Integrations / CRM

Pipedrive

Look up deals and people, move deals along, log notes and activities, and trigger workflows from Pipedrive events.

9 tools 3 trigger events

Tools

pipedrive.get_deal

Get a deal by its numeric ID, e.g. 42.

id*

pipedrive.search_deals

Search deals by title, notes or custom fields; results carry numeric deal IDs.

term*statusperson_idorganization_idexact_matchlimit

pipedrive.get_person

Get a person (contact) by their numeric ID, e.g. 17.

id*

pipedrive.search_persons

Search people by name, email, phone, notes or custom fields; results carry numeric person IDs.

term*organization_idexact_matchlimit

pipedrive.update_deal writes

Update a deal by its numeric ID, e.g. move it to another stage or mark it won or lost.

id*titlestage_idstatuslost_reasonvalueowner_idexpected_close_date

pipedrive.add_note writes

Add a note to a deal, person or organization, given at least one numeric ID.

content*deal_idperson_idorg_id

pipedrive.create_activity writes

Create an activity such as a call, meeting or task, optionally linked to a deal or organization by numeric ID.

subject*typedue_datedue_timedeal_idorg_idowner_idnote

pipedrive.api_get

Send a GET request to any Pipedrive API path under https://{company_domain}.pipedrive.com/api and return the response. For endpoints the named tools don't cover.

path*params

pipedrive.api_request writes

Send a POST, PUT, PATCH or DELETE request to any Pipedrive API path under https://{company_domain}.pipedrive.com/api.

method*path*paramsbody

Tick Allow raw writes on the connection to add api_request, which can send POST, PUT, PATCH and DELETE requests to any Pipedrive API path.

Connect

  1. In Pipedrive, open your account name (top right) → Company settings → Personal preferences → API, and copy your personal API token.
  2. Paste it as the connection's API token, and enter your company domain, the part before .pipedrive.com in your Pipedrive address.
  3. To trigger workflows, add a webhook under Tools and apps → Webhooks with the URL shown on the connection page, fill in the HTTP auth username and password, and paste that password on the connection.

Credentials

API token Webhook HTTP auth password

Pipedrive API docs

Triggers

In Pipedrive, go to Tools and apps → Webhooks, create a webhook with this URL for the event objects you need, set an HTTP auth username and password, and paste that password on this connection.

Events

createchangedelete
 trigger
kind: pipedrive
connection: pipedrive
events: [create]
entities: [...]
sources: [...]

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