Pipedrive CRM

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This is a documentation of the new Pipedrive CRM app.
Here is a documentation of the legacy Pipedrive CRM (legacy) app.

Getting Started with Pipedrive CRM
Connecting Pipedrive CRM to Integromat
Deals
New Deal Event
Watch Deals
Create a Deal
Update a Deal
Delete a Deal
Get a Deal
List Deals
List Deals in a Pipeline
List Deals in Stage
Products in a Deal
Add a Product to a Deal
List Products in a Deal
Persons in a Deal
List Persons in a Deal
Files in a Deal
List Files in a Deal
Activities in a Deal
List Activities in a Deal
Organizations
New Organization Event
Watch Organizations
Create an Organization
Update an Organization
Delete an Organization
Get an Organization
List Organization
Persons
New Person Event
Create a Person
Delete a Person
List Persons
Products
New Product Event
Create a Product
Update a Product
Delete a Product
Get a Product
List Products
Notes
New Note Event
Watch Notes
Create a Note
Update a Note
Delete a Note
Get a Note
List Notes
Activities
New Activity Event
Watch Activities
Create an Activity
Update an Activity
Delete an Activity
List Activities
Mail
Update a Mail Thread Details
Delete a Mail Thread
Get a Mail Thread
List Mail Threads
List Messages in a Thread
Followers
Add a Follower
Delete a Follower
List Followers
Users
Get a User
List Users
Other
Upload a File
List Pipelines
List Stages
Search for Items
Make an API Call

Getting Started with Pipedrive CRM

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

Prerequisites

  • A Pipedrive CRM account

In order to use Pipedrive CRM with Integromat, it is necessary to have a Pipedrive CRM account. If you do not have one, you can create a Pipedrive CRM account at www.pipedrive.com/en/register.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Pipedrive CRM to Integromat

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

1. Log in to your Pipedrive account.

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

3. Open the API tab.

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4. Copy your personal API token.

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5. Go to Integromat and open the Pipedrive module's Create a connection dialog.

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

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

Deals

New Deal Event

Triggers when a new deal is added, changed (updated), or deleted.

Webhook nameEnter the name of the webhook, e.g. "Added Deal Webhook".
ConnectionSelect or establish a connection to your Pipedrive CRM account.
Event actionSelect the event that triggers the module. By selecting All, every event triggers the module.
HTTP basic auth usernameEnter the basic auth username if needed.
HTTP basic auth passwordEnter the basic auth password if needed.

Watch Deals

Returns deal details when a deal is added or updated.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
StageIf selected, only deals in the selected sales stage are returned.
Filter

Returns only deals by the selected filter. Filters can be added or edited in the following dialog:

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Owned by youWhen the Yes option is selected, only deals owned by you are returned. The Filter field takes precedence over Owned by you when both are supplied.
StatusReturns only deals with a selected status. If omitted, all of the not deleted deals are returned.
LimitSet the maximum number of deals Integromat will return during one cycle.
Trigger whenSelect whether you want to trigger the module when the deal is created (Object created) or updated (Object updated).

Create a Deal

Adds a new deal

ConnectionSelect or establish a connection to your Pipedrive CRM account.
TitleEnter the deal title.
ValueEnter the value of the deal. If left empty, the value will be set to 0.
CurrencyEnter the currency of the deal. Accepts a 3-character currency code. If left empty, the currency will be set to the default currency of the authorized Pipedrive user.
UserSelect a user or map the ID of the user who will be marked as the owner of this deal. If the field is left empty, the authorized user ID will be used.
PersonEnter the ID of the person the deal will be associated with. You can search for the person by name or by email address. To search the person, click the Search button and enter the search term into the Query field. If a match is found, the ID of the person is inserted to the Person field.
OrganizationEnter the ID of the organization the deal will be associated with. To search the organization, click the Search button and enter the search term into the Query field. If a match is found, the ID of the organization is inserted to the Organization field.
StageSelect the sales stage or map the ID of the stage the deal will be placed in the pipeline of. If left empty, the deal will be placed in the first stage of the default pipeline.
StatusSelect or map the status of the new deal.
Probability

The deal success probability percentage. Used only when Deal probability for the pipeline of the deal is enabled.

You can enable the probability in Pipeline Settings > Pipelines > switch Deal probability to Yes.
Lost reason

Enter the message about why the deal was lost (to be used when status=lost).

Add time

Enter the creation date & time of the deal in UTC. Format: YYYY-MM-DD HH:MM:SS

Visible to

Select whether the deal will be visible (the ability to see and edit details of the deal) to the Owner & Followers only or to the Entire company.

Update a Deal

Updates an existing deal.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Deal ID
Enter (map) the deal ID of the deal you want to update.

The descriptions of the module's fields can be found in the Create a Deal module section.

Delete a Deal

Deletes a specified deal.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Deal ID
Enter (map) the deal ID of the deal you want to delete.

Get a Deal

Retrieves the details of a specific deal.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Deal ID
Enter (map) the Deal ID of the deal you want to delete.

List Deals

Returns all deals based on filter settings.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
StageIf selected, only deals in the selected sales stage are returned.
Filter

Returns only deals by the selected filter. Filters can be added or edited in the following dialog:

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UserIf the user is selected, only deals matching the user are returned.
StatusReturns only deals with the selected status. If omitted, all of the not deleted deals are returned.
LimitSet the maximum number of deals Integromat will return during one cycle.

List Deals in a Pipeline

Lists the deals in a specific pipeline across all its stages.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
PipelineSelect or map the pipeline you want to list deals from.
StageReturns only deals in the selected stage.
FilterSelect the status of the deal to filter returned deals by.
UserSelect the user that is assigned to the deals you want to return. If provided, the Filter field will not be considered and only deals owned by the given user will be returned. If left empty, deals owned by the authorized user will be returned.
EveryoneIf the Yes option is selected, Filter and User fields will not be taken into account – instead, deals owned by everyone will be returned.
LimitSet the maximum number of deals Integromat will return during one cycle.

List Deals in a Stage

This module lists the deals in a specified stage.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
StageSelect the stage you want to list deals from.
FilterIf you select one of the options, only deals matching the selected filter will be returned.
UserSelect the user that is assigned to the deals you want to return. If provided, the Filter field will not be considered and only deals owned by the given user will be returned. If left empty, deals owned by the authorized user will be returned.
EveryoneIf the Yes option is selected, Filter and User fields will not be taken into account – instead, deals owned by everyone will be returned.
LimitSet the maximum number of deals Integromat will return during one cycle.

Product in a Deal

Add a Product to a Deal

Adds a product to a deal.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Deal IDEnter or map the ID of the deal you want to add the product to.
Product ID

Enter or map the Product ID you want to add to the deal.

The product must be already created. You can use the Create a Product module to create a new product.
Item pricePrice of the product that will be added to the deal.
QuantityEnter the number of products (product items) that will be added to the deal.
Discount percentageDiscount listed as a percentage. If left empty, 0 discount will be set.
Duration of the product

Enter the duration of the product. When product durations are not enabled for the company, or if omitted, it defaults to 1.

This is useful in the context of both time- and amount-related products, such as hoteling or warehouse services. Example: you may want to sell 500 square feet of office space for 3 months, while the price of the product is defined per one square foot. This option requires the Products option to be enabled.
To enable Product duration go to Settings > Customize > Features and switch Product durations to On.
Product variant IDEnter the ID of the product variation to use. When the field is left empty, no variation will be used.
CommentsEnter a comment for the product and deal association. The comment is visible and editable in the application UI.
Enabled flagSet whether the product is enabled on the deal or not. This makes it possible to add products to a deal with specific price and discount criteria - but keeping them disabled, refrains them from being included in the deal price calculation. When omitted, the product will be marked as enabled by default.

Update Product Attachment Details

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

Please find the descriptions of the fields in the Add a Product to a Deal section above.

Delete an Attached Product

Deletes a product attachment from a deal.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Deal IDEnter or map the ID of the deal you want to delete a product attachment from.
Product attachment ID
Enter (map) the ID of the attachment you want to delete.  This is returned as product_attachment_id after attaching a product to a deal or as id in the output of the List Products in a Deal module.

List Products in a Deal

Lists products attached to a deal and retrieves its details.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Deal IDEnter or map the ID of the deal you want to list the products from.
Limit
Set the maximum number of deals Integromat will return during one cycle.

Persons in a Deal

Add a participant to a deal

Adds a participant to a deal.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Deal IDEnter or map the ID of the deal you want to add the participant to.
Person
Enter or map the ID of the person you want to add as a participant to the deal. You can search for the person by name or by email address. To search the person, click the Search button and enter the search term into the Query field. If a match is found, the ID of the person is inserted to the Person field.

List Persons in a Deal

Lists all the persons (with details) associated with a deal, regardless of whether the person is the primary contact of the deal, or added as a participant.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Deal IDEnter or map the ID of the deal you want to list the persons from.
LimitSet the maximum number of persons Integromat will return during one cycle.

Files in a Deal

List Files in a Deal

Retrieves files that were added to a specified deal.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Deal IDEnter or map the ID of the deal you want to list the persons from.
Include deleted filesSelect whether to include files that have already been deleted.

Activities in a Deal

List Activities in a Deal

Lists activities associated with a deal.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Deal IDEnter or map the ID of the deal you want to list the activities from.
DoneSelect whether you want to retrieve only activities that were marked as done or not. If the Not defined option is selected, then both - done and undone activities - are retrieved.
LimitSet the maximum number of activities Integromat will return during one cycle.

Organizations

New Organization Event

Triggers when a new organization is added, updated or deleted.

Webhook nameEnter the name of the webhook, e.g. "Added Organization Webhook".
ConnectionSelect or establish a connection to your Pipedrive CRM account.
Event actionSelect the event that triggers the module. By selecting All, every event triggers the module.
HTTP basic auth usernameEnter the basic auth username if needed.
HTTP basic auth passwordEnter the basic auth password if needed.

Watch Organizations

Triggers when a new organization is added or updated.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
FilterReturns only organizations by a selected filter.
UserSelect the user or map the ID of the user who will be marked as the owner of the organization. If the field is left empty, the authorized user ID will be used.
LimitSet the maximum number of organizations Integromat will return during one cycle.
Trigger whenSelect whether you want to trigger the module when the organization is created (Object created) or updated (Object updated).

Create an Organization

Adds a new organization.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
NameEnter the name of the organization you want to create.
OwnerEnter the ID of the user who will be marked as the owner of the organization. When left empty, the authorized user ID will be used. You can search for ID using the Search button and entering the name of the user in the Query field.
Visible toSelect whether the created organization will be visible (the ability to see and edit details of the deal) to the Owner & Followers only or to the Entire company.
Add timeEnter the date and time when the organization is created (optional). Use the following date and time format: YYYY-MM-DD HH:MM:SS

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Update an Organization

Updates the properties of an organization.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
NameEnter the name of the organization you want to update.
OwnerEnter the ID of the user who will be marked as the owner of this organization. When left empty, the authorized user ID will be used. You can search for the ID using the Search button and entering the name of the user to the Query field.
Visible toSelect whether the updated organization will be visible (the ability to see and edit details of the organization) to the Owner & Followers only or to the Entire company.
Add timeEnter the date and time when the organization is created (optional). Use the following date and time format: YYYY-MM-DD HH:MM:SS

Delete an Organization

Deletes a selected organization.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Organization ID

Enter the ID of the organization you want to delete.

You can map the ID from another module or find it in the Pipedrive CRM user interface in the URL:

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Get an Organization

Retrieves details for a specified organization.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Organization IDEnter the ID of the organization you want to retrieve details about.

List Organizations

Retrieves all organizations.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Filter

Enter or select the desired filter. You can create or edit filters in the Pipedrive CRM user interface.

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UserMap or select the user. If supplied, only organizations owned by the entered user will be returned.
First charEnter the first letter of the organization's name you want to retrieve.
LimitSet the maximum number of organizations Integromat will return during one cycle.

Update an Organization Field Value

Updates an organization field.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Organization IDEnter (map) the Organization ID of the organization you want to update field values for.
FieldsDefine fields and values to be updated.

Persons

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

New Person Event

Triggers when a new person is added, updated or deleted.

Webhook nameEnter the name of the webhook, e.g. "Added Person Webhook".
ConnectionSelect or establish a connection to your Pipedrive CRM account.
Event actionSelect the event that triggers the module. By selecting All, every event triggers the module.
HTTP basic auth usernameEnter the basic auth username if needed.
HTTP basic auth passwordEnter the basic auth password if needed.

Watch Persons

Triggers when a new person is added or updated.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Filter

Returns only persons by the selected filter.

UserSelect the user. If supplied, only persons owned by the selected user will be returned.
LimitSet the maximum number of persons Integromat will return during one cycle.
Trigger whenSelect whether you want to trigger the module when the person is created (Object created) or updated (Object updated).

Create a Person

Adds a new person and returns the new person's ID.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
NameEnter the name of the new contact.
OwnerEnter the ID of the user who will be marked as the owner of this person. When left empty, the authorized user ID will be used. You can search for the ID using the Search button and entering the name of the user to the Query field. The input is case sensitive.
OrganizationEnter the ID of the organization this person belongs to. You can search for the ID using the Search button and entering the name of the organization to the Query field. The input is case sensitive.
EmailsEnter the contact email address.
PhonesEnter the contact phone number.
Add timeEnter the date and time when the person is created (optional). Use the following date and time format: YYYY-MM-DD HH:MM:SS
Visible toSelect whether the new person will be visible (the ability to see and edit details of the person) to the Owner & Followers only or to the Entire company.

Update a Person

Updates personal details of a contact.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Person IDEnter or map the ID of the person you want to update.
NameEnter the name of the person you want to update.
OwnerEnter the ID of the user who will be marked as the owner of this person. When left empty, the authorized user ID will be used. You can search for the ID using the Search button and entering the name of the user to the Query field. The input is case sensitive.
OrganizationEnter the ID of the organization this person belongs to. You can search for the ID using the Search button and entering the name of the organization to the Query field.
EmailsEnter the updated email for the person.
PhonesEnter the updated phone for the person.
Add timeEnter the date and time when the person is created (optional). Use the following date and time format: YYYY-MM-DD HH:MM:SS
Visible toSelect whether the updated person will be visible (the ability to see and edit details of the person) to the Owner & Followers only or to the Entire company.

Delete a Person

Deletes a selected person.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Person IDEnter or map the ID of the person you want to delete.

Get a Person

Retrieves details of a desired person (including custom fields).

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Person IDEnter or map the ID of the person you want to retrieve information about.

List Persons

Returns a list of persons defined by a specified filter (without custom fields).

ConnectionSelect or establish a connection to your Pipedrive CRM account.
FilterReturns only persons that fit the selected filter.
UserSelect or map the user. If supplied, only persons owned by the selected user will be returned.
First charEnter the first letter of the organization's name you want to retrieve.
LimitSet the maximum number of persons Integromat will return during one cycle.

Products

New Product Event

Triggers when a new product is added, updated or deleted.

Webhook nameEnter the name of the webhook, e.g. "Added Product Webhook".
ConnectionSelect or establish a connection to your Pipedrive CRM account.
Event actionSelect the event that triggers the module. By selecting All, every event triggers the module.
HTTP basic auth usernameEnter the basic auth username if needed.
HTTP basic auth passwordEnter the basic auth password if needed.

Watch Products

Retrieves product details when a product is added or updated.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Filter

Returns only products by the selected filter.

UserSelect the user. If supplied, only products owned by the selected user will be returned.
LimitSet the maximum number of products Integromat will return during one cycle.
Trigger whenSelect whether you want to trigger the module when the product is created (Object created) or updated (Object updated).

Create a Product

Adds a new product.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
NameEnter the name of the product.
CodeEnter the product code.
UnitEnter the unit of the product, e.g. kg, pcs, lbs,...
TaxEnter the tax in percentage (%).
This product is activeSelect whether the created product will be set as active.
OwnerEnter the ID of the user who will be marked as the owner of this product. When left empty, the authorized user ID will be used. You can search for the ID using the Search button and entering the name of the user to the Query field. The input is case sensitive.
Visible toSelect whether the created product will be visible (the ability to see and edit details of the product) to the Owner & Followers only or to the Entire company.
Prices

Set the price information (Unit price, Currency, Cost (Cost per unit), Overhead cost (Direct cost)). For the currency format use ISO 4217 Code, e.g. USD.

There can only be one price per product per currency.

Update a Product

Updates data for a product.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Product IDEnter or map the ID of the product you want to update.

Description of the module's fields can be found above in the Create a Product section.

Delete a Product

Deletes a product.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Product IDEnter or map the ID of the product you want to delete.

Get a Product

Retrieves details for a specified product.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Product IDEnter or map the ID of the product you want to retrieve details about.

List Products

Returns data about all products based on the filter settings.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
FilterReturns products by the selected filter.
UserSelect or map the user. If supplied, only products owned by the selected user will be returned.
First charEnter the first letter of the product's name you want to retrieve.
LimitSet the maximum number of products Integromat will return during one cycle.

Notes

New Note Event

Triggers when a new note is added, updated or deleted.

Webhook nameEnter the name of the webhook, e.g. "Added Note Webhook".
ConnectionSelect or establish a connection to your Pipedrive CRM account.
Event actionSelect the event that triggers the module. By selecting All, every event triggers the module.
HTTP basic auth usernameEnter the basic auth username if needed.
HTTP basic auth passwordEnter the basic auth password if needed.

Watch Notes

Triggers when a new note is added or updated.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
UserEnter or map the ID of the user whose notes to retrieve. If left empty, all of the notes by all users will be retrieved.
DealEnter or map the ID of the deal which notes to retrieve. If left empty, all of the notes about all deals will be returned.
PersonEnter or map the ID of the person (contact) whose notes to retrieve. If left empty, notes by all persons will be retrieved.
OrganizationEnter the ID of the organization the notes you want to retrieve for belongs to. You can search for the ID using the Search button and entering the name of the organization in the Query field.
Pinned to deal flagSelect if you want to filter notes by pinned to deal notes.
Pinned to organizationSelect if you want to filter notes by pinned to organization notes.
Pinned to person flagSelect if you want to filter notes by pinned to person notes.
LimitSet the maximum number of notes Integromat will return during one cycle.
Trigger whenSelect whether you want to trigger the module when the note is created (Object created) or updated (Object updated).

Create a Note

Adds a note.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
ContentEnter the text content of the new note. You can format the text using HTML.
Deal IDEnter (map) the ID of the deal the note will be attached to.
PersonEnter (map) the ID of the person the note will be attached to. You can search for the ID using the Search button and entering the name of the person to the Query field.
OrganizationEnter (map) the ID of the organization the note will be attached to. You can search for the ID using the Search button and entering the name of the organization in the Query field.
Add timeOptional creation date & time of the note in UTC. Can be set in the past or in the future. Format: YYYY-MM-DD HH:MM:SS
Pinned to deal flagSelect if you want to pin the note to deal. If enabled, then the deal ID must be supplied.
Pinned to organizationSelect if you want to pin the note to deal. If enabled, then the organization ID must be supplied.
Pinned to person flagSelect if you want to pin the note to deal. If enabled, then the person ID must be supplied.

Update a Note

Updates the content of a note.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Note IDEnter (map) the ID of the note you want to update.

Description of the module's fields can be found above in the Create a Note section of this article.

Delete a Note

Deletes a note.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Note IDEnter (map) the ID of the note you want to delete.

Get a Note

Retrieves details of a note.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Note IDEnter (map) the ID of the note you want to retrieve information about.

List Notes

Retrieves details about all notes based on filter settings.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
UserEnter or map the ID of the user whose notes to retrieve. If left empty, all of the notes by all users will be retrieved.
DealEnter or map the ID of the deal whose notes to retrieve. If left empty, all of the notes about all deals will be returned.
PersonEnter or map the ID of the person (contact) whose notes to retrieve. If left empty, notes by all persons will be retrieved.
OrganizationEnter the ID of the organization whose notes you want to retrieve. You can search for the ID using the Search button and entering the name of the organization in the Query field.
Pinned to deal flagSelect if you want to filter notes by pinned to deal notes.
Pinned to organizationSelect if you want to filter notes by pinned to organization notes.
Pinned to person flagSelect if you want to filter notes by pinned to person notes.
Start dateDate in YYYY-MM-DD HH:MM:SS format from which notes to retrieve from.
End dateDate in YYYY-MM-DD HH:MM:SS format from which notes to retrieve to.
LimitSet the maximum number of activities Integromat will return during one cycle.

Activities

New Activity Event

Triggers when a new activity is added, updated or deleted.

Webhook nameEnter the name of the webhook, e.g. "Added Activity Webhook".
ConnectionSelect or establish a connection to your Pipedrive CRM account.
Event actionSelect the event that triggers the module. By selecting All, every event triggers the module.
HTTP basic auth usernameEnter the basic auth username if needed.
HTTP basic auth passwordEnter the basic auth password if needed.

Watch Activities

Triggers when a new activity is added or updated.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
FilterSelect the filter. The filter must be already created via the Pipedrive user interface.
TypeSelect the type of activity you want to watch for.
UserSelect the user whose activities will be retrieved. If no user is selected, activities for all company users will be retrieved based on the permission sets.
This activity is doneSelect whether the activity is done (Yes), or undone (No). If not defined, then all activities are returned.
Trigger whenSelect whether you want to trigger the module when the activity is created (Object created) or updated (Object updated).

Create an Activity

Adds a new activity.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
SubjectEnter the title of the activity you want to add.
TypeSelect the type of activity you want to create.
Due date and timeEnter the due date of the activity in YYYY-MM-DD HH:MM format.
DurationEnter the duration of the activity in UTC. Format: HH:MM.
UserSelect or map the user you want to assign the activity to.
DealEnter the ID of the deal this activity will be associated with.
PersonEnter (map) the ID of the person you want to link to the activity. You can search for the ID using the Search button and entering the name of the person in the Query field.
OrganizationEnter the ID of the organization this activity will be linked to. You can search for the ID using the Search button and entering the name of the organization in the Query field.
NoteEnter note text content. You can format the note using HTML.
Participants

Enter the participants this activity will be linked to.

If left empty, only the person specified in the Person field (above) will be used.

Update an Activity

Modifies the activity.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Activity IDEnter or map the ID of the activity you want to update.

Description of the module's fields can be found above in the Create an Activity section of this article.

Delete an Activity

Deletes an activity.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Activity IDEnter or map the ID of the activity you want to delete.

Get an Activity

Retrieves details of a specific activity.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Activity IDEnter or map the ID of the activity you want to retrieve the details about.

List Activities

Lists activities by defined filter settings.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
FilterSelect the activities filter. The filter must be already created via the Pipedrive user interface.
TypeSelect the type of activity you want to list.
UserSelect the user whose activities will be retrieved. If no user is selected, activities for all company users will be retrieved based on the permission sets.
Start dateEnter the date in the format of YYYY-MM-DD from which activities to retrieve from.
End dateEnter the end date in the format of YYYY-MM-DD until which activities to retrieve to.
Activity is doneSelect whether the activity is done (Yes), or undone (No). If not defined, then all activities are returned.
LimitSet the maximum number of activities Integromat will return during one cycle.

Mail

Update a Mail Thread Details

Modifies the properties of a mail conversation.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Mail Thread IDEnter (map) the ID of the mail conversation you want to update.
Deal IDEnter (map) ID of the deal this thread is associated with.
Shared flagSet whether to share this thread with other users in your company.
Read flagSet whether this thread is read or unread.
Archived flagSet whether this thread is archived or not. You can only archive threads that belong to the Inbox folder. Archived threads will disappear from the Inbox.

Delete a Mail Thread

Deletes an email conversation from Pipedrive. This action cannot be undone.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Mail Thread IDEnter (map) the ID of the mail conversation you want to delete.

Get a Mail Thread

Retrieves details on a mail conversation.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Mail Thread IDEnter (map) the ID of the mail conversation you want to retrieve information about.

Get a Message

Retrieve message details.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Message IDEnter (map) the ID of the message you want to retrieve details about.

List Mail Threads

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

ConnectionSelect or establish a connection to your Pipedrive CRM account.
FolderSelect the folder you want to retrieve mail conversations from.
LimitSet the maximum number of mail threads Integromat will return during one cycle.

List Messages in a Thread

Retrieves mail messages inside a specified mail conversation.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Mail Thread ID

Enter (map) the ID of the mail conversation you want to retrieve mail messages from

Followers

Add a Follower

Adds a follower (user) to a selected object.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
ObjectSelect whether you want to add a follower to a deal, organization, person, or product.
Object IDEnter the ID of the deal, organization, person, or product you want to add a follower to.

Delete a Follower

Deletes a follower from the selected deal, organization, person, or product.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
ObjectSelect whether you want to delete a follower from a deal, organization, person, or product.
Follower IDEnter the ID of the follower.
The ID can be retrieved using the List Followers module.

List Followers

Lists the followers of a selected deal, organization, person, product, or user.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
ObjectSelect whether you want to list followers from a deal, organization, person, product, or user.
Object IDEnter the ID of the deal, organization, person, product, or user you want to list the followers from.

Users

Get a User

Retrieves information about a specified user account.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
User ID

Enter (map) the ID of the user you want to retrieve information about.

List Users

Retrieves details about all users within the company.

ConnectionSelect or establish a connection to your Pipedrive CRM account.

Other

Upload a File

Allows you to upload a file to a deal, person, organization, product, or activity.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Source file

Enter or map (e.g. using Dropbox module) the file you want to upload.

File name
Enter the name of the uploaded file.

Data
Map or enter the data of the file.

For more information refer to the Working with files article.

Deal ID
Person ID
Organization ID
Product ID
Activity ID

Enter the ID of the object you want to associate the uploaded file with.

You can enter IDs into multiple fields in order to associate the file with multiple objects.

List Pipelines

Retrieves information about all pipelines in your Pipedrive account.

ConnectionSelect or establish a connection to your Pipedrive CRM account.

List Stages

Retrieves information about sales stages in a selected pipeline.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
Pipeline

Select (or map the Pipeline ID) of the pipeline you want to retrieve the sales stages from.

Search for Items

Performs a search across your Pipedrive account for multiple item types.

You can use this module instead of deprecated Find a Person by Name or Email module.
ConnectionSelect or establish a connection to your Pipedrive CRM account.
Term

Enter the search term. The minimum length is 2 characters or 1 character when the Exact match option (below) is enabled.

Item types

Select the object you want to search for. If the field is left empty, all objects are searched.

Fields

The fields to perform the search from. Defaults to all of them.
Deal - custom fields, notes, title
Person - custom fields, email, name, notes, phone
Organization - address, custom fields, name, notes
Product - code, custom fields, name
Lead - email, organization name, person name, phone, title
File - name
Mail attachment - name

Exact match

If the option is enabled, then only the exact match against the search term will be returned.

Limit

Set the maximum number of results Integromat will return during one cycle.

Make an API Call

Allows you to perform a custom API call.

ConnectionSelect or establish a connection to your Pipedrive CRM account.
URLEnter a path relative to https://api-proxy.pipedrive.com/. E.g. deals.
Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

HeadersEnter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query StringEnter the request query string.
BodyEnter the body content for your API call. Usually JSON.

Example

The following simple API call retrieves all persons.

2019-05-03_14_58_24-Integration_Pipedrive_CRM___Integromat.png

The result can be found in Bundle > Body > data.

The details of 7 persons are returned:

2019-05-03_15_00_33-Integration_Pipedrive_CRM___Integromat.png

 

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