pipedrive-automation

Pipedrive Automation via Rube MCP

Automate Pipedrive CRM workflows including deal management, contact and organization operations, activity scheduling, notes, and pipeline/stage queries through Composio's Pipedrive toolkit.

Prerequisites

• Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
• Active Pipedrive connection via RUBE_MANAGE_CONNECTIONS with toolkit pipedrive
• Always call RUBE_SEARCH_TOOLS first to get current tool schemas

Setup

Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

1. Verify Rube MCP is available by confirming RUBE_SEARCH_TOOLS responds
2. Call RUBE_MANAGE_CONNECTIONS with toolkit pipedrive
3. If connection is not ACTIVE, follow the returned auth link to complete Pipedrive OAuth
4. Confirm connection status shows ACTIVE before running any workflows

Core Workflows

1. Create and Manage Deals

When to use: User wants to create a new deal, update an existing deal, or review deal details in the sales pipeline.

Tool sequence:

1. PIPEDRIVE_SEARCH_ORGANIZATIONS - Find existing org to link to the deal [Optional]
2. PIPEDRIVE_ADD_AN_ORGANIZATION - Create organization if none found [Optional]
3. PIPEDRIVE_SEARCH_PERSONS - Find existing contact to link [Optional]
4. PIPEDRIVE_ADD_A_PERSON - Create contact if no