--- title: "Connect OpenAI and Pipedrive - APIANT.ai" description: "When \"New file\" fires in OpenAI, your agent runs \"Create Deal\" in Pipedrive, or \"New Deal\" in Pipedrive to \"Create message\" in OpenAI." canonical: "https://apiant.ai/connect/openai-to-pipedrive" --- # Connect OpenAI and Pipedrive When **New file** fires in [OpenAI](https://apiant.ai/connections/openai), your agent runs **Create Deal** in [Pipedrive](https://apiant.ai/connections/pipedrive), or **New Deal** in Pipedrive to **Create message** in OpenAI. Describe the whole flow and it is built, tested on every scenario and kept running. OpenAI **5** triggers OpenAI **69** actions Pipedrive **6** triggers Pipedrive **24** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want OpenAI and Pipedrive 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) Pipedrive holds the deals, people and organizations your sales team works; OpenAI can read and write the text around them. Connecting the two lets a new record in Pipedrive kick off a drafted summary, an embedding or a spoken version in OpenAI, and lets OpenAI output land back on the right deal, person or activity in Pipedrive. Example flows ## What OpenAI and Pipedrive can do together ### From OpenAI to Pipedrive - When **New file** in OpenAI then **Create Deal** in Pipedrive - When **New batch** in OpenAI then **Create Lead** in Pipedrive ### From Pipedrive to OpenAI - When **New Deal** in Pipedrive then **Create message** in OpenAI - When **New Activity** in Pipedrive then **Create assistant** in OpenAI 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 OpenAI and Pipedrive ## Triggers and actions 11 triggers · 93 actions - Trigger **New batch** List your organization's batches. - Trigger **New file** Returns a list of files. - Trigger **New model** Lists the currently available models. - Trigger **New vector store** Returns a list of vector stores. - Trigger **New video** List recently generated videos for the current project. - Action **Cancel batch** Cancels an in-progress batch. - Action **Cancel run** Cancels a run that is in_progress. - Action **Cancel vector store file batch** Cancel a vector store file batch. - Action **Content moderation** Classifies text for hate, harassment, self-harm, sexual, and violence categories using the Moderations API. - Action **Count input tokens** Returns input token counts of the request. - Action **Create assistant** Create an assistant with a model and instructions. - Action **Create chat completion** Sends a list of chat messages to a model via the Chat Completions API and returns the assistant's reply. - Action **Create completion** Creates a completion for the provided prompt and parameters. - Action **Create embedding** Generates a vector embedding for input text using an embeddings model (e.g. text-embedding-3-small). - Action **Create message** Create a message. - Action **Create run** Create a run. - Action **Creates and executes a batch from an uploaded file of requests** Creates and executes a batch from an uploaded file of requests - Action **Create thread** Create a thread. - Action **Create thread and run** Create a thread and run it in one request. - Action **Create vector store** Create a vector store. - Action **Create vector store file** Create a vector store file by attaching a File to a vector store. - Action **Create vector store file batch** Create a vector store file batch. - Action **Create video edit job** Create a new video generation job by editing a source or existing generated video. - Action **Create video extension** Create an extension of a completed video. - Action **Create video generation job** Create a new video generation job from a prompt and optional reference assets. - Action **Create video remix** Create a remix of a completed video using a refreshed prompt. - Action **Delete assistant** Delete an assistant. - Action **Delete eval run** Delete an eval run. - Action **Delete file** Delete a file and remove it from all vector stores. - Action **Delete message** Deletes a message. - Action **Delete thread** Delete a thread. - Action **Delete vector store** Delete a vector store. - Action **Delete vector store file** Delete a vector store file (removes from store, file itself not deleted). - Action **Delete video** Permanently delete a completed or failed video and its stored assets. - Action **Download video content** Download the generated video bytes or a derived preview asset. - Action **Edit image** Creates an edited or extended image given one or more source images and a prompt. - Action **Generate image** Generates an image from a text prompt using gpt-image-1 / DALL-E and returns the image URL or base64 data. - Action **Generate speech** Converts text into spoken audio using a TTS model and the selected voice. Returns audio bytes. - Action **Get assistant** Retrieves an assistant. - Action **Get batch** Retrieves a batch. - Action **Get file** Returns information about a specific file. - Action **Get file content** Returns the contents of the specified file. - Action **Get message** Retrieve a message. - Action **Get model** Retrieves a model instance. - Action **Get run** Retrieves a run. - Action **Get run step** Retrieves a run step. - Action **Get thread** Retrieves a thread. - Action **Get vector store** Retrieves a vector store. - Action **Get vector store file** Retrieves a vector store file. - Action **Get vector store file batch** Retrieves a vector store file batch. - Action **Get vector store file content** Retrieve the parsed contents of a vector store file. - Action **Get video** Fetch the latest metadata for a generated video. - Action **List conversation items** List all items for a conversation with the given ID. - Action **List files** Lists files that have been uploaded to your OpenAI account. - Action **List messages** Returns a list of messages for a given thread. - Action **List models** Lists the models currently available to your account. - Action **List runs** Returns a list of runs belonging to a thread. - Action **List run steps** Returns a list of run steps belonging to a run. - Action **List vector store file batch files** Returns a list of vector store files in a batch. - Action **List vector store files** Returns a list of vector store files. - Action **OpenAI agent message** Runs one AI agent turn on OpenAI and returns the model's reply. The turn is billed to the OpenAI account connected on this step, and the agent can call the account's AI tool automations. - Action **Retrieve response** Retrieves a previously created model response by its Response ID. - Action **Search vector store** Search a vector store for relevant chunks based on a query and filter. - Action **Send model a message** Sends a message to an OpenAI model via the Responses API and emits its response. Returns a Response ID usable as previous_response_id for multi-turn conversations. - Action **Submit tool outputs to run** Submit tool outputs when a run requires action. - Action **Transcribe audio** Transcribes audio into the input language. - Action **Translate audio** Translates audio into English. - Action **Update assistant** Modifies an assistant. - Action **Update message** Modifies a message. - Action **Update run** Modifies a run. - Action **Update thread** Modifies a thread. - Action **Update vector store** Modifies a vector store. - Action **Update vector store file attributes** Update attributes on a vector store file. - Action **Upload file** Upload a file that can be used across various endpoints. - Trigger **Deal Won** Triggers when a deal is marked as won in Pipedrive. - Trigger **New Activity** Triggers when a new activity is created. - Trigger **New Deal** Triggers when a new deal is created. - Trigger **New Organization** Triggers when a new organization is added. - Trigger **New Person** Triggers when a new person (contact) is added. - Trigger **New Person (with Custom Fields and Labels)** Triggered when a new person (contact) is added. Includes custom fields and labels. - Action **Create Activity** Creates a new activity (call, meeting, task, etc.). - Action **Create Deal** Adds a new deal to Pipedrive. Returns the created deal. - Action **Create Lead** Creates a new lead. Returns the created lead. - Action **Create Note** Adds a new note to a deal, person, or organization. - Action **Create Organization** Adds a new organization. Returns the created organization. - Action **Create Person** Adds a new person (contact). Returns the created person. - Action **Delete Activity** Marks an activity as deleted. - Action **Delete Deal** Marks a deal as deleted. - Action **Delete Organization** Marks an organization as deleted. - Action **Delete Person** Marks a person as deleted. - Action **Get Deal** Returns the deal with the given ID. - Action **Get Organization** Returns the organization with the given ID. - Action **Get Person** Returns the person with the given ID. - Action **Get related deals for person** Returns deals having the specified status that are related to the specified person. - Action **Get stage ID by stage name** Returns the stage id if the stage name exists. - Action **Merge organizations** Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep. - Action **Merge persons** Merges two person accounts. Info from the person record to discard is merged into the person record to keep. - Action **Search Deals** Searches deals by term. Returns matching deals. - Action **Search Organizations** Searches organizations by term. Returns matching organizations. - Action **Search Persons** Searches persons by term (name, email, phone). Returns matching persons. - Action **Update Activity** Updates an existing activity by ID. - Action **Update Deal** Updates an existing deal by ID. - Action **Update Organization** Updates an existing organization by ID. - Action **Update Person** Updates an existing person by ID. ## Each app on its own - [ **OpenAI** OpenAI's platform for text generation (Responses + Chat Completions), image generation (gpt-image-1 /...](https://apiant.ai/connections/openai) - [ **Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connections/pipedrive) Reviews ## What our customers say ## More from OpenAI - [ **OpenAI to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/openai-to-hubspot) - [ **OpenAI to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/openai-to-salesforce) - [ **OpenAI to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/openai-to-slack) - [ **OpenAI to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/openai-to-stripe) - [ **OpenAI to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/openai-to-quickbooks-online) - [ **OpenAI to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/openai-to-trello) ## More into Pipedrive - [ **HubSpot to Pipedrive** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pipedrive) - [ **Slack to Pipedrive** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pipedrive) - [ **Gmail to Pipedrive** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pipedrive) - [ **Stripe to Pipedrive** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-pipedrive) - [ **Notion to Pipedrive** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/notion-to-pipedrive) - [ **Airtable to Pipedrive** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-pipedrive) Questions ## OpenAI and Pipedrive, answered ### ### Can the OpenAI reply be written onto the right Pipedrive record? Yes. Steps like Search Persons, Search Deals or Get Deal find the record first, then Create Note or Update Deal writes the OpenAI text onto it. If nothing matches, you can say the run should stop instead of creating a stray record. ### ### What can start a run on the OpenAI side? OpenAI can start a run when a new file, video, model, batch or vector store appears on your account. From there the agent can create a note, an activity or a deal in Pipedrive, or look up an existing record with Get Deal or Search Organizations. ### ### What can start an automation from OpenAI? Any of OpenAI's 5 triggers in the catalog, including New file, New batch, New model and New vector store. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pipedrive when something happens in OpenAI? Any of Pipedrive's 24 actions, including Create Note, Search Persons, Create Activity and Create Deal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pipedrive to OpenAI? Yes. When something happens in Pipedrive, your agent can act in OpenAI too. This page covers both directions: Pipedrive's triggers and OpenAI's actions are listed here as well. ### ### Do I have to build a connector for OpenAI 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 OpenAI 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.