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Manage Pipedrive CRM by Chat with Gemini and MCP

When a Telegram message arrives, a Gemini agent uses Pipedrive MCP tools to read and update deals and leads, then emails a summary of actions.

What it does

# Overview The following workflow and AI agent allows you to interact with a telegram bot to read, update, and insert data into your Sales CRM, in this case Pipedrive, and receive a summary of the actions executed in your email. ## Set up requirements - Pipedrive account and a private app with the required permissions you wish you grant - Telegram bot - Enabled Gmail API - An MCP server ## Benefits Some sales teams and top level managers spend hours weekly inserting data, retrieving results, and updating specific fields. Such workflow automation allows them to interact with their CRM in natural language to get data and make the necessary changes in seconds. Need help implementing such a system for your organization in other CRM tools? Contact us at 1 Node

The steps

  1. On new message
  2. AI Agent
  3. Simple Memory
  4. Google Gemini Chat Model
  5. MCP Client
  6. MCP Server Trigger
  7. Create Organization Deal
  8. Create Person Deal
  9. Update Deal
  10. Search & Return Deals
  11. Create Person Lead
  12. Get Lead
  13. Get Deal
  14. Update Lead

25 steps in total.

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