All integrations
Pipedrive
CRM & Contacts
Manage the people, organizations and deals in your Pipedrive sales pipeline, and the activities scheduled against them.
20 actions
Actions
Steps your 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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