--- title: "Connect Pipedrive and SendGrid - APIANT.ai" description: "When \"New Deal\" fires in Pipedrive, your agent runs \"Get contact by email\" in SendGrid, or \"New bounce\" in SendGrid to \"Create Deal\" in Pipedrive." canonical: "https://apiant.ai/connect/pipedrive-to-sendgrid" --- # Connect Pipedrive and SendGrid When **New Deal** fires in [Pipedrive](https://apiant.ai/connections/pipedrive), your agent runs **Get contact by email** in [SendGrid](https://apiant.ai/connections/sendgrid), or **New bounce** in SendGrid to **Create Deal** in Pipedrive. Describe the whole flow and it is built, tested on every scenario and kept running. Pipedrive **6** triggers Pipedrive **24** actions SendGrid **4** triggers SendGrid **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Pipedrive and SendGrid 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 people and deals your sales team works; SendGrid sends the mail that reaches them. Connecting the two means a new person or deal in Pipedrive can create the matching SendGrid contact and trigger an email, and bounces or unsubscribes in SendGrid can write back to the Pipedrive record so reps see it. Example flows ## What Pipedrive and SendGrid can do together ### From Pipedrive to SendGrid - When **New Deal** in Pipedrive then **Get contact by email** in SendGrid - When **New Organization** in Pipedrive then **Send an email** in SendGrid ### From SendGrid to Pipedrive - When **New bounce** in SendGrid then **Create Deal** in Pipedrive - When **New global suppression** in SendGrid then **Create Lead** in Pipedrive 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 Pipedrive and SendGrid ## Triggers and actions 10 triggers · 34 actions - 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. - Trigger **New bounce** Polls the v3 Suppression Bounces API for bounced email addresses. Emits one record per bounce. - Trigger **New global suppression** Polls the v3 Suppressions API for globally-suppressed (unsubscribed) email addresses. Emits one record per suppressed email. - Trigger **New or updated recipient** Triggered when a recipient is created or updated. - Trigger **New suppressed email** Triggered when a new email is suppressed. - Action **Add to suppression group** Add a recipient's email to a SendGrid suppression group (unsubscribe group). - Action **Create custom field** Creates a new custom field. - Action **Create list** Creates a new marketing contact list via the v3 Marketing Lists API. - Action **Create or update contact** Adds or updates a marketing contact (upsert by email) via the v3 Marketing Contacts API. Optionally assigns to lists. - Action **Create or update recipient** Creates a new recipient if the email does not exist, otherwise updates the existing recipient. - Action **Delete contacts** Deletes one or more marketing contacts by their contact IDs via the v3 Marketing Contacts API. - Action **Get contact by email** Looks up a marketing contact by email address via the v3 Marketing Contacts search-by-emails endpoint. - Action **Remove from suppression group** Remove a recipient's email from a SendGrid suppression group (unsubscribe group). - Action **Send an email** Sends an email via the v3 Mail Send API to a single recipient with subject and plain-text or HTML body. - Action **Send an email using template** Sends an email via the v3 Mail Send API using a dynamic template ID. Dynamic template data is passed as a JSON object. ## Each app on its own - [ **Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connections/pipedrive) - [ **SendGrid** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connections/sendgrid) Reviews ## What our customers say ## More from Pipedrive - [ **Pipedrive to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pipedrive-to-salesforce) - [ **Pipedrive to Google Sheets** Google Sheets](https://apiant.ai/connect/pipedrive-to-google-sheets) - [ **Pipedrive to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/pipedrive-to-google-calendar) - [ **Pipedrive to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/pipedrive-to-google-drive) - [ **Pipedrive to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/pipedrive-to-mailchimp) - [ **Pipedrive to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pipedrive-to-shopify) ## More into SendGrid - [ **HubSpot to SendGrid** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sendgrid) - [ **Salesforce to SendGrid** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sendgrid) - [ **Slack to SendGrid** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sendgrid) - [ **Gmail to SendGrid** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sendgrid) - [ **ActiveCampaign to SendGrid** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-sendgrid) - [ **JIRA to SendGrid** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/jira-to-sendgrid) Questions ## Pipedrive and SendGrid, answered ### ### Can a bounce or unsubscribe in SendGrid update the person in Pipedrive? Yes. SendGrid triggers on new bounces, new global suppressions and newly suppressed emails, and from there the agent can search persons in Pipedrive and update the person, add a note or create a follow-up activity. ### ### Will a new Pipedrive person be added to a SendGrid list automatically? Yes, the New Person trigger can feed the create or update contact action, which upserts by email and can assign the contact to a list. You can look the email up first with get contact by email so existing contacts are left alone. ### ### What can start an automation from Pipedrive? Any of Pipedrive's 6 triggers in the catalog, including New Deal, New Organization, New Person and New Person (with Custom Fields and Labels). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SendGrid when something happens in Pipedrive? Any of SendGrid's 10 actions, including Create list, Get contact by email, Send an email and Create custom field. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SendGrid to Pipedrive? Yes. When something happens in SendGrid, your agent can act in Pipedrive too. This page covers both directions: SendGrid's triggers and Pipedrive's actions are listed here as well. ### ### Do I have to build a connector for Pipedrive or SendGrid? 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 Pipedrive and SendGrid 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.