Integration · CRM & sales

Connect Claude & ChatGPT to Marketing 360

Ask your AI to find a contact in your Marketing 360 CRM, add a new lead, or set a follow-up task for a colleague. It can search, create and update contacts, create leads with the right source, and create and update tasks. It can also look up payments and payment customers.

Connect Marketing 360 free

Free plan, no credit card. Takes about a minute.

Try asking

“Find all CRM contacts with status 'New lead'.”
The AI looks up the status ID and searches contacts with that filter.
“Add Jake Morris, [email protected], as a contact from our website.”
It looks up the source and creates the contact with name, email and source.
“Create a lead for Lisa Grant from the spring landing page.”
It searches lead sources for the right one and creates the lead with her details.

What your AI can do

CRM contacts

Search, list, create and update contacts, with types, statuses, sources and custom fields.

Leads and tasks

Create leads with the right lead source, and create or update tasks with assignees, urgency, reminders and repeats.

Payments

Look up payments with amount and status, and read payment customers.

“Remind Sam to call Jake Morris on Friday, marked urgent.”
It finds Sam among assignees and creates a task with date, urgency and a reminder.
“Did payment pi_3NxA12 go through?”
It reads the payment with amount and status.
“Change Jake Morris's status to 'Customer'.”
It updates the contact's status.

18 tools for Marketing 360

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_contactChanges dataCreate a CRM contact with `request.fields`: contactName, email, phone, and optional type, status and source IDs.
create_leadChanges dataCreate a lead with name, email, phone, type and status IDs, and the lead source's `externalid` in `leads-settings`.
create_taskChanges dataCreate a CRM task with a name, dates, assignees, urgency and optional reminder or repeat settings.
get_accountGet the connected Marketing 360 account's details.
get_contactGet one CRM contact by `contact_id`.
get_paymentGet one payment by `payment_id` (payment intent ID), with amount and status.
get_payment_customerGet one payment customer by `customer_id`.
list_assigneesList the users that CRM contacts and tasks can be assigned to.
list_contactsList CRM contacts; paginate with `page` and `limit`.
list_fieldsList the CRM custom fields; paginate with `page` and `limit`.
list_payment_customersList payment customers.
list_sourcesList the CRM contact sources.
list_statusesList the CRM contact statuses, to get status IDs.
list_typesList the CRM contact types, to get type IDs.
search_contactsChanges dataSearch CRM contacts with filters in `request.filters`, each a `field`, `op` (=, !=, in, not in) and `value`.
search_lead_sourcesSearch lead sources by `type`, `provider` or `search` term, to get the source ID for new leads.
update_contactChanges dataUpdate a CRM contact by `contact_id` with `request.fields` (contactName, email, phone, types, statuses).
update_taskChanges dataUpdate a CRM task by `task_id`: name, dates, assignees, urgency, reminder or repeat settings.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Marketing 360 from the app list.
2
Paste your key
Paste your Marketing 360 API key's Client ID as username and Client Secret as password. In Marketing 360 open Account settings > Developers (app.marketing360.com/settings/developers) and create an API key. You need the Owner or Admin role, and you can restrict the key.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Marketing 360?

It can read and search CRM contacts, custom fields, sources, statuses, types, assignees, lead sources, payments, payment customers and account details. It can create and update contacts and tasks, and create leads.

Does the AI see my Marketing 360 credentials?

No. Your Marketing 360 credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Tools that create or change contacts, leads and tasks can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Marketing 360 account.

Can I limit the API key?

Yes. When you create the key under Account settings > Developers, you can restrict it. You need the Owner or Admin role to create keys. The restrictions in Marketing 360 apply on top of the tools you switch on in PipMCP.