addActivity
ChatGPTCreates a new activity (call, meeting, task, email, deadline, or lunch) and optionally links it to a deal, lead, person, or organization. Set due_date and due_time to schedule it, or mark done=true to log a completed one.
Productivity
Overview
Connect Claude directly to your CRM to securely search customer information, update records and complete everyday sales tasks without switching between applications. The official Pipedrive connector gives Claude access to your live CRM data while respecting your existing user permissions. Key features: - Find deals, contacts, organisations, activities and customer information instantly - Create and update CRM records using natural language - Keep deals, contacts and organisations up to date - Review pipeline progress, recent activities and customer interactions - Add notes and schedule follow up activities Example prompts: - Show me all open deals over €10,000 that haven't been updated in the last two weeks - Create a follow up activity for next Monday and add today's meeting notes to the deal - Find all contacts at Acme and show me our recent interactions - Move the Acme deal to the Proposal Sent stage and schedule a follow up for Friday - Create a new contact for Sarah Lee at TechCorp and link it to the existing organisation Why use the official connector? - Built and maintained by Pipedrive - Secure OAuth authentication - Works with live CRM data - Respects your existing permissions - No coding or custom integrations required - Available on all paid Pipedrive plans
Tools
addDeal
ChatGPTCreates a new deal. Requires title; optionally set value, currency, stage_id, pipeline_id, expected_close_date, person_id, and org_id. Use this to add new sales opportunities to the pipeline.
addDealProduct
ChatGPTAttaches a product to a deal as a new deal-product line item. Requires product_id and item_price; optionally set quantity, discount, and tax. Use this to add a product to a deal's order.
addLead
ChatGPTCreates a new lead and links it to a person, organization, or both (at least one required). Use to capture prospects before they become deals.
addNote
ChatGPTCreates a new HTML-formatted note and attaches it to a deal, person, organization, or lead. Notes support rich text content up to 100KB. Optionally pin the note to the entity for prominent display.
addOrganization
ChatGPTCreates a new organization (company or business entity). Requires name; optionally add address, owner_id, and custom fields. Use this to register companies before linking deals or persons to them.
addPerson
ChatGPTCreates a new contact person. Requires name; optionally add email, phone, org_id, job title, and custom fields. Use this to register individuals in the CRM before or alongside creating deals.
addProduct
ChatGPTCreates a new product in the Products inventory. Requires name; optionally set code, prices per currency, and custom fields. Use this to add new items to the catalog before attaching them to deals.
addProductVariation
ChatGPTCreates a new variation of a product, such as a different size or color, with its own name and prices. Use this to expand a product's available options.
convertLeadToDeal
ChatGPTConverts a lead into a deal, transferring related entities (notes, files, emails, activities). Returns a conversion job ID for status tracking. Use this to promote qualified leads to deals.
getAccountContext
ChatGPTReturns the calling user, pipelines with their stages, custom field keys for deals/persons/organizations/products/activities, and the list of other company users in one call. Call this before filling in pipeline IDs, stage IDs, custom field keys, or user/account details instead of guessing or asking the user.
getActivities
ChatGPTRetrieves a list of all activities (calls, meetings, tasks, emails, etc.) with their subjects, due dates, types, and linked deals/persons. Filter by user_id, deal_id, type, or done status to narrow results. ⚠️ HIGH COST (20 tokens): Always apply filters when you know the entity or date range.
getActivity
ChatGPTRetrieves complete details of a specific activity by ID, including type, subject, due date, duration, participants, and linked deal/person/organization. Prefer this over getActivities when you have the activity ID.
getDeal
ChatGPTRetrieves complete details of a specific deal by ID, including value, stage, win probability, associated person/organization, and custom fields. Prefer this over getDeals when you have the deal ID.
getDealMailMessages
ChatGPTList mail messages associated with a specific deal, with pagination and an option to include full message bodies. Use this to review the email communication history tied to a deal — e.g. before following up or summarizing deal activity — without having to search the mailbox manually. Find the deal ID first with getDeal or searchDeals.
getDealProducts
ChatGPTLists the products attached to a specific deal, including quantity, item price, discount, and tax for each line item. Use this to review or total up a deal's product list.
getDeals
ChatGPTRetrieves a list of all active (non-archived) deals in the system. Use this to get current deals with their titles, values, stages, and associated contacts. ⚠️ HIGH COST (20 tokens): Use filtering parameters to limit results when possible.
getDealsProducts
ChatGPTRetrieves product attachments across multiple deals in a single call, including quantities, prices, discounts, and totals for each deal-product line item. Filter by deal_ids to scope results. ⚠️ HIGH COST (20 tokens): Prefer getDealProducts when you only need one deal's products.
getLead
ChatGPTReturns full details of a specific lead by ID, including title, value, expected close date, and linked person/organization. Prefer this over getLeads when you have the lead ID.
getLeadConversionStatus
ChatGPTChecks the status of a lead-to-deal conversion job. Returns current state (not_started, running, completed, failed, rejected) and deal ID if completed. Use this to monitor conversion progress.
getLeads
ChatGPTReturns a paginated list of non-archived leads sorted by creation time. Use
limit/start for pagination. ⚠️ HIGH COST: apply filters (owner, archived status) when possible to narrow results.getMailMessage
ChatGPTFetch a single mail message by its ID, including sender/recipients, subject, timestamps, and (optionally) the full body. Use this when you already have one specific mail message ID — e.g. from a thread's message list or from a deal/person/organization's mail messages — and need its full content. Do not call this in a loop to fetch many messages one by one; for browsing a mailbox or a contact's email history, use getMailThreads, getMailThreadMessages, or the entity-scoped mail message tools instead, which return multiple messages in a single call.
getMailThread
ChatGPTFetch a single mail thread by its ID, including its metadata (folder, read/archived/shared flags, and any linked deal or lead). Use this when you already have one specific thread ID — e.g. from getMailThreads — and need its details before deciding to update it (updateMailThreadDetails) or read its messages (getMailThreadMessages). Do not call this in a loop over many thread IDs just to browse a mailbox; use getMailThreads for that instead.
getMailThreadMessages
ChatGPTList all mail messages inside a specific mail thread (i.e. the full conversation), given the thread's ID. Use this after getMailThreads/getMailThread to read an entire email conversation rather than a single message.
getMailThreads
ChatGPTList mail threads in a given mailbox folder (inbox, drafts, sent, or archive), ordered by most recent message, with pagination. Use this to browse or page through the user's mailbox. Each thread returned is a summary; fetch an individual thread with getMailThread or its messages with getMailThreadMessages for full detail.
getNote
ChatGPTRetrieves the full content and metadata of a specific note by its ID. Use this when you have the note ID and need its HTML content, author, timestamps, or associated entity details.
getNotes
ChatGPTRetrieves a list of all notes across deals, persons, organizations, and leads. Filter by entity (deal_id, person_id, org_id, lead_id), user, date range, or pinned status. ⚠️ HIGH COST (20 tokens): Use filtering parameters to limit results when possible.
getOrganization
ChatGPTRetrieves complete details of a specific organization by ID, including address, associated persons, open deals, and custom fields. Prefer this over getOrganizations when you have the organization ID.
getOrganizationMailMessages
ChatGPTList mail messages associated with a specific organization, with pagination and an option to include full message bodies. Use this to review email communication history tied to an organization — useful for understanding overall relationship context across all contacts and deals at that company. Find the organization ID first with getOrganization or searchOrganization.
getOrganizations
ChatGPTRetrieves a list of all companies/organizations in the system with their names, addresses, and associated contacts. Use this to get an overview of all organizations. ⚠️ HIGH COST (20 tokens): Use filtering parameters to limit results when possible.
getPerson
ChatGPTRetrieves complete details of a specific contact person by ID, including emails, phones, organization, linked deals, and custom fields. Prefer this over getPersons when you have the person ID.
getPersonMailMessages
ChatGPTList mail messages associated with a specific person, with pagination and an option to include full message bodies. Use this to review the email communication history with an individual contact — e.g. before reaching out, to summarize past correspondence. Find the person ID first with getPerson or searchPersons.
getPersonProducts
ChatGPTLists products associated with a specific person, including deal and purchase details for each. Use this to see what a contact has bought or been offered.
getPersons
ChatGPTRetrieves a paginated list of persons (contacts), filterable by organization, linked deal, owner, and update time. Use for contact lists, reporting, or finding all people linked to an organization/deal — narrow with org_id (from getOrganization/searchOrganization) or deal_id (from getDeal/searchDeals). Prefer this or searchPersons over looping getPerson by ID.
getProduct
ChatGPTRetrieves complete details of a specific product by ID, including prices, code, and custom fields. Prefer this over getProducts when you have the product ID.
getProductDeals
ChatGPTLists deals that have a specific product attached, including deal title, value, and stage. Use this to see where a product is being sold.
getProductFiles
ChatGPTLists files attached to a specific product, including file name, type, and size. Use this to see documents or images linked to a product.
getProductImage
ChatGPTRetrieves the image of a specific product. Returned URLs are temporary and expire after 7 days, so re-fetch this when you need the image again later.
getProductVariations
ChatGPTLists all variations of a specific product, such as size or color options, with their names and prices. Use this to see the variants available for a product.
getProducts
ChatGPTRetrieves a list of all products in the inventory with their names, prices, codes, and visibility settings. Use this to get an overview of the product catalog. ⚠️ HIGH COST (20 tokens): Use filtering parameters to limit results when possible.
getStage
ChatGPTRetrieves details of a specific pipeline stage by ID, including name, pipeline, order, and win probability threshold. Prefer this over getStages when you have the stage ID.
getStages
ChatGPTRetrieves all pipeline stages with their names, pipeline assignments, and order. Filter by pipeline_id to get stages for a specific pipeline. Use this to look up valid stage IDs before creating or updating deals.
searchDeals
ChatGPTFull-text search across deal titles, notes, and custom fields, with exact-match and field-specific options. The primary way to find a deal (and its ID) by name/content rather than browsing getDeals; can be filtered by person_id or organization_id (from getPerson/searchPersons or getOrganization/searchOrganization) or by status (open/won/lost). IMPORTANT: Provide search terms as plain text, without URL encoding. The tool handles encoding internally.
searchLeads
ChatGPTSearches for leads by title, notes, or custom field values. Results can be filtered by associated person or organization. Use this to find specific leads when you don't have the lead ID. ⚠️ VERY HIGH COST (40 tokens): Only use when targeted search is needed - prefer direct retrieval if you have an ID.
searchOrganization
ChatGPTSearches for organizations by name, address, notes, or custom field values. Use this to find specific companies when you don't have the organization ID. ⚠️ VERY HIGH COST (40 tokens): Only use when targeted search is needed - prefer getOrganization if you have an ID.
searchPersons
ChatGPTFull-text search for persons by name, email, phone, notes, or custom fields, with exact-match and field-specific options. The primary way to find a specific person (and their ID) by identifying details rather than browsing getPersons; can be filtered by organization_id (from getOrganization/searchOrganization). IMPORTANT: Provide search terms as plain text, without URL encoding. The tool handles encoding internally.
searchProducts
ChatGPTSearches for products by name, code, or custom field values. Use this to find a specific product when you don't have its ID. ⚠️ VERY HIGH COST (40 tokens): Only use when targeted search is needed - prefer getProduct if you have an ID.
updateActivity
ChatGPTModifies an existing activity's properties such as subject, type, due date, duration, or assigned user. Set done=true to mark it completed. Use this to reschedule, reassign, or log the outcome of activities.
updateDeal
ChatGPTModifies an existing deal's properties such as title, value, stage_id, expected_close_date, or custom fields. Set status to 'won' or 'lost' to close a deal. Use this to progress deals through the pipeline or record outcomes.
updateDealProduct
ChatGPTModifies an existing deal-product line item's quantity, price, discount, or tax using its product_attachment_id. Use this to adjust a deal's product order after it changes.
updateLead
ChatGPTUpdates one or more properties of a lead. Only fields included in the request are changed. Send
null to clear a field (e.g. value, person_id, organization_id).updateMailThreadDetails
ChatGPTUpdate a mail thread's properties: link it to a deal or lead, mark it read/unread, share it with other users in the company, or archive it (archiving only works for threads in the Inbox folder, and archived threads disappear from Inbox). Use this to organize or triage mail, or to associate an email conversation with a deal/lead for context. Look up the thread ID first with getMailThreads or getMailThread; look up deal_id via getDeal/searchDeals or lead_id via getLeads/searchLeads rather than guessing them.
updateNote
ChatGPTModifies the HTML content or pinned status of an existing note. Use this to edit a note's text or change whether it is pinned to its associated deal, person, organization, or lead.
updateOrganization
ChatGPTModifies an existing organization's properties such as name, address, industry, or custom fields. Use this to update company information.
updatePerson
ChatGPTModifies an existing contact person's properties such as name, email, phone, organization, or custom fields. Use this to update contact information.
updateProduct
ChatGPTModifies an existing product's properties such as name, code, prices, or custom fields. Use this to update catalog information.
updateProductVariation
ChatGPTModifies an existing product variation's name or prices using its product_variation_id. Use this to update a specific variant's details.
addActivity
ClaudeaddDeal
ClaudeaddDealProduct
ClaudeaddLead
ClaudeaddNote
ClaudeaddOrganization
ClaudeaddPerson
ClaudeaddProduct
ClaudeaddProductVariation
ClaudeaddProject
ClaudeaddProjectBoard
ClaudeaddProjectPhase
ClaudeconvertLeadToDeal
ClaudecreateMailDraft
ClaudegetAccountContext
ClaudegetActivities
ClaudegetActivity
ClaudegetDeal
ClaudegetDealMailMessages
ClaudegetDealProducts
ClaudegetDeals
ClaudegetDealsProducts
ClaudegetLead
ClaudegetLeadConversionStatus
ClaudegetLeads
ClaudegetMailMessage
ClaudegetMailThread
ClaudegetMailThreadMessages
ClaudegetMailThreads
ClaudegetNote
ClaudegetNotes
ClaudegetOrganization
ClaudegetOrganizationMailMessages
ClaudegetOrganizations
ClaudegetPerson
ClaudegetPersonMailMessages
ClaudegetPersonProducts
ClaudegetPersons
ClaudegetProduct
ClaudegetProductDeals
ClaudegetProductFiles
ClaudegetProductImage
ClaudegetProductVariations
ClaudegetProducts
ClaudegetProject
ClaudegetProjectActivities
ClaudegetProjectChangelog
ClaudegetProjectGroups
ClaudegetProjectPlan
ClaudegetProjectTasks
ClaudegetProjects
ClaudegetProjectsBoard
ClaudegetProjectsBoards
ClaudegetProjectsPhase
ClaudegetProjectsPhases
ClaudegetStage
ClaudegetStages
ClaudeputProjectPlanActivity
ClaudeputProjectPlanTask
ClaudesearchDeals
ClaudesearchLeads
ClaudesearchOrganization
ClaudesearchPersons
ClaudesearchProducts
ClaudesearchProjects
ClaudesendMailDraft
ClaudeupdateActivity
ClaudeupdateDeal
ClaudeupdateDealProduct
ClaudeupdateLead
ClaudeupdateMailThreadDetails
ClaudeupdateNote
ClaudeupdateOrganization
ClaudeupdatePerson
ClaudeupdateProduct
ClaudeupdateProductVariation
ClaudeupdateProject
ClaudeupdateProjectBoard
ClaudeupdateProjectPhase
ClaudeLinks
App Stats
136
Tools
3
Prompts
ChatGPT, Claude
Platforms
Category
CRM RecordsWorks with
ChatGPT
Claude
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