Pipedrive

Integration

CRM & Patient Engagement

✓HIPAA CompliantNo Code RequiredReal-Time Sync

Pipedrive Integration — Automate Patient Outreach & CRM

Sync patient data between Pipedrive and your EHR automatically. AI agents handle lead follow-up, outreach, and engagement workflows.

Triggers

Actions

80+

API Endpoints

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

What you can automate with Pipedrive

Lead-to-Patient Pipeline

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When a lead converts in Pipedrive, automatically create a patient record in your EHR with all collected information.

Automated Follow-Up Campaigns

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Trigger Pipedrive email/SMS campaigns based on EHR events — missed appointments, completed treatments, annual check-up reminders.

Referral Tracking

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Track referral sources in Pipedrive and measure which channels bring the most new patients.

Set up AI agents with

Pipedrive

Discover popular templates with Pipedrive

Data Sync

Athenahealth to Pipedrive integration

Create Pipedrive contacts from new EHR patients

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Patient Intake

Pipedrive to DrChrono integration

Sync Pipedrive leads to your EHR as new patients

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Data Sync

Pipedrive to Google Sheets integration

Send Pipedrive contact updates to Google Sheets

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Marketing

Healthie to Pipedrive integration

Trigger Pipedrive campaigns from EHR appointment events

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Connect Pipedrive with 147+ tools

AdvancedMD

EHR & Practice Management

Athenahealth

EHR & Practice Management

Canvas Medical

EHR & Practice Management

Cerbo

EHR & Practice Management

Charm EMR

EHR & Practice Management

Cliniko

EHR & Practice Management

DrChrono

EHR & Practice Management

Elation

EHR & Practice Management

Epic Systems

EHR & Practice Management

Healthie

EHR & Practice Management

ModMed

EHR & Practice Management

Nextech

EHR & Practice Management

OpenEMR

EHR & Practice Management

Practice EHR

EHR & Practice Management

Ritten

EHR & Practice Management

Welkin Health

EHR & Practice Management

Zenoti EMR

EHR & Practice Management

eClinicalWorks

EHR & Practice Management

Availity

Billing & Revenue Cycle

Candidhealth

Billing & Revenue Cycle

Quickbooks

Billing & Revenue Cycle

Tebra (Kareo)

Billing & Revenue Cycle

Fullscript

Pharmacy & e-Prescribing

Tellescope

Telehealth & Virtual Care

...

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Explore Pipedrive triggers and actions

Cevi supports 4 Pipedrive triggers and 14 actions

Trigger on deal stage updated

Triggers when a deal stage is updated

trigger

Custom Webhook

Receive webhooks

trigger

Deal updated

Triggers when a deal is updated.

trigger

New deal

Triggers when a new deal is created.

trigger

Search persons

Searches for persons

action

Update organization

Updates an organization

action

Pipedrive API Capabilities

80+ API endpoints. OAuth 2.0 / API Token authentication. Real-time webhooks.

View official API documentation

API Endpoints

80+

Authentication

OAuth 2.0 / API Token

FHIR

—

Webhooks

Yes ✓

Contacts

Person CRUD
Organization CRUD
Search/filter
Custom fields
Activities/tasks
Notes
Files

Deals

Deal CRUD
Deal pipeline stages
Deal products
Deal followers
Deal flow/timeline

Activities

Activity CRUD
Activity types
Calendar sync

Leads

Lead CRUD
Lead labels
Lead source tracking

Build your Pipedrive automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

About Pipedrive

CRM & Patient Engagement

pipedrive

View API documentation

Quick Facts

CategoryCRM & Patient Engagement

AuthOAuth 2.0 / API Token

Endpoints80+

FHIR—

WebhooksYes ✓

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.

Most Pipedrive workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.

Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.

Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.

Yes. Pipedrive supports webhooks/event subscriptions, which Cevi uses to trigger workflows instantly when data changes — new patients, appointment updates, lab results, and more.