Pipedrive
Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing
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What your bot can do in Pipedrive
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- Get all leadsThe api returns sorted leads by creation time, supporting pagination via limit and start.
- Get all productsReturns data about all products.
- Get one leadApi returns specific lead details with custom field values in the deals format.
- Download one fileInitializes a file download.
- Enumerate accessible users for leadLists the users permitted to access a lead.
- Find goalsQuery goal data by appending {searchfield}={searchvalue} to the url with dot-notation fields and values.
- Find subscription by dealReturns details of an installment or a recurring subscription by the deal id.
- Find users by nameFinds users by their name.
- Get a single teamReturns data about a specific team.
- Get all activities assigned to a particular userReturns all activities assigned to a particular user.
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- Get all activities betaThis beta cursor-paginated endpoint returns all activities, accessible only to global admins, not regular users who get a 403 error.
- Get all activity fieldsReturns all activity fields.
- Get all activity typesReturns all activity types.
- Get all add ons for a single companyReturns the add-ons for a single company.
- Get all call logs assigned to a particular userReturns all call logs assigned to a particular user.
- Get all comments for a noteReturns all comments associated with a note.
- Get all deal fieldsReturns data about all deal fields.
- Get all dealsReturns all deals.
- Get all deals betaThis endpoint returns all deals with cursor pagination (in beta).
- Get all filesReturns data about all files.
- Get all filter helpersThe text provides links to documentation for adding or updating filters, and information on all supported filter helpers in an api.
- Get all filtersReturns data about all filters.
- Get all lead labelsReturns details of all lead labels.
- Get all lead sourcesReturns all lead sources.
- Get all mail messages of mail threadReturns all the mail messages inside a specified mail thread.
- Get all note fieldsReturns data about all note fields.
- Get all notesReturns all notes.
- Get all organization fieldsReturns data about all organization fields.
- Get all organizationsReturns all organizations.
- Get all organizations betaThis beta api endpoint lists all organizations with cursor pagination.
- Get all payments of a subscriptionReturns all payments of an installment or recurring subscription.
- Get all permission setsReturns data about all permission sets.
- Get all person fieldsReturns data about all person fields.<br>if a company uses the [campaigns product](https.
- Get all personsReturns all persons.
- Get all persons betaThis beta endpoint returns all persons, using cursor pagination.
- Get all pipelinesReturns data about all pipelines.
- Get all product fieldsReturns data about all product fields.
- Get all project boardsReturns all projects boards that are not deleted.
- Get all project templatesThe endpoint retrieves all non-deleted project templates with cursor-based pagination.
- Get all projectsReturns all projects.
- Get all relationships for organizationGets all of the relationships for a supplied organization id.
- Get all rolesReturns all the roles within the company.
- Get all stagesReturns data about all stages.
- Get all supported currenciesReturns all supported currencies in given account which should be used when saving monetary values with other objects.
- Get all tasksReturns all tasks.
- Get all teamsReturns data about teams within the company.
- Get all teams of a userReturns data about all teams which have the specified user as a member.
- Get all user connectionsReturns data about all connections for the authorized user.
- Get all usersReturns data about all users within the company.
- Get all users in a teamReturns a list of all user ids within a team.
- Get all webhooksReturns data about all the webhooks of a company.
- Get current user dataReturns data about an authorized user within the company with bound company data.
- Get deals conversion rates in pipelineReturns all stage-to-stage conversion and pipeline-to-close rates for the given time period.
- Get deals in a pipelineLists deals in a specific pipeline across all its stages.
- Get deals in a stageLists deals in a specific stage.
- Get deals movements in pipelineReturns statistics for deals movements for the given time period.
- Get deals summaryReturns a summary of all the deals.
- Get deals timelineReturns opened and won deals in time-based groups according to a specified dealfield, with examples of deals grouped by month over a…
- Get deals where a product is attached toReturns data about deals that have a product attached to it.
- Get details of a boardReturns the details of a specific project board.
- Get details of a call logReturns details of a specific call log.
- Get details of a dealFetches specific deal details, including exclusive fields like deal age and pipeline stage duration.
- Get details of a personThe text describes an api endpoint that returns detailed person information, including extra fields and custom fields as hashes.
- Get details of a phaseReturns the details of a specific project phase.
- Get details of a projectReturns the details of a specific project.
- Get details of a subscriptionReturns details of an installment or a recurring subscription.
- Get details of a taskReturns the details of a specific task.
- Get details of a templateReturns the details of a specific project template.
- Get details of an activityReturns the details of a specific activity.
- Get details of an organizationProvides detailed information about an organization, including additional fields not shown when listing all organizations, and maps custom…
- Get mail threadsReturns mail threads in a specified folder ordered by the most recent message within.
- Get one commentReturns the details of a comment.
- Get one deal fieldReturns data about a specific deal field.
- Get one fileReturns data about a specific file.
- Get one filterReturns data about a specific filter.
- Get one mail messageReturns data about a specific mail message.
- Get one mail threadReturns a specific mail thread.
- Get one noteReturns details about a specific note.
- Get one organization fieldReturns data about a specific organization field.
- Get one organization relationshipFinds and returns an organization relationship from its id.
- Get one permission setReturns data about a specific permission set.
- Get one person fieldReturns data about a specific person field.
- Get one pipelineReturns data about a specific pipeline.
- Get one productReturns data about a specific product.
- Get one product fieldReturns data about a specific product field.
- Get one roleReturns the details of a specific role.
- Get one stageReturns data about a specific stage.
- Get one userReturns data about a specific user within the company.
- Get project phasesReturns all active project phases under a specific board.
- Get recentsReturns data about all recent changes occurred after the given timestamp.
- Get result of a goalGets the progress of a goal for the specified period.
- List activities associated with a dealLists activities associated with a deal.
- List activities associated with a personLists activities associated with a person.
- List activities associated with an organizationLists activities associated with an organization.
- List all persons associated with a dealThe endpoint lists every person linked to a deal, including primary contacts and participants, and provides a data.marketing status field…
- List deals associated with a personLists deals associated with a person.
- List deals associated with an organizationLists deals associated with an organization.
- List files attached to a dealLists files associated with a deal.
- List files attached to a personLists files associated with a person.
- List files attached to a productLists files associated with a product.
- List files attached to an organizationLists files associated with an organization.
- List followers of a dealLists the followers of a deal.
- List followers of a personLists the followers of a person.
- List followers of a productLists the followers of a product.
- List followers of a userLists the followers of a specific user.
- List followers of an organizationLists the followers of an organization.
- List mail messages associated with a dealLists mail messages associated with a deal.
- List mail messages associated with a personLists mail messages associated with a person.
- List mail messages associated with an organizationLists mail messages associated with an organization.
- List participants of a dealLists the participants associated with a deal.<br>if a company uses the [campaigns product](https.
- List permission set assignmentsReturns the list of assignments for a permission set.
- List permitted usersLists the users permitted to access a deal.
- List Person Access UsersList users permitted to access a person.
- List persons of an organizationLists persons associated with an organization.<br>if a company uses the [campaigns product](https.
- List pipeline visibility for a roleReturns a list of visible or hidden pipeline ids by role.
- List Product Permitted UsersLists users permitted to access a product.
- List products associated with a personLists products associated with a person.
- List products attached to a dealLists products attached to a deal.
- List role assignmentsReturns all users assigned to a role.
- List role settingsReturns the visibility settings of a specific role.
- List settings of an authorized userLists the settings of an authorized user.
- List updates about a dealLists updates about a deal.
- List updates about a personLists updates about a person.<br>if a company uses the [campaigns product](https.
- List updates about an organizationLists updates about an organization.
- List updates about participants of a dealThis endpoint provides cursor-paginated updates on deal participants.
- List user permissionsLists aggregated permissions over all assigned permission sets for a user.
- List User Role AssignmentsLists role assignments for a user.
- List user role settingsLists the settings of user's assigned role.
- Organization accessible user listList users permitted to access an organization.
- Perform a search from multiple item typesPerforms a search from your choice of item types and fields.
- Requesting authorizationAuthorize a user by redirecting them to the pipedrive oauth authorization page and request their permissions to act on their behalf.
- Returns project activitiesReturns activities linked to a specific project.
- Returns project groupsReturns all active groups under a specific project.
- Returns project planReturns information about items in a project plan.
- Returns project tasksReturns tasks linked to a specific project.
- Search dealsThis api endpoint searches deals by title, notes, and custom fields, filters results by person or organization id, and is a specific use…
- Search Item By FieldPerforms a search from the values of a specific field.
- Search leadsEndpoint searches leads by title, notes, custom fields, with options to filter by person and organization ids, and is a more specific use…
- Search organizationsSearches all organizations by name, address, notes and/or custom fields.
- Search personsThis endpoint searches for individuals by various identifiers and is a specific use case of /v1/itemsearch with limited oauth scope,…
- Search productsSearches all products by name, code and/or custom fields.
Takes action
- Add a dealAdd a new deal to pipedrive with any custom fields, which vary by account and are identified by long hash keys.
- Add a leadPipedrive api lets you add leads linked to people or organizations and tags them with 'api' source.
- Add a noteAdd a note to a deal, person, organization, lead, or project in pipedrive.
- Add a personAdd a new contact in pipedrive with optional custom fields unique to each account found using the personfields endpoint.
- Add a productAdds a new product to the products inventory.
- Add an activityNew activity added.
- Update a dealUpdates the properties of a deal.
- Update a personModifies a person’s details in pipedrive.
- Add a call logAdds a new call log.
- Add a channelNew messaging channel added.
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- Add a comment to a noteAdds a new comment to a note.
- Add a follower to a dealAdds a follower to a deal.
- Add a follower to a personAdds a follower to a person.
- Add a follower to a productAdds a follower to a product.
- Add a follower to an organizationAdds a follower to an organization.
- Add a lead labelCreates a lead label.
- Add a new deal fieldAdds a new deal field.
- Add a new filterNew filter creation returns an id.
- Add a new goalAdds a new goal.
- Add a new organization fieldAdds a new organization field.
- Add a new person fieldAdds a new person field.
- Add a new pipelineAdds a new pipeline.
- Add a new product fieldAdds a new product field.
- Add a new stageAdds a new stage, returns the id upon success.
- Add a new teamAdds a new team to the company and returns the created object.
- Add a new userAdds a new user to the company, returns the id upon success.
- Add a participant to a dealAdds a participant to a deal.
- Add a product to a dealAdds a product to a deal, creating a new item called a deal-product.
- Add a projectAdds a new project.
- Add a recurring subscriptionAdds a new recurring subscription.
- Add a roleAdds a new role.
- Add a taskAdds a new task.
- Add an installment subscriptionAdds a new installment subscription.
- Add an organizationSet up a new pipedrive organization using custom fields with unique key hashes.
- Add fileUpload and link files to deals, people, organizations, activities, products, or leads in pipedrive.
- Add new activity typeAdds a new activity type.
- Add or update role settingAdds or updates the visibility setting for a role.
- Add person pictureThis service allows adding a photo to a person's profile, replacing any existing one.
- Add role assignmentAssigns a user to a role.
- Add users to a teamAdds users to an existing team.
- Archive a projectArchives a project.
- Attach an audio file to the call logAdds an audio recording to the call log.
- Cancel a recurring subscriptionCancels a recurring subscription.
- Create a new webhookCreates and returns details of a new webhook.
- Create a remote file and link it to an itemCreates an empty file on google drive linked to an item.
- Create an organization relationshipCreates and returns an organization relationship.
- Delete a call logDeletes a call log.
- Delete a channelThe endpoint removes a messenger channel along with conversations and messages.
- Delete a comment related to a noteDeletes a comment.
- Delete a conversationDeletes an existing conversation.
- Delete a dealMarks a deal as deleted.
- Delete a deal fieldMarks a field as deleted.
- Delete a fileMarks a file as deleted.
- Delete a filterMarks a filter as deleted.
- Delete a follower from a dealDeletes a follower from a deal.
- Delete a follower from a personDeletes a follower from a person.
- Delete a follower from a productDeletes a follower from a product.
- Delete a follower from an organizationDeletes a follower from an organization.
- Delete a leadDeletes a specific lead.
- Delete a lead labelDeletes a specific lead label.
- Delete a noteDeletes a specific note.
- Delete a participant from a dealDeletes a participant from a deal.
- Delete a personMarks a person as deleted.
- Delete a person fieldMarks a field as deleted.
- Delete a pipelineMarks a pipeline as deleted.
- Delete a productMarks a product as deleted.
- Delete a product fieldMarks a product field as deleted.
- Delete a projectMarks a project as deleted.
- Delete a roleMarks a role as deleted.
- Delete a role assignmentRemoves the assigned user from a role and adds to the default role.
- Delete a stageMarks a stage as deleted.
- Delete a subscriptionMarks an installment or a recurring subscription as deleted.
- Delete a taskMarks a task as deleted.
- Delete an activityMarks an activity as deleted.
- Delete an activity typeMarks an activity type as deleted.
- Delete an attached product from a dealDeletes a product attachment from a deal, using the product attachment id.
- Delete an organizationMarks an organization as deleted.
- Delete an organization fieldMarks a field as deleted.
- Delete an organization relationshipDeletes an organization relationship and returns the deleted id.
- Delete existing goalMarks a goal as deleted.
- Delete existing webhookDeletes the specified webhook.
- Delete mail threadMarks a mail thread as deleted.
- Delete multiple activities in bulkMarks multiple activities as deleted.
- Delete multiple activity types in bulkMarks multiple activity types as deleted.
- Delete multiple deal fields in bulkMarks multiple deal fields as deleted.
- Delete multiple deals in bulkMarks multiple deals as deleted.
- Delete multiple filters in bulkMarks multiple filters as deleted.
- Delete multiple organization fields in bulkMarks multiple fields as deleted.
- Delete multiple organizations in bulkMarks multiple organizations as deleted.
- Delete multiple person fields in bulkMarks multiple fields as deleted.
- Delete multiple persons in bulkMarks multiple persons as deleted.
- Delete multiple product fields in bulkMarks multiple fields as deleted.
- Delete multiple stages in bulkMarks multiple stages as deleted.
- Delete person pictureDeletes a person’s picture.
- Delete users from a teamDeletes users from an existing team.
- Duplicate dealDuplicates a deal.
- Link a remote file to an itemLinks an existing remote file (googledrive) to the item you supply.
- Link User Video IntegrationA video calling provider must call this endpoint after a user has installed the video calling app so that the new user's information is…
- Merge two dealsMerges a deal with another deal.
- Merge two organizationsMerges an organization with another organization.
- Merge two personsMerges a person with another person.
- Receives an incoming messageAdds a message to a conversation.
- Refreshing the tokensAccess tokens expire after the time specified in expires in.
- UnlinkuserfromvideocallintegrationA video calling provider must call this endpoint to remove the link between a user and the installed video calling app.
- Update a comment related to a noteUpdates a comment related to a note.
- Update a deal fieldUpdates a deal field.
- Update a leadUpdating lead properties modifies only specified fields.
- Update a lead labelUpdates one or more properties of a lead label.
- Update a noteUpdates a note.
- Update a person fieldUpdates a person field.
- Update a pipelineUpdates the properties of a pipeline.
- Update a productUpdates product data.
- Update a product fieldUpdates a product field.
- Update a projectUpdates a project.
- Update a recurring subscriptionUpdates a recurring subscription.
- Update a taskUpdates a task.
- Update a teamUpdates an existing team and returns the updated object.
- Update activity in project planUpdates an activity phase or group in a project.
- Update an activityUpdates an activity.
- Update an activity typeUpdates an activity type.
- Update an installment subscriptionUpdates an installment subscription.
- Update an organizationUpdates the properties of an organization.
- Update an organization fieldUpdates an organization field.
- Update an organization relationshipUpdates and returns an organization relationship.
- Update existing goalUpdates an existing goal.
- Update file detailsUpdates the properties of a file.
- Update filterUpdates an existing filter.
- Update mail thread detailsUpdates the properties of a mail thread.
- Update pipeline visibility for a roleUpdates pipeline visibility settings for different roles.
- Update role detailsUpdates the parent role and/or the name of a specific role.
- Update stage detailsUpdates the properties of a stage.
- Update task in project planUpdates a task phase or group in a project.
- Update the product attached to a dealUpdates the details of the product that has been attached to a deal.
- Update user detailsUpdates the properties of a user.
