Every Sales Call in Pipedrive, Without Typing It

UIRIX works with Pipedrive through your own ChatGPT or Claude. Connect Pipedrive's MCP server and the UIRIX connector to the same chat app, and tell it once what to do after each call. After every call and chat, your chat assistant receives what the customer asked for and records it in Pipedrive: a person, a deal in the stage you name, and an activity for the follow-up, with the call summary as a note. UIRIX itself never connects to Pipedrive or stores its password.

Example: a commercial cleaning company selling contracts to offices

• An office manager calls for a quote for 3 floors, cleaned twice a week. The agent asks the size, the schedule and the start date.
• After the call, the chat assistant adds the person and the company, opens a deal with the details and schedules a call for the estimator tomorrow.
• The office manager gets a text message saying the estimator will call tomorrow.

Connecting Pipedrive to ChatGPT or Claude

Pipedrive offers an official MCP server for AI assistants, signed in with your Pipedrive account. Pipedrive limits how much its API is used by plan, so a very busy line may need a higher Pipedrive plan.

Add it from your chat app's connector directory if Pipedrive is listed there, or as a custom connector with the server address from Pipedrive's documentation. Add the UIRIX connector in the same app.

Set it up in four steps

1. 1

   Connect Pipedrive to your chat app

   Sign in to Pipedrive from ChatGPT or Claude.

2. 2

   Add the UIRIX connector

   One URL and a sign-in to your UIRIX account.

3. 3

   Tell it what to do after each call

   "After every sales call, add the caller and company to Pipedrive, open a deal in the Qualified stage with the summary, and schedule a call activity for tomorrow."

4. 4

   Make a test call

   Call your agent, then check the record in Pipedrive.

Pipedrive questions