rocketkind
CRM

Pipedrive

Pipedrive is a sales CRM: deals move through pipeline stages, persons and organizations are the contacts behind them, and notes hang off any of the three.

Authentication

  • API token
  • OAuth 2.0

Actions

Generic API request. Call any Pipedrive API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.

  • Add noteAdd a note associated with a deal, person, or organization (POST /notes, application/json).
  • Create dealOpen a new deal in the Pipedrive pipeline.
  • Create organizationCreate a company record in Pipedrive so people and deals can be grouped under the organisation they belong to.
  • Create personAdd a contact to Pipedrive.
  • Delete dealDestructiveRemove a deal from Pipedrive by its numeric id — reach for pipedrive:updatedeal with status lost instead when the deal should stay in the pipeline history.
  • Get dealRead one Pipedrive deal by id to check its current stage, value and whether it is still open — the natural follow-up to a search or a webhook.
  • Get personRetrieve a single Pipedrive person by id (GET /persons/{id}).
  • List dealsList the deals on the connected Pipedrive account for a pipeline view or a forecast, optionally narrowed by status.
  • List personsList the contacts on the connected Pipedrive account — use it to find the person id a deal or an activity should be linked to.
  • Search dealsFind Pipedrive deals by free-text term across their fields — the right call when you know a deal's name but not its id, since pipedrive:listdeals cannot search.
  • Update dealDestructiveChange an existing Pipedrive deal — its title, value, pipeline stage or status — leaving every field you omit untouched.
  • Update personDestructiveChange an existing Pipedrive contact's name, email or phone, leaving every field you omit untouched.

Triggers

  • New or updated dealStarts when a Pipedrive deal is created or updated.
  • New or updated deal (webhook)Starts when a Pipedrive deal is created or updated, delivered by a webhook instead of polling the deal list.
  • New or updated personStarts when a Pipedrive contact (person) is created or updated.
  • New or updated person (webhook)Starts when a Pipedrive contact (person) is created or updated, delivered by a webhook instead of polling the person list.

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