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Pipedrive
Pipedrive
121 actions · 2 auth methods
PreviewCRM

Authentication

OAuth 2.0

Requires registering an app in the Pipedrive Developer Hub.Guides: Connector Profile, Link Account

API Token

Best for personal scripts and single-account integrations. Quick to set up, no app registration needed.Guides: Connector Profile, Link Account
Actions
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121 actions
Action
Description
Required scopes
List Users
Retrieve all users in the Pipedrive company account, including active and inactive team members
Get User
Retrieve full profile details of a specific Pipedrive user by their numeric ID
Get Current User
Retrieve the profile of the currently authenticated user — used as the credential test action
Find Users
Search for Pipedrive users by name or email address to resolve user IDs
Add User
Invite a new user to the Pipedrive company account by email with configurable app access
Update User
Activate or deactivate a Pipedrive user account — uses HTTP PUT and requires active_flag in the body
List Permission Sets
Retrieve all permission sets to use when assigning role-based access levels to new or existing users
Get User Permissions
Retrieve the full aggregated permission set for a specific user showing what they can access and modify
List Pipelines
Retrieve all sales pipelines in the Pipedrive account using cursor-based pagination
Get Pipeline
Retrieve the full record of a single pipeline by its numeric ID, including name, active status, and deal probability set…
Add Pipeline
Create a new named sales pipeline in Pipedrive with optional per-stage deal probability tracking
Update Pipeline
Perform a partial update on an existing pipeline by ID — rename it or toggle deal probability tracking
Delete Pipeline
Permanently delete a pipeline by its ID — deals in the pipeline are not deleted but become unlinked from the pipeline
Get Pipeline Conversion Rates
Retrieve stage-by-stage deal conversion rate statistics for a pipeline over a specified date range to identify bottlenec…
Get Pipeline Movement Statistics
Retrieve deal movement statistics for a pipeline over a date range — counts of new deals, stage moves, won deals, and lo…
List Stages
Retrieve all pipeline stages in the Pipedrive account with optional filtering by pipeline ID
Get Stage
Retrieve the full record of a single pipeline stage by its numeric ID, including pipeline assignment, deal probability,…
Add Stage
Create a new stage in a pipeline with a name, optional deal probability, and optional deal rot detection
Update Stage
Perform a partial update on an existing pipeline stage by ID — rename it, move it to another pipeline, or change its dea…
Delete Stage
Permanently delete a stage by its ID — deals in the stage are not deleted but become detached from the stage
List Organizations
Retrieve a paginated list of all organizations (companies/accounts) in Pipedrive with rich filtering by owner, update ti…
Get Organization
Retrieve the full record of a single organization by its numeric ID, including address, owner, visibility, and optional…
Add Organization
Create a new organization (company/account) record in Pipedrive, optionally setting address, owner, visibility, labels,…
Update Organization
Perform a partial update on an existing organization by ID using HTTP PATCH — only fields provided in the request body a…
Delete Organization
Mark an organization as deleted by its ID — the record enters a 30-day grace period before permanent removal
Search Organizations
Full-text search across organizations by name, address, notes, or custom fields using GET /api/v2/organizations/search
Merge Organizations
Permanently merge a source organization into a target organization — the source is deleted and all associated data is tr…
List Persons
Retrieve a paginated list of all persons (contacts) in Pipedrive with filtering by owner, organization, deal, and update…
Get Person
Retrieve the full record of a single person (contact) by their numeric ID, including emails, phones, linked organization…
Add Person
Create a new person (contact) record in Pipedrive with name, emails, phones, linked organization, and custom fields
Update Person
Perform a partial update on an existing person by ID using HTTP PATCH — only fields provided in the request body are mod…
Delete Person
Mark a person as deleted by their ID — the record enters a 30-day grace period before permanent removal
Search Persons
Full-text search across persons by name, email, phone, notes, or custom fields using GET /api/v2/persons/search with opt…
Merge Persons
Permanently merge a source person into a target person — the source is deleted and all associated data is transferred to…
List Deals
Retrieve a paginated list of all Pipedrive deals with rich filtering by owner, person, organization, pipeline, stage, st…
Get Deal
Retrieve complete details of a single deal by ID, including value, pipeline position, linked contacts, and optional comp…
Add Deal
Create a new sales deal in Pipedrive, optionally linking it to a person, organization, pipeline, and stage
Update Deal
Perform a partial update on an existing deal by ID using HTTP PATCH — only fields provided in the request body are modif…
Delete Deal
Mark a deal as deleted by its ID — the deal enters a 30-day grace period before permanent removal
Search Deals
Full-text search across deals by title, custom fields, or notes with optional filters for person, organization, and stat…
List Deal Products
Retrieve all products attached to a specific deal, including per-product pricing, quantity, tax, discount, and variation…
Add Product To Deal
Attach an existing product to a deal as a line item with a specified price, quantity, tax, and discount — the product mu…
Duplicate Deal
Create an exact copy of an existing deal in the same pipeline and stage — useful for creating similar deals quickly
Merge Deals
Permanently merge a source deal into a target deal — the source is deleted and all its associated data is transferred to…
Get Deals Summary
Retrieve aggregated deal totals and counts with optional filtering — identical to get_deal_summary but available as a st…
List Products
Retrieve a paginated list of products from the Pipedrive inventory with optional filtering by owner, IDs, and update tim…
Get Product
Retrieve full details of a single product by its numeric ID, including pricing, tax, visibility, and custom fields
Add Product
Add a new product to the Pipedrive product inventory with pricing, tax, visibility, and custom field support
Update Product
Update one or more properties of an existing product by its numeric ID — only provided fields are changed
Delete Product
Soft-delete a product by its numeric ID — the product is recoverable for 30 days before permanent deletion
Search Products
Full-text search for products by name, SKU code, or custom field values with optional exact matching
List Activities
Retrieve a paginated list of activities (calls, meetings, tasks, emails) with filtering by owner, deal, person, lead, or…
Get Activity
Retrieve full details of a single activity by its numeric ID, including type, due date, participants, and linked entitie…
Add Activity
Create a new activity (call, meeting, task, email, etc.) in Pipedrive and optionally link it to a deal, lead, person, or…
Update Activity
Update one or more properties of an existing activity by its numeric ID — only provided fields are changed
Delete Activity
Soft-delete an activity by its numeric ID — the activity is recoverable for 30 days before permanent deletion
List Activity Types
Retrieve all activity type definitions (call, meeting, task, email, etc.) — use the key values when creating activities
Add Activity Type
Create a new custom activity type with a name, icon, and optional color to categorize activities
List Leads
Retrieve a paginated list of non-archived leads with optional filtering by owner, person, organization, or filter ID
Get Lead
Retrieve full details of a single lead by its UUID, including value, expected close date, labels, and linked contact
Add Lead
Create a new unqualified sales lead linked to a person or organization, before it enters a sales pipeline as a deal
Update Lead
Update one or more properties of an existing lead by its UUID — only provided fields are changed
Delete Lead
Permanently and immediately delete a lead by its UUID — this cannot be undone
Search Leads
Full-text search for leads by title, notes, or custom field values with optional filtering by linked person or organizat…
List Lead Labels
Retrieve all lead label definitions (hot, warm, cold, and custom) — use the returned UUIDs in add_lead and update_lead
List Lead Sources
Retrieve all predefined lead source types to understand how leads entered the Pipedrive system
List Notes
Retrieve a paginated list of notes with filtering by linked entity (deal, person, org, lead), author, date range, and pi…
Get Note
Retrieve the full content and metadata of a specific note by its numeric ID
Add Note
Create a new HTML note and attach it to a deal, person, organization, or lead with optional pinning
Update Note
Update an existing note’s content, linked entities, pin status, or author — uses HTTP PUT but omitted fields are preserv…
Delete Note
Soft-delete a note by its numeric ID — the note is hidden but remains fetchable with active_flag=false
List Projects
Retrieve all projects in Pipedrive with optional filtering by status or phase — requires Pipedrive Professional plan or…
Get Project
Retrieve the full record of a single project by its numeric ID — requires Pipedrive Professional plan or higher
Add Project
Create a new project in Pipedrive with title, board, phase, status, linked deals/person/organization, and template — req…
Update Project
Update properties of an existing project by ID — only fields provided are modified — requires Pipedrive Professional pla…
Delete Project
Permanently delete a project by its ID — requires Pipedrive Professional plan or higher
List Filters
Retrieve all saved Pipedrive filters with optional filtering by entity type (deals, leads, persons, organizations, produ…
Get Filter
Retrieve the full definition of a single saved filter by its ID, including the nested condition logic
Add Filter
Create a new saved filter with AND/OR condition logic to reuse in list_deals, list_persons, list_organizations, and othe…
Update Filter
Update an existing saved filter’s name or conditions — the conditions object is required even when only updating the nam…
Delete Filter
Permanently delete a saved filter by its ID — any list actions currently using this filter_id will no longer be able to…
Find Goals
Search for goals using type, title, assignee, active status, expected outcome, or date period filters
Get Goal Results
Retrieve actual vs expected progress results for a specific goal within a date period
Add Goal
Create a new sales or activity goal with an assignee, type, target metric, duration, and tracking interval — Pipedrive a…
Update Goal
Update an existing goal’s title, assignee, type, expected outcome, duration, or interval — uses HTTP PUT; include all fi…
Delete Goal
Permanently delete a goal by its ID — this also removes the associated goal progress report
List Roles
Retrieve all user roles within the Pipedrive company account — roles define permissions and data visibility for users
Get Role
Retrieve the full record of a single user role by its numeric ID, including its name and parent role relationship
Add Role
Create a new user role in Pipedrive with an optional parent role for hierarchical permission structures — requires admin…
Update Role
Update an existing role’s name or parent role assignment — uses HTTP PUT; include all fields you want to preserve
Delete Role
Permanently delete a role by its ID — users assigned to the deleted role are automatically reassigned to the default rol…
List Webhooks
Retrieve all configured webhook subscriptions for the Pipedrive company account — requires admin scope
Create Webhook
Create a new webhook subscription to receive real-time event notifications at a public URL when Pipedrive records are cr…
Delete Webhook
Permanently delete a webhook subscription by its ID — Pipedrive will immediately stop sending events to the subscription…
List Deal Fields
Retrieve all deal field definitions (standard and custom) to understand deal schema and discover custom field hash keys
Get Deal Field
Retrieve the full metadata of a single deal field by its field code, including type, options, and key
Add Deal Field
Create a new custom field on deal records to capture additional deal-specific data
Update Deal Field
Rename an existing custom deal field — field type and field code cannot be changed after creation
Delete Deal Field
Permanently delete a custom deal field by its field code — standard system fields cannot be deleted
List Person Fields
Retrieve all person field definitions (standard and custom) to understand the contact schema and discover custom field h…
Get Person Field
Retrieve the full metadata of a single person field by its field code, including type, options, and UI visibility
Add Person Field
Create a new custom field on person (contact) records to capture additional contact-specific data
Update Person Field
Rename an existing custom person field or update its UI visibility settings — field type and field code are immutable
Delete Person Field
Permanently delete a custom person field by its field code — standard system fields cannot be deleted
List Organization Fields
Retrieve all organization field definitions (standard and custom) to understand the organization schema and discover cus…
Get Organization Field
Retrieve the full metadata of a single organization field by its field code, including type, options, and UI visibility
Add Organization Field
Create a new custom field on organization records to capture additional company-specific data
Update Organization Field
Rename an existing custom organization field or update its UI visibility settings
Delete Organization Field
Permanently delete a custom organization field by its field code — standard system fields cannot be deleted
List Product Fields
Retrieve all product field definitions (standard and custom) to discover field keys, category IDs, and enum options
Get Product Field
Retrieve the full metadata of a single product field by its field code, including type, options, and optional UI visibil…
Add Product Field
Create a new custom field on product records to capture additional product-specific attributes
Update Product Field
Rename an existing custom product field or update its add product modal visibility — field type and code are immutable
Delete Product Field
Permanently delete a custom product field by its field code — standard system fields cannot be deleted
List Files
Retrieve all files attached to Pipedrive records (deals, persons, organizations, products, notes, activities) using offs…
Get File
Retrieve full metadata of a specific file by its ID, including name, size, MIME type, associated entity, and download UR…
Add File
Upload a file to Pipedrive and optionally associate it with a deal, person, organization, product, activity, lead, or pr…
Update File Details
Update the visible name or description of an existing file — does not modify the file content itself
Delete File
Mark a file as deleted by its ID — the file enters a 30-day grace period before permanent removal and is unlinked from i…
Search Items
Perform a global full-text search across all Pipedrive record types — deals, persons, organizations, products, leads, fi…
Search Items By Field
Search within a specific entity type by a specific field value — useful for field-level lookups and autocomplete functio…

Getting Started

1

Create or Select a Project

Set up a new project or select an existing one. See the Projects Guide.
2

Configure the Connector

Enable the connector and set up a connector profile in your project. See Managing Connectors.
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Connector Profile

Pipedrive - OAuth 2.0
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Connector Profile

Pipedrive - API Token
3

Link an Account

Connect an account using StackOne Hub or Auth Link.
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Link Account

Pipedrive - OAuth 2.0
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Link Account

Pipedrive - API Token
4

Use Actions

Invoke actions using one of the methods below: