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Pipedrive

Interact with Pipedrive CRM to manage deals, contacts, organizations, products, activities, projects, tasks, notes, and communications

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Tools (93)

Get All Users
Get data about all users within the company. Returns information about all team members and their access levels.
Find Users By Name
Find users by their name. Search for team members by name or email address within the company.
Get Current User
Get current user data. Returns data about the authorized user including company information, permissions, and locale settings.
Get User
Get details of a specific user. Returns comprehensive information about a team member within the company.
List User Followers
List followers of a user. Returns users who are following the specified user with pagination support.
Create User
Add a new user to the company. Creates a team member with email and access permissions, returns the ID upon success.
Update User
Update user details. Currently allows updating the active status of a user (activate/deactivate).
List Activities
Get all activities assigned to a particular user with filtering options. Returns activities like appointments, tasks, and events that can be associated with deals, leads, persons, and organizations.
Get Activity
Get details of a specific activity by ID. Returns comprehensive information about an activity including subject, type, participants, and scheduling details.
Create Activity
Create a new activity such as an appointment, task, or event. Activities can be associated with deals, leads, persons, and organizations.
Update Activity
Update the properties of an existing activity. You can modify scheduling, participants, status, and other activity details.
Delete Activity
Delete an activity by marking it as deleted. After 30 days, the activity will be permanently deleted.
List Deals
Get all deals (active or archived). Returns data about deals including monetary value, stage, owner, and associated contacts. Can filter by various criteria like owner, person, organization, pipeline, or stage.
Search Deals
Search all deals by title, notes, and/or custom fields. Found deals can be filtered by person ID, organization ID, and status.
Get Deal
Get details of a specific deal by ID. Returns comprehensive information about a deal including title, value, stage, pipeline, owner, and associated contacts.
List Deal Files
List files attached to a specific deal. Returns information about files associated with the deal.
List Deal Products
List products attached to a specific deal. Returns information about products and their details associated with the deal.
Get Deals Products
Get products attached to multiple deals. Returns data about products attached to the specified deals.
Get Deal Conversion Status
Get Deal conversion status (BETA). Returns information about the conversion status and lead ID if conversion was successful.
Create Deal
Add a new deal. Creates a deal with title and optional properties like owner, person, organization, pipeline, stage, value, and custom fields.
Update Deal
Update the properties of a deal. Updates an existing deal with new values for any of its properties.
Delete Deal
Delete a deal. Marks a deal as deleted. After 30 days, the deal will be permanently deleted.
Add Deal Follower Or Participant
Add a follower or participant to a deal. Add users as followers or people as participants.
Add Deal Product
Add a product to a deal. Creates a new deal-product item with pricing, quantity, tax, and billing information.
Update Deal Product
Update the product attached to a deal. Updates the details of the product that has been attached to a deal.
Remove Deal Follower Or Participant
Remove a follower or participant from a deal. Remove users as followers or participants from deals.
Delete Deal Product
Delete an attached product from a deal. Removes a product attachment from a deal using the product_attachment_id.
Get Mail Message
Get details of a specific mail message. Returns data about email content, recipients, and metadata.
Get Mail Threads
Get mail threads in a specified folder ordered by the most recent message. Lists email conversations from inbox, drafts, sent, or archive folders.
Get Mail Thread
Get details of a specific mail thread. Returns information about an email conversation thread.
Get Mail Thread Messages
Get all mail messages inside a specified mail thread. Returns all emails in a conversation thread.
Update Mail Thread
Update mail thread details. Update properties like associated deal, lead, sharing, read status, and archive status.
Delete Mail Thread
Delete mail thread. Marks a mail thread as deleted.
Link User Video Integration
Link a user with the installed video call integration. Must be called after a user installs a video calling app to send user information.
Delete User Video Integration
Delete the link between a user and the installed video call integration. Removes the connection between user and video calling app.
Get All Notes
Get all notes. Returns textual HTML-formatted information attached to deals, persons, organizations, leads, or projects.
Get Note
Get details about a specific note. Returns information about a single note including content and metadata.
Get Note Comments
Get all comments for a note. Returns all comments associated with a specific note.
Get Note Comment
Get details of a specific comment. Returns information about a single comment on a note.
Create Note
Add a new note. Creates a note with HTML content attached to deals, persons, organizations, leads, or projects.
Add Note Comment
Add a comment to a note. Creates a new comment on an existing note.
Update Note
Update a note. Modifies the content and properties of an existing note.
Update Note Comment
Update a comment related to a note. Modifies the content of an existing comment.
Delete Note
Delete a note. Permanently removes a specific note.
Delete Note Comment
Delete a comment related to a note. Permanently removes a specific comment from a note.
Search Organizations
Search organizations by name, address, notes and/or custom fields. Comprehensive search across multiple organization fields.
Get Organization
Get details of a specific organization. Returns comprehensive information about a single organization including counts and relationships.
Create Organization
Add a new organization. Creates an organization with name and optional properties like owner, visibility, labels, address, and custom fields.
Update Organization
Update the properties of an organization. Modifies an existing organization with new values for any of its properties.
Delete Organization
Delete an organization. Marks an organization as deleted. After 30 days, the organization will be permanently deleted.
Add Organization Follower
Add a follower to an organization. Adds a user as a follower to the organization.
Delete Organization Follower
Delete a follower from an organization. Removes a user follower from the organization.
Get Organization Relationships
Get all relationships for an organization. Returns hierarchical (parent-child) or lateral relationships for a specified organization.
Create Organization Relationship
Create an organization relationship. Creates hierarchical (parent-child) or lateral relationships between organizations.
Update Organization Relationship
Update an organization relationship. Modifies existing relationships between organizations.
Delete Organization Relationship
Delete an organization relationship. Permanently removes a relationship between organizations and returns the deleted ID.
List Persons
Get all persons. Returns data about contacts/customers with filtering, sorting, and pagination. Includes comprehensive person information and relationships.
Search Persons
Search persons by name, email, phone, notes and/or custom fields. Comprehensive search across multiple person fields with organization filtering.
Get Person
Get details of a specific person. Returns comprehensive information about a contact including relationships, counts, and marketing status.
Create Person
Add a new person. Creates a contact with name and optional properties like owner, organization, emails, phones, visibility, labels, and marketing status.
Update Person
Update the properties of a person. Modifies an existing contact with new values for any of its properties including marketing status.
Delete Person
Delete a person. Marks a person as deleted. After 30 days, the person will be permanently deleted.
List Products
Get all products. Returns data about goods or services with pricing, variations, and currencies. Supports filtering by owner, custom fields, and sorting.
Search Products
Search products by name, code and/or custom fields. Comprehensive search across product catalog with exact match and field-specific options.
Get Product
Get details of a specific product. Returns comprehensive information about a product including pricing, variations, currencies, and custom fields.
List Product Files
List files attached to a product. Returns information about files associated with the product including metadata and download links.
List Product Followers
List followers of a product. Returns users who are following the product with pagination support.
Add Product Follower
Add a follower to a product. Adds a user as a follower to the product for notifications and updates.
Delete Product Follower
Delete a follower from a product. Removes a user follower from the product.
List Projects
Get all projects. Returns ongoing, completed or canceled projects with filtering by status, phase, and boards. Supports cursor pagination.
Get Project
Get details of a specific project. Returns comprehensive project information including custom fields with long hashes as keys.
Create Project
Add a new project. Creates a project with title, board, phase and optional properties like description, owner, dates, deals, organization, person, and labels.
Update Project
Update a project. Modifies an existing project with new values for title, board, phase, description, status, dates, associations, and labels.
Delete Project
Delete a project. Marks a project as deleted.
Archive Project
Archive a project. Archives a project to keep it but mark it as inactive.
Get Project Plan
Get project plan. Returns information about items in a project plan including tasks and activities linked to specific project phases and groups.
Get Project Groups
Get project groups. Returns all active groups under a specific project for organization and planning.
Update Project Activity
Update activity in project plan. Updates an activity phase or group assignment within a project plan.
Update Project Task
Update task in project plan. Updates a task phase or group assignment within a project plan.
List Project Boards
Get all project boards. Returns all project boards that are not deleted for project organization and management.
Get Project Board
Get details of a project board. Returns comprehensive information about a specific project board.
List Project Phases
Get project phases. Returns all active project phases under a specific board for project workflow management.
Get Project Phase
Get details of a project phase. Returns comprehensive information about a specific project phase.
List Tasks
Get all tasks. Returns tasks with filtering by assignee, project, parent task, and completion status. Supports cursor pagination.
Get Task
Get details of a specific task. Returns comprehensive task information including title, description, assignee, project, parent task, completion status, and due date.
Create Task
Add a new task. Creates a task with title, project assignment, and optional properties like description, parent task, assignee, completion status, and due date.
Update Task
Update a task. Modifies an existing task with new values for title, project, description, parent task, assignee, completion status, and due date.
Delete Task
Delete a task. Marks a task as deleted. If the task has subtasks then those will also be deleted.
List Pipelines
Get all pipelines. Returns data about all sales pipelines with sorting and pagination support.
List Stages
Get all stages. Returns data about all pipeline stages with optional pipeline filtering, sorting and pagination support.
List Activity Types
Get all activity types. Returns all available activity types including custom ones with their configuration details like name, icon, color, and active status.
Search Items
Perform a comprehensive search across multiple item types. Search deals, persons, organizations, products, leads, files, mail attachments, and projects with advanced filtering and field-specific searching.
Search Item Field
Perform a search using a specific field from an item type. Search for distinct field values or actual item IDs based on field content with exact, beginning, or middle matching.

Installation

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