Pipedrive
crmPipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing
Available tools
406Add new activity type
Adds a new activity type.
Add a deal
Add a new deal to Pipedrive with any custom fields, which vary by account and are identified by long hash keys. Check dealFields for existing custom fields. For details, visit the tutorial on adding a deal.
Add an activity
New activity added. Response includes `more_activities_scheduled_in_context` to show if more are planned with the same entity. See tutorial on adding activities [here](https://pipedrive.readme.io/docs/adding-an-activity).
Add an organization
Creates a new organization in Pipedrive. The 'name' parameter is required and represents the organization's name (e.g., 'Acme Corp'). Optionally specify 'owner_id' to assign an owner and 'visible_to' for visibility settings. Custom fields can also be added using field keys from organizationFields.
Add a note (Deprecated)
DEPRECATED: Use PIPEDRIVE_PIPEDRIVE_ADD_NOTE instead. Add a note to a deal, person, organization, lead, or project in Pipedrive. At least one of deal_id, person_id, org_id, lead_id, or project_id must be provided.
Add a person
Add a new contact in Pipedrive with optional custom fields unique to each account found using the `personFields` endpoint. The endpoint also handles `data.marketing_status` for Campaigns product users.
Add a call log
Adds a new call log.
Add Call Log Audio File
Tool to attach an audio recording to an existing call log in Pipedrive. Use when you need to add audio evidence to a call log. Only one recording per call log is allowed.
Add a channel
New messaging channel added; registration limited to admins. Utilizes getConversations endpoint for data retrieval. Requires Messengers integration OAuth scope and a prepared Messaging app extension manifest.
Add discount to deal
Tool to add a discount to a deal in Pipedrive. Use when you need to apply a percentage-based or fixed amount discount to an existing deal.
Add a new deal field
Adds a new deal field. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target="_blank" rel="noopener noreferrer">adding a new custom field</a>.
Add deal field options
Tool to add new options to a deal custom field atomically. Use when you need to add options to enum or set type deal fields.
Add a follower to a deal
Adds a follower to a deal.
Add a participant to a deal
Adds a participant to a deal.
Add product to deal
Tool to add a product to a deal in Pipedrive. Use when you need to attach a product to an existing deal with custom pricing, quantity, duration, discount, and tax settings.
Bulk add products to deal
Tool to bulk add products to a Pipedrive deal. Use when attaching multiple products simultaneously, with maximum 100 products per request.
Add file
Upload and link files to deals, people, organizations, activities, products, or leads in Pipedrive. See the "adding a file" tutorial for details.
Add a new filter
New filter creation returns an ID. Only one primary condition group with 'AND' and two secondary groups (one 'AND', one 'OR') are supported. Future syntax expansion possible. See tutorial for details.
Add a new goal
Adds a new goal. Along with adding a new goal, a report is created to track the progress of your goal.
Receives an incoming message
Adds a message to a conversation. To use the endpoint, you need to have **Messengers integration** OAuth scope enabled and the Messaging manifest ready for the [Messaging app extension](https://pipedrive.readme.io/docs/messaging-app-extension).