Sales
Deals expected to close this quarter by stage and owner, with the activities that have actually happened.
pullslistDealslistActivities
Pipedrive · Live
Ask Pipedrive what the forecast actually depends on.
Read Pipedrive deals, activities, contacts, and pipeline metrics so the agent can answer forecast and pipeline-health questions.
- Auth
- OAuth
- Access
- Read-only by default
- Plan
- Every plan
- Freshness
- Live — every call hits Pipedrive's API
- Available on
- Every plan
Examples
Questions teams actually ask.
The tools it pulls from are shown inline — every answer in Lumen cites the underlying records it read.
Pipeline health
Average age in stage right now, broken down by pipeline and stage — flag anything more than 2× normal.
pullslistPipelineslistDeals
Activity
How many calls and emails did each rep log this week, and to which deals did they connect?
pullslistActivitieslistUsers
Scope
What Lumen sees. What it can change.
Read is on by default. Every write is a separate toggle, capped per user, and logged.
Read
What Lumen reads
Lumen calls Pipedrive's REST API with the OAuth token you grant at install. Read scope only by default.
- Deals
Search by pipeline, stage, owner, expected-close date; custom fields; activity log
- Pipelines & stages
Definition, current deal counts, stage rotting limits
- Activities
Type, due date, completion state, deal/person/org links
- Persons & organisations
Lookup, deal history, custom properties
- Reports
Conversion ratios, average deal age, win-rate by stage
Write · opt-in
What Lumen can write
Lumen does not write to Pipedrive by default. Stage moves, activity creation, and field updates can be admin-enabled per company.
Every call is logged with user, operation, resource ID, and date range. Exportable as CSV.
Install
Connect in under a minute.
No keys, no call, no app marketplace fine print.
- Authorize01
Connect with Pipedrive OAuth
In Settings → Integrations → Pipedrive, click Connect. Sign in and approve the read scopes Lumen requests.
- Confirm company02
Pick the company account
If your login covers multiple Pipedrive companies, pick which one Lumen should query. The token is stored encrypted.
- Ask03
Try a warm-up question
Start with "Deals expected to close this quarter by stage" — the agent will run the search and surface the activity gaps.
Connect Pipedrive. Pressure-test the forecast.
OAuth. Read-only by default. Field/activity writes opt-in.