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Pipedrive integration

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

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Templates for Pipedrive integration

It is much easier to configure Pipedrive's connection to other services using ready-made script templates. You can also create a new custom workflow using our visual constructor.

Useful information about Pipedrive

Pipedrive integration - Connect Pipedrive with Onlizer

Pipedrive is a sales CRM built for minimum Input & maximum Output. It is used by over 80000 businesses due to simple pricing and user friendly UI. This "How-to" article describing how to connect Pipedrive account with Onlizer to automate your sales, customer support and other business processes.

Pipedrive's triggers and actions

Activity Triggers

On activity deleted

Trigger activate when activity deleted

On activity updated

Trigger activate when activity updated

On new activity added

Trigger activate when new activity added

Activity type Triggers

On activity type deleted

Trigger activate when activity type deleted

On activity type updated

Trigger activate when activity type updated

On new activity type add

Trigger activate when new activity type added

Deal Triggers

On deal deleted

Trigger activate when deal deleted

On deal stage changed

Trigger activate when deal stage was changed

On deal updated

Trigger activate when deal updated

On deals merged

Trigger activate when deals merged

On new deal add

Trigger activate when new deal added

Note Triggers

On new note added

Trigger activate when new note added

On note deleted

Trigger activate when note deleted

On note updated

Trigger activate when note updated

Organization Triggers

On new organization added

Trigger activate when new organization added

On organization deleted

Trigger activate when organization deleted

On organization updated

Trigger activate when organization updated

On organizations merged

Trigger activate when organizations merged

Person Triggers

On new person added

Trigger activate when new person added

On person deleted

Trigger activate when person deleted

On person updated

Trigger activate when person updated

On persons merged

Trigger activate when persons merged

Pipeline Triggers

On new pipeline added

Trigger activate when new pipeline added

On pipeline deleted

Trigger activate when pipeline deleted

On pipeline updated

Trigger activate when pipeline updated

Product Triggers

On new product added

Trigger activate when new product added

On product deleted

Trigger activate when product deleted

On product updated

Trigger activate when product updated

Stage Triggers

On new stage added

Trigger activate when new stage added

On stage deleted

Trigger activate when stage deleted

On stage updated

Trigger activate when stage updated

User Triggers

On new user added

Trigger activate when new user added

On user deleted

Trigger activate when user deleted

On user updated

Trigger activate when user updated

Activities

Add an activity

Add an activity

Delete an activity

Delete an activity

Delete multiple activities

Marks multiple activities as deleted

Edit an activity

Edit an activity

Get all activities

Returns all activities assigned to a particular user

Get details of an activity

Get details of an activity

ActivityTypes

Add new activity type

Adds a new activity type, returns the ID, the key_string and the order number of the newly added activity type upon success.

Delete an activity type

Marks an activity type as deleted.

Delete multiple activity types in bulk

Marks multiple activity types as deleted

Edit activity type

Updates an activity type.

Get all activity types

Returns all activity types

Authorization

Get all authorizations for a user

Returns all authorizations for a particular user. Authorization objects contain the API tokens the user has with different company accounts in Pipedrive. These can be fetched without an API token but using the email and password of the user

Currencies

Get all supported currencies

Returns all supported currencies in given account which should be used when saving monetary values with other objects. The 'code' parameter of the returning objects is the currency code according to ISO 4217 for all non-custom currencies.

Deals

Add a deal

Adds a new deal. Note that you can supply additional custom fields along with the request that are not described here. These custom fields are different for each Pipedrive account and can be recognized by long hashes as keys. To determine which custom fields exists, fetch the dealFields and look for 'key' values

Add a follower to a deal

Adds a follower to a deal.

Add a participant to a deal

Add a participant to a deal

Add a product to the deal

Add a product to the deal, eventually creating a new item called a deal-product

Add multiple products to the deal

Add multiple products to the deal, eventually creating a new items called a deal-product

Delete a deal

Marks a deal as deleted.

Delete a follower from a deal

Delete a follower from a deal

Delete a participant from a deal

Delete a participant from a deal

Delete an attached product from a deal

Delete an attached product from a deal

Delete multiple deals in bulk

Marks multiple deals as deleted.

Duplicate deal

Duplicate deal

Find deals by name

Searches all deals by their title.

Get all deals

Returns all deals

Get deals timeline

Returns open and won deals, grouped by defined interval of time set in a date-type dealField (field_key) — e.g. when month is the chosen interval, and 3 months are asked starting from January 1st, 2012, deals are returned grouped into 3 groups — January, February and March — based on the value of the given field_key.

Get details of a deal

Returns details of a specific deal. Note that this also returns some additional fields which are not present when asking for all deals – such as deal age and stay in pipeline stages. Also note that custom fields appear as long hashes in the resulting data. These hashes can be mapped against the 'key' value of dealFields.

List activities associated with a deal

Lists activities associated with a deal.

List files attached to a deal

List files attached to a deal

List followers of a deal

Lists the followers of a deal.

List mail messages associated with a deal

Lists mail messages associated with a deal.

List participants of a deal

Lists participants associated with a deal.

List permitted users

List users permitted to access a deal

List products attached to a deal

Lists products attached to a deal.

List updates about a deal

Lists updates about a deal.

Merge two deals

Merges a deal with another deal.

Update a deal

Updates the properties of a deal.

Updates product attachment details

Update product attachment details of the deal-product (a product already attached to a deal)

Fields

Add a new organization field

Adds a new organization field

Add a new person field

Adds a new person field

Delete a person field

Marks a field as deleted.

Delete an organization field

Marks a field as deleted.

Delete multiple organization fields in bulk

Delete multiple organization fields

Delete multiple person fields in bulk

Marks multiple fields as deleted.

Delete multiple product fields in bulk

Marks multiple fields as deleted

Get all fields for an activity

Return list of all fields for activity

Get all organization fields

Returns data about all organization fields

Get all person fields

Returns data about all person fields

Get all product fields

Returns data about all product fields

Get one organization field

Returns data about a specific organization field.

Get one person field

Returns data about a specific person field.

Update a person field

Updates a person field

Update an organization field

Updates an organization field

Fieleds

Add a new deal field

Adds a new deal field

Delete a deal field

Marks a field as deleted.

Delete multiple deal fields in bulk

Marks multiple fields as deleted.

Get all deal fields

Returns data about all fields deals can have

Get all fields for a note

Return list of all fields for note

Get one deal field

Returns data about a specific deal field.

Update a deal field

Updates a deal field

Files

Add file

Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.

Create a remote file and link it to an item

Creates a new empty file in the remote location (googledrive, etc) that will be linked to the item you supply.

Delete a file

Marks a file as deleted

Download one file

Initializes a file download

Get all e-mail message threads

Returns data about all files

Get one file

Returns data about all files

Link a remote file to an item

Links an existing remote file (googledrive, etc) to the item you supply.

Update file details

Updates the properties of a file

Upload multiple files

Lets you upload multiple files, and associate it with a Deal, a Person, an Organization, an Activity or a Product.

Filters

Add a new filter

Adds a new filter, returns the ID upon success. Note that in the conditions json object only one first-level condition group is supported, and it must be glued with 'AND', and only two second level condition groups are supported of which one must be glued with 'AND' and the second with 'OR'. Other combinations do not work (yet) but the syntax supports introducing them in future.

Delete a filter

Marks a filter as deleted

Delete multiple filters in bulk

Marks multiple filters as deleted

Get all filters

Returns data about all filters

Get one filter

Returns data about a specific filter. Note that this also returns the condition lines of the filter.

Update filter

Updates existing filter

GlobalMessages

Dismiss a global message

Removes global message from being shown, if message is dismissible

Get global messages

Returns data about global messages to display for the authorized user

Goals

Add a new goal

Adds a new goal, returns the ID upon success

Delete existing goal

Delete existing goal

Get all goals

Returns data about all goals

Get details of a goal

Returns data about a specific goal.

Get results of one goal

Lists results of a specific goal

Update goal details

Updates the properties of a goal

Mail

Delete mail thread

Marks mail thread as deleted

Get all mail messages of mail thread

Returns mail threads in specified folder ordered by most recent message within

Get all mail messages of mail thread

Get mail messages inside specified mail thread

Get one mail message

Returns data about specific mail message.

Get one mail thread

Returns specific mail thread.

Update mail thread details

Updates the properties of a mail thread

Notes

Add a note

Adds a new note

Delete a note

Deletes a specific note.

Get all notes

Returns all notes

Get one note

Returns details about a specific note.

Update a note

Updates a note

Organization

Create an organization relationship

Creates and returns an organization relationship.

Delete an organization relationship

Deletes an organization relationship and returns the deleted id.

Get all relationships for organization

Gets all of the relationships for a supplied organization id.

Get one organization relationship

Finds and returns an organization relationship from its ID

Update an organization relationship

Updates and returns an organization relationship

Organizations

Add a follower to an organization

Adds a follower to an organization

Add an organization

Adds a new organization. Note that you can supply additional custom fields along with the request that are not described here. These custom fields are different for each Pipedrive account and can be recognized by long hashes as keys. To determine which custom fields exists, fetch the organizationFields and look for 'key' values

Delete a follower from an organization

Deletes a follower from an organization

Delete an organization

Marks an organization as deleted

Delete multiple organizations in bulk

Marks multiple organizations as deleted

Find organizations by name

Searches all organizations by their name

Get all organizations

Returns all organizations

Get details of an organization

Returns details of an organization. Note that this also returns some additional fields which are not present when asking for all organizations. Also note that custom fields appear as long hashes in the resulting data. These hashes can be mapped against the 'key' value of organizationFields.

List activities associated with an organization

Lists activities associated with an organization.

List deals associated with an organization

Lists deals associated with an organization

List files attached to an organization

Lists files associated with an organization.

List followers of an organization

Lists the followers of an organization

List mail messages associated with an organization

Lists mail messages associated with an organization

List permitted users

List users permitted to access an organization

List persons of an organization

Lists persons associated with an organization

List updates about an organization

Lists updates about an organization

Merge two organizations

Merges an organization with another organization

Update an organization

Updates the properties of an organization

PermissionSets

Add permission set assignment

Add assignment for a permission set

Delete a permission set assignment

Delete assignment from a permission set

Get all permission sets

Get all permission sets

Get one permission set

Get one permission set

List permission set assignments

List assignments for a permission set

Update permission set details

Update permission set details

Persons

Add a follower to a person

Adds a follower to a person

Add a person

Create a new person (contact)

Add person picture

Add a picture to a person. If a picture is already set, the old picture will be replaced. Added image (or the cropping parameters supplied with the request) should have an equal width and height and should be at least 128 pixels. GIF, JPG and PNG are accepted. All added images will be resized to 128 and 512 pixel wide squares.

Delete a follower from a person

Deletes a follower from a person

Delete a person

Marks a person (contact) as deleted

Delete multiple persons in bulk

Marks multiple persons as deleted

Delete person picture

Delete person picture

Find persons by name

Searches all persons by their name

Get all persons

Returns all persons

Get details of a person

Returns details of a person. Note that this also returns some additional fields which are not present when asking for all persons. Also note that custom fields appear as long hashes in the resulting data. These hashes can be mapped against the 'key' value of personFields

List activities associated with a person

Lists activities associated with a person.

List deals associated with a person

Lists deals associated with a person

List files attached to a person

Lists files associated with a person

List followers of a person

Lists the followers of a person.

List mail messages associated with a person

Lists mail messages associated with a person

List permitted users

List users permitted to access a person

List products associated with a person

Lists products associated with a person.

List updates about a person

Lists updates about a person

Merge two persons

Merges a person with another person.

Update a person

Updates the properties of a person (contact)

Pipelines

Add a new pipeline

Adds a new pipeline

Delete a pipeline

Marks a pipeline as deleted

Edit a pipeline

Updates pipeline properties

Get all activities assigned to a particular user

Returns all stage-to-stage conversion and pipeline-to-close rates for given time period.

Get all activities assigned to a particular user

Returns statistics for deals movements for given time period

Get all pipelines

Returns data about all pipelines

Get deals in a pipeline

Lists deals in a specific pipeline across all its stages

Get one pipeline

Returns data about a specific pipeline. Also returns the summary of the deals in this pipeline across its stages

Products

Add a follower to a product

Adds a follower to a product

Add a product

Adds a new product to the products inventory

Add multiple products

Adds a list of new products to the products inventory

Delete a follower from a product

Deletes a follower from a product

Delete a product

Marks a product as deleted

Find products by name

Returns data about the products that were found. If currency was set in request, prices in that currency are served back

Get all products

Returns data about all products

Get deals where a product is attached to

Returns data about a deals that have a product attached to

Get one product

Returns data about a specific products

List files attached to a product

Lists files associated with a product

List followers of a product

Lists the followers of a product

List permitted users

List users permitted to access a product

Update a product

Updates product data

Update multiple products

Update a list of existed products in the products inventory

PushNotifications

Create new subscription

Creates new subscription and returns details. This endpoint is deprecated, use Create a new webhook endpoint instead

Delete existing subscription

Marks subscription as deleted. This endpoint is deprecated, use Delete existing webhook endpolong instead

Get all subscriptions

Returns data about all subscriptions. This endpoint is deprecated, use Get all webhooks endpoint instead

Get details of a subscription

Returns data about a specific subscription. This endpoint is deprecated and should not be used anymore

Recents

Get recents

Returns data about all recent changes occured after given timestamp

Roles

Add a role

Add a role

Add or update role setting

Add or update role setting

Add role assignment

Add assignment for a role

Delete a role

Delete a role

Delete a role assignment

Delete assignment from a role

Get all roles

Get all roles

Get one role

Get one role

List role assignments

List assignments for a role

List role settings

List role settings

List role sub-roles

List role sub-roles

Update role details

Update role details

SearchResults

Perform a search

Performs a search across the account and returns SearchResults

Perform a search using a specific field value

Performs a search from a specific field's values. Results can be either the distinct values of the field (useful for searching autocomplete field values), or actual items IDs (deals, persons, organizations or products). Works only with the following field types: varchar, varchar_auto, double, address, text, phone, date

Stages

Add a new stage

Adds a new stage, returns the ID upon success

Delete a stage

Marks a stage as deleted

Delete multiple stages in bulk

Marks multiple stages as deleted

Get all stages

Returns data about all stages

Get one stage

Returns data about a specific stage

Update stage details

Updates the properties of a stage

Users

Add a new user

Adds a new user to the company, returns the ID upon success

Add blacklisted email address for a user

Add blacklisted email address for a specific user

Add permission set assignment

Add permission set assignment for a user

Add role assignment

Add role assignment for a user

Delete a permission set assignment

Delete a permission set assignment for a user

Delete a role assignment

Delete a role assignment for a user

Find users by name

Finds users by their name

Get all user connections

Returns data about all connections for authorized user

Get all users

Returns data about all users within the company

Get one user

Returns data about a specific user within the company

List and filter activities assigned to a specific user

Lists activities assigned to a specific user, with optional due_date and type filtering

List blacklisted email addresses of a user

Lists blacklisted email addresses of a specific user. Blacklisted emails are such that will not get synced in to Pipedrive when using the built-in Mailbox

List followers of a user

Lists followers of a specific user

List permission set assignments

List permission set assignments for a user

List role assignments

List role assignments for a user

List settings of authorized user

Lists settings of authorized user

List user permissions

List aggregated permissions over all assigned permission sets for a user

List user role settings

List settings of user's assigned role

Update user details

Updates the properties of a user. Currently, only active_flag can be updated

Webhooks

Creates a new webhook

Creates a new webhook and returns its details. Note that specifying an event which triggers the webhook combines 2 parameters - 'event_action' and 'event_object'. E.g., use '*.*' for getting notifications about all events, 'added.deal' for any newly added deals, 'deleted.persons' for any deleted persons, etc. See https://app.pipedrive.com/webhooks for more details.

Delete existing webhook

Deletes the specified webhook

Get all webhooks

Returns data about all webhooks of a company

 

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