Pipedrive

Manage sales pipelines, deals, leads, contacts, activities, and products in Pipedrive CRM. Create, read, update, delete, and merge deals across configurable pipeline stages. Manage leads in the Leads Inbox and convert them to deals. Create and organize contacts (persons and organizations) with custom fields, followers, and notes. Schedule and track activities like calls, meetings, and tasks linked to deals or contacts. Maintain a product catalog with pricing and attach products to deals. Manage projects with boards, phases, and tasks. Define and track sales goals by user or team. Search across deals, leads, persons, organizations, files, and products. Attach notes, files, and mail threads to entities. Log calls and manage subscriptions. Configure webhooks to receive notifications on deal, lead, contact, activity, product, pipeline, stage, and user events.

Tools

Convert Lead To Deal

Convert a Pipedrive lead into a deal. The conversion transfers related notes, files, emails, and activities to the created deal when Pipedrive completes the job.

Get Activities

Retrieve activities from Pipedrive. Fetch a single activity by ID or list activities with optional filtering by user, type, or completion status. Returns activity properties including subject, type, due date, linked entities, and completion status.

Get Activity Types

Retrieve Pipedrive activity types. Use this to discover the activity type keys accepted by activity create and update operations.

Get Deals

Retrieve one or more deals from Pipedrive. Fetch a single deal by ID or list deals with optional filtering by pipeline, stage, status, user, or filter. Returns deal properties including title, value, stage, linked contacts, and timestamps.

Get Fields

Retrieve Pipedrive field metadata for deals, persons, organizations, or products. Use this to discover custom field keys and option values before creating or updating records.

Get Leads

Retrieve leads from the Pipedrive Leads Inbox. Fetch a single lead by ID or list leads with optional filtering by archived status. Returns lead properties including title, linked contacts, value, labels, and timestamps.

Get Notes

Retrieve notes from Pipedrive. Fetch a single note by ID or list notes attached to deals, persons, organizations, or leads.

Get Organizations

Retrieve organizations from Pipedrive. Fetch a single organization by ID or list organizations with filtering. Returns organization properties including name, address, linked persons count, open deals count, and timestamps.

Get Persons

Retrieve person contacts from Pipedrive. Fetch a single person by ID or list persons with filtering. Returns contact info, linked organization, and associated deals.

Get Pipelines & Stages

Retrieve pipelines and their stages from Pipedrive. Lists all pipelines with their stages, or fetches a specific pipeline or stage. Use this to understand the sales pipeline structure and stage configuration.

Get Products

Retrieve products from the Pipedrive product catalog. Fetch a single product by ID or list all products with pagination.

Get Users

Retrieve users from the Pipedrive account. Fetch the current authenticated user, a specific user by ID, or list all users. Returns user details including name, email, role, and active status.

Manage Activities

Create, update, or delete activities (calls, meetings, tasks, etc.) in Pipedrive. Activities can be linked to deals, persons, and organizations. Supports setting subject, type, due date/time, duration, location, notes, and completion status.

Manage Deal Products

Attach, update, or remove products from deals in Pipedrive. Use this to manage which products are associated with a deal, including quantity, pricing, and discounts.

Manage Deals

Create, update, or delete deals in Pipedrive. Use this to add new deals to pipelines, update deal properties (title, value, stage, status, owner, expected close date), or remove deals. Supports attaching deals to persons, organizations, and pipelines. Custom fields can be set via their API keys.

Manage Leads

Create, update, or delete leads in the Pipedrive Leads Inbox. Leads are prequalified potential deals that can later be converted to deals. Supports setting title, labels, value, expected close date, linked person/organization, and visibility.

Manage Notes

Create, update, or delete notes attached to deals, persons, organizations, or leads in Pipedrive. Notes support HTML content and can be pinned to the top of the entity's detail view.

Manage Organizations

Create, update, or delete organizations in Pipedrive. Organizations represent companies or entities that can be linked to persons and deals. Supports setting name, address, visibility, and custom fields.

Manage Persons

Create, update, or delete person contacts in Pipedrive. Persons are individual contacts who can be linked to organizations and deals. Supports setting name, email, phone, organization, and custom fields.

Manage Pipelines & Stages

Manage sales pipelines and their stages in Pipedrive. Create, update, or delete pipelines and stages. Use this tool to configure your sales process structure. Stages define the steps within a pipeline that deals flow through.

Manage Products

Create, update, or delete products in the Pipedrive product catalog. Products can be attached to deals with pricing and quantities. Supports setting name, code, unit, tax, prices, and custom fields.

Search

Search across Pipedrive entities including deals, leads, persons, organizations, products, and files. Returns matching items with their type, title, and key details. Supports filtering by item type and exact matching.

License

This integration is licensed under the FSL-1.1.