MULTI-APP TOOLKIT
Build with Pipedrive + Zoho CRM
- Multi-app
- One MCP session
- 53 actions
- 15 triggers
- Managed auth
MCP
One MCP session, both toolsets
One session gives your product or agent every Pipedrive and Zoho CRM tool at once — connect once, list tools, and call them like any single-app session.
// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "pipedrive,zoho_crm",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// One list, both toolsets: Pipedrive and Zoho CRM tools arrive
// together, each keyed by its own app's slug.
// e.g. run Add Activity:
const result = await mcp.callTool({
name: "pipedrive-add-activity",
arguments: {
subject: "Subject",
type: "Type",
},
})import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const externalUserId = "{external_user_id}" // any stable ID for this user in your system
const [pipedriveTools, zohoCrmTools] =
await Promise.all([
pd.components.list({ app: "pipedrive" }),
pd.components.list({ app: "zoho_crm" }),
])
// One external user owns both connected accounts, so either app's tools
// run on their behalf with the same externalUserId.curl "https://api.pipedream.com/v1/connect/{project_id}/components?app=pipedrive" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}"
curl "https://api.pipedream.com/v1/connect/{project_id}/components?app=zoho_crm" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}"
# Connect both accounts to the same external_user_id, then
# configure and invoke either app's tools on that user's behalf.ARCHITECTURE
One user, two connected accounts
Your user connects each account once, under whatever ID they already have in your product. The two stay independent — either can be revoked on its own — and your code reaches both through that one user.
Your product
external_user_id
{external_user_id}Pipedream Connect
Managed identity
Auth · tools · routing
Pipedrive
Connected account
Zoho CRM
Connected account
TOOLS
Pipedrive tools
The Pipedrive tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 41
-
Add Activity
actionAdds a new activity. Includesmore_activities_scheduled_in_contextproperty in response'sadditional_datawhich indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in PipedriveWritev0.1.26 -
Add Deal
actionAdds a new deal. See the Pipedrive API docs for Deals hereWritev0.1.26 -
Add Labels
actionAdds labels to a lead, person, deal, or organization in Pipedrive. See the documentationWritev0.0.5 -
Add Lead
actionCreate a new lead in Pipedrive. See the documentationWritev0.0.20 -
Add Note
actionAdds a new note. For info on adding an note in PipedriveWritev0.0.21 -
Add Organization
actionAdds a new organization. See the Pipedrive API docs for Organizations hereWritev0.1.22 -
Add Person
actionAdds a new person. See the Pipedrive API docs for People hereWritev0.1.25 -
Create Project
actionCreates a new project in Pipedrive. Use List Project Boards to obtain a valid Board ID and List Project Phases to obtain a valid Phase ID before running this action. Example: to open a project on the first board/phase, call withtitle="Q3 Website Redesign",status="open",boardId="1",phaseId="1"-> returns the created project with its numericid. See the documentationWritev0.0.2
Triggers top 4 of 6
-
Deal Updated (Instant)
triggerEmit new event when a deal is updated.Instantv0.1.14 -
Lead Updated (Instant)
triggerEmit new event when a lead is updated.Instantv0.1.14 -
New Deal (Instant)
triggerEmit new event when a new deal is created.Instantv0.0.18 -
New Event (Instant)
triggerEmit new event when a new webhook event is received. See the documentationInstantv0.0.9
TOOLS
Zoho CRM tools
The Zoho CRM tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 12
-
Convert Lead
actionConverts a Lead into a Contact or an Account. See the documentationRead-onlyv0.1.3 -
Create Object
actionCreate a new object/module entry. See the documentationWritev0.3.5 -
Download Attachment
actionDownloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.Writev0.2.4 -
Get Object
actionGets record data given its id.Read-onlyv0.2.3 -
List Attachments
actionGets the list of attachments for a record in Zoho CRM. Use List Modules to find themoduleAPI name and List Objects to find therecordId. Results are paginated 200 per page (pageis 0-indexed). See the documentationRead-onlyv0.0.3 -
List Fields
actionGets the field metadata for the specified moduleRead-onlyv0.2.3 -
List Modules
actionRetrieves a list of all the modules available in your CRM account.Read-onlyv0.0.4 -
List Objects
actionGets the list of available records from a module.Read-onlyv0.2.3
Triggers top 4 of 9
-
New Contact (Instant)
triggerEmits an event each time a new contact is created in Zoho CRMv0.0.11 -
New Event (Instant)
triggerEmit new custom events from Zoho CRMv0.0.16 -
New Lead (Instant)
triggerEmits an event each time a new lead is created in Zoho CRMv0.0.11 -
New Module Entry (Instant)
triggerEmit new events each time a new module/record is created in Zoho CRMv0.0.15
MULTI-APP
Works with more apps
The combinations customers connect alongside these two — nothing here is limited to a pair.
REFERENCE
Toolkit details
- x-pd-app-slug
- pipedrive,zoho_crm
- Primary app
- Pipedrive (pipedrive)
- Second app
- Zoho CRM (zoho_crm)
- Authentication
- OAuth + OAuth
- Available actions
- 53
- Available triggers
- 15