Integration
Connect Pipedrive and Yext
When New Activity fires in Pipedrive, your agent runs Create User in Yext, or New Entity in Yext to Add File to Deal in Pipedrive. 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 Pipedrive and Yext 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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)Example flows
What Pipedrive and Yext can do together
From Pipedrive to Yext
When New Activity in Pipedrive
then Create User in Yext
When New Deal in Pipedrive
then Update Entity in Yext
From Yext to Pipedrive
When New Entity in Yext
then Add File to Deal in Pipedrive
When New Review in Yext
then Create 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 Yext
Triggers and actions 9 triggers · 48 actions
Trigger
Deal WonTriggers when a deal is marked as won in Pipedrive.
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New DealTriggers when a new deal is created.
Trigger
New leadTriggers when a new lead is added in Pipedrive.
Trigger
New OrganizationTriggers when a new organization is added.
Trigger
New PersonTriggers 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
Add File to DealAttaches a file to a deal, person, or organization by file URL reference.
Action
Add productCreates a new product in your Pipedrive products catalog, with optional prices, tax, unit and custom field values.
Action
Create ActivityCreates a new activity (call, meeting, task, etc.).
Action
Create DealAdds a new deal to Pipedrive. Returns the created deal.
Action
Create LeadCreates a new lead. Returns the created lead.
Action
Create NoteAdds a new note to a deal, person, or organization.
Action
Create OrganizationAdds a new organization. Returns the created organization.
Action
Create PersonAdds a new person (contact). Returns the created person.
Action
Delete ActivityMarks an activity as deleted.
Action
Delete DealMarks a deal as deleted.
Action
Delete OrganizationMarks an organization as deleted.
Action
Delete PersonMarks a person as deleted.
Action
Get ActivityReturns the details of one Pipedrive activity by its ID, including its subject, type, due date, linked records and participants.
Action
Get DealReturns the deal with the given ID.
Action
Get leadReturns the details of a single Pipedrive lead by its ID, including its custom field values.
Action
Get OrganizationReturns the organization with the given ID.
Action
Get PersonReturns the person with the given ID.
Action
Get productReturns one Pipedrive product by its ID, including its prices and custom field values.
Action
Get related deals for personReturns deals having the specified status that are related to the specified person.
Action
Get stage ID by stage nameReturns the stage id if the stage name exists.
Action
List activitiesReturns the activities in the Pipedrive account, optionally narrowed by saved filter, owner, deal, lead, person, organization, done status or update time.
Action
List dealsReturns the deals in your Pipedrive account that are not archived, optionally filtered by owner, person, organization, pipeline, stage, status or update time.
Action
List organizationsReturns all organizations in the Pipedrive account, optionally narrowed by filter, owner, IDs or update time.
Action
List personsReturns the persons in your Pipedrive account, optionally narrowed by filter, owner, organization, deal or update time.
Action
List pipelinesReturns all deal pipelines in the Pipedrive account, with their names and ids.
Action
List stagesReturns the stages in your Pipedrive account, optionally limited to one pipeline.
Action
Merge organizationsMerges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.
Action
Merge personsMerges two person accounts. Info from the person record to discard is merged into the person record to keep.
Action
Search DealsSearches deals by term. Returns matching deals.
Action
Search OrganizationsSearches organizations by term. Returns matching organizations.
Action
Search PersonsSearches persons by term (name, email, phone). Returns matching persons.
Action
Update ActivityUpdates an existing activity by ID.
Action
Update DealUpdates an existing deal by ID.
Action
Update leadUpdates an existing lead in Pipedrive. Only the values you fill in are changed.
Action
Update noteUpdates an existing note in Pipedrive: its content, the deal, person, organization, lead, project or task it is attached to, its author, and its pinning.
Action
Update OrganizationUpdates an existing organization by ID.
Action
Update PersonUpdates an existing person by ID.
Trigger
New EntityTriggers when a new entity, such as a location, is added to your Yext Knowledge Graph.
Trigger
New ReviewTriggers when a new review of one of your locations arrives in Yext.
Action
Create UserCreates a user in your Yext account.
Action
Delete EntityDeletes an entity from your Yext Knowledge Graph.
Action
Delete UserDeletes a user from your Yext account.
Action
Get EntityReturns one Yext entity, such as a location, with all its fields.
Action
Get ReviewReturns one review with its rating, content and replies.
Action
List EntitiesReturns up to 50 entities (locations, events, FAQs and more) from your Yext Knowledge Graph, optionally limited to certain entity types.
Action
List FoldersReturns the folders that organize your Yext entities.
Action
List ReviewsReturns up to 50 reviews of your locations, with their average rating.
Action
List UsersReturns up to 100 users of your Yext account.
Action
Reply to ReviewPosts a reply on a review, publicly or privately.
Action
Update EntityUpdates the name, description or phone of an existing Yext entity; blank fields are left unchanged.
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
Pipedrive and Yext, answered
What can start an automation from Pipedrive?
Any of Pipedrive's 7 triggers in the catalog, including New Activity, New Deal, New lead and New Organization. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Yext when something happens in Pipedrive?
Any of Yext's 11 actions, including Create User, Update Entity, Get Entity and Get Review. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Yext to Pipedrive?
Yes. When something happens in Yext, your agent can act in Pipedrive too. This page covers both directions: Yext's triggers and Pipedrive's actions are listed here as well.
Do I have to build a connector for Pipedrive or Yext?
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 Yext 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.