Integration

Connect Pipedrive to Conversion Tools

When something happens in Pipedrive, your agent does the next thing in Conversion Tools. Describe it in plain language and the automation is built, tested on every branch and kept running.

Pipedrive5 triggersPipedrive24 actionsConversion Tools4 triggersConversion Tools2 actions

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What do you want Pipedrive and Conversion Tools to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

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Everything your agent can do with Pipedrive and Conversion Tools

Triggers and actions 9 triggers · 26 actions

Trigger
New Activity
Triggers when a new activity is created (polling).
Trigger
New Deal
Triggers when a new deal is created (polling).
Trigger
New Organization
Triggers when a new organization is added (polling).
Trigger
New Person
Triggers when a new person (contact) is added (polling).
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.
Trigger
Conversion Failed
Triggered when a file conversion fails, giving the reason it failed.
Trigger
Conversion Result Available
Triggered when a finished conversion has its result file ready to download.
Trigger
Conversion Started
Triggered when a new file conversion is submitted, while it is still queued or running.
Trigger
Conversion Successfully Finished
Triggered when a file conversion finishes successfully.
Action
Convert File
Uploads a file to Conversion Tools and starts converting it, returning the conversion ID. Use one of the result triggers or Convert File and Get the Result to pick up the converted file.
Action
Convert File and Get the Result
Uploads a file to Conversion Tools, converts it, waits for the conversion to finish and returns a link to download the result.

Each app on its own

The other way round: Conversion Tools to Pipedrive