Pipedrive

401 tools available · 3 triggers

Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing

crm sales & crm

Connect Pipedrive Visit Pipedrive ↗

Connect Pipedrive to Definable to enrich new leads, route deals by ICP, flag stalled opportunities. Personas call Pipedrive's 401 tools (and react to 3 triggers) directly from chat or scheduled flows. Wire it to a sales persona to keep records clean, score in real-time, and surface what needs attention.

Common workflows with Pipedrive

Enrich every new lead

Webhook on lead create
Persona enriches with public sources
Writes back firmographic and technographic data

Auto-route hot deals

Score new opportunities by intent
Match to the closer with the right ICP
Notify both in Slack

Stall detection

Find deals with no activity in 14 days
Draft a re-engagement message per persona
Queue for sales rep approval

Pipedrive actions 401

Every Pipedrive action below is a callable tool any Definable persona can invoke.

Add new activity type

Adds a new activity type.

Add a deal

Add a new deal to Pipedrive with any custom fields, which vary by account and are identified by long hash keys. Check dealFields for existing custom fields. For details, visit the tutorial on adding a deal.

Add an activity

New activity added. Response includes `more_activities_scheduled_in_context` to show if more are planned with the same entity. See tutorial on adding activities [here](https://pipedrive.readme.io/docs/adding-an-activity).

Add an organization

Creates a new organization in Pipedrive. The 'name' parameter is required and represents the organization's name (e.g., 'Acme Corp'). Optionally specify 'owner_id' to assign an owner and 'visible_to' for visibility settings. Custom fields can also be added using field keys from organizationFields.

Add a note (Deprecated)

DEPRECATED: Use PIPEDRIVE_PIPEDRIVE_ADD_NOTE instead. Add a note to a deal, person, organization, lead, or project in Pipedrive. At least one of deal_id, person_id, org_id, lead_id, or project_id must be provided.

Add a person

Add a new contact in Pipedrive with optional custom fields unique to each account found using the `personFields` endpoint. The endpoint also handles `data.marketing_status` for Campaigns product users.

Add a call log

Adds a new call log.

Add Call Log Audio File

Tool to attach an audio recording to an existing call log in Pipedrive. Use when you need to add audio evidence to a call log. Only one recording per call log is allowed.

Add a channel

New messaging channel added; registration limited to admins. Utilizes getConversations endpoint for data retrieval. Requires Messengers integration OAuth scope and a prepared Messaging app extension manifest.

Add discount to deal

Tool to add a discount to a deal in Pipedrive. Use when you need to apply a percentage-based or fixed amount discount to an existing deal.

Add a new deal field

Adds a new deal field. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target="_blank" rel="noopener noreferrer">adding a new custom field</a>.

Add deal field options

Tool to add new options to a deal custom field atomically. Use when you need to add options to enum or set type deal fields.

Add a follower to a deal

Adds a follower to a deal.

Add a participant to a deal

Adds a participant to a deal.

Add product to deal

Tool to add a product to a deal in Pipedrive. Use when you need to attach a product to an existing deal with custom pricing, quantity, duration, discount, and tax settings.

Bulk add products to deal

Tool to bulk add products to a Pipedrive deal. Use when attaching multiple products simultaneously, with maximum 100 products per request.

Add file

Upload and link files to deals, people, organizations, activities, products, or leads in Pipedrive. See the "adding a file" tutorial for details.

Add a new filter

New filter creation returns an ID. Only one primary condition group with 'AND' and two secondary groups (one 'AND', one 'OR') are supported. Future syntax expansion possible. See tutorial for details.

Add a new goal

Adds a new goal. Along with adding a new goal, a report is created to track the progress of your goal.

Receives an incoming message

Adds a message to a conversation. To use the endpoint, you need to have **Messengers integration** OAuth scope enabled and the Messaging manifest ready for the [Messaging app extension](https://pipedrive.readme.io/docs/messaging-app-extension).

Add an installment subscription

Adds a new installment subscription. Note: Subscriptions endpoints may not be available on the company-specific base URL. To avoid 404s, this action overrides the default request behavior and uses the public API host (api.pipedrive.com) explicitly.

Add a lead

Pipedrive API lets you add leads linked to people or organizations and tags them with 'API' source. Custom fields from deals apply to leads and appear in responses if set. Details are in the tutorials for adding and updating leads.

Add a lead label

Creates a lead label.

Add Note

Tool to add a note to a deal, person, organization, lead, or project in Pipedrive. Use when you need to create a note attached to an entity. At least one entity ID (lead_id, deal_id, person_id, org_id, or project_id) must be provided.

Add comment to note

Tool to add a comment to an existing note in Pipedrive. Use when you need to add commentary or updates to notes linked to deals, persons, or organizations.

Add a new organization field

Adds a new organization field. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target="_blank" rel="noopener noreferrer">adding a new custom field</a>.

Add Organization Field Options

Tool to add new options to an organization field in Pipedrive. Use when you need to add new choices to enum or set type organization fields. This is an atomic operation where all options are added or none.

Add organization follower

Tool to add a follower to an organization in Pipedrive. Use when you need to create a follower relationship between a user and an organization entity.

Add or update role setting

Adds or updates the visibility setting for a role. Notes: - Roles endpoints require the `admin` OAuth scope. - OAuth calls must target the company domain with `/api/v1` path, e.g., https://{COMPANY}.pipedrive.com/api/v1/roles/{id}/settings - This action normalizes the base URL accordingly.

Add a new person field

Adds a new person field. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target="_blank" rel="noopener noreferrer">adding a new custom field</a>.

Add person field options

Tool to bulk add options to enum/set person fields atomically. Use when you need to add new options to a person field.

Add a follower to a person

Tool to add a follower to a person in Pipedrive. Use when you need to create a follower relationship between a user and a person entity.

Add person picture

This service allows adding a photo to a person's profile, replacing any existing one. Images must be square with a minimum size of 128 pixels and in GIF, JPG, or PNG formats. They will be resized to 128 and 512 pixels.

Add a new pipeline

Adds a new pipeline (v2).

Add a product

Adds a new product to the Products inventory. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-product" target="_blank" rel="noopener noreferrer">adding a product</a>.

Add a new product field

Adds a new product field. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target="_blank" rel="noopener noreferrer">adding a new custom field</a>.

Add product field options

Tool to add new options to a product custom field that supports options (enum or set field types). Use when you need to expand the available choices for a product field. This operation is atomic - all options are added or none are added.

Add follower to product

Tool to add a follower to a product in Pipedrive. Use when you need to have a user follow a specific product for updates and notifications.

Add Product Image

Tool to upload an image for a product in Pipedrive. Use when you need to add a visual representation to a product.

Create product variation

Tool to create a new product variation for an existing product. Use when you need to add a variation with customizable name and prices in multiple currencies.

Add a project

Adds a new project. Note that you can supply additional custom fields along with the request that are not described here. These custom fields are different for each Pipedrive account and can be recognized by long hashes as keys.

Add a recurring subscription

Adds a new recurring subscription.

Add a role

Adds a new role. Note: - Roles endpoints require the `admin` scope. - For OAuth tokens, Pipedrive expects the company domain base URL with `/api/v1` path. Example: https://{COMPANY}.pipedrive.com/api/v1/roles - This action normalizes the base_url provided by metadata to ensure `/api/v1` is used.

Add role assignment

Assigns a user to a role. Notes: - Roles endpoints require the `admin` OAuth scope. - OAuth calls must target the company domain with `/api/v1` path, e.g., https://{COMPANY}.pipedrive.com/api/v1/roles/{id}/assignments - This action normalizes the base URL accordingly and ensures JSON body is sent.

Add a new stage

Adds a new stage, returns the ID upon success.

Add a task

Adds a new task.

Add a new team

Adds a new team to the company and returns the created object.

Add users to a team

Adds users to an existing team.

Add a new user

Adds a new user to the company, returns the ID upon success.

Archive a project

Archives a project.

Cancel a recurring subscription

Cancels a recurring subscription. This action attempts to cancel a recurring subscription via Subscriptions API. If Subscriptions endpoints are unavailable (404), it gracefully falls back to disabling all product attachments on the given deal (interpreting `id` as `deal_id`) to mimic cancellation behavior.

Convert deal to lead

Tool to convert a Pipedrive deal to a lead asynchronously. Use when you need to move a deal back to the lead stage, transferring related entities like notes, files, emails, and activities. Requires global admin or 'Convert deals to leads' permission.

Convert Lead to Deal

Tool to convert a Pipedrive lead to a deal asynchronously. Use when you need to convert an existing lead into a deal. The conversion transfers all related entities (notes, files, emails, activities) to the new deal. Upon successful conversion, the lead is marked as deleted. Use the returned conversion_id to check the conversion status.

Create an organization relationship

Creates and returns an organization relationship.

Create a remote file and link it to an item

Creates an empty file on Google Drive linked to an item. For details, refer to the Pipedrive remote file adding tutorial.

Create a new webhook

Creates and returns details of a new Webhook. Trigger events combine `event_action` and `event_object`, like `*.*` for all events or `added.deal`, `deleted.persons` for specific actions. More info in the Webhooks guide.

Get all ActivityFields

Tool to retrieve metadata about all activity fields in the company. Use when you need to get information about field structure, types, options, and properties for activities.

Update deal product

Tool to update product details attached to a deal in Pipedrive using the v2 API. Use when you need to modify product attributes like price, quantity, discount, or tax for a deal-product attachment.

Delete multiple activities in bulk

Marks multiple activities as deleted. After 30 days, the activities will be permanently deleted.

Delete Activity

Tool to delete an activity in Pipedrive. Use when you need to remove an activity. This is a soft delete operation - the activity will be permanently deleted after 30 days.

Delete Activity Type

Tool to delete an activity type in Pipedrive. Use when you need to remove an activity type from the system. The activity type will be marked as deleted (active_flag set to false) rather than permanently removed.

Delete multiple activity types in bulk

Marks multiple activity types as deleted.

Delete an activity

Marks an activity as deleted. After 30 days, the activity will be permanently deleted.

Delete a person

Marks a person as deleted. After 30 days, the person will be permanently deleted.

Delete a person field

Marks a field as deleted. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target="_blank" rel="noopener noreferrer">deleting a custom field</a>.

Delete a stage

Marks a stage as deleted. Uses the company-domain v2 endpoint.

Delete a call log

Deletes a call log. If there is an audio recording attached to it, it will also be deleted. The related activity will not be removed by this request. If you want to remove the related activities, please use the endpoint which is specific for activities.

Delete a channel

The endpoint removes a messenger channel along with conversations and messages. Requires Messengers integration OAuth and Messaging app extension manifest.

Delete comment from note

Tool to delete a comment from a note in Pipedrive. Use when you need to remove a specific comment that was previously added to a note. Users can only delete comments they created or if they have admin privileges.

Delete a conversation

Deletes an existing conversation. To use the endpoint, you need to have **Messengers integration** OAuth scope enabled and the Messaging manifest ready for the [Messaging app extension](https://pipedrive.readme.io/docs/messaging-app-extension).

Delete Deal

Tool to delete a deal in Pipedrive. Use when you need to remove a deal. This is a soft delete operation - the deal will be permanently deleted after 30 days.

Delete Deal Discount

Tool to delete a discount from a deal in Pipedrive. Use when you need to remove a discount that was previously applied to a deal.

Delete a deal field

Tool to delete a deal field in Pipedrive by marking it as deleted. Use when you need to remove a custom deal field.

Delete deal field options

Tool to remove existing options from a deal custom field atomically. Use when you need to delete options from a deal field.

Delete multiple deal fields in bulk

Marks multiple deal fields as deleted.

Delete deal follower

Tool to delete a follower from a deal in Pipedrive. Use when you need to remove a user from a deal's follower list.

Delete a participant from a deal

Deletes a participant from a deal.

Delete Deal Product

Tool to delete an attached product from a deal in Pipedrive. Use when you need to remove a product that was previously attached to a deal. Note: It is not possible to delete the attached product if the deal has installments associated with it.

Delete Deals Products

Tool to delete multiple products from a deal in Pipedrive. Use when you need to remove specific products or all products from a deal. Maximum 100 products can be deleted per request.

Delete multiple deals in bulk

Marks multiple deals as deleted. After 30 days, the deals will be permanently deleted.

Delete a file

Tool to delete a file in Pipedrive. Use when you need to remove a file from the system. The file is marked as deleted immediately but will be permanently deleted after 30 days.

Delete Pipedrive Filter

Tool to delete a filter in Pipedrive. Use when you need to remove a specific filter by its ID.

Delete multiple filters in bulk

Marks multiple filters as deleted.

Delete existing goal

Marks a goal as deleted. Notes: - Pipedrive Goals endpoints for OAuth live under `{companydomain}/api/v1`. The default base_url is usually `{companydomain}/v1`, which would yield 404. We therefore normalize the base URL to `/api/v1` before issuing the DELETE.

Delete a lead

Deletes a specific lead.

Delete lead label

Tool to delete a specific lead label from Pipedrive. Use when you need to remove a lead label using its UUID identifier.

Delete mail thread

Marks a mail thread as deleted.

Delete multiple product fields in bulk

Marks multiple fields as deleted.

Delete multiple stages in bulk

Marks multiple stages as deleted (v1). Note: This endpoint may be deprecated; we keep compatibility and avoid raising to surface API errors in response.

Delete a note

Deletes a specific note.

Delete an organization

Tool to delete an organization in Pipedrive. Use when you need to mark an organization as deleted. The organization will be permanently deleted after 30 days.

Delete an organization field

Delete organization field options

Tool to delete specified options from an organization field in Pipedrive. Use when you need to remove one or more options from an organization field by field code. The operation is atomic: if any option ID does not exist, the entire request fails and no options are deleted.

Delete multiple organization fields in bulk

Marks multiple fields as deleted.

Delete organization follower

Tool to delete a follower from an organization in Pipedrive. Use when you need to remove a user from an organization's follower list.

Delete an organization relationship

Deletes an organization relationship and returns the deleted ID.

Delete multiple organizations in bulk

Marks multiple organizations as deleted. After 30 days, the organizations will be permanently deleted.

Delete a person

Tool to delete a person in Pipedrive. Use when you need to mark a person as deleted. The person will be permanently deleted after 30 days.

Delete a person field

Tool to delete a person field from Pipedrive. Use when you need to remove a custom person field by its unique identifier.

Delete person field options

Tool to remove existing options from a person custom field atomically. Use when you need to delete options from a person field.

Delete multiple person fields in bulk

Marks multiple fields as deleted.

Delete a follower from a person

Deletes a follower from a person.

Delete person picture

Deletes a person’s picture. Note: Pipedrive may return a 400 with error "Item not found" when the person has no picture set. Since delete is idempotent, we treat this specific case as a successful no-op and return a normalized response rather than raising.

Delete multiple persons in bulk

Marks multiple persons as deleted. After 30 days, the persons will be permanently deleted.

Delete a pipeline

Marks a pipeline as deleted.

Delete a product

Marks a product as deleted. After 30 days, the product will be permanently deleted.

Delete a product field

Marks a product field as deleted. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target="_blank" rel="noopener noreferrer">deleting a custom field</a>.

Delete product field options

Tool to remove existing options from a product custom field atomically. Use when you need to delete options from a product field.

Delete a follower from a product

Deletes a follower from a product.

Delete Product Image

Tool to delete an image from a product in Pipedrive. Use when you need to remove a product image.

Delete Product Variation

Tool to delete a product variation from a product in Pipedrive. Use when you need to remove a specific variation from a product.

Delete a project

Marks a project as deleted.

Delete a role

Marks a role as deleted. Note: This endpoint requires admin permissions. The API token must have the 'admin' scope to delete roles. The default role (ID=1) cannot be deleted.

Delete a role assignment

Removes the assigned user from a role and adds to the default role.

Delete a stage

Tool to delete a stage in Pipedrive. Use when you need to mark a stage as deleted.

Delete a subscription

Marks an installment or a recurring subscription as deleted.

Delete a task

Marks a task as deleted. If the task has subtasks then those will also be deleted.

Delete users from a team

Deletes users from an existing team.

Delete existing webhook

Deletes the specified Webhook.

Download one file

Initializes a file download.

Duplicate deal

Duplicates a deal.

Duplicate Product

Tool to duplicate a specific product in Pipedrive. Use when you need to create a copy of an existing product with all its properties and pricing information.

Enumerate accessible users for lead

Lists the users permitted to access a lead.

Find goals

Query goal data by appending `{searchField}={searchValue}` to the URL with dot-notation fields and values. Include `is_active` to filter by goal status and specify both `period.start` and `period.end` for time-based searches.

Find users by name

Finds users by their name.

Get details of an activity

Returns the details of a specific activity.

Get one activity field

Tool to retrieve detailed metadata for a specific activity field by its field code. Use when you need information about field structure, type, options, or properties.

Get all activities assigned to a particular user

Returns all activities assigned to a particular user.

Get all activities beta

This BETA cursor-paginated endpoint returns all activities, accessible only to global admins, not regular users who get a 403 error. Refer to Pipedrive's documentation for pagination and global permissions.

Get all activity fields

Returns all activity fields.

Get all activity types

Returns all activity types.

Get all deal fields

Returns data about all deal fields.

Get all deals

Returns all deals. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/getting-all-deals" target="_blank" rel="noopener noreferrer">getting all deals</a>.

Get all deals beta

This endpoint returns all deals with cursor pagination (in BETA). Only global admins can access it; others get a 403 error. More info on pagination and permissions is available online.

Get all files

Returns data about all files.

Get all filter helpers

The text provides links to documentation for adding or updating filters, and information on all supported filter helpers in an API. It encourages consulting a tutorial for more details on adding a filter.

Get all filters

Returns data about all filters.

Get all lead labels

Returns details of all lead labels. This endpoint does not support pagination and all labels are always returned.

Get all leads

The API returns sorted leads by creation time, supporting pagination via `limit` and `start`. Custom field values are included if set, mimicking the `Deals` endpoint structure; unset fields are omitted. Leads share custom fields with deals.

Get all lead sources

Returns all lead sources. Please note that the list of lead sources is fixed, it cannot be modified. All leads created through the Pipedrive API will have a lead source `API` assigned.

Get all note fields

Returns data about all note fields.

Get all notes

Returns all notes.

Get all organization fields

Returns data about all organization fields.

Get all organizations

Returns all organizations.

Get all organizations beta

This BETA API endpoint lists all organizations with cursor pagination. Only global admins have access; others get a 403 error. See docs for pagination and global permissions.

Get all permission sets

Returns data about all permission sets.

Get all person fields

Returns data about all person fields.<br>If a company uses the [Campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint will also return the `data.marketing_status` field.

Get all persons

Returns all persons.

Get all persons beta

This BETA endpoint returns all persons, using cursor pagination. Only global admins have access; others get a 403 error. Info on pagination and permissions is in the linked docs.

Get all pipelines

Returns data about all pipelines. This action retrieves all pipelines from the user's Pipedrive instance using their instance-specific URL (e.g., https://company.pipedrive.com/api/v2/pipelines).

Get all product fields

Returns data about all product fields.

Get all products

Returns data about all products.

Get all project boards

Returns all projects boards that are not deleted. Note: The Projects feature requires the Projects add-on which is available on Power and Enterprise plans, or as a paid add-on for other plans. A 402 Payment Required error indicates the account does not have access to the Projects feature.

Get all projects

Returns all projects. This is a cursor-paginated endpoint. For more information, please refer to our documentation on <a href="https://pipedrive.readme.io/docs/core-api-concepts-pagination" target="_blank" rel="noopener noreferrer">pagination</a>.

Get all project templates

The endpoint retrieves all non-deleted project templates with cursor-based pagination. Refer to the provided documentation link for more details on pagination. Note: This endpoint requires the Pipedrive Projects add-on to be enabled. Projects is included in Power and Enterprise plans, or can be purchased as an add-on for Professional plans or lower.

Get all relationships for organization

Gets all of the relationships for a supplied organization ID.

Get all roles

Returns all the roles within the company. Note: - Roles endpoints require the `admin` scope. - For OAuth tokens, Pipedrive expects the company domain base URL with `/api/v1` path. Example: https://{COMPANY}.pipedrive.com/api/v1/roles - This action normalizes the base_url provided by metadata to ensure `/api/v1` is used.

Get all stages

Returns data about all stages.

Get all supported currencies

Returns all supported currencies in given account which should be used when saving monetary values with other objects. The `code` parameter of the returning objects is the currency code according to ISO 4217 for all non-custom currencies.

Get all tasks

Returns all tasks. This is a cursor-paginated endpoint. For more information, please refer to our documentation on <a href="https://pipedrive.readme.io/docs/core-api-concepts-pagination" target="_blank" rel="noopener noreferrer">pagination</a>.

Get all teams

Returns data about teams within the company.

Get all teams of a user

Returns data about all teams which have the specified user as a member.

Get all user connections

Returns data about all connections for the authorized user.

Get all users

Returns data about all users within the company.

Get all users in a team

Returns a list of all user IDs within a team.

Get all webhooks

Returns data about all the Webhooks of a company.

Get archived deals

Tool to get all archived deals from Pipedrive. Use when you need to retrieve deals that have been archived, with support for filtering and pagination.

Get archived leads

Tool to get all archived leads from Pipedrive. Use when you need to retrieve leads that have been archived, with support for filtering by owner, person, organization, or custom filter, and pagination.

Get call log details

Tool to retrieve details of a specific call log by ID. Use when you need to get complete information about a call log including duration, outcome, participants, and timestamps.

Get one comment

Returns the details of a comment.

Get all add ons for a single company

Returns the add-ons for a single company.

Get conversations for a channel

Tool to retrieve messaging conversations. Use after channel registration to sync conversations.

Get current user data

Returns data about an authorized user within the company with bound company data: company ID, company name, and domain. Note that the `locale` property means 'Date/number format' in the Pipedrive account settings, not the chosen language.

Get Deal Details

Tool to get details of a specific deal in Pipedrive. Use when you need to retrieve comprehensive information about a deal by its ID.

Get deal activities (Deprecated)

DEPRECATED: Use PIPEDRIVE_PIPEDRIVE_ACTIVITIES_UPDATE_ACTIVITY or PIPEDRIVE_LIST_ACTIVITIES instead. Lists activities associated with a deal. Use when you need to retrieve all activities linked to a specific deal.

Get Deal Changelog

Tool to list updates about deal field values. Use when you need to retrieve the changelog history showing all changes made to a specific deal's field values.

Get one deal field

Tool to retrieve a specific deal field by ID. Use when you need to get metadata and configuration for a deal field.

Get Deal Files

Tool to list files attached to a deal. Use when you need to retrieve all files associated with a specific deal in Pipedrive.

Get deal followers

Lists users who are following the deal. Use when you need to retrieve all followers of a specific deal.

Get deal followers changelog

Tool to retrieve changelogs about users who have followed a deal. Use when you need to track follower activity, showing when users were added or removed as followers.

Get Deal Mail Messages

Tool to list mail messages associated with a deal in Pipedrive. Use when you need to retrieve email communications linked to a specific deal. Note: This returns mail message snippets only; for full email content, use the thread_id and query mail threads separately.

Get Deal Participants

Tool to list participants of a deal. Use when you need to retrieve all participants (persons) associated with a specific deal in Pipedrive.

Get Deal Participants Changelog

Tool to list updates about participants of a deal. Use when you need to retrieve the changelog history showing all changes made to a specific deal's participants.

Get Deal Products

Tool to list products attached to a deal. Use when you need to retrieve all products associated with a specific deal in Pipedrive.

Get deals conversion rates in pipeline

Returns all stage-to-stage conversion and pipeline-to-close rates for the given time period.

Get deal conversion status

Tool to retrieve the conversion status for a deal-to-lead conversion operation. Use when you need to check the progress or result of a deal conversion job.

Get deals discounts

Tool to retrieve discounts for a specific deal. Use when you need to list all discounts added to a deal in Pipedrive.

Get deals in a pipeline

Lists deals in a specific pipeline across all its stages.

Get deals in a stage

Lists deals in a specific stage.

Get Deals Products

Tool to retrieve products attached to specified deals (max 100 deals per request). Use when you need to get all products associated with multiple deals.

Get deals summary

Returns a summary of all the deals.

Get archived deals summary

Tool to retrieve summary statistics for archived deals. Use when you need aggregated data about archived deals including total count, values, and weighted values grouped by currency.

Get deals timeline

Returns opened and won deals in time-based groups according to a specified dealField, with examples of deals grouped by month over a 3-month period starting January 2012.

Find subscription by deal

Returns details of an installment or a recurring subscription by the deal ID. Note: Subscriptions endpoints may not be available on company-specific hosts or may be deprecated. This action attempts multiple hosts and gracefully falls back to Installments (v2) or Deal Products (v1) to provide a useful response based on live API data.

Get deals where a product is attached to

Returns data about deals that have a product attached to it.

Get deal updates

Lists updates about a deal in chronological order. Use when you need to track deal changes, monitor activity timeline, or audit deal modifications.

Get Deal Permitted Users

Tool to list users permitted to access a deal. Use when you need to retrieve all users who have permission to access a specific deal in Pipedrive.

Get details of an organization

Provides detailed information about an organization, including additional fields not shown when listing all organizations, and maps custom fields as long hashes to the 'key' value in organizationFields.

Get details of a person (Deprecated)

DEPRECATED: Use PIPEDRIVE_PIPEDRIVE_GET_PERSON instead. The text describes an API endpoint that returns detailed person information, including extra fields and custom fields as hashes. It also provides `data.marketing_status` if the Campaigns product is used.

Get one file

Returns data about a specific file.

Get one filter

Returns data about a specific filter. Note that this also returns the condition lines of the filter.

Get result of a goal

Gets the progress of a goal for the specified period.

Get lead conversion status by ID

Tool to retrieve the conversion status for a specific lead conversion job. Use when you need to check the progress of a lead-to-deal conversion including current state and resulting deal ID upon completion.

Get all lead fields

Tool to retrieve all lead fields. Use when you need to get the schema for leads in a company's context.

Get Lead Permitted Users

Tool to list users permitted to access a lead. Use when you need to retrieve all user IDs who have permission to access a specific lead in Pipedrive.

Get one mail message

Returns data about a specific mail message.

Get one mail thread

Returns a specific mail thread.

Get all mail messages of mail thread

Returns all the mail messages inside a specified mail thread.

Get mail threads

Returns mail threads in a specified folder ordered by the most recent message within.

Get Marketplace Client ID

Tool to retrieve marketplace_client_id of an installed video integration. Use when you need the client ID for an installed integration.

Get one note

Returns details about a specific note.

Get all comments for a note

Returns all comments associated with a note.

Get one lead

API returns specific lead details with custom field values in the Deals format. Unset custom fields are omitted. Leads share custom fields with deals, not having a unique set.

Get Organization Details

Tool to get details of a specific organization in Pipedrive. Use when you need to retrieve comprehensive information about an organization by its ID.

Get Organization Changelog

Tool to list updates about organization field values. Use when you need to retrieve the changelog history showing all changes made to a specific organization's field values.

Get organization deals

Lists deals associated with an organization. Use when you need to retrieve all deals linked to a specific organization with optional filtering and pagination.

Get one organization field

Tool to retrieve a specific organization field by ID. Use when you need to get metadata and configuration for an organization field.

Get Organization Files

Tool to list files attached to an organization. Use when you need to retrieve all files associated with a specific organization in Pipedrive.

Get Organization Followers

Tool to list followers of an organization. Use when you need to retrieve all users who are following a specific organization in Pipedrive.

Get Organization Followers Changelog

Tool to list changelog about organization followers. Use when you need to retrieve the history of users who have followed or unfollowed a specific organization.

Get Organization Mail Messages

Tool to list mail messages associated with an organization. Use when you need to retrieve all email correspondence linked to a specific organization in Pipedrive.

Get Organization Persons

Tool to list persons associated with an organization. Use when you need to retrieve all persons linked to a specific organization in Pipedrive.

Get one organization relationship

Finds and returns an organization relationship from its ID.

Get Organization Updates

Tool to list updates about an organization including field value changes, activities, notes, files, and other related items. Use when you need to retrieve the activity flow and update history for a specific organization.

Get organization permitted users

List users permitted to access an organization. Use when you need to retrieve all users who have been granted permission to view and interact with a specific organization record.

Get one permission set

Returns data about a specific permission set.

Get Permission Set Assignments

Tool to list permission set assignments for a given permission set. Use when you need to retrieve all users assigned to a specific permission set.

Get Person Details

Tool to get details of a specific person in Pipedrive. Use when you need to retrieve comprehensive information about a person by their ID.

Get Person Changelog

Tool to list updates about person field values. Use when you need to retrieve the changelog history showing all changes made to a specific person's field values.

Get person deals

Lists deals associated with a person. Use when you need to retrieve all deals linked to a specific person.

Get one person field

Tool to retrieve metadata for a specific person field by its ID. Use when you need to get field properties like name, type, order, and options.

Get Person Files

Tool to list files attached to a person. Use when you need to retrieve all files associated with a specific person in Pipedrive.

Get Person Followers

Tool to list followers of a person in Pipedrive. Use when you need to retrieve all users who are following a specific person.

Get person followers changelog

Tool to retrieve changelogs about users who have followed a person. Use when you need to track follower activity, showing when users were added or removed as followers.

Get Person Mail Messages

Tool to list mail messages associated with a person in Pipedrive. Use when you need to retrieve email communications linked to a specific person contact.

Get Person Picture

Tool to get picture details of a specific person in Pipedrive. Use when you need to retrieve picture information and URLs for a person by their ID.

Get Person Products

Tool to list products associated with a person. Use when you need to retrieve all products linked to a specific person in Pipedrive.

Get person updates

Lists updates and activity history for a specific person in chronological order. Use when you need to track person changes, monitor activity timeline, or audit person modifications.

Get Person Permitted Users

Tool to list users permitted to access a person. Use when you need to retrieve all users who have permission to access a specific person in Pipedrive.

Get one pipeline

Returns data about a specific pipeline. Also returns the summary of the deals in this pipeline across its stages.

Get Pipeline Conversion Statistics

Tool to get deals conversion rates in a pipeline for a given time period. Use when you need stage-to-stage conversion statistics, won conversion rates, or lost conversion rates for a specific pipeline.

Get Pipeline Movement Statistics

Tool to retrieve deal movement statistics within a pipeline for a specified time period. Use when you need to analyze pipeline performance metrics including new deals, won/lost deals, deals left open, and average age statistics.

Get one product

Returns data about a specific product.

Get Product Deals

Tool to list deals associated with a product. Use when you need to retrieve deals that have a specific product attached to them.

Get one product field

Returns data about a specific product field.

Get Product Files

Tool to list files attached to a product. Use when you need to retrieve all files associated with a specific product in Pipedrive.

Get product followers

Tool to list all followers of a product in Pipedrive. Use when you need to retrieve users following a specific product. Returns pagination metadata to handle large follower lists.

Get Product Followers Changelog

Tool to list changelog of followers for a product. Use when you need to retrieve the history of users who have followed or unfollowed a specific product.

Get product images

Tool to retrieve image data for a specific product. Use when you need to get the public URL and metadata for a product's image. Note that public URLs have a limited lifetime of 7 days.

List permitted users for product

Tool to list users permitted to access a product in Pipedrive. Use when you need to retrieve the list of users who have permission to view or manage a specific product.

Get product variations

Tool to retrieve all product variations for a specific product with pagination support. Use when you need to get the complete list of variations available for a product, each with different prices across currencies.

Get details of a project

Returns the details of a specific project. Also note that custom fields appear as long hashes in the resulting data. These hashes can be mapped against the `key` value of project fields.

Returns project activities

Returns activities linked to a specific project.

Get details of a board

Returns the details of a specific project board.

Returns project groups

Returns all active groups under a specific project.

Get details of a phase

Returns the details of a specific project phase.

Get project phases

Returns all active project phases under a specific board.

Returns project plan

Returns information about items in a project plan. Items consists of tasks and activities and are linked to specific project phase and group.

Returns project tasks

Returns tasks linked to a specific project.

Get recents

Returns data about all recent changes occurred after the given timestamp.

Get one role

Tool to retrieve details for a specific role by its ID. Use when you need to get complete role information including name, parent role, active status, assignment count, and default visibility settings.

Get role assignments

Tool to retrieve all users assigned to a specific role in Pipedrive. Use when you need to list role assignments for a given role.

Get role pipelines

Returns the visibility settings for pipelines associated with a specific role. Use when you need to list which pipelines are visible or hidden for a role.

Get role settings

Tool to retrieve visibility settings of a specific role. Use when you need to get default visibility levels and access levels for deals, leads, organizations, people, and products associated with a role. Note: - Roles endpoints require the `admin` scope. - For OAuth tokens, Pipedrive expects the company domain base URL with `/api/v1` path. Example: https://{COMPANY}.pipedrive.com/api/v1/roles/{id}/settings - This action normalizes the provided base_url to use `/api/v1` to avoid host/path mismatches.

Get one stage

Returns data about a specific stage.

Get details of a subscription

Returns details of an installment or a recurring subscription. Note: Subscriptions endpoints may not be available on the company-specific base URL. To avoid 404s, this action tries multiple hosts and gracefully falls back to Installments (v2) and Deal Products (v1).

Get all payments of a subscription

Returns all payments of an installment or recurring subscription.

Get details of a task

Returns the details of a specific task.

Get a single team

Returns data about a specific team.

Get details of a template

Returns the details of a specific project template.

Get templates for a channel

Tool to retrieve message templates for a channel. Use when template support is enabled.

Get one user

Returns data about a specific user within the company.

Get all call logs assigned to a particular user

Returns all call logs assigned to a particular user.

Get User Followers

Tool to list users who are following a specific user. Use when you need to retrieve all followers of a user in Pipedrive.

List user permissions

Tool to list aggregated permissions over all assigned permission sets for a user. Use when you need to check what capabilities and access rights a specific user has across the system.

Get User Role Assignments

Tool to list role assignments for a user. Use when you need to retrieve all role assignments associated with a specific user in Pipedrive.

Get user role settings

Tool to list user role settings. Use when you need to retrieve the role configuration data for a specific user, including default visibility levels and access levels for various entities. Note: This endpoint costs 10 API credits per request.

Link a remote file to an item

Links an existing remote file (`googledrive`) to the item you supply. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-remote-file" target="_blank" rel="noopener noreferrer">adding a remote file</a>.

Link User Video Integration

A video calling provider must call this endpoint after a user has installed the video calling app so that the new user's information is sent.

List activities associated with a deal

Lists activities associated with a deal.

List files attached to a deal

Lists files associated with a deal.

List followers of a deal

Lists the followers of a deal.

List mail messages associated with a deal

Lists mail messages associated with a deal.

List all persons associated with a deal

The endpoint lists every person linked to a deal, including primary contacts and participants, and provides a `data.marketing_status` field for users of the Campaigns product.

List products attached to a deal

Lists products attached to a deal.

List updates about a deal

Lists updates about a deal.

List permitted users

Lists the users permitted to access a deal.

List activities associated with an organization

Lists activities associated with an organization.

List deals associated with an organization

Lists deals associated with an organization.

List files attached to an organization

Lists files associated with an organization.

List followers of an organization

Lists the followers of an organization.

List mail messages associated with an organization

Lists mail messages associated with an organization.

List persons of an organization

Lists persons associated with an organization.<br>If a company uses the [Campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint will also return the `data.marketing_status` field.

List participants of a deal

Lists the participants associated with a deal.<br>If a company uses the [Campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint will also return the `data.marketing_status` field.

List permission set assignments

Returns the list of assignments for a permission set. Notes: - This endpoint requires the `admin` OAuth scope. - OAuth calls must target the company domain with `/api/v1` path, e.g., https://{COMPANY}.pipedrive.com/api/v1/permissionSets/{id}/assignments - This action normalizes the base URL accordingly and returns the API envelope even on errors.

List activities associated with a person

Lists activities associated with a person.

List deals associated with a person

Lists deals associated with a person.

List files attached to a person

Lists files associated with a person.

List followers of a person

Lists the followers of a person.

List mail messages associated with a person

Lists mail messages associated with a person.

List products associated with a person

Lists products associated with a person.

List Person Access Users

List users permitted to access a person.

List files attached to a product

Lists files associated with a product.

List followers of a product

Lists the followers of a product.

List Product Permitted Users

Lists users permitted to access a product.

List role assignments

Returns all users assigned to a role. Notes: - Roles endpoints require the `admin` OAuth scope. - OAuth calls must target the company domain with `/api/v1` path, e.g., https://{COMPANY}.pipedrive.com/api/v1/roles/{id}/assignments - This action normalizes the base URL accordingly.

List pipeline visibility for a role

Returns a list of visible or hidden pipeline IDs by role. See the "Visibility groups article" for details on pipeline visibility.

List role settings

Returns the visibility settings of a specific role. Notes: - Roles endpoints require the `admin` OAuth scope. - OAuth calls must target the company domain with `/api/v1` path, e.g., https://{COMPANY}.pipedrive.com/api/v1/roles/{id}/settings - This action normalizes the base URL accordingly.

List updates about an organization

Lists updates about an organization.

List updates about a person

Lists updates about a person.<br>If a company uses the [Campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint's response will also include updates for the `marketing_status` field.

List updates about participants of a deal

This endpoint provides cursor-paginated updates on deal participants. For pagination details, see the Pipedrive documentation.

List followers of a user

Lists the followers of a specific user.

List user permissions

Lists aggregated permissions over all assigned permission sets for a user.

List User Role Assignments

Lists role assignments for a user.

List user role settings

Lists the settings of user's assigned role.

List settings of an authorized user

Lists the settings of an authorized user. Example response contains a shortened list of settings.

Merge Deals

Tool to merge two deals in Pipedrive. Use when you need to consolidate two deals into one. The deal specified by 'id' will be merged into the deal specified by 'merge_with_id', and the first deal will be removed while the second one will remain with all consolidated data.

Merge Organizations

Tool to merge two organizations in Pipedrive. Use when you need to consolidate two organizations into one. The organization specified by 'id' will be merged into the organization specified by 'merge_with_id', and the first organization will be removed while the second one will remain with all consolidated data.

Merge two persons

Tool to merge two persons in Pipedrive. Use when you need to combine two person records into one. The person ID specified in the request will be merged and removed, while the merge_with_id person will remain. When data conflicts exist, the merge_with_id person's field data takes priority.

Merge two deals

Merges a deal with another deal. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/merging-two-deals" target="_blank" rel="noopener noreferrer">merging two deals</a>.

Merge two organizations

Merges an organization with another organization. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/merging-two-organizations" target="_blank" rel="noopener noreferrer">merging two organizations</a>.

Merge two persons

Merges a person with another person. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/merging-two-persons" target="_blank" rel="noopener noreferrer">merging two persons</a>.

Organization accessible user list

List users permitted to access an organization.

Patch deal fields

Updates an existing deal custom field using PATCH method. Use when you need to modify field properties like name, visibility, or validation rules. Note that field code and type are immutable and cannot be changed.

Update organization field (v2)

Tool to update an existing organization field in Pipedrive using the v2 API. Use when you need to modify field name, UI visibility, importance settings, required field settings, or description.

Update Person Field Configuration

Tool to update person field configuration in Pipedrive. Use when you need to modify field properties like name, description, visibility settings, or requirement status. Only provided properties will be updated; omitted properties retain their existing values. Note: field_code and field_type cannot be changed.

Update product field

Tool to update a product custom field. Use when you need to modify field name, UI visibility, or description. The field_code and field_type cannot be changed. At least one field must be provided in the request.

Refreshing the tokens

Access tokens expire after the time specified in `expires_in`. To continue accessing the API, use the `refresh_token` to obtain a new access token.

Requesting authorization

Authorize a user by redirecting them to the Pipedrive OAuth authorization page and request their permissions to act on their behalf. This step is necessary to implement only when you allow app installation outside of the Marketplace.

Search deals

This API endpoint searches deals by title, notes, and custom fields, filters results by person or organization ID, and is a specific use case of /v1/itemSearch with limited OAuth scope.

Search Item By Field

Performs a search from the values of a specific field. Results can either be the distinct values of the field (useful for searching autocomplete field values), or the IDs of actual items (deals, leads, persons, organizations or products).

Search leads

Endpoint searches leads by title, notes, custom fields, with options to filter by person and organization IDs, and is a more specific use of the /v1/itemSearch with limited OAuth scope.

Perform a search from multiple item types

Performs a search from your choice of item types and fields.

Search organizations

Searches all organizations by name, address, notes and/or custom fields. This endpoint is a wrapper of <a href="https://developers.pipedrive.com/docs/api/v1/ItemSearch#searchItem">/v1/itemSearch</a> with a narrower OAuth scope.

Search persons

This endpoint searches for individuals by various identifiers and is a specific use case of /v1/itemSearch with limited OAuth scope, allowing results filtering by organization ID.

Search products

Searches all products by name, code and/or custom fields. This endpoint is a wrapper of <a href="https://developers.pipedrive.com/docs/api/v1/ItemSearch#searchItem">/v1/itemSearch</a> with a narrower OAuth scope.

Update stage

Tool to update an existing stage in Pipedrive. Use when you need to modify stage properties such as name, deal probability, or rotten deal settings.

Unlinkuserfromvideocallintegration

A 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 note

Updates a comment related to a note.

Update an activity

Tool to update an existing activity in Pipedrive including scheduling, assignments, descriptions, and participants. Use when you need to modify any properties of an activity such as subject, due date/time, status, or associated entities.

Update activity in project plan

Updates an activity phase or group in a project.

Update activity type

Tool to update an activity type in Pipedrive. Use when you need to modify the name, icon, color, or order of an existing activity type.

Update a deal

Updates the properties of a deal. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/updating-a-deal" target="_blank" rel="noopener noreferrer">updating a deal</a>.

Update a deal field

Updates a deal field. For more information, see the tutorial for <a href= https://pipedrive.readme.io/docs/updating-custom-field-value " target="_blank" rel="noopener noreferrer">updating custom fields' values</a>.

Update a filter

Updates an existing filter in Pipedrive. Use when you need to modify filter name or conditions. Maximum of 16 conditions per filter allowed.

Update a lead

Updating lead properties modifies only specified fields; use `null` to unset. Custom field data matches `Deals`. Unset fields are omitted. Leads share deals' custom fields. For examples, refer to the tutorial.

Update a lead label

Updates one or more properties of a lead label. Only properties included in the request will be updated.

Update an activity

Updates an activity. Includes `more_activities_scheduled_in_context` property in response's `additional_data` which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data).

Update an activity type

Updates an activity type.

Update an organization

Updates the properties of an organization.

Update an organization field

Updates an organization field. For more information, see the tutorial for <a href=" https://pipedrive.readme.io/docs/updating-custom-field-value " target="_blank" rel="noopener noreferrer">updating custom fields' values</a>.

Update an organization relationship

Updates and returns an organization relationship.

Update a note

Updates a note.

Update a person

Modifies a person’s details in Pipedrive. See the linked tutorial for guidance. If utilizing Campaigns, the endpoint also handles `data.marketing_status`.

Update a person field

Updates a person field. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/updating-custom-field-value " target="_blank" rel="noopener noreferrer">updating custom fields' values</a>.

Update a pipeline

Updates the properties of a pipeline (v2).

Update a product

Updates product data.

Update a product field

Updates a product field. For more information, see the tutorial for <a href=" https://pipedrive.readme.io/docs/updating-custom-field-value " target="_blank" rel="noopener noreferrer">updating custom fields' values</a>.

Update comment for note

Tool to update a comment on a note in Pipedrive. Use when you need to modify the content of an existing comment attached to a note.

Update a deal

Tool to update an existing deal in Pipedrive. Use when you need to modify properties of a deal such as title, value, status, stage, or associated contacts/organizations.

Update deal discount

Tool to update a discount for a specific deal. Use when you need to modify the amount, description, or type of an existing discount added to a deal in Pipedrive.

Update a deal field

Tool to update a deal field in Pipedrive. Use when you need to modify existing deal field properties such as name, visibility, or options. Note that field_code and field_type cannot be changed.

Update deal field options

Tool to update existing options for a deal custom field atomically. Use when you need to modify labels of options in a deal field.

Update Deal Product

Updates a product attached to a deal with new values. Use when you need to modify price, quantity, discount, tax, or other properties of a deal product.

Update the product attached to a deal

Updates the details of the product that has been attached to a deal.

Update deal (v2 API)

Tool to update an existing deal using Pipedrive v2 API. Use when you need to modify deal properties including custom fields, archive status, or deletion status.

Update file details

Updates the properties of a file including its visible name and description. Use when you need to modify file metadata in Pipedrive.

Update file details

Updates the properties of a file.

Update filter

Updates an existing filter.

Update existing goal

Updates an existing goal. Note: For OAuth, Goals API is available under {companydomain}/api/v1. The platform metadata base_url may be {companydomain}/v1, which yields 404 for PUT /goals/{id}. We therefore construct the URL using the company domain and /api/v1 explicitly.

Update an installment subscription

Updates an installment subscription. Note: Subscriptions endpoints may not be available on the company-specific base URL. To avoid 404s, this action overrides the default request behavior and uses multiple hosts along with a practical fallback to Deal Products when Subscriptions/Installments features are not accessible.

Update a lead

Tool to update a lead in Pipedrive. Use when you need to modify properties of an existing lead such as title, value, status, or linked contacts.

Update Lead Label

Tool to update a lead label in Pipedrive. Use when you need to modify the name or color of an existing lead label. Only properties included in the request will be updated.

Update mail thread details

Updates the properties of a mail thread.

Update Note

Tool to update an existing note in Pipedrive. Use when you need to modify the content or properties of a note attached to deals, persons, organizations, leads, or projects.

Update Organization

Tool to update an existing organization in Pipedrive. Use when you need to modify organization properties such as name, owner, visibility, labels, or address.

Update organization field

Tool to update an organization field in Pipedrive. Use when you need to modify the name, options, or visibility of an existing organization field.

Update organization field options

Tool to update existing options for an organization custom field atomically. Use when you need to modify option labels for an organization field. All specified option IDs must exist or the entire request fails.

Update organization relationship

Tool to update an organization relationship in Pipedrive. Use when you need to modify the type or organizations involved in an existing relationship between two organizations.

Update a person

Tool to update a person's properties in Pipedrive. Use when you need to modify existing person details such as name, contact information, owner, or organization.

Update person field

Tool to update a person field in Pipedrive. Use when you need to modify the name, options, or visibility settings of an existing person field.

Update person field options

Tool to update existing options for a person custom field atomically. Use when you need to modify labels of options in a person field.

Update person (v2)

Tool to update a person's properties in Pipedrive using the v2 API. Use when you need to modify existing person details such as name, contact information, owner, or organization.

Update a pipeline

Tool to update a pipeline in Pipedrive. Use when you need to modify pipeline properties like name, deal probability, order, or active status. All fields except id are optional - only include the fields you want to update.

Update pipeline visibility for a role

Updates pipeline visibility settings for different roles. For details, see the Pipedrive Visibility groups article.

Update a product

Tool to update a product in Pipedrive. Use when you need to modify product details like name, code, price, tax, or other attributes.

Update product field

Tool to update a product field definition in Pipedrive. Use when you need to modify the name or options of an existing product custom field.

Update product field options

Tool to update existing options for a product custom field atomically. Use when you need to modify labels of options in a product field.

Update product image

Tool to update an image for a product in Pipedrive. Use when you need to add or replace a product image.

Update product variation

Tool to update a product variation in Pipedrive. Use when you need to modify variation details like name or prices across different currencies.

Update a project

Updates a project.

Update a recurring subscription

Updates a recurring subscription. Note: Some company hosts may not expose Subscriptions endpoints. This action will attempt multiple hosts and gracefully fall back to updating the product attached to a deal (v1) when applicable. In the fallback path, the request `id` is treated as the `product_attachment_id` and we locate the corresponding deal by scanning deal products.

Update role details

Updates the parent role and/or the name of a specific role. Notes: - Roles endpoints require the `admin` scope. - With OAuth (Bearer) tokens, Pipedrive expects the company domain base URL with `/api/v1` path, e.g. https://{COMPANY}.pipedrive.com/api/v1/roles/{id} - This action normalizes the base_url provided by metadata to ensure `/api/v1` is used with the company domain when available. Falls back to the global API host otherwise.

Update role pipelines

Updates pipeline visibility for a role. Use when you need to control which sales pipelines are accessible to users within a particular role group.

Update stage details

Tool to update stage details in Pipedrive. Use when you need to modify properties of an existing stage such as name, pipeline association, deal probability, or rotten deal settings.

Update stage details

Updates the properties of a stage.

Update a task

Updates a task.

Update task in project plan

Updates a task phase or group in a project.

Update a team

Updates an existing team and returns the updated object.

Update user details

Tool to update user details in Pipedrive. Use when you need to activate or deactivate a user account. Requires admin-level permissions.

Update user details

Updates the properties of a user. Currently, only `active_flag` can be updated.

Frequently asked questions

What can I automate with Pipedrive on Definable?

Anything Pipedrive exposes through its API. Common crm workflows on Definable include enrich new leads, route deals by ICP, flag stalled opportunities. Personas can call any of the 401 Pipedrive tools directly, or react to its 3 triggers, then chain the result into another integration without you writing code.

How does Pipedrive authentication work?

Pipedrive uses OAUTH2, API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

Is the Pipedrive integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 401 Pipedrive tools. You only need a separate Pipedrive subscription if Pipedrive itself charges per seat or per API call.

Is using Pipedrive through Definable secure?

Every call from a persona to Pipedrive is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

How do I get started with Pipedrive on Definable?

Sign up for Definable, open the integrations page, find Pipedrive, and connect via OAuth or API key. You can immediately attach Pipedrive to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

What Pipedrive actions does Definable expose?

Definable exposes all 401 Pipedrive actions as callable tools — including `Add new activity type`, `Add a deal`, `Add an activity`, plus 398 more. Each tool gets a typed parameter schema so personas know exactly how to call it.

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