--- title: "Connect Pipedrive and SQL Server - APIANT.ai" description: "When \"New Activity\" fires in Pipedrive, your agent runs \"Add Row\" in SQL Server, or \"New or Updated Row\" in SQL Server to \"Create Deal\" in Pipedrive." canonical: "https://apiant.ai/connect/pipedrive-to-sql-server" --- # Connect Pipedrive and SQL Server When **New Activity** fires in [Pipedrive](https://apiant.ai/connections/pipedrive), your agent runs **Add Row** in [SQL Server](https://apiant.ai/connections/sql-server), or **New or Updated Row** in SQL Server 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 SQL Server **4** triggers SQL Server **7** 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 SQL Server 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 and contacts your sales team works in, while SQL Server holds the account, billing and product data the rest of the business runs on. Connecting them lets a new deal or person in Pipedrive write a row in SQL Server, and lets rows from your database create or update deals and notes back in Pipedrive. Example flows ## What Pipedrive and SQL Server can do together ### From Pipedrive to SQL Server - When **New Activity** in Pipedrive then **Add Row** in SQL Server - When **New Deal** in Pipedrive then **Find Row** in SQL Server ### From SQL Server to Pipedrive - When **New or Updated Row** in SQL Server then **Create Deal** in Pipedrive - When **New Row** in SQL Server then **Update Deal** 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 SQL Server ## Triggers and actions 10 triggers · 31 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 or Updated Row** Triggers when a new row is added or modified. - Trigger **New or Updated Row (Custom Query)** Fires for each new or changed row returned by a SELECT statement you write against the connected SQL Server database. - Trigger **New Row** Triggers when you add a new row. - Trigger **New Table** Fires when a new table appears in the connected SQL Server database. - Action **Add Row** Add one row to a table on the connected SQL Server database. - Action **Delete Row** Delete the rows in a table whose chosen column equals a value. - Action **Find Row** Find the first row in a table whose chosen column matches a value. - Action **Find Rows via Custom Query** Runs a SELECT statement you write against the connected SQL Server database and returns every row it matches. - Action **Find Row via Custom Query** Runs a SELECT statement you write against the connected SQL Server database and returns the first row it matches. - Action **Run Custom Statement** Runs a statement you write against the connected SQL Server database that changes data rather than returning rows, and reports how many rows it changed. - Action **Update Row** Change column values on every row of a table whose chosen column matches a value. ## Each app on its own - [ **Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connections/pipedrive) - [ **SQL Server** Connect directly to a Microsoft SQL Server database and run SQL statements from your automations.](https://apiant.ai/connections/sql-server) 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 SQL Server - [ **HubSpot to SQL Server** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sql-server) - [ **Slack to SQL Server** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sql-server) - [ **Mailchimp to SQL Server** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-sql-server) - [ **Shopify to SQL Server** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-sql-server) - [ **QuickBooks Online to SQL Server** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-sql-server) - [ **ActiveCampaign to SQL Server** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-sql-server) Questions ## Pipedrive and SQL Server, answered ### ### Can I check something in SQL Server before writing to it? Yes. A run can use Find Row or Find Row via Custom Query to look up the matching record first, then only add or update a row when that record exists. The agent tests every scenario, including the case where nothing is found. ### ### How does the connection notice changes in my database? SQL Server offers triggers for a new row, a new or updated row, and a new or updated row returned by a SELECT statement you write. From any of those you can create a deal, update a deal, or add a note in Pipedrive. ### ### What can start an automation from Pipedrive? Any of Pipedrive's 6 triggers in the catalog, including New Activity, New Deal, 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 SQL Server when something happens in Pipedrive? Any of SQL Server's 7 actions, including Add Row, Find Row, Update Row and Find Rows via Custom Query. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SQL Server to Pipedrive? Yes. When something happens in SQL Server, your agent can act in Pipedrive too. This page covers both directions: SQL Server's triggers and Pipedrive's actions are listed here as well. ### ### Do I have to build a connector for Pipedrive or SQL Server? 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 SQL Server 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.