MCP Servers & Tools
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
- On new message
- AI Agent
- Simple Memory
- Google Gemini Chat Model
- MCP Client
- MCP Server Trigger
- Create Organization Deal
- Create Person Deal
- Update Deal
- Search & Return Deals
- Create Person Lead
- Get Lead
- Get Deal
- Update Lead
25 steps in total.
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