Connect Claude & ChatGPT to Pipedrive

28 tools for Pipedrive

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

• add_product_to_dealChanges dataAttach a product to a deal: `deal_id`, `product_id`, `quantity` and `item_price`, optional discount.
• create_activityChanges dataSchedule an activity (call, meeting, task, email) with `subject`, `type`, `due_date`/`due_time`, `note`, and link it to a deal_id, person_id or org_id. Also use this to log a completed call with `done` true.
• create_dealChanges dataCreate a deal with `title` and optional value, currency, person_id, org_id, pipeline/stage_id and owner_id.
• create_organizationChanges dataCreate an organization with `name` and optional address, website, industry and owner. Search first to avoid duplicates.
• create_personChanges dataCreate a person with `name` and optional emails, phones, org_id, job title and owner. Search first to avoid duplicates.
• delete_activityDeletesDelete an activity by ID. Cannot be undone; prefer marking it done.
• get_activityGet one activity by ID, with subject, type, due date, note and linked deal/person.
• get_dealGet one deal by `deal_id`, with value, stage, status, owner, person, organization and custom fields.
• get_organizationGet one organization by ID, with address, owner and custom fields.
• get_personGet one person by ID, with emails, phones, organization and custom fields.
• get_productGet one product by `product_id`, with prices and code.
• list_activitiesList activities (calls, meetings, tasks) filtered by `deal_id`, `person_id`, `org_id`, `lead_id`, `owner_id`, `done` or `updated_since`. Use for someone's to-dos or a deal's history.
• list_deal_productsList the products attached to a deal by `deal_id`, with quantity and price.
• list_dealsList deals filtered by `owner_id`, `person_id`, `org_id`, `pipeline_id`, `stage_id`, `status` or `updated_since`. Use to see a pipeline or someone's open deals.
• list_organizationsList organizations filtered by `owner_id`, `filter_id` or `updated_since`.
• list_personsList persons filtered by `owner_id`, `org_id`, `deal_id` or `updated_since`.
• list_pipelinesList all sales pipelines with their IDs.
• list_stagesList pipeline stages, optionally for one `pipeline_id`. Use to get stage IDs before moving a deal.
• search_allSearch across deals, persons, organizations, products and leads at once by `term`; `item_types` narrows it. Use when you don't know the record type.
• search_dealsSearch deals by `term` in title and custom fields, optionally by `person_id`, `organization_id` or `status`.
• search_leadsSearch leads by `term` in title and notes, optionally by `person_id` or `organization_id`.
• search_organizationsSearch organizations by `term` in name, address or notes.
• search_personsSearch persons (contacts) by `term` in name, email, phone or notes, optionally within an `organization_id`.
• search_productsSearch products by `term` in name, code and custom fields.
• update_activityChanges dataUpdate an activity by ID: mark `done`, reschedule, change subject, note or owner.
• update_dealChanges dataUpdate a deal by `deal_id`: move stage, change value, mark `status` won or lost, set close date or owner.
• update_organizationChanges dataUpdate an organization by ID: name, address, website, owner, labels or custom fields.
• update_personChanges dataUpdate a person by ID: name, emails, phones, organization, job title, owner or labels.

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