Pipedrive
Sales pipeline CRM for small teams.
Verdict
Common use cases
- Log sales calls without leaving chat
- Add deals from inbound Slack threads
- Check pipeline status during standups
- Attach followers to hot leads instantly
- Query deal progress mid-customer conversation
Integration
- Vendor
- Pipedrive
- Category
- crm
- Auth
- OAUTH2
- Tools
- 50
- Composio slug
pipedrive
Tools
- Add a call log
Adds a new call log.
- Add a channel
New messaging channel added; registration limited to admins. utilizes getconversations endpoint for data retrieval. requires messengers integration oauth scope and a prepared messaging app extension manifest.
- Add a comment to a note
Adds a new comment to a note.
- 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 a follower to a deal
Adds a follower to a deal.
- Add a follower to an organization
Adds a follower to an organization.
- Add a follower to a person
Adds a follower to a person.
- Add a follower to a product
Adds a follower to a product.
- Add a lead
Pipedrive api lets you add leads linked to people or organizations and tags them with 'api' source. custom fields from deals apply to leads and appear in responses if set. details are in the tutorials for adding and updating leads.
- Add a lead label
Creates a lead label.
- 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 a new deal field
Adds a new deal field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target=" blank" rel="noopener noreferrer">adding a new custom field</a>.
- Add a new filter
New filter creation returns an id. only one primary condition group with 'and' and two secondary groups (one 'and', one 'or') are supported. future syntax expansion possible. see tutorial for details.
- Add a new goal
Adds a new goal. along with adding a new goal, a report is created to track the progress of your goal.
- Add a new organization field
Adds a new organization field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target=" blank" rel="noopener noreferrer">adding a new custom field</a>.
- Add a new person field
Adds a new person field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target=" blank" rel="noopener noreferrer">adding a new custom field</a>.
- Add a new pipeline
Adds a new pipeline.
- Add a new product field
Adds a new product field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target=" blank" rel="noopener noreferrer">adding a new custom field</a>.
- Add a new stage
Adds a new stage, returns the id upon success.
- Add a new team
Adds a new team to the company and returns the created object.
- Add a new user
Adds a new user to the company, returns the id upon success.
- Add an installment subscription
Adds a new installment subscription.
- Add an organization
Set up a new pipedrive organization using custom fields with unique key hashes. retrieve `organizationfields` for configuration. check the linked tutorial for guidance.
- Add a note
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.
- Add a participant to a deal
Adds a participant to a deal.
- Add a person
Add a new contact in pipedrive with optional custom fields unique to each account found using the `personfields` endpoint. the endpoint also handles `data.marketing status` for campaigns product users.
- Add a product
Adds a new product to the products inventory. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-product" target=" blank" rel="noopener noreferrer">adding a product</a>.
- Add a product to a deal
Adds a product to a deal, creating a new item called a deal-product.
- Add a project
Adds a new project. note that you can supply additional custom fields along with the request that are not described here. these custom fields are different for each pipedrive account and can be recognized by long hashes as keys.
- Add a recurring subscription
Adds a new recurring subscription.
- Add a role
Adds a new role.
- Add a task
Adds a new task.
- Add file
Upload and link files to deals, people, organizations, activities, products, or leads in pipedrive. see the "adding a file" tutorial for details.
- Add new activity type
Adds a new activity type.
- Add or update role setting
Adds or updates the visibility setting for a role.
- Add person picture
This service allows adding a photo to a person's profile, replacing any existing one. images must be square with a minimum size of 128 pixels and in gif, jpg, or png formats. they will be resized to 128 and 512 pixels.
- Add role assignment
Assigns a user to a role.
- Add users to a team
Adds users to an existing team.
- Archive a project
Archives a project.
- Attach an audio file to the call log
Adds an audio recording to the call log. that audio can be played by those who have access to the call log object.
- Cancel a recurring subscription
Cancels a recurring subscription.
- Create a new webhook
Creates and returns details of a new webhook. trigger events combine `event action` and `event object`, like `*.*` for all events or `added.deal`, `deleted.persons` for specific actions. more info in the webhooks guide.
- Create an organization relationship
Creates and returns an organization relationship.
- Create a remote file and link it to an item
Creates an empty file on google drive linked to an item. for details, refer to the pipedrive remote file adding tutorial.
- Delete a call logdestructive
Deletes a call log. if there is an audio recording attached to it, it will also be deleted. the related activity will not be removed by this request. if you want to remove the related activities, please use the endpoint which is specific fo
- Delete a channeldestructive
The endpoint removes a messenger channel along with conversations and messages. requires messengers integration oauth and messaging app extension manifest.
- Delete a comment related to a notedestructive
Deletes a comment.
- Delete a conversationdestructive
Deletes an existing conversation. to use the endpoint, you need to have **messengers integration** oauth scope enabled and the messaging manifest ready for the [messaging app extension](https://pipedrive.readme.io/docs/messaging-app-extensi
- Delete a dealdestructive
Marks a deal as deleted. after 30 days, the deal will be permanently deleted.
- Delete a deal fielddestructive
Marks a field as deleted. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target=" blank" rel="noopener noreferrer">deleting a custom field</a>.
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to Integrations. 2. Search for Pipedrive and click Connect. 3. You'll be redirected to Pipedrive's OAuth consent screen — log in with an admin or user account that has API access. 4. Grant the requested scopes: deals read/write, activities read/write, users read, organizations read/write, and products read. 5. After authorization, Switchy returns you to the integrations page with a green Connected badge. 6. Open any Space and type '@Pipedrive list my open deals' to test the connection. 7. If you see deal records, the integration is live. 8. To invoke a tool, @mention Pipedrive in a message and describe the action — for example, '@Pipedrive add a deal for Acme Corp, value 15k, expected close next Friday'. 9. Custom fields require their hash keys; run '@Pipedrive show deal fields' first to map your account's schema.
What teammates see: by default, memories from Pipedrive are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Log a Call
@Pipedrive add a call log for John Smith at Acme Corp, discussed pricing and next steps, duration 22 minutes, outcome positive.Open in a Space →
Create a Deal
@Pipedrive add a deal for Beta Industries, value $18,000, expected close date March 15, assign to me.Open in a Space →
Check Open Deals
@Pipedrive list all my open deals, show title, value, and expected close date.Open in a Space →
Add a Follower
@Pipedrive add Sarah as a follower to the Acme Corp deal so she sees updates.Open in a Space →
Inspect Custom Fields
@Pipedrive show me all custom deal fields and their keys so I can use them in prompts.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@pipedrive show me all deals in the negotiation stage with a value over $50k that haven't been updated in the last 7 days
Found 4 deals matching your criteria: 1. Acme Corp Enterprise License ($85,000) — last activity 9 days ago, owner: Sarah Chen 2. TechStart Platform Migration ($62,500) — last activity 11 days ago, owner: Mike Rodriguez 3. GlobalRetail Integration ($73,200) — last activity 8 days ago, owner: Sarah Chen 4. FinanceHub API Contract ($55,000) — last activity 10 days ago, owner: Jordan Lee All four deals are currently in 'Negotiation' stage. The longest inactive deal (TechStart) has been sitting for 11 days without follow-up.
This example demonstrates Pipedrive's filtering and search capabilities across deal stages, values, and activity timestamps. Requires read access to deals and activities. Note that custom pipeline stages vary by account — your 'Negotiation' stage may have a different name or position in your sales process.
@pipedrive create a new deal for DataFlow Systems worth $120k in the qualification stage, assign it to me, and set the expected close date to end of next quarter
Deal created successfully: **DataFlow Systems - New Opportunity** - Deal ID: 8472 - Value: $120,000 USD - Stage: Qualification - Owner: You - Expected close: March 31, 2025 - Organization: DataFlow Systems (created new) The deal is now visible in your pipeline. I've also created a new organization record for DataFlow Systems since it didn't exist in your account. You may want to add contact persons and schedule a follow-up activity.
This write operation creates a deal and potentially a new organization record. Requires write permissions for deals and organizations. Pipedrive will apply your account's default currency and pipeline settings. Custom fields specific to your account (identified by hash keys) won't be set unless explicitly specified in the prompt.
@pipedrive summarize all won deals from the last 30 days and draft a brief sales performance update I can share with the team
**Sales Performance Summary (Last 30 Days)** We closed 12 deals totaling $487,500 in revenue: - Average deal size: $40,625 - Largest win: Enterprise Corp ($95,000) - Top performer: Sarah Chen (5 wins, $215,000) Key trends: Enterprise deals (>$50k) took an average of 47 days from creation to close, while SMB deals (<$25k) closed in 18 days. Our qualification-to-close rate improved to 34%, up from 28% last month. Three deals came from referrals, representing 41% of total revenue. Recommendation: Focus on mid-market segment ($25k-$50k) where we're seeing the fastest velocity.
This synthesis example combines Pipedrive's deal data with AI analysis to generate insights. The AI identifies patterns across deal values, timelines, and owner performance that wouldn't be immediately visible in Pipedrive's native reports. Accuracy depends on consistent data entry practices — incomplete activity logs or missing deal sources will limit insight quality.
Use-case deep-dives
When Pipedrive MCP closes the loop between calls and CRM
A 6-person sales team runs 20+ demos a week. The rep finishes a Zoom call, opens Switchy, and logs the call to Pipedrive with outcome notes and next steps—no tab-switching, no copy-paste into the web UI. The MCP's call-log tool writes directly to the deal timeline, so the account exec picking up the thread sees context without a Slack handoff. This works if your team already lives in Pipedrive and the rep remembers to log within an hour. If calls happen in Salesforce or HubSpot, or if your process requires multi-step approval before logging, the OAuth scope and 50-tool surface area become overkill. For teams under 10 who close deals in Pipedrive and want call notes in one motion, this MCP cuts the friction that kills follow-through.
Why this MCP matters for quarterly business reviews
A 4-person CS team preps quarterly business reviews by pulling deal history, contact notes, and product usage from Pipedrive. The MCP lets the CSM ask Switchy to surface all closed deals for an organization, add a follower to flag the renewal owner, and append a comment to the account note with the QBR agenda—all in one thread. The representative tools show follower management across deals, orgs, and people, which means the MCP understands Pipedrive's relationship model. This scenario breaks down if your QBR data lives in Gainsight or Vitally, or if the account spans multiple CRMs. For CS teams who treat Pipedrive as the system of record and run fewer than 50 accounts, the MCP turns review prep from a 30-minute tab marathon into a 5-minute conversation.
When Pipedrive MCP speeds up lead assignment for small shops
A 3-person agency gets 10 inbound leads a day via Typeform. The ops person opens Switchy, creates a new deal in Pipedrive with custom fields for lead source and project type, then adds the right account manager as a follower—no manual form entry, no Zapier delay. The MCP's deal-creation tool respects Pipedrive's custom field architecture (identified by hash keys), so the workflow adapts as the agency's pipeline evolves. This wins if lead volume is under 50/day and the team has fewer than 3 handoff steps. Above that threshold, or if routing logic requires conditional branching across multiple systems, a dedicated automation tool like Make or n8n handles complexity better. For agencies under 5 people who close deals in Pipedrive and want same-day lead assignment, this MCP eliminates the CRM data-entry tax.
Frequently asked
What does the Pipedrive MCP do in Switchy?
It lets your AI agents read and write Pipedrive data — add deals, log calls, attach followers to contacts, post comments on notes, and manage your sales pipeline. The MCP exposes 50 tools covering deals, people, organizations, activities, and products. Your agents can create records, update fields (including custom fields unique to your account), and pull pipeline data without switching to the Pipedrive UI.
Do I need admin access to connect Pipedrive?
Most tools work with standard user OAuth, but adding a messaging channel requires admin permissions and the messengers integration scope. If you only need deal creation, call logging, and follower management, any Pipedrive user can authorize the connection. Check your Pipedrive role before connecting if you plan to use channel or advanced integration features.
Can the Pipedrive MCP update custom fields on deals?
Yes. Custom fields in Pipedrive are identified by long hash keys that vary by account. The MCP's 'Add a deal' tool accepts these keys, so your agent can populate custom dropdowns, text fields, or numeric fields when creating deals. You'll need to reference your Pipedrive dealfields setup to map the correct keys in your prompts.
How is this different from using Pipedrive's API directly?
The MCP wraps Pipedrive's REST API into natural-language tools your AI agents can call without you writing code. Instead of crafting POST requests with JSON payloads, you describe what you want in a prompt and the agent picks the right tool. You lose some low-level control but gain speed and simplicity for common CRM tasks.
Who on the team should connect the Pipedrive MCP?
Whoever owns your Pipedrive data hygiene and has OAuth permission to authorize third-party apps. Typically a sales ops lead or CRM admin. The connection uses that person's Pipedrive credentials, so any agent action will appear under their name in activity logs. If your team shares a service account for integrations, use that instead.