Pipedrive
Pipedrive is a cloud-based CRM platform used to prioritize deals, track performance, and predict revenue.
Triggers
Trigger |
Configuration fields |
Data type |
Required? |
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Deal updated - A deal was updated |
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Activity created - A new activity was added for a deal or person |
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Deal created - A new deal was added |
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Person created - A new person was added |
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Person updated - A person was updated on Pipedrive |
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Organization created - An new organization was added |
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Organization updated. - An organization was updated |
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Actions
Action |
Configuration fields |
Data type |
Required? |
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Create activity - Add a new activity |
Public description - Additional details about the activity that is synced to your external calendar |
String |
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Due date - The due date of the activity. Format: YYYY-MM-DD |
String |
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Due time - The due time of the activity in UTC. Format: HH:MM |
String |
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Duration - The duration of the activity. Format: HH:MM |
String |
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Deal ID - The ID of the deal this activity will be associated with |
Choice |
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Organization ID - The ID of the organization this activity will be associated with |
Choice |
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Person ID - The ID of the person this activity will be associated with |
Choice |
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User ID - The ID of the user this activity will be attached to |
Choice |
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Subject - The subject of the activity Simple activity |
String |
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Type - The type of the activity |
Choice |
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Create a note - Add a new note |
Content - The content of the note in HTML format. Subject to sanitization on the back-end. <p>Simple Note</p> |
String |
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Deal ID - The ID of the deal this note will be attached to |
Choice |
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Organization ID - The ID of the person this note will be attached to |
Choice |
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Person ID - The ID of the person this note will be attached to |
Choice |
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Update deal - Update information about a deal |
Deal ID - ID of the deal |
Choice |
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Currency - The currency of the deal. Accepts a 3-character currency code. If omitted, currency will be set to the default currency of the authorized user. USD |
Choice |
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Organization ID - The ID of the organization this deal will be associated with |
Choice |
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Person ID - The ID of the person this deal will be associated with |
Choice |
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Stage ID - The ID of the stage this deal will be placed in a pipeline. If omitted, the deal will be placed in the first stage of the default pipeline. |
Choice |
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Status - The status of the deal |
Choice |
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Title - The title of the deal |
String |
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Value - Value of the deal. If omitted, value will be set to 0. 12 |
String |
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Create deal - Add a new deal |
Currency - The currency of the deal. Accepts a 3-character currency code. If omitted, currency will be set to the default currency of the authorized user. USD |
Choice |
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Organization - The ID of the organization this deal will be associated with |
Choice |
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Person - The ID of the person this deal will be associated with |
Choice |
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Stage - The ID of the stage where this deal will be placed in a pipeline. If omitted, the deal will be placed in the first stage of the default pipeline. |
Choice |
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Status - The status of the deal |
Choice |
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Title - The title of the deal |
String |
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Value - The value of the deal. If omitted, value will be set to 0. 12 |
String |
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Create person (quick) - Add a new person (quick) |
Email - The email address of the person. Enter multiple as comma-separated values. John@example.com |
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Organization ID - The ID of the organization person is associated with. |
Choice |
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Name - The person's name John Doe |
String |
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Phone - The phone number of the person. Enter multiple as comma-separated values. 1234567890 |
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Update person - Update information about a person |
Person ID - The ID of the person |
Choice |
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Email address - The email address of the person. Enter multiple as comma-separated values John@example.com |
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Organization ID - The ID of the organization person is associated with |
Choice |
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Name - The person's name John Doe |
String |
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Phone number - The phone number of the person. Enter multiple as comma-separated values 1234567890 |
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Create organization - Add a new organization |
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Create person (advanced) - Add a new person (advanced) |
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Find deal by ID - Find a deal using its ID |
Deal ID - The ID of the deal |
String |
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Find deal - Find a deal using a search term |
Organization ID - Filter deals by organization ID |
Choice |
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Person ID - Filter deals by person ID |
Choice |
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Status - Filter deals by status |
Choice |
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Exact match - If set to yes, only full exact matches against the given term are returned |
Choice |
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Results per page - The number of results to show per page |
String |
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Page start - The page of results to start on. Note that the pagination is based on main results. |
String |
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Search term - The term to search for |
String |
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Find person - Find a person using a search term |
Exact match - If set to yes, only full exact matches against the given term are returned |
Choice |
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Results per page - Items shown per page |
String |
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Organization ID - The ID of the organization this activity will be associated with |
Choice |
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Page start - The page of results to start on. Note that the pagination is based on main results. |
String |
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Search term - The term to search for |
String |
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Find person by email - Find a person using an email address |
Email - The email address to search for John@gmail.com |
String |
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Organization ID - The ID of the organization this activity will be associated with |
Choice |
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Find person by ID - Find a person using their ID |
Person ID - The ID of the person |
String |
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Find organization - Find an organization using a search term |
Exact match - If set to yes, only full exact matches against the given term are returned |
Choice |
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Results per page - The number of results shown per page. |
String |
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Page start - The page of results to start on. Note that the pagination is based on main results. |
String |
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Search term - The term to search for claris |
String |
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Find organization by ID - Find an organization using its ID |
Organization ID - The ID of the organization |
String |
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