your delivery team hears about every win
With Gmail or Outlook connected, a deal marked won in Pipedrive starts Won-deal kickoff. It drafts the handoff to your delivery team and the client's welcome or kickoff invite, plus the invoice and a Slack post where your books and Slack are connected. Every piece waits for your OK.
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 person connects their own Pipedrive
When someone 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. Your team can let record updates run on their own, but stage moves always wait.
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.