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
Connect Pipedrive once, 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.com provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Pipedrive connector can do
Pipedrive is a pipeline-first CRM where sales teams track deals, organizations, and the activities that push them forward. Connected to type.com, Pipedrive lets Claude log new deals with custom fields, create organizations, schedule activities, define new activity types, and attach notes, so reps can update the CRM by describing what happened in a shared thread.
One connection, many Spaces
Connect Pipedrive once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Pipedrive in type.com
Log a new opportunity
Describe a fresh lead in the thread and the agent creates the organization and the deal in Pipedrive with the right value and custom fields.
Add Larkspur Dental as an organization in Pipedrive and create a $18k deal for them in the 'Qualified' stage.
Schedule the next step
After a call, have the agent book the follow-up activity on the deal so the next action appears in the rep's Pipedrive list.
Add a Pipedrive call activity on the Larkspur deal for next Tuesday at 10am titled 'Pricing walkthrough'.
Track a new kind of touch
Create a custom activity type, like on-site visits, so every rep logs that kind of touch the same way and managers can report on it.
Add a new Pipedrive activity type called 'Site visit' so reps can log in-person meetings.
Representative actions
- Add new activity type
Creates a custom activity type so teams can track touches beyond the defaults.
- Add a deal
Creates a deal with any custom fields your account uses.
- Add an activity
Schedules or logs an activity, such as a call or meeting, against a record.
- Add an organization
Creates an organization record with a required name, for grouping people and deals.
- Add a note (Deprecated)
Older action for attaching a note to a deal, person, or organization. A newer note action replaces it.
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.com 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 add deals to Pipedrive?
Yes. With Pipedrive connected to a type.com Space, Claude can add deals, organizations, activities, activity types, and notes. Reps describe what happened in a thread and the agent updates the CRM.
How do I authenticate Pipedrive?
You can sign in with OAuth or add a Pipedrive API key once to the connection. Admins then share it with the Spaces that work the pipeline.
Can the agent respond to new Pipedrive deals?
Pipedrive lists triggers for new deals, notes, and organizations. You can also schedule a type.com automation, such as a weekly summary of deals added, posted to your sales channel.
Is this the same as an MCP server for Pipedrive?
Not exactly. type.com 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.
More sales & crm connectors
All Sales & CRM integrationsConnect Dropcontact to Claude in type.com to enrich contacts, manage webhooks, and retrieve verified emails in a shared thread.
Connect Espocrm to Claude in type.com to check the current user's session details and review CRM metadata from a shared thread.
Connect Fireberry to Claude in type.com to create contacts, log activities, and track competitors in your CRM from a shared team thread.
Connect Firmao to Claude in type.com to generate invoices, remove outdated offers, and clean up contact records from a shared thread.