Connect Pipedrive to AI agents

Connect Pipedrive to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Triggers

activity_events

Activity Events

Triggers when an activity (call, meeting, task, etc.) is created, updated, or deleted in Pipedrive.

organization_events

Organization Events

Triggers when an organization is created, updated, or deleted in Pipedrive.

deal_events

Deal Events

Triggers when a deal is created, updated, or deleted in Pipedrive.

product_events

Product Events

Triggers when a product is created, updated, or deleted in Pipedrive.

lead_events

Lead Events

Triggers when a lead is created, updated, or deleted in Pipedrive.

pipeline_events

Pipeline & Stage Events

Triggers when a pipeline or stage is created, updated, or deleted in Pipedrive. Combines pipeline and stage events into a single trigger.

note_events

Note Events

Triggers when a note is created, updated, or deleted in Pipedrive.

person_events

Person Events

Triggers when a person contact is created, updated, or deleted in Pipedrive.

More integrations teams use with Pipedrive

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Technical notes for Pipedrive

Manage sales pipelines, deals, leads, contacts, activities, and products in Pipedrive CRM. Create, read, update, delete, and merge deals across configurable pipeline stages. Manage leads in the Leads Inbox and convert them to deals. Create and organize contacts (persons and organizations) with custom fields, followers, and notes. Schedule and track activities like calls, meetings, and tasks linked to deals or contacts. Maintain a product catalog with pricing and attach products to deals. Manage projects with boards, phases, and tasks. Define and track sales goals by user or team. Search across deals, leads, persons, organizations, files, and products. Attach notes, files, and mail threads to entities. Log calls and manage subscriptions. Configure webhooks to receive notifications on deal, lead, contact, activity, product, pipeline, stage, and user events.

Connect Pipedrive to production AI agents

See how Metorial gives Pipedrive access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Pipedrive to AI agents with Metorial.

  1. Can Metorial connect Pipedrive to AI agents?
    Yes. Metorial connects AI agents to Pipedrive through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.