Pipedrive

Pipedrive icon

Pipedrive is a cloud-based CRM platform used to prioritize deals, track performance, and predict revenue.

Triggers

Trigger

Configuration fields

Data type

Required?

Deal updated - A deal was updated

 

 

 

Activity created - A new activity was added for a deal or person

 

 

 

Deal created - A new deal was added

 

 

 

Person created - A new person was added

 

 

 

Person updated - A person was updated on Pipedrive

 

 

 

Organization created - An new organization was added

 

 

 

Organization updated. - An organization was updated

 

 

 

Actions

Action

Configuration fields

Data type

Required?

Create activity - Add a new activity

Public description - Additional details about the activity that is synced to your external calendar

String

 

Due date - The due date of the activity. Format: YYYY-MM-DD

String

 

Due time - The due time of the activity in UTC. Format: HH:MM

String

 

Duration - The duration of the activity. Format: HH:MM

String

 

Deal ID - The ID of the deal this activity will be associated with

Choice

 

Organization ID - The ID of the organization this activity will be associated with

Choice

 

Person ID - The ID of the person this activity will be associated with

Choice

 

User ID - The ID of the user this activity will be attached to

Choice

 

Subject - The subject of the activity

Simple activity

String

Checkmark icon, required field

Type - The type of the activity

Choice

Checkmark icon, required field

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

Checkmark icon, required field

Deal ID - The ID of the deal this note will be attached to

Choice

 

Organization ID - The ID of the person this note will be attached to

Choice

 

Person ID - The ID of the person this note will be attached to

Choice

 

Update deal - Update information about a deal

Deal ID - ID of the deal

Choice

Checkmark icon, required field

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

 

Organization ID - The ID of the organization this deal will be associated with

Choice

 

Person ID - The ID of the person this deal will be associated with

Choice

 

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

 

Status - The status of the deal

Choice

 

Title - The title of the deal

String

 

Value - Value of the deal. If omitted, value will be set to 0.

12

String

 

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

 

Organization - The ID of the organization this deal will be associated with

Choice

 

Person - The ID of the person this deal will be associated with

Choice

 

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

 

Status - The status of the deal

Choice

 

Title - The title of the deal

String

Checkmark icon, required field

Value - The value of the deal. If omitted, value will be set to 0.

12

String

 

Create person (quick) - Add a new person (quick)

Email - The email address of the person. Enter multiple as comma-separated values.

John@example.com

 

 

Organization ID - The ID of the organization person is associated with.

Choice

 

Name - The person's name

John Doe

String

Checkmark icon, required field

Phone - The phone number of the person. Enter multiple as comma-separated values.

1234567890

 

 

Update person - Update information about a person

Person ID - The ID of the person

Choice

Checkmark icon, required field

Email address - The email address of the person. Enter multiple as comma-separated values

John@example.com

 

 

Organization ID - The ID of the organization person is associated with

Choice

 

Name - The person's name

John Doe

String

 

Phone number - The phone number of the person. Enter multiple as comma-separated values

1234567890

 

 

Create organization - Add a new organization

 

 

 

Create person (advanced) - Add a new person (advanced)

 

 

 

Find deal by ID - Find a deal using its ID

Deal ID - The ID of the deal

String

Checkmark icon, required field

Find deal - Find a deal using a search term

Organization ID - Filter deals by organization ID

Choice

 

Person ID - Filter deals by person ID

Choice

 

Status - Filter deals by status

Choice

 

Exact match - If set to yes, only full exact matches against the given term are returned

Choice

 

Results per page - The number of results to show per page

String

 

Page start - The page of results to start on. Note that the pagination is based on main results.

String

 

Search term - The term to search for

String

Checkmark icon, required field

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

 

Results per page - Items shown per page

String

 

Organization ID - The ID of the organization this activity will be associated with

Choice

 

Page start - The page of results to start on. Note that the pagination is based on main results.

String

 

Search term - The term to search for

String

Checkmark icon, required field

Find person by email - Find a person using an email address

Email - The email address to search for

John@gmail.com

String

Checkmark icon, required field

Organization ID - The ID of the organization this activity will be associated with

Choice

 

Find person by ID - Find a person using their ID

Person ID - The ID of the person

String

Checkmark icon, required field

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

 

Results per page - The number of results shown per page.

String

 

Page start - The page of results to start on. Note that the pagination is based on main results.

String

 

Search term - The term to search for

claris

String

Checkmark icon, required field

Find organization by ID - Find an organization using its ID

Organization ID - The ID of the organization

String

Checkmark icon, required field