Integration
Connect Ontraport and Pipedrive
When New Contact fires in Ontraport, your agent runs Create Deal in Pipedrive, or New Deal in Pipedrive to Create or Update Contact in Ontraport. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Ontraport and Pipedrive to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Ontraport holds your marketing contacts, tasks and transactions; Pipedrive holds the deals your sales team works. Connecting them means a new Ontraport contact can become a Pipedrive person, a paid transaction can open a deal against the right person, and new Pipedrive deals or organizations can write back into Ontraport records and tags.
Example flows
What Ontraport and Pipedrive can do together
From Ontraport to Pipedrive
When New Contact in Ontraport
then Create Deal in Pipedrive
From Pipedrive to Ontraport
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 Ontraport and Pipedrive
Triggers and actions 11 triggers · 38 actions
- New Contact
Polling trigger: fires for each newly created contact, newest first (sorted by creation date).
- New or Updated Contact
Polling trigger: fires when a contact is created or modified, sorted by date last modified.
- New Task
Polling trigger: fires for each newly created task (objectID 1), newest first.
- New Transaction
Polling trigger: fires for each newly created transaction (objectID 46), newest first.
- Two-way sync new or updated contact
A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Polls Ontraport Contacts sorted by date-last-modified descending; fires for each new or updated contact.
- Create Object
Create a record of any Ontraport object type. Provide objectID and a JSON of fields. Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the field unset. Verify a dropdown value landed by reading the record back.
- Create or Update Contact
Create a new contact, or merge into an existing one matched by email (Ontraport saveorupdate). Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the prior value in place. Verify a dropdown value landed by reading the record back.
- Create Task
Create a Task object (objectID 1) in Ontraport.
- Delete Contact
Delete a contact by its Ontraport ID.
- Delete Object
Delete a record of any object type by objectID and id.
- Find Contact by Email
Find a contact by exact email match. Returns the first matching record.
- Find contact by field (Go only has Find Contact by Email — covers email lookup only, not arbitrary field)
Returns the details for a contact if the specified field matches the specified value. Throws an error if zero or multiple match.
- Get Contact
Retrieve a single contact by its Ontraport ID.
- Get Object
Retrieve a single record of any object type by objectID and id.
- List Contacts
List contacts with optional search, range, and sort.
- List Objects
List records of any object type with optional search and range.
- Remove Tag from Contact
Remove a tag from one or more contacts.
- Tag Contact
Add a tag to one or more contacts.
- Update Object
Update a record of any Ontraport object type by ID. Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the prior value in place. Verify a dropdown value landed by reading the record back.
- Deal Won
Triggers when a deal is marked as won in Pipedrive.
- New Activity
Triggers when a new activity is created.
- New Deal
Triggers when a new deal is created.
- New Organization
Triggers when a new organization is added.
- New Person
Triggers when a new person (contact) is added.
- New Person (with Custom Fields and Labels)
Triggered when a new person (contact) is added. Includes custom fields and labels.
- Create Activity
Creates a new activity (call, meeting, task, etc.).
- Create Deal
Adds a new deal to Pipedrive. Returns the created deal.
- Create Lead
Creates a new lead. Returns the created lead.
- Create Note
Adds a new note to a deal, person, or organization.
- Create Organization
Adds a new organization. Returns the created organization.
- Create Person
Adds a new person (contact). Returns the created person.
- Delete Activity
Marks an activity as deleted.
- Delete Deal
Marks a deal as deleted.
- Delete Organization
Marks an organization as deleted.
- Delete Person
Marks a person as deleted.
- Get Deal
Returns the deal with the given ID.
- Get Organization
Returns the organization with the given ID.
- Get Person
Returns the person with the given ID.
- Get related deals for person
Returns deals having the specified status that are related to the specified person.
- Get stage ID by stage name
Returns the stage id if the stage name exists.
- Merge organizations
Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.
- Merge persons
Merges two person accounts. Info from the person record to discard is merged into the person record to keep.
- Search Deals
Searches deals by term. Returns matching deals.
- Search Organizations
Searches organizations by term. Returns matching organizations.
- Search Persons
Searches persons by term (name, email, phone). Returns matching persons.
- Update Activity
Updates an existing activity by ID.
- Update Deal
Updates an existing deal by ID.
- Update Organization
Updates an existing organization by ID.
- Update Person
Updates an existing person by ID.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Ontraport and Pipedrive, answered
How do you avoid creating the same person twice in Pipedrive?
Before creating anything, the flow can run Search Persons in Pipedrive on the email or name coming from the Ontraport contact. If a match comes back you can use Update Person instead of Create Person, and Merge persons is available when duplicates already exist.
Can a Pipedrive deal update an existing Ontraport contact instead of making a new one?
Yes. The New Deal trigger in Pipedrive can feed Create or Update Contact in Ontraport, which merges into an existing record matched by email. You can also run Find Contact by Email first and then Tag Contact or Update Object on the record you found.
What can start an automation from Ontraport?
Any of Ontraport's 5 triggers in the catalog, including New Contact, New Task, New Transaction and New or Updated Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pipedrive when something happens in Ontraport?
Any of Pipedrive's 24 actions, including Create Activity, Create Person, Search Persons and Create Deal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pipedrive to Ontraport?
Yes. When something happens in Pipedrive, your agent can act in Ontraport too. This page covers both directions: Pipedrive's triggers and Ontraport's actions are listed here as well.
Do I have to build a connector for Ontraport or Pipedrive?
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 Ontraport and Pipedrive 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.