Pipedrive

In one line: Connect Pipedrive so your UnleashX agent can find and update deals, manage contacts and organizations, log activities and notes, and keep your pipeline moving — all in plain language.


Category	CRM & Marketing
Authentication	Personal API token
Setup time	~2 minutes
Difficulty	Easy
Best for	Sales teams that want an AI agent to manage deals, log activities, and update contacts in Pipedrive

1. Overview

Pipedrive is a sales-focused CRM built around your pipeline. It’s the system of record for deals, the people and organizations behind them, and the activities and notes that move each deal forward. Once connected to UnleashX, your agent can find and update deals, move them between stages, create and update persons and organizations, schedule activities, add notes, and search across your CRM. It works against your live Pipedrive account using your personal API token, so it acts with your own permissions. Connecting Pipedrive to UnleashX means your CRM updates itself as you talk. Instead of opening Pipedrive to log a call or advance a deal, you tell your agent and it makes the change — keeping the pipeline current without manual data entry.

2. What you’ll need

A Pipedrive account.
Your personal API token (see Section 3).
An UnleashX account with access to Data Connectors.

You paste a personal API token. UnleashX sends it to the Pipedrive API on each request.

Your token acts with your Pipedrive permissions. If your user can’t see or edit certain deals or fields, the agent can’t either.

3. Get your credentials

Pipedrive MCP authenticates with your personal API token — a single secret string tied to your Pipedrive user. Unlike most connectors, you don’t create it: Pipedrive generates one for you automatically, and you simply copy the existing value.

Step-by-step

Go to your Pipedrive account (https://<your-company>.pipedrive.com) and sign in with the user whose permissions you want the agent to act with.

Open your profile menu

Click your profile avatar in the top-right corner of the toolbar to open the account menu.

Go to Personal preferences

Select Personal preferences. You’ll land on Settings → Personal preferences, with a MY ACCOUNT list down the left (Personal preferences, Password and login, Email sync, Contact sync, Calendar sync, and so on).

Open the API tab

At the top of the Personal preferences page there are three tabs: Account, Your companies, and API.Click API. The page heading changes to API, and you’ll see a Your personal API token field.

The API tab in Pipedrive Personal preferences, showing your personal API token

Copy your token

Your token is already there, partially masked. Click the green Copy button to the right of the field to copy the full value to your clipboard.You don’t need to generate anything — the existing token works straight away.

Paste it into UnleashX

Head to Data Connectors → Pipedrive in UnleashX and paste the token (full walkthrough in Section 4). UnleashX validates it on save, so you’ll know immediately if it pasted correctly.

Good to know

Your token doesn’t expire and can be viewed again any time. Unlike connectors that reveal a secret only once, Pipedrive keeps your personal API token on this page permanently — so if you lose it, just come back to Personal preferences → API and copy it again.

“Generate new token” replaces your existing token. The button below the field creates a fresh token and immediately invalidates the old one.Only click it if your token has leaked. Anything already using the old token — UnleashX, scripts, other integrations — will start returning 401 Unauthorized until you update each one with the new value.

As Pipedrive itself notes on this page: keep your API token secure, as it can be used to access your data in Pipedrive. The token carries your full user permissions — anyone holding it can read and modify every deal, contact, and organization you can. Never commit it to git or share it in chat.

Because the token is tied to your individual user, the agent inherits your visibility and edit rights. For a shared or automated setup, consider creating a dedicated Pipedrive user with exactly the permissions the agent should have, and connect using that user’s token instead of your own.

Permissions this token grants UnleashX

Access	Why UnleashX needs it
Read/write deals	Find, create, update, and move deals.
Read/write persons & organizations	Manage contacts and companies.
Read/write activities	Schedule and complete calls, meetings, and tasks.
Read/write notes	Add and read notes on records.
Read pipelines & stages	Know your pipeline structure to move deals.

4. Connect on UnleashX

Open your agent

Go to https://www.tryunleashx.com and open the agent you want to connect.

Open Data Connectors

Inside the agent, go to Data Connectors.

Find Pipedrive

Locate Pipedrive and click Connect (or Add / Configure).

Paste your token

Paste your personal API token and click Connect.

Confirm success

UnleashX validates the token and the Pipedrive connector shows a Connected badge.

Use Pipedrive in a Workflow

Once connected, you can add Pipedrive to any automation from the Workflows builder. Its triggers and tools appear in the Apps panel, marked with an MCP badge.

Add a trigger or action node

Open Workflows → New Workflow. On the canvas, click + Add Trigger (or the + below any node) to add a step.

Pick Pipedrive from the Apps panel

In the Paths panel, open the Apps tab and select Pipedrive. Use the search box if you have many connectors.

Choose a trigger or tool

Pick the trigger or action you want (for example, “deal updated”). Configure its fields — required fields are marked with a red asterisk (*).

Add or select your account

Under Selected account, choose an already-connected account, or click Add Account to connect one now.

Save and test

Fill in the remaining fields and click Save. Use Test to verify the step, then toggle Publish when the workflow is ready.

The steps are the same for every connector. For the full workflow builder guide, see Using MCP in Workflows.

5. Available tools

Tool	What it does	Changes data?
List Deals	Lists deals (filter by stage, status, owner).	No
Get Deal	Retrieves a single deal by ID.	No
Create Deal	Creates a new deal.	✏️ Yes
Update Deal	Updates a deal (stage, value, status, etc.).	✏️ Yes
Delete Deal	Deletes a deal.	⚠️ Yes
Search Deals	Searches deals by term.	No
List Persons	Lists persons (contacts).	No
Get Person	Retrieves a single person by ID.	No
Create Person	Creates a new person.	✏️ Yes
Update Person	Updates a person.	✏️ Yes
List Organizations	Lists organizations.	No
Create Organization	Creates a new organization.	✏️ Yes
Update Organization	Updates an organization.	✏️ Yes
List Activities	Lists activities.	No
Create Activity	Schedules an activity (call, meeting, task).	✏️ Yes
Update Activity	Updates or completes an activity.	✏️ Yes
Add Note	Adds a note to a deal, person, or organization.	✏️ Yes
List Notes	Lists notes on a record.	No
List Pipelines	Lists pipelines.	No
List Stages	Lists stages in a pipeline.	No
Search Leads	Searches leads.	No
Create Lead	Creates a new lead.	✏️ Yes

6. Example usage

“Create a deal for Acme Corp worth $12,000 in the Sales pipeline and schedule a follow-up call for Friday.” → Runs Create Deal to add the deal, then Create Activity to schedule the call. “Move the Globex deal to Negotiation and add a note about the new pricing.” → Runs Search Deals to find it, Update Deal to change the stage, and Add Note for the pricing detail.

7. Permissions & data access

UnleashX can:

Read, search, and list deals, persons, organizations, activities, and notes.
Create and update deals, contacts, organizations, activities, and leads.
Move deals between stages and add notes.
Delete records where your permissions allow (marked ⚠️).

UnleashX cannot:

Do anything your Pipedrive user permissions don’t allow.
Change your Pipedrive account or billing settings.

To disconnect: In UnleashX, open Data Connectors → Pipedrive → Disconnect. You can regenerate your token in Pipedrive under Personal preferences → API to invalidate the old one. Disconnecting removes access immediately.

8. Troubleshooting

Problem	What it means	How to fix it
401 Unauthorized	The token is invalid or was regenerated.	Copy the current token from Personal preferences → API and reconnect.
403 Forbidden	Your user lacks permission for that record or action.	Ask your Pipedrive admin to adjust your permissions.
404 Not found	The deal/person ID is wrong or was deleted.	Have the agent search to find the correct record.
429 Too Many Requests	You hit Pipedrive’s rate/token limit.	Wait and retry; space out bulk operations.

For general MCP issues, see /mcp/integrations.

9. Frequently asked questions

Is my CRM data stored by UnleashX? No. UnleashX reads and writes live through the Pipedrive API per request; it doesn’t keep a copy. Can the agent delete deals? Yes — tools marked ⚠️ make permanent changes and only work if your permissions allow it. Use them deliberately. Can multiple team members connect Pipedrive? Yes. Each person uses their own personal API token, so the agent acts with that user’s permissions.

10. References

Pipedrive API documentation: https://developers.pipedrive.com/docs/api/v1
How to find your API token: https://pipedrive.readme.io/docs/how-to-find-the-api-token
Rate limiting: https://pipedrive.readme.io/docs/core-api-concepts-rate-limiting

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Pipedrive

Pipedrive

1. Overview

2. What you’ll need