• NEW TASK
  • UPDATES
  • COMPLETED
  • HUMAN

How to log and schedule sales activities with your AI

Connect Pipedrive to your AI client once. From there, you can manage your entire sales schedule through conversation.

Ask AI about this page

Short answer

How can I use my AI to manage Pipedrive tasks?

You tell your AI what happened during a call or meeting, and it handles the data entry in Pipedrive. It can create new tasks, update existing ones, or mark them as finished. You'll see your activity logs stay current without manual typing.

Where your data goes.

The outcomes of your commands.

Every request you make to your agent results in a specific update within your Pipedrive account.

NEW TASK

Instant activity creation

The AI builds new calls, meetings, or tasks based on your chat. These show up immediately in your Pipedrive schedule.

UPDATES

Keep details current

If a meeting time changes or a note needs adding, your AI updates the existing record. You don't have to hunt for specific activity IDs.

COMPLETED

Close out work

Tell your AI a task is done, and it marks it complete. This keeps your pipeline clean and your reporting accurate.

HUMAN

Manual oversight needed

You still need to review high-stakes deal changes. The AI handles the busywork of logging, but you own the strategy.

The workflow

What your AI does when you report a sales event.

Your agent translates your natural language into structured Pipedrive commands.

  1. Identify activity type

    The AI checks the available activity types to ensure it's logging a call, meeting, or task correctly.

    pd_activity_types

  2. Create the record

    It takes your notes and timing to build a brand new activity in your pipeline.

    pd_create_activity

  3. Modify existing logs

    If you change your mind about a scheduled time or a note, the AI adjusts the record.

    pd_update_activity

  4. Finalize tasks

    Once the work is finished, the AI marks the activity as done to clear your queue.

    pd_mark_activity_done

Try it

Copy these to start.

Use these prompts to trigger Pipedrive actions immediately.

Starting points

Swap out the bracketed info for your actual client names or meeting times.

Pipedrive Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_naHAfjmusgjLuGtVCjl1Frxl3CJyKT9gD1jLYb3S/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Pipedrive capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "pipedrive-activities-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_naHAfjmusgjLuGtVCjl1Frxl3CJyKT9gD1jLYb3S/mcp"
    }
  }
}
Copy into chat04

  • Create a call activity for Acme Corp for tomorrow at 2 PM.

  • Mark my meeting with Globex as done.

  • Update the task for Sarah Jenkins to move the follow-up to Friday.

  • What are the available activity types in my Pipedrive?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Pipedrive Activities once, then ask.

Just click the link to connect your account. Your credentials stay encrypted and secure, and you can start chatting with your Pipedrive data right away.

Connect Pipedrive Activities to your AI

FAQ

How the activity logging behaves.

  • 01

    Can the AI delete activities?

    No. The AI can create, update, and mark activities as done, but it cannot delete records from Pipedrive.

  • 02

    Does the AI create new deals?

    No. This specific connector is focused on managing activities like calls and meetings, not creating new deals or organizations.

  • 03

    Can I change the time of a meeting via chat?

    Yes. You can tell your AI to update the time of an existing activity, and it will handle the update for you.

  • 04

    Will my Pipedrive data be visible to others?

    Your AI client only sees the data necessary to perform the tasks you request. Vinkius keeps your connection credentials encrypted.

  • 05

    How does the AI know which activity to update?

    You should mention the contact name or the specific task details so the AI can identify the correct record to update.

  • More questions about Pipedrive Activities? The Connector page answers them. See everything the Pipedrive Activities Connector can do

Connect Pipedrive to Claude, Cursor, ChatGPT & more