--- title: "Connect Close and Pipedream - APIANT.ai" description: "When \"New Contact in Contact Smart View\" fires in Close, your agent runs \"Create project\" in Pipedream." canonical: "https://apiant.ai/connect/close-to-pipedream" --- # Connect Close and Pipedream When **New Contact in Contact Smart View** fires in [Close](https://apiant.ai/connections/close), your agent runs **Create project** in [Pipedream](https://apiant.ai/connections/pipedream), or **New account** in Pipedream to **Add Address to Lead** in Close. Describe the whole flow and it is built, tested on every scenario and kept running. Close **3** triggers Close **47** actions Pipedream **2** triggers Pipedream **34** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Close and Pipedream to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Close and Pipedream can do together ### From Close to Pipedream - When **New Contact in Contact Smart View** in Close then **Create project** in Pipedream - When **New Lead in Smart View** in Close then **Update project** in Pipedream ### From Pipedream to Close - When **New account** in Pipedream then **Add Address to Lead** in Close - When **New project** in Pipedream then **Create Bulk Email** in Close Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Close and Pipedream ## Triggers and actions 5 triggers · 81 actions - Trigger **New Contact in Contact Smart View** Triggers when a new contact appears in the selected contact Smart View. - Trigger **New Lead in Smart View** Triggers when a new lead appears in the selected Close lead Smart View, newest leads first. - Trigger **New Note** Triggers when a new note is added to a lead in Close. - Action **Add Address to Lead** Adds a new address to an existing Close lead, keeping the lead's current addresses, and returns the updated lead. - Action **Add User** Adds a user to your Close organization by email, provisioning a new Close user if one does not exist, and returns the new membership. - Action **Create Bulk Action** Starts a bulk edit in Close that sets a lead status, or sets or clears a custom field, on every record matching a search. Returns the bulk edit job and its status. - Action **Create Bulk Email** Starts a bulk email in Close that sends an email template to every lead matching a search query. Returns the bulk email job with its id and status. - Action **Create Bulk Workflow Subscription Action** Starts a bulk workflow (sequence) action in Close for every lead matching a search: subscribe them to a workflow, or pause or resume their existing workflow subscriptions. Returns the bulk action record and its processing status. - Action **Create Contact** Creates a contact in Close, on an existing lead or on a new lead named after the contact, including any contact custom fields. - Action **Create Custom Activity** Creates a custom activity of a chosen type on a Close lead, optionally tied to a contact, and returns the new activity. - Action **Create Export** Starts an export of Close leads (optionally narrowed by an Advanced Filtering query) to a CSV or JSON file, and returns the export job. Close emails a download link when the export is done. - Action **Create Lead** Creates a new lead in Close, optionally with nested contacts, addresses, a status and custom field values. - Action **Create Lead Smart View** Creates a Lead Smart View in Close: a saved lead search defined by an Advanced Filtering query, and returns the new Smart View. - Action **Create Note** Creates a note on a lead in Close, optionally tied to a contact, pinned, or with file attachments. - Action **Create Opportunity** Creates an opportunity in Close, optionally on an existing lead, with its value, status, pipeline, owner, note and custom fields. - Action **Create SMS** Creates an SMS activity on a Close lead: log a received or sent text, save a draft, schedule one, or send it immediately from one of your Close phone numbers. - Action **Create Task** Creates a to-do task on a Close lead, optionally tied to one of the lead's contacts, assigned to a user and given a due date. - Action **Create WhatsApp Message** Logs a WhatsApp message activity on a Close lead and contact, with its text, direction, phone numbers and optional attachments. - Action **Delete Email** Deletes an email activity from Close. - Action **Delete Email Address From Contact** Removes one email address from a Close contact, keeping the contact's other email addresses. - Action **Delete Logged Call** Deletes a logged Call activity from Close. - Action **Export Activity Report to CSV** Runs a Close activity report (overview by time period or comparison by user) and returns it as CSV text. - Action **Find Call** Returns the call activities logged in Close that match the lead, contact, user, call IDs or date range you specify. - Action **Find Connected Account** Returns the email and calendar accounts a Close user has connected, such as Gmail, Outlook or Zoom accounts. - Action **Find Custom Activity** Returns the custom activities in Close that match the lead, contact, user, activity type or date criteria you specify. - Action **Find Custom Objects** Returns the custom object records attached to a lead, optionally limited to one custom object type. - Action **Find Group** Returns the Close groups whose name matches the name you supply, along with the first match. - Action **Find Lead** Returns up to 200 leads whose name, contacts, emails, phones or other text fields match the search text. - Action **Find Meetings** Returns the Meeting activities in Close that match the lead, contact, user, meeting ID and date filters you supply. - Action **Find Note** Returns the Note activities in Close that match the lead, contact, user, note IDs or date ranges you specify. - Action **Find Number of Leads in Smart View** Returns the number of leads that currently match a lead Smart View in Close. - Action **Find Opportunities** Returns the opportunities that match a search query and any of the chosen filters, such as lead, owner, status, value period or date ranges. - Action **Find Task** Returns the Close tasks that match the filters you supply, such as the lead, assignee, completion state, type or due date. - Action **Find WhatsApp Messages** Returns the WhatsApp message activities in Close that match the lead, contact, user, WhatsApp message id or date range you specify. - Action **Find Workflow Subscription** Returns the workflow (sequence) subscriptions for a workflow, contact or lead. - Action **Merge Two Leads** Merges one Close lead into another. The source lead's contacts, activities and opportunities move to the destination lead, and the source lead is removed. - Action **Resubscribe Email** Resubscribes an email address in Close by removing it from the organization's unsubscribed email list, so Close can send email to it again. - Action **Run Activity Overview Report** Runs a Close activity overview report and returns the chosen activity metrics for each time period in the range, plus totals for the whole range. - Action **Run Opportunity Funnel Report** Runs Close's opportunity funnel totals report for a pipeline, returning win rates, won and completed values, time to win and sales velocity, overall and per user. - Action **Run Sent Email Report** Returns sent email statistics for an organization — totals, opens and replies overall and per email template — optionally limited to a date range or user. - Action **Run Status Change Report** Runs Close's lead status change report, returning how many leads were in each lead status over a period and how leads moved between statuses. - Action **Select Random User** Picks one user at random from the members of your Close organization and returns that user's details — useful for round-robin style lead or task assignment. - Action **Unsubscribe Email** Unsubscribes an email address so Close no longer sends it email, for example when the person opted out of a mailing list elsewhere. - Action **Update Call** Updates an existing call activity in Close, such as its note, outcome, status or duration. Only the fields you fill in are changed. - Action **Update Contact** Updates an existing Close contact's name, title, lead, emails, phones, URLs, timezone or custom fields. Fields left blank keep their current values. - Action **Update Custom Activity** Updates an existing custom activity in Close: its contact, date, draft/published status, pinned state and custom field values. - Action **Update Lead** Updates an existing Close lead's name, description, website, status, addresses or custom fields. Fields left blank keep their current values. - Action **Update Lead Smart View** Renames a lead Smart View in Close or replaces the filter that decides which leads it lists. - Action **Update Note** Updates an existing note on a Close lead: its text, title, pinned state, contact, activity date or attachments. Fields left blank are not changed. - Action **Update Opportunity** Updates an existing opportunity in Close, changing only the fields you fill in, including your custom opportunity fields. - Trigger **New account** Fires when a new app account appears in the project. - Trigger **New project** Fires when a new project is created in the workspace. - Action **Create account** Connect an app account on behalf of an end user. - Action **Create connect token** Create a short-lived token that lets an end user connect an account. - Action **Create project** Create a new project in your Pipedream workspace. - Action **Delete account** Disconnect and remove a single connected account. - Action **Delete deployed trigger** Remove a deployed trigger so it stops emitting events. - Action **Delete project** Permanently remove a project from your workspace. - Action **Delete user** Remove an end user and all of their connected accounts. - Action **Deploy trigger** Deploy a trigger for an end user so it starts emitting events. - Action **Get account** Retrieve the details of a single connected account. - Action **Get action** Retrieve the definition of a single action. - Action **Get app** Retrieve the details of a single app in Pipedream's catalog. - Action **Get component** Retrieve the definition of a single component. - Action **Get deployed trigger** Retrieve the details of a single deployed trigger. - Action **Get project** Retrieve the details of a single project. - Action **Get trigger** Retrieve the definition of a single trigger. - Action **List accounts** List the app accounts your end users have connected in a project. - Action **List accounts for user** List the accounts a specific end user has connected. - Action **List actions** Browse the actions available to run for a project's apps. - Action **List apps** Browse the apps available in Pipedream's integration catalog. - Action **List components** Browse the components available in a project. - Action **List deployed triggers** List the triggers currently deployed in a project. - Action **List projects** List the projects in your Pipedream workspace. - Action **List trigger events** Retrieve the recent events emitted by a deployed trigger. - Action **List triggers** Browse the triggers available to deploy for a project's apps. - Action **List users** List the end users who have connected accounts in a project. - Action **Proxy GET request** Send an authenticated GET request to a connected app's API on behalf of an end user. - Action **Proxy PATCH request** Send an authenticated PATCH request to a connected app's API on behalf of an end user. - Action **Proxy POST request** Send an authenticated POST request to a connected app's API on behalf of an end user. - Action **Proxy PUT request** Send an authenticated PUT request to a connected app's API on behalf of an end user. - Action **Run action** Run an app action on behalf of an end user and return its result. - Action **Set trigger webhook** Send a deployed trigger's events to one webhook address, replacing any addresses it currently sends to. - Action **Update deployed trigger** Change the configuration of a deployed trigger. - Action **Update project** Change the name or settings of an existing project. - Action **Validate connect token** Check whether a Connect token is still valid. ## Each app on its own - [ **Close** Close is a sales productivity platform built to help you close more deals.](https://apiant.ai/connections/close) - [ **Pipedream** Pipedream is a workflow automation and integration platform.](https://apiant.ai/connections/pipedream) Reviews ## What our customers say ## More from Close - [ **Close to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/close-to-hubspot) - [ **Close to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/close-to-salesforce) - [ **Close to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/close-to-slack) - [ **Close to Google Sheets** Google Sheets](https://apiant.ai/connect/close-to-google-sheets) - [ **Close to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/close-to-gmail) - [ **Close to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/close-to-google-calendar) ## More into Pipedream - [ **Stripe to Pipedream** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-pipedream) - [ **Instagram to Pipedream** Instagram is a social media platform for sharing photos, videos, and stories.](https://apiant.ai/connect/instagram-to-pipedream) - [ **HubSpot to Pipedream** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pipedream) - [ **Google Sheets to Pipedream** Google Sheets](https://apiant.ai/connect/google-sheets-to-pipedream) - [ **Google Calendar to Pipedream** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pipedream) - [ **Google Drive to Pipedream** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pipedream) Questions ## Close and Pipedream, answered ### ### What can start an automation from Close? Any of Close's 3 triggers in the catalog, including New Contact in Contact Smart View, New Lead in Smart View and New Note. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pipedream when something happens in Close? Any of Pipedream's 34 actions, including Create account, Create connect token, Create project and Update deployed trigger. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pipedream to Close? Yes. When something happens in Pipedream, your agent can act in Close too. This page covers both directions: Pipedream's triggers and Close's actions are listed here as well. ### ### Do I have to build a connector for Close or Pipedream? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Close and Pipedream without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.