CRM
Connect Pipedrive, ActiveCampaign or Brevo so the AI can find contacts and deals for you - and, if you allow it, add contacts and create deals.
Connect your CRM and your pipeline becomes something you can talk to. Ask which deals are stuck at a stage, who the contact is at an account, or for a follow-up draft built from the real deal. Connections are read only until an admin turns on write access.
Supported CRMs
| CRM | Credentials | What the AI can do |
|---|---|---|
| Pipedrive | API token | Search and list contacts and deals; with write access, add and edit contacts and create deals |
| ActiveCampaign | Your account API URL and API key | Everything above, plus read your contact lists and tags |
| Brevo | API key | Everything above, plus read your contact lists |
Each CRM can be connected once per workspace.
Connect a CRM
- Get an API credential from your CRM
Create the token or key in your CRM’s settings. If your CRM lets you, use a dedicated user or key for StickyPrompts so you can see its activity and revoke it on its own.
- Open Add connection and pick the CRM
Go to Integrations, select Add connection, choose Workspace (shared with everyone) or Personal (just you), then filter by CRM and select Pipedrive, ActiveCampaign or Brevo. Only workspace owners and admins can add workspace connections.
- Name it and paste the credentials
Give it a name and a description the team will recognise, such as Pipedrive - Sales and Northwind sales pipeline: organisations, people and deals. Paste the API token (Pipedrive), the API URL and API key (ActiveCampaign) or the API key (Brevo).
- Decide on write access
Leave Allow write access off to keep the connection read only. Turn it on only if you want the AI to add and edit contacts and create deals in your CRM.
- Save
StickyPrompts checks the credentials with your CRM before saving. The connection then appears under CRM on the Integrations page, marked Connected.
Read only or write access
| Read only (default) | With Allow write access | |
|---|---|---|
| Find and list contacts | Yes | Yes |
| Find and list deals | Yes | Yes |
| Read lists and tags (where the CRM has them) | Yes | Yes |
| Add a contact | No | Yes |
| Edit a contact | No | Yes |
| Create a deal | No | Yes |
If someone asks for a change on a read-only connection, the change is refused and nothing is written. A deal is always created against an existing contact, found by email address, so add the contact first if it is new.
What to ask
Find the deals in Pipedrive that are at Proposal Made, then email a short
summary with the contacts to sales@northwind.example.Who is our contact at Hawthorne Goods, and what open deals do they have?Add Daniel Kowalski (d.kowalski@summitsports.example, Summit Sports) as a
contact, then create a deal "Summit Sports - Enterprise" for 24,000 USD.Here is the first request, finished. The model searched Pipedrive, matched contacts, built the table and sent the email - 17 tool actions from one sentence.
Read the note at the end of the reply. Pipedrive returned stage numbers, not names, so the AI explained which stage it treated as Proposal Made and why. When an answer rests on an assumption like that, check it against your own pipeline before acting on it.
When no CRM is connected
If you ask about your CRM before one is connected, the AI says so and offers a Connect a CRM button right in the reply. Connect it, then ask again.
Tips
- Name the stage, the pipeline or the owner in your request. “Deals at Proposal Made in the Sales pipeline” gets a tighter answer than “open deals”.
- Combine with email. With an email connection too, lookups and follow-ups happen in one request.
- Automate the routine. A workflow can send a pipeline digest every Monday morning.
- Personal data stays governed. Guardrails apply to CRM data too, so phone numbers and other sensitive fields can be redacted before they reach the model.