CRM

Connect Pipedrive to any app

Pipedrive is a sales CRM and pipeline management tool. Manage deals, persons, organizations, activities, notes, and leads, with search and pipeline operations.

Connects with an API keypipedrive.com
5 triggers24 actions

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 to automate with Pipedrive?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

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)
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)
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)

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What your agent can do with Pipedrive

Triggers and actions 5 triggers · 24 actions

  • 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.

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Questions

Pipedrive, answered

What can start an automation from Pipedrive?

Any of Pipedrive's 5 triggers in the catalog, including New Activity, New Deal, New Organization and New Person. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Pipedrive?

Any of Pipedrive's 24 actions, including Create Activity, Create Deal, Create Lead and Create Note. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can Pipedrive connect to?

Any app in the catalog; the list on this page pairs Pipedrive with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.