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...