• PERSON
  • ORG
  • LINKED
  • REVIEW

How to create new leads and companies with your AI

Connect your AI to Pipedrive once. From then on, you can turn any chat or meeting note into a live contact or company record.

Ask AI about this page

Short answer

How can I turn my notes into Pipedrive leads?

Your AI extracts names, emails, and company details from your text and uses specific tools to build those records in Pipedrive. You'll get clean, structured data in your CRM without manual entry. Here is how the process works.

Where your data lands.

The outcomes of your request.

The AI maps your text to these specific destinations.

PERSON

New individual contacts

The AI identifies people in your notes and creates them as single contacts. This keeps your person-level data organized.

ORG

New company records

When a business is mentioned, the AI builds a new organization. This links your leads to the right companies.

LINKED

Connected CRM data

The AI handles the heavy lifting of mapping fields. You get a populated CRM instead of a blank screen.

REVIEW

Human verification

The AI stops before it makes mistakes. You decide if the extracted details are correct before finalizing everything.

The workflow

What your AI does when a lead arrives.

The AI acts as a bridge between your unstructured thoughts and your CRM.

  1. Extract details

    The AI scans your notes for names, email addresses, and company names.

    pd_create_personpd_create_org

  2. Create people

    It uses the person creation tool to add individual contacts to your Pipedrive account.

    pd_create_person

  3. Create organizations

    It builds new company profiles based on the business names found in your text.

    pd_create_org

  4. Confirm data

    The AI presents the structured data to you for a final check.

    pd_create_personpd_create_org

Try it

Copy these to start.

Use these prompts to trigger the creation process.

Starting points

These are opening lines. Swap the bracketed text with your actual meeting notes or email snippets.

Pipedrive Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_FkXAEcw3zDisBUQZWVtAVhjp6EWefAF4logT2VQk/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-contacts-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_FkXAEcw3zDisBUQZWVtAVhjp6EWefAF4logT2VQk/mcp"
    }
  }
}
Copy into chat04

  • Create a new person and organization in Pipedrive from these notes: [Paste notes here]

  • I just met with Sarah Jenkins from Acme Corp. Can you add her and the company to Pipedrive?

  • Based on this email, create a new contact in Pipedrive for the person mentioned.

  • Add a new organization to Pipedrive using the company details from this transcript: [Paste transcript]

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

Start here

Connect Pipedrive Contacts once, then ask.

Just click the link to connect. Your login stays encrypted, and you can start using the tools immediately.

Connect Pipedrive Contacts to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete existing contacts in Pipedrive?

    No. This MCP only has tools to create new records, not to delete or modify existing ones.

  • 02

    Will it automatically update my current deals?

    No. The AI only creates new people and organizations. It does not interact with your existing deals or pipelines.

  • 03

    Does it handle duplicate contacts?

    The AI attempts to create what you ask for. It is up to you to review the data to ensure you aren't creating duplicates.

  • 04

    Can I use this with any AI client?

    Yes, as long as you are using an MCP-compatible client like Claude, Cursor, or Windsurf.

  • 05

    How does the AI know which field is the email and which is the name?

    The AI uses its reasoning to parse your text and identifies the most likely email or name before calling the creation tools.

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

Connect Pipedrive to Claude, Cursor, ChatGPT & more