Coherence is an agentic customer operations platform that connects CRM data, email, campaigns, websites, workflows, and AI agents in one shared context. It is operated by Brightyard, Inc.

How is Coherence different from a traditional CRM?

CRM is Coherence's shared data foundation, not the product boundary. Coherence connects flexible XRM-style records to email, campaigns, websites, workflows, and agents so teams can run the customer lifecycle from one context.

Does Coherence have an API and MCP server for agents?

Yes. Coherence publishes an OpenAPI 3.1 spec at https://getcoherence.io/openapi.json and ships an official MCP server (@coherenceos/mcp-server) so AI agents can read and write workspace data and delegate tasks to the Nash agent.

How much does Coherence cost?

Coherence has a free tier (no credit card required), plus Starter at $12, Pro at $29, and Team at $79 per user per month.

Integrations · CRM

Connect Pipedrive to Coherence.

Name: Coherence
Brand: Coherence
Rating: 4.8 (50 reviews)

Sales CRM and pipeline management software. 14 triggers can start a workflow, and 30 actions can run inside one.

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New PersonCreate a Coherence record

A Coherence record changes

Add Follower

New DealUpdate a Coherence record

A Coherence workflow runs

Retrieve a Note

TRIGGERS AND ACTIONS

Everything Pipedrive can do in a workflow.

Triggers start a workflow when something happens in Pipedrive. Actions are the steps a workflow can run there.

Triggers · 14New PersonNew DealNew ActivityNew NoteUpdated PersonUpdated DealUpdated Deal StageNew LeadNew OrganizationUpdated OrganizationActivity Matching FilterDeal Matching FilterPerson Matching FilterOrganization Matching Filter

Actions · 30Add FollowerRetrieve a NoteCreate NoteAdd Labels to PersonAdd Product to DealAttach FileCreate ActivityUpdate ActivityCreate DealUpdate DealCreate LeadUpdate LeadCreate OrganizationUpdate OrganizationCreate PersonUpdate PersonCreate ProductUpdate ProductFind Deals Associated With PersonFind ProductFind ProductsFind NotesRetrieve a ProductFind OrganizationFind PersonFind DealFind ActivityFind UserFind LeadCustom API CallCustom API Call: Make a custom API call to a specific endpoint.

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Pipedrive.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Bring Pipedrive activity into CoherenceStart from a supported Pipedrive event, then create or update the appropriate CRM, project, or custom record with the source context preserved.

Starts with · New Person
or New DealFinishes with · Create or update a Coherence record

Act in Pipedrive from a Coherence workflowUse a change in Coherence to run a supported Pipedrive action, so the next step follows the record instead of relying on someone to copy it.

Starts with · A Coherence record or workflow changes

Finishes with · Add Follower
or Retrieve a Note

Connect Pipedrive to the wider customer workflowCombine Pipedrive with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.

Starts with · New Person
or New Deal

Finishes with · Add Follower, then preserve the outcome in Coherence
or Retrieve a Note

SET UP

How to connect Pipedrive.

The exact authentication fields depend on Pipedrive. The workflow structure stays straightforward.

1Connect the accountAuthorize the Pipedrive account and permissions the workflow needs.

2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.

3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

Apps for the same workflow.

Apps that share a category with Pipedrive or provide a complementary trigger or action.

ActiveCampaignMarketing · CRM9 triggers · 7 actions

Acuity SchedulingProductivity · CRM2 triggers · 8 actions

AttioCRM5 triggers · 14 actions

Bigin by Zoho CRMCRM9 triggers · 16 actions

CopperCRM · Productivity11 triggers · 20 actions

Famulor AI - Voice AgentCRM4 triggers · 25 actions

QUESTIONS

Pipedrive integration questions.

What can I automate with the Pipedrive integration?

Pipedrive currently provides 14 triggers that can start a workflow and 30 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

How many Pipedrive triggers and actions are available?

Pipedrive currently lists 14 triggers and 30 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can Pipedrive connect to other apps through Coherence?

Yes. A workflow can combine supported Pipedrive triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Pipedrive?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

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