Use Pipedrive from Claude
Add the Pipedrive connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorPipedrive
Pipedrive integration for Claude and Codex
Create a Pipedrive connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
Use Pipedrive from Codex
Add the Pipedrive connection to a Space that runs Codex, then use it from every channel in that Space.
Use Pipedrive from Sidekick
Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Pipedrive connector can do
Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing
One connection, many Spaces
Connect Pipedrive once, then decide which Spaces can use it in threads, skills, automations, and coding work.
Representative actions
- Add new activity type
Adds a new activity type.
- Add a deal
Add a new deal to Pipedrive with any custom fields, which vary by account and are identified by long hash keys. Check dealFields for existing custom fields. For details, visit the tutorial on adding a deal.
- Add an activity
New activity added. Response includes `more_activities_scheduled_in_context` to show if more are planned with the same entity. See tutorial on adding activities [here](https://pipedrive.readme.io/docs/adding-an-activity).
- Add an organization
Creates a new organization in Pipedrive. The 'name' parameter is required and represents the organization's name (e.g., 'Acme Corp'). Optionally specify 'owner_id' to assign an owner and 'visible_to' for visibility settings. Custom fields can also be added using field keys from organizationFields.
- Add a note (Deprecated)
DEPRECATED: Use PIPEDRIVE_PIPEDRIVE_ADD_NOTE instead. Add a note to a deal, person, organization, lead, or project in Pipedrive. At least one of deal_id, person_id, org_id, lead_id, or project_id must be provided.
Representative triggers
- New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
- New Note Received Trigger
Triggered when a new note is created in Pipedrive
- New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connection
API and auth details
Pipedrive offers a CRM REST API for deals, leads, persons, organizations, activities, pipelines, stages, files, notes, products, users, and automation-adjacent CRM workflows.
- Source
- Type catalog metadata
- Auth schemes
- OAuth, API key
- API reference
- https://developers.pipedrive.com/docs/api/v1
- Official site
- https://www.pipedrive.com/en/features/crm-api
FAQ
Questions people ask before connecting Pipedrive
Can Claude use Pipedrive?
Yes. Add a Pipedrive connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.
Can Codex work with Pipedrive through Type?
Yes. Add a Pipedrive connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.
Is this the same as a Pipedrive MCP server?
Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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