• NEW LEAD
  • SOURCE
  • LABELS
  • HUMAN

How to create and label new leads with your AI

Connect your AI to Pipedrive to turn discovery call notes into organized leads. It handles the data entry so you can focus on the next call.

Ask AI about this page

Short answer

How can I move prospects from my notes into Pipedrive?

You tell your AI to extract contact details from your notes and send them to Pipedrive. It creates the lead, sets the source, and applies your specific labels. You get a clean, categorized lead inbox.

The results.

Where your leads land.

The AI organizes every new prospect into specific buckets based on your instructions.

NEW LEAD

Clean lead entries

The AI uses pd_create_lead to build a new record in your inbox. You get a fresh entry with the name and contact info from your notes.

SOURCE

Correct attribution

The AI applies pd_lead_sources to mark where the lead came from. This keeps your marketing data accurate without manual typing.

LABELS

Organized inbox

Using pd_lead_labels, the AI tags leads with specific categories. This makes your Pipedrive inbox easy to filter and scan.

HUMAN

Final review

The AI stops after the data is entered. You still own the Pipedrive account and decide when to move these leads into a deal.

The workflow

What your AI does when a lead arrives.

The AI acts as your SDR assistant, translating messy notes into structured Pipedrive data.

  1. Extract details

    Your AI reads your meeting notes or chat history to find names, companies, and contact info.

    pd_create_lead

  2. Assign the source

    The AI identifies the origin of the prospect and sets the correct source field.

    pd_lead_sources

  3. Apply labels

    The AI adds specific tags to the lead so you can filter them later.

    pd_lead_labels

  4. Verify entry

    The AI confirms the lead is created and labeled correctly in your Pipedrive account.

    pd_create_leadpd_lead_labels

Try it

Copy these to start.

Use these prompts to trigger the workflow immediately.

Starting points

Swap out the bracketed text with your actual meeting notes or specific label names.

Pipedrive Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_MKAh5hLUPIZyEOsYXkssZ2SG4AxT79ysfefcPldW/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-leads-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_MKAh5hLUPIZyEOsYXkssZ2SG4AxT79ysfefcPldW/mcp"
    }
  }
}
Copy into chat04

  • Create a new lead in Pipedrive from these notes: [paste notes here]

  • Take this prospect info and add it to Pipedrive with the source set to 'Discovery Call'.

  • Create a lead for [Name] and apply the labels 'Hot' and 'Q4 Target'.

  • Turn this transcript into a Pipedrive lead and set the source to 'LinkedIn Outreach'.

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

Start here

Connect Pipedrive Leads once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can start using these tools in any MCP-compatible client right away.

Connect Pipedrive Leads to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete leads from my Pipedrive account?

    No. The AI only has tools to create and label leads. It cannot delete or remove any existing data.

  • 02

    Does the AI create deals automatically?

    No. The AI creates leads in the lead inbox. You must manually convert those leads into deals within Pipedrive.

  • 03

    Can I use custom labels?

    Yes. As long as the label already exists in your Pipedrive setup, the AI can apply it using pd_lead_labels.

  • 04

    Will the AI change my existing lead data?

    No. The tools provided are strictly for creating new leads and adding labels or sources to them.

  • 05

    Do I need to keep Pipedrive open?

    No. Once the connection is established, your AI handles the communication with Pipedrive in the background.

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

Connect Pipedrive to Claude, Cursor, ChatGPT & more