Use Pipedrive from Claude Code
Bring Pipedrive context into engineering work while Type keeps app access attached to the teammate and workspace.
AI agent integrationPipedrive
Pipedrive integration for multiplayer collaboration with AI agents using Claude Code or Codex
One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Pipedrive never means pasting credentials into a prompt.
Automate Pipedrive with Codex
Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.
Connect open agent workflows
Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.
Sales & CRM
What the Pipedrive integration exposes
Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing
One connection, many teammates
Connect Pipedrive once, then decide which teammates can use it for threads, automations, skills, 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 Code use Pipedrive?
Yes. Type lets an AI teammate use connected Pipedrive actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.
Can Codex work with Pipedrive through Type?
Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Pipedrive catalog entry includes public integration details and example capabilities where available.
Is this the same as a Pipedrive MCP server?
Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.
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