Pipedrive MCP integration
Finds the contact on file, reports where a deal stands, captures new leads from conversations, and merges the duplicates enquiries create.
398actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Search item by field
Lyro searches Pipedrive by a specific field value to find the deal, person, or organization a conversation is about. Agents get the right record instantly instead of scrolling through a list by hand.
Cancel a recurring subscription
Lyro cancels a customer's recurring subscription in Pipedrive the moment they ask to stop billing. The change takes effect immediately instead of sitting in a queue for someone to action later.
Bulk add products to deal
Lyro adds multiple products to a Pipedrive deal in a single step once an order is confirmed. Sales reps skip the repetitive work of adding each line item to the deal one at a time.
How businesses use Pipedrive + Lyro
Each card is one request a support team gets, and the Pipedrive actions Lyro runs to close it.
Know who you are talking to before you answer
Lyro matches the person in the conversation to their Pipedrive record, opens the deal attached to it, and checks which stage it is sitting in, so the reply fits where the relationship actually is.
Search PersonsGet Deal DetailsGet Deals In A StageCapture the lead while the intent is fresh
When a conversation turns commercial, Lyro creates the lead with the qualifying detail the customer just gave, and adds the person and their organisation if neither is on file yet.
Add A LeadAdd A PersonAdd An OrganizationStop the same customer existing twice
A second enquiry from a different address usually creates a second record, so Lyro merges the duplicate person, deal, or organisation into the one your reps already work from.
Merge Two PersonsMerge Two DealsMerge OrganizationsLeave the rep a record worth reading
Lyro writes what was said as a note on the deal, schedules the follow-up activity it promised, and reads the mail already attached to the deal so nothing is repeated back.
Add NoteAdd An ActivityGet Deal Mail Messages
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Pipedrive actions it has and picks the ones a request needs.
Connect Pipedrive
Authorize the Pipedrive account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Pipedrive actions that close it and chains as many as the request needs.
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Pipedrive · Lyro
What can you do in Pipedrive without me setting anything up?
These, right away:
- Create a deal
- Update a deal stage
- Create a person
Great, let's start with the first one.
FAQ
Everything else about Pipedrive
Setup, permissions, and the limits of what Lyro can do inside Pipedrive.
It can read their definitions first. Get All Deal Fields, Get All Person Fields, and Get All Organization Fields return the field keys and their options, so a value Lyro writes lands in the custom field your pipeline reports on rather than in a note.
Every action available in Pipedrive
All 398 actions your agent can call on Pipedrive, straight from the live MCP connection.
Add new activity type
Adds a new activity type.
Add a deal
Add a new deal to Pipedrive with any custom fields, which vary by account and are identified by long hash keys.
Add an activity
New activity added.
Add an organization
Creates a new organization in Pipedrive.
Add a person
Add a new contact in Pipedrive with optional custom fields unique to each account found using the personFields endpoint.
Add a call log
Adds a new call log.
Add call log audio file
Attach an audio recording to an existing call log in Pipedrive.
Add a channel
New messaging channel added; registration limited to admins.
Add discount to deal
Add a discount to a deal in Pipedrive.
Add a new deal field
Adds a new deal field.
Add deal field options
Add new options to a deal custom field atomically.
Add a follower to a deal
Adds a follower to a deal.
Add a participant to a deal
Adds a participant to a deal.
Add product to deal
Add a product to a deal in Pipedrive.
Bulk add products to deal
Bulk add products to a Pipedrive deal.
Add file
Upload and link files to deals, people, organizations, activities, products, or leads in Pipedrive.
Add a new filter
New filter creation returns an ID.
Add a new goal
Adds a new goal.
Receives an incoming message
Adds a message to a conversation.
Add an installment subscription
Adds a new installment subscription.
Add a lead
Pipedrive API lets you add leads linked to people or organizations and tags them with 'API' source.
Add a lead label
Creates a lead label.
Add note
Add a note to a deal, person, organization, lead, or project in Pipedrive.
Add comment to note
Add a comment to an existing note in Pipedrive.
Add a new organization field
Adds a new organization field.
Add organization field options
Add new options to an organization field in Pipedrive.
Add organization follower
Add a follower to an organization in Pipedrive.
Add or update role setting
Adds or updates the visibility setting for a role.
Add a new person field
Adds a new person field.
Add person field options
Bulk add options to enum/set person fields atomically.
The tools Pipedrive sits next to
Same connection, same setup. Pick the next one your team already uses.
Attio
Searches records across custom objects, creates people, deals, and notes, asserts records to avoid duplicates, and moves list entries along a process.
Close
Creates leads with their contacts, logs calls and SMS activities against them, adds follow-up tasks, and reads back note history.
Follow Up Boss
Books and reschedules appointments, logs calls and inbound events, moves deals through pipeline stages, and starts the action plan that follows up.
NetHunt CRM
Finds records across readable folders, reports what changed since a given time, and pulls recent call logs, comments, and linked Drive files.
Repairshopr
Tells a customer where their repair stands, books and moves appointments, converts approved estimates into emailed invoices, and keeps parts and history in step.
Zixflow
Checks whether a campaign email, SMS, or WhatsApp message was delivered, opened, or bounced, and keeps custom fields and their options in order.
Ready to connect Pipedrive?
Authorize the account and your agent has all 398 actions from the first conversation.