Confluence and Pipedrive Integration

Explore Triggers and Actions

New Page or Blog Post

Trigger new event whenever a new page or blog post is created in a specified space

Watch Pages

Trigger new event when a page is created or updated in Confluence

Watch Blog Posts

Trigger new event when a blog post is created or updated

Add or update multiple records

Add or update multiple records.

Append to record

Append to a record in your data store

Add or update a single record

Add or update a single record.

Get all records

Get all records in your

Delete All Records

Delete all records in your

Get Difference

Get the difference between two data stores. Result contains key/value pairs where the key exists in one data store, but not the other.

Get Record Keys

Get all record keys in your

Check for existence of key

Check if a key exists in your

List keys

List all keys in your

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Confluence and Pipedrive?

Our Confluence-Pipedrive integration empowers your team to link CRM data directly within your Confluence workspace. Easily embed Pipedrive deals, contacts, and activities into Confluence pages to keep your sales pipeline transparent and your project documentation up-to-date. Streamline workflows by syncing information between your sales and knowledge management tools, enabling better communication and faster decision-making.

Frequently asked questions

How does the Confluence and Pipedrive integration work?

The integration allows you to embed live Pipedrive data such as deals, contacts, and activities directly into Confluence pages. This keeps your sales information accessible within your documentation, ensuring your team stays aligned without switching between platforms.

Can I update Pipedrive data from within Confluence?

Currently, the integration supports viewing and embedding Pipedrive data inside Confluence. Editing or updating Pipedrive records must be done within the Pipedrive platform to maintain data integrity and security.

Is the integration secure and compliant with data privacy standards?

Yes, the integration uses secure API connections with encrypted data transfer. It complies with industry-standard data privacy regulations to ensure your customer and sales data remain protected.

Which Confluence and Pipedrive plans support this integration?

The integration is compatible with Confluence Cloud and Server versions as well as all Pipedrive subscription plans that support API access. Please check your plan details to confirm compatibility.

How do I set up the Confluence and Pipedrive integration?

Setup is simple: authenticate your Pipedrive account within Confluence, select the data you want to embed, and insert it into your pages using our integration macros. Detailed step-by-step instructions are available in our help center.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Confluence and Pipedrive?

Frequently asked questions

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