All integrationsCRM & Contacts

Pipedrive

Manage the people, organizations and deals in your Pipedrive sales pipeline, and the activities scheduled against them.

actions
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Actions

Steps a workflow can run in Pipedrive.

  • Create a personAdd a person to Pipedrive, optionally with an email, a phone number and the organization they work for.
  • Get a personRead one person from Pipedrive by their ID.
  • Update a personChange a person's name, contact details, owner, labels or organization. Fields left blank keep their current value.
  • List personsList people in Pipedrive, one page at a time, optionally narrowed to an organization or an owner.
  • Search personsFind people by name, email, phone or notes. Use this to look someone up when you have their email rather than their ID.
  • Delete a personDelete a person. Pipedrive keeps them recoverable for 30 days before removing them permanently.
  • Create an organizationAdd a company to Pipedrive as an organization.
  • Update an organizationChange an organization's name, address, website, owner or labels. Fields left blank keep their current value.
  • List organizationsList organizations in Pipedrive, one page at a time.
  • Delete an organizationDelete an organization. The people and deals linked to it are kept, just no longer linked.
  • Create a dealOpen a deal in a pipeline, optionally linked to a person and an organization and with a value attached.
  • Get a dealRead one deal from Pipedrive by its ID.
  • Update a dealChange a deal: move it to another stage, mark it won or lost, or edit its value. Fields left blank keep their current value.
  • List dealsList deals, one page at a time, optionally narrowed to a pipeline, a stage, a status or the person they are with.
  • Delete a dealDelete a deal and its activities. Pipedrive keeps the deal recoverable for 30 days before removing it permanently.
  • Create an activitySchedule a call, meeting or task, optionally against a deal, a person or an organization.
  • List activitiesList activities, one page at a time, optionally narrowed to a deal, a person, an owner, or whether they are done.
  • Delete an activityDelete an activity from Pipedrive.
  • List pipelinesList the account's pipelines. Use this to find the pipeline ID a deal should go into.
  • List stagesList the stages of one pipeline, or of every pipeline. Use this to find the stage ID to move a deal to.

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