> ## Documentation Index > Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt > Use this file to discover all available pages before exploring further. # Pipedrive on Vortex IQ > Monitor Pipedrive pipeline, responsiveness and customer-satisfaction signals, and catch stalls before they become churn. Monitor Pipedrive pipeline, responsiveness and customer-satisfaction signals, and catch stalls before they become churn. No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls. [Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) ยท [How connecting works](/integrations/connector-catalogue) | **32** | **4** | **Build your own** | **Ready to build yours** | **8** | | ------------------- | ---------------- | ------------------ | ------------------------ | -------------- | | performance signals | automated checks | automated fixes | workflows | API operations | ## Monitor performance 32 performance signals. Signals with an alert band can raise Nerve Centre alerts; every signal supports a merchant-configured watcher. | Signal | Outcome | Alert behaviour | What it tracks | | ----------------------------- | ------------------- | -------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Lead Response Time** | Run operations | Alert band 60 / 480 | Median minutes from a person's add\_time to their first logged Activity (GET /activities carries person\_id + add\_time for every call/email/meeting/task) - a genuine first- | | **Stalled Deal %** | Run operations | Alert band 10 / 30 | Open deals with no logged activity in 14 days, as a share of all open deals. GET /deals returns last\_activity\_date per deal (confirmed real Pipedrive field distinct from | | **Total Revenue** | Grow revenue | Merchant rule | Total won-deal value over the window - top-level CRM revenue pulse. | | **Active Subscribers (Est.)** | Run operations | Merchant rule | Estimated count of active persons/contacts in the CRM over the trailing window. | | **Bounce Rate** | Protect revenue | Alert band 2 / 5 | Share of outbound emails to persons that hard/soft bounced. Higher is worse. | | **CRM Data Hygiene Score** | Run operations | Alert band 95 / 80 | Composite of confirmed-real Pipedrive fields: share of persons with an email on file (GET /persons email\[]) and share of persons assigned an owner\_id. Both are genuine re | | **Campaign Status Breakdown** | Grow revenue | Merchant rule | Distribution of campaign/deal records by status (open/won/lost). | | **Checkout-to-Order Rate** | Grow revenue | Merchant rule | Of attributed checkouts, the share that converted to a placed ecom order. Needs an ecommerce sibling. | | **Checkouts Started** | Customer experience | Merchant rule | Checkouts initiated by persons tracked in the CRM. Needs an ecommerce sibling. | | **Click-to-Open Rate** | Run operations | Alert band 10 / 3 | Clicks divided by opens on outbound email to persons. Higher is better. | | **Conversion Rate** | Grow revenue | Merchant rule | Won deals divided by total deals over the window. Higher is better. | | **Delivery Rate** | Protect revenue | Alert band 98 / 95 | Share of outbound emails to persons successfully delivered. Higher is better. | | **Email Click Rate** | Run operations | Alert band 2 / 0.5 | Unique clicks divided by delivered emails to persons. Higher is better. | | **Email Health KPIs** | Grow revenue | Merchant rule | Rolled-up email engagement health summary across persons (sends/opens/clicks). | | **Email Open Rate** | Run operations | Alert band 20 / 10 | Opens divided by delivered emails to persons. Higher is better. | | **Engagement Funnel** | Grow revenue | Merchant rule | Sent โ†’ delivered โ†’ opened โ†’ clicked funnel for outbound email to persons. | | **Flow Count Summary** | Run operations | Merchant rule | Count of active automation flows / scheduled activity sequences. | | **Flow Status Breakdown** | Run operations | Merchant rule | Automation flows grouped by status (done vs pending activities). | | **Flow Trigger Types** | Run operations | Merchant rule | Distribution of activity/flow trigger types (call, email, task, meeting). | | **Flows List** | Run operations | Merchant rule | Tabular list of automation flows / activity sequences with status and counts. | | **List Count** | Run operations | Merchant rule | Number of CRM lists / saved filters (organizations grouping). | | **List Health Summary** | Grow revenue | Merchant rule | Aggregate list-health summary across CRM lists (size, freshness, engagement). | | **Lists Overview** | Run operations | Merchant rule | Tabular overview of CRM lists with member counts and last-update times. | | **Placed Orders Total** | Run operations | Merchant rule | Total orders placed by CRM-tracked persons. Needs an ecommerce sibling. | | **Refund Rate** | Protect revenue | Merchant rule | Refund rate on orders attributed to CRM persons. Needs an ecommerce sibling. | | **Revenue per Recipient** | Grow revenue | Merchant rule | Attributed revenue divided by recipients reached. Needs an ecommerce sibling. | | **Revenue per Send** | Grow revenue | Merchant rule | Attributed revenue divided by emails sent. Needs an ecommerce sibling. | | **Segments Overview** | Run operations | Merchant rule | Tabular overview of CRM segments / person filters with member counts. | | **Spam Complaint Rate** | Protect revenue | Alert band 0.1 / 0.3 | Share of delivered emails marked as spam by recipients. Lower is better. | | **Top Lists by Name** | Run operations | Merchant rule | Largest CRM lists ranked by member count, labelled by name. | | **Total Sends** | Run operations | Merchant rule | Total outbound emails sent to persons over the window. | | **Unsubscribe Rate** | Protect revenue | Alert band 0.5 / 2 | Share of delivered emails that resulted in an unsubscribe. Lower is better. | ## Audit risks and opportunities A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. | Check | Severity | Outcome | Why it matters | Fix status | | --------------------------------------------------------------- | -------- | ----------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------- | | **CRM API token invalid or scope insufficient** | critical | Catalogue quality | Once this credential fails, VortexIQ stops seeing deals, contacts and pipeline activity from this CRM entirely, and every pipeline and data-quality finding here goes stale from that moment, | Report only | | **Median lead response time above 8h** | high | Grow revenue | Leads answered after 8 hours convert at a fraction of the rate of leads answered in minutes; speed-to-lead is the cheapest conversion lever in the pipeline. | Report only | | **Stalled open deals above threshold (no activity in 14 days)** | high | Run operations | Deals with no activity for two weeks are quietly dying; a nudge list ordered by value recovers some before they close-lose themselves. | Report only | | **CRM data hygiene below 80% (missing required fields)** | medium | Run operations | More than 1 in 5 records is missing a required field. Incomplete records make segmentation, reporting and any automation keyed off those fields (routing, scoring, follow-up sequences) unreli | Report only | ### Build your own automated fixes 4 checks report findings on Pipedrive today. Turn any finding into an automated fix with a Vortex IQ workflow: **13,885 read and write operations across 229 connectors** are available as building blocks, with approval, verification and rollback on every change. ## Automate approved work Vortex IQ is integrated with **6 read** and **2 write** operations across activitys, deals, organizations, persons, stages, usermes on Pipedrive. Combine them with anything from the **13,885 operations across 229 connectors** to automate the work in your own words. Changes follow the merchant's configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. Read-only operations do not modify the connected system. [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=pipedrive) | Resource | Read operations | Write operations | | ------------- | --------------- | ---------------- | | activitys | 1 | 1 | | deals | 1 | 1 | | organizations | 1 | 0 | | persons | 1 | 0 | | stages | 1 | 0 | | usermes | 1 | 0 | Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected. ### Ready to build your first Pipedrive workflow Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build. *** *Generated from the connector capability graph. Counts reflect the servable registry after alias normalisation and de-duplication, and refresh automatically when the registry changes.*