Pipedrive CRM
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Pipedrive CRM

The Pipedrive CRM modules allow you to monitor deals, organizations, persons, products, notes, and activities and create, update, list, or delete deals, products in deals, persons in deals, files in deals, activities in deals, organizations, persons, products, notes, activities, emails, followers, or users in your Pipedrive CRM account.

To get started with Pipedrive CRM, create an account at www.pipedrive.com/en/register.

Connecting Pipedrive CRM to {{Make}}

To connect your Pipedrive CRM account to {{Make}} using the preferred connection method (API Token), you need to obtain the personal API token from your account.

1. Log in to your Pipedrive account.

2. Click on your name in the top-right corner and select Personal Preferences.

3. Open the API tab.

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4. Copy your personal API token.

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5. Go to {{{Make}} and open the Pipedrive module's Create a connection dialog.

6. In the Connection type field, select the Pipedrive API token (preferred) option.

7. Enter the API token you have copied in step 4 to the respective field and click the Continue button to establish the connection.

Build PipeDrive CRM Scenarios

After connecting the app, you can perform the following actions:

Deals

  • New Deal Event

  • Watch Deals

  • Create a Deal

  • Update a Deal

  • Delete a Deal

  • Get a Deal

  • List Deals

  • List Deals in a Pipeline

  • List Deals in a Stage

  • List Deals for a Person

  • List Deals for a Product

  • List Deals in an Organization

Leads

  • Watch Deals

  • Search Deals

  • List Leads

  • Get a Lead

  • Create a Lead

  • Update a Lead

  • Delete a Lead

Product in a Deal

  • Add a Product to a Deal

  • Update Product Attachment Details

  • Delete an Attached Product

  • List Products in a Deal

Persons in a Deal

  • Add a Participant to a Deal

  • List Persons in a Deal

Files in a Deal

  • List Activities in a Deal

Activities in a Deal

  • List Activities in a Deal

Organizations

  • New Organization Event

  • Watch Organizations

  • Create an Organization

  • Update an Organization

  • Delete an Organizationn

  • Get an Organization

  • List Organizations

  • Update an Organization Field Value

Persons

[Warning] Warning

Do not confuse persons with users! Persons are the customers you are doing deals with.

  • New Person Event

  • Watch Persons

  • Create a Person

  • Update a Person

  • Delete a Person

  • Get a Person

  • List Persons

Products

  • New Product Event

  • Watch Products

  • Create a Product

  • Update a Product

  • Delete a Product

  • Get a Product

  • List Products

Notes

  • New Note Event

  • Watch Notes

  • Create a Note

  • Update a Note

  • Delete a Note

  • Get a Note

  • List Notes

Activities

  • New Activity Event

  • Watch Activities

  • Create an Activity

  • Update an Activity

  • Delete an Activity

  • Get an Activity

  • List Activities

Mail

  • Update a Mail Thread Details

  • Delete a Mail Thread

  • Get a Mail Thread

  • Get a Message

  • List Mail Threads

  • List Messages in a Thread

Followers

  • Add a Follower

  • Delete a Follower

  • List Followers

Users

  • Get a User

  • List Users

Files

  • Upload a File

  • Download a File

Subscriptions

  • Add a Recruiting Subscription

  • Add an Installment Subscription

  • Update an Installment Subscription

  • Update a Recurring Subscription

  • Get a Subscription

  • Find Subscription by Deal

  • List Payments of a Subscription

  • Cancel a Recurring Subscription

  • Delete a Subscription

Other

  • List Pipelines

  • List Stages

  • Search for Items

  • Make an API Call

  • Watch Emails

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