Destinations

Pipedrive

Background

Pipedrive is a powerful customer relationship management (CRM) tool designed to streamline sales processes and enhance team productivity. Featuring a user-friendly interface, it allows sales professionals to efficiently manage their pipelines, track leads, and automate repetitive tasks. Pipedrive offers customizable workflows, robust reporting features, and integration capabilities with various applications to suit the needs of diverse businesses. Its visual sales pipeline helps users prioritize leads and monitor progress at a glance, making it easier to close deals and foster customer relationships. With Pipedrive, sales teams can focus on what matters most: driving sales and achieving business goals.

Setup

  1. Head to Settings > Personal Preferences > API in your account and grab your API Key (https://youraccount.pipedrive.com/settings/api)
  2. Add the API key when building out your automation action in ProxyHook

Supported Actions

Activities

  • DELETEDelete multiple activities in bulk
  • GETGet all activities assigned to a particular user
  • POSTAdd an activity
  • GETGet all activities (BETA)
  • DELETEDelete an activity
  • GETGet details of an activity
  • PUTUpdate an activity

ActivityFields

  • GETGet all activity fields

ActivityTypes

  • DELETEDelete multiple activity types in bulk
  • GETGet all activity types
  • POSTAdd new activity type
  • DELETEDelete an activity type
  • PUTUpdate an activity type

Billing

  • GETGet all add-ons for a single company

CallLogs

  • POSTAdd a call log
  • GETGet all call logs assigned to a particular user
  • DELETEDelete a call log
  • GETGet details of a call log
  • POSTAttach an audio file to the call log

Channels

  • POSTAdd a channel
  • DELETEDelete a channel
  • POSTReceives an incoming message
  • DELETEDelete a conversation

Currencies

  • GETGet all supported currencies

DealFields

  • GETGet all deal fields
  • POSTAdd a new deal field
  • DELETEDelete multiple deal fields in bulk
  • GETGet one deal field
  • DELETEDelete a deal field
  • PUTUpdate a deal field

Deals

  • GETGet all deals
  • POSTAdd a deal
  • DELETEDelete multiple deals in bulk
  • GETGet all deals (BETA)
  • GETSearch deals
  • GETGet deals summary
  • GETGet deals timeline
  • DELETEDelete a deal
  • GETGet details of a deal
  • PUTUpdate a deal
  • GETList activities associated with a deal
  • GETList updates about deal field values
  • POSTDuplicate deal
  • GETList files attached to a deal
  • GETList updates about a deal
  • GETList updates about participants of a deal
  • GETList followers of a deal
  • POSTAdd a follower to a deal
  • DELETEDelete a follower from a deal
  • GETList mail messages associated with a deal
  • PUTMerge two deals
  • GETList participants of a deal
  • POSTAdd a participant to a deal
  • DELETEDelete a participant from a deal
  • GETList permitted users
  • GETList all persons associated with a deal
  • GETList products attached to a deal
  • POSTAdd a product to a deal
  • PUTUpdate the product attached to a deal
  • DELETEDelete an attached product from a deal

Files

  • GETGet all files
  • POSTAdd file
  • POSTCreate a remote file and link it to an item
  • POSTLink a remote file to an item
  • DELETEDelete a file
  • GETGet one file
  • PUTUpdate file details
  • GETDownload one file

Filters

  • DELETEDelete multiple filters in bulk
  • GETGet all filters
  • POSTAdd a new filter
  • GETGet all filter helpers
  • DELETEDelete a filter
  • GETGet one filter
  • PUTUpdate filter

Goals

  • POSTAdd a new goal
  • GETFind goals
  • PUTUpdate existing goal
  • DELETEDelete existing goal
  • GETGet result of a goal

ItemSearch

  • GETPerform a search from multiple item types
  • GETPerform a search using a specific field from an item type

LeadLabels

  • GETGet all lead labels
  • POSTAdd a lead label
  • PATCHUpdate a lead label
  • DELETEDelete a lead label

LeadSources

  • GETGet all lead sources

Leads

  • GETGet all leads
  • POSTAdd a lead
  • GETGet one lead
  • PATCHUpdate a lead
  • DELETEDelete a lead
  • GETList permitted users
  • GETSearch leads

LegacyTeams

  • GETGet all teams
  • POSTAdd a new team
  • GETGet a single team
  • PUTUpdate a team
  • GETGet all users in a team
  • POSTAdd users to a team
  • DELETEDelete users from a team
  • GETGet all teams of a user

Mailbox

  • GETGet one mail message
  • GETGet mail threads
  • DELETEDelete mail thread
  • GETGet one mail thread
  • PUTUpdate mail thread details
  • GETGet all mail messages of mail thread

Meetings

  • POSTLink a user with the installed video call integration
  • DELETEDelete the link between a user and the installed video call integration

NoteFields

  • GETGet all note fields

Notes

  • GETGet all notes
  • POSTAdd a note
  • DELETEDelete a note
  • GETGet one note
  • PUTUpdate a note
  • GETGet all comments for a note
  • POSTAdd a comment to a note
  • GETGet one comment
  • PUTUpdate a comment related to a note
  • DELETEDelete a comment related to a note

Oauth

  • GETRequesting authorization
  • POSTGetting the tokens
  • POSTRefreshing the tokens

OrganizationFields

  • GETGet all organization fields
  • POSTAdd a new organization field
  • DELETEDelete multiple organization fields in bulk
  • GETGet one organization field
  • DELETEDelete an organization field
  • PUTUpdate an organization field

OrganizationRelationships

  • GETGet all relationships for organization
  • POSTCreate an organization relationship
  • DELETEDelete an organization relationship
  • GETGet one organization relationship
  • PUTUpdate an organization relationship

Organizations

  • DELETEDelete multiple organizations in bulk
  • GETGet all organizations
  • POSTAdd an organization
  • GETGet all organizations (BETA)
  • GETSearch organizations
  • DELETEDelete an organization
  • GETGet details of an organization
  • PUTUpdate an organization
  • GETList activities associated with an organization
  • GETList updates about organization field values
  • GETList deals associated with an organization
  • GETList files attached to an organization
  • GETList updates about an organization
  • GETList followers of an organization
  • POSTAdd a follower to an organization
  • DELETEDelete a follower from an organization
  • GETList mail messages associated with an organization
  • PUTMerge two organizations
  • GETList permitted users
  • GETList persons of an organization

PermissionSets

  • GETGet all permission sets
  • GETGet one permission set
  • GETList permission set assignments

PersonFields

  • GETGet all person fields
  • POSTAdd a new person field
  • DELETEDelete multiple person fields in bulk
  • GETGet one person field
  • DELETEDelete a person field
  • PUTUpdate a person field

Persons

  • DELETEDelete multiple persons in bulk
  • GETGet all persons
  • POSTAdd a person
  • GETGet all persons (BETA)
  • GETSearch persons
  • DELETEDelete a person
  • GETGet details of a person
  • PUTUpdate a person
  • GETList activities associated with a person
  • GETList updates about person field values
  • GETList deals associated with a person
  • GETList files attached to a person
  • GETList updates about a person
  • GETList followers of a person
  • POSTAdd a follower to a person
  • DELETEDelete a follower from a person
  • GETList mail messages associated with a person
  • PUTMerge two persons
  • GETList permitted users
  • DELETEDelete person picture
  • POSTAdd person picture
  • GETList products associated with a person

Pipelines

  • GETGet all pipelines
  • POSTAdd a new pipeline
  • DELETEDelete a pipeline
  • GETGet one pipeline
  • PUTUpdate a pipeline
  • GETGet deals conversion rates in pipeline
  • GETGet deals in a pipeline
  • GETGet deals movements in pipeline

ProductFields

  • DELETEDelete multiple product fields in bulk
  • GETGet all product fields
  • POSTAdd a new product field
  • DELETEDelete a product field
  • GETGet one product field
  • PUTUpdate a product field

Products

  • GETGet all products
  • POSTAdd a product
  • GETSearch products
  • DELETEDelete a product
  • GETGet one product
  • PUTUpdate a product
  • GETGet deals where a product is attached to
  • GETList files attached to a product
  • GETList followers of a product
  • POSTAdd a follower to a product
  • DELETEDelete a follower from a product
  • GETList permitted users

Projects

  • GETGet all projects
  • POSTAdd a project
  • GETGet details of a project
  • PUTUpdate a project
  • DELETEDelete a project
  • POSTArchive a project
  • GETReturns project plan
  • PUTUpdate activity in project plan
  • PUTUpdate task in project plan
  • GETReturns project groups
  • GETReturns project tasks
  • GETReturns project activities
  • GETGet all project boards
  • GETGet project phases

ProjectTemplates

  • GETGet details of a board
  • GETGet details of a phase
  • GETGet all project templates
  • GETGet details of a template

Recents

  • GETGet recents

Roles

  • GETGet all roles
  • POSTAdd a role
  • DELETEDelete a role
  • GETGet one role
  • PUTUpdate role details
  • DELETEDelete a role assignment
  • GETList role assignments
  • POSTAdd role assignment
  • GETList role settings
  • POSTAdd or update role setting
  • GETList pipeline visibility for a role
  • PUTUpdate pipeline visibility for a role

Stages

  • DELETEDelete multiple stages in bulk
  • GETGet all stages
  • POSTAdd a new stage
  • DELETEDelete a stage
  • GETGet one stage
  • PUTUpdate stage details
  • GETGet deals in a stage

Subscriptions

  • GETGet details of a subscription
  • DELETEDelete a subscription
  • GETFind subscription by deal
  • GETGet all payments of a subscription
  • POSTAdd a recurring subscription
  • POSTAdd an installment subscription
  • PUTUpdate a recurring subscription
  • PUTUpdate an installment subscription
  • PUTCancel a recurring subscription

Tasks

  • GETGet all tasks
  • POSTAdd a task
  • GETGet details of a task
  • PUTUpdate a task
  • DELETEDelete a task

UserConnections

  • GETGet all user connections

UserSettings

  • GETList settings of an authorized user

Users

  • GETGet all users
  • POSTAdd a new user
  • GETFind users by name
  • GETGet current user data
  • GETGet one user
  • PUTUpdate user details
  • GETList followers of a user
  • GETList user permissions
  • GETList role assignments
  • GETList user role settings

Webhooks

  • GETGet all Webhooks
  • POSTCreate a new Webhook
  • DELETEDelete existing Webhook