Services / Pipedrive
Connect Pipedrive to Claude and ChatGPT
Deals, people and organizations.
- API key or app password
- 9 actions, 5 read-only
- Several accounts at once
Connect Pipedrive Free plan, no card
How to connect
Your Pipedrive personal API token. Takes under a minute.
- Open Pipedrive → your avatar → Personal preferences → API.Open Pipedrive API settings
- Copy Your personal API token.
- Paste it into the form and click Connect.
- The token acts as you. Generate new token makes the old one stop working.
Try asking
- Which open deals do I have in Pipedrive, and at what stages?
- Find Anna Smith in Pipedrive and show her deals.
- Move the deal “ACME annual contract” to Negotiation.
- Add a note about today’s call to the ACME deal.
Several accounts? Connect each one and give it a name, for example Work and Personal.
What the AI can do: 9 actions
Each action can be turned off per account, and changes can wait for your OK.
| Action | Access |
|---|---|
| Search people Finds people by name, email or phone. pipedrive_search_persons | Reads |
| Search organizations Finds organizations by name or address. pipedrive_search_organizations | Reads |
| Search deals Finds deals by title. pipedrive_search_deals | Reads |
| List deals Deals by status or stage. pipedrive_list_deals | Reads |
| Pipeline stages Stages with their ids. pipedrive_list_stages | Reads |
| Create a person Adds a person. pipedrive_create_person | Makes changes |
| Create a deal Creates a deal. pipedrive_create_deal | Makes changes |
| Update a deal Moves a deal to another stage, marks it won or lost, or changes its value. pipedrive_update_deal | Makes changes |
| Add a note Adds a note to a deal, person or organization. pipedrive_add_note | Makes changes |