Sales & CRM
Pipedrive integration
Start workflows and AI agents from Pipedrive events, and let agents act in Pipedrive within the limits you set.
- 25 triggers
- 43 actions
- Workflows
- AI agents
- MCP server
Pipedrive triggers and actions
Every Pipedrive trigger and action available in Konnectify, taken from the product on 26 Aug 2026.
Activities4
Fires when a new activity is created.
Fires when an activity is updated.
Fires when an activity's done flag transitions to true. Subscribes to the underlying change.activity event and filters on that transition.
Fires when an activity is deleted.
Deals4
Fires when a new deal is created.
Fires when a deal is updated.
Fires when a deal is deleted.
Fires when a deal moves to a different stage. Subscribes to the underlying change.deal event and filters on a stage_id transition.
Leads4
Fires when a new lead is created.
Fires when a lead is updated.
Fires when a lead is deleted.
Fires when a deal is created as the result of a lead conversion. Subscribes to the underlying create.deal event and filters on source_lead_id being present.
Organizations3
Fires when a new organization is created.
Fires when an organization is updated.
Fires when an organization is deleted.
Persons3
Fires when a new person is created.
Fires when a person is updated.
Fires when a person is deleted.
Products3
Fires when a new product is created.
Fires when a product is updated.
Fires when a product is deleted.
Products8
Attaches a product to a deal with its own price, quantity, and discount, creating a deal-product.
Deletes a product attachment from a deal, using the product_attachment_id. Recalculates the deal's total value automatically.
Adds a new product to the Products inventory, optionally with per-currency pricing.
Updates product data, including pricing.
Marks a product as deleted. Recoverable for 30 days before permanent removal.
Returns data about a specific product, including its price list.
Searches all products by name, code, and/or custom fields.
Searches products scoped to the name field — the primary retrieval pattern for catalog matching/dedup before attaching a product to a deal.
Persons7
Creates a new person, optionally linked to an Organization.
Partial update of a person's properties.
Marks a person as deleted. Recoverable for 30 days before permanent removal.
Fetches full details of one person.
Searches all persons by name, email, phone, notes, and/or custom fields.
Searches persons scoped to the email field — the primary retrieval pattern for contact dedup/matching.
Searches persons scoped to the phone field.
Activities6
Creates a new activity, optionally linked to a Deal, Lead, Person, Organization, or Project.
Partial update of an activity's properties.
Marks an activity as deleted. Recoverable for 30 days before permanent removal.
Fetches full details of one activity.
Lists activities filtered by owner/deal/lead/person/org/completion/date. Pipedrive does not document a dedicated keyword-search endpoint for Activities — this is filter-parameter based, not a text search.
Marks an activity done. Not a distinct endpoint — a conventional, documented usage of Update Activity.
Deals6
Creates a new deal, optionally pre-linked to a Person, Organization, Pipeline, and Stage.
Partial update of a deal's properties, such as stage progression, value change, reassignment, or marking won/lost.
Marks a deal as deleted. Recoverable for 30 days before permanent removal.
Fetches full details of one deal for display, editing, or synchronization.
Searches all deals by title, notes, and/or custom fields. Can be filtered by person, organization, and status.
Adjusts price, quantity, discount, or enablement of a product already attached to a deal.
Leads6
Creates a lead in the Leads Inbox before it is qualified/converted into a deal. Uses the Pipedrive v1 API — Leads do not yet have a v2 endpoint.
Partial update of a lead's properties, including archiving. Uses the Pipedrive v1 API.
Permanently deletes a lead. Unlike Deals/Persons/Organizations, lead deletion is immediate, not a 30-day soft delete. Uses the Pipedrive v1 API.
Fetches full details of one lead. Uses the Pipedrive v1 API.
Searches all leads by title, notes, and/or custom fields. Can be filtered by person or organization. This is the only Leads endpoint in this connector that is v2, not v1.
Initiates async conversion of a lead into a deal; related notes/files/emails/activities transfer to the new deal. Returns a conversion_id to poll for the resulting deal ID.
Notes5
Creates an HTML-formatted note. Uses the Pipedrive v1 API — Notes do not yet have a v2 endpoint.
Updates a note's content or its entity link. Notes use PUT, not PATCH, unlike every v2 update endpoint in this connector. Uses the Pipedrive v1 API.
Permanently deletes a note. No 30-day recovery window is documented for Notes. Uses the Pipedrive v1 API.
Fetches full details of one note. Uses the Pipedrive v1 API.
Lists notes filtered by linked entity, author, or date window — the documented mechanism for locating notes, since Pipedrive does not expose a keyword/content search parameter for Notes. Uses the Pipedrive v1 API.
Organizations5
Creates a new organization/company record.
Partial update of an organization's properties.
Marks an organization as deleted. Recoverable for 30 days before permanent removal.
Fetches full details of one organization.
Searches all organizations by name, address, notes, and/or custom fields.
Use Pipedrive in an AI agent
Add any Pipedrive action to an agent as a tool. The agent decides when to use it; you set the limits. Pin fields it can't change, limit fields to allowed values, and require approval before it acts. Every action is recorded in the Event Logs.
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Pipedrive and AI
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Summarise, classify or draft with ChatGPT, Claude or Gemini inside a workflow.
Pipedrive + ChatGPT Pipedrive + Claude Pipedrive + GeminiUse Pipedrive actions from Claude or ChatGPT
Expose the Pipedrive actions you choose to Claude, ChatGPT or another MCP client through an MCP server you control.
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