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Pipedrive

Pipedrive is a customer relationship management (CRM) platform designed to streamline sales processes and improve productivity for sales teams. It offers a range of features including task automation, customizable pipelines, contact management, and real-time insights through dashboards.

Actions

Activity

  • List activities List all activities
  • List user activities List all activities assigned to a particular user
  • Get activity Get details of a specific activity
  • Create activity Add a new activity
  • Update activity Update specific activity
  • Delete activity Delete specific activity

Deal

  • List deals List all deals
  • List activities associated with a deal Lists all activities associated with a specific deal
  • List files attached to a deal Lists all files associated with a specific deal
  • Get deal Get details of a specific deal
  • Create deal Create a new deal
  • Update deal Update specific deal
  • Delete deal Delete specific

File

  • List files Lists all files
  • Get file Get specific file info
  • Download file Download file’s content
  • Add file Upload a new file
  • Update file Update details of a specific file
  • Delete file Delete specific file

Note

  • List notes Lists all notes
  • Get note Get specific note
  • Add note Create a new note
  • Update note Update specific note
  • Delete note Delete specific note

NoteComment

  • List note comments Lists all note comments
  • Get note comment Get specific note comment
  • Add note comment Create a new note comment
  • Update note comment Update specific note comment
  • Delete note comment Delete specific note comment

Organization

  • List organizations Lists all organizations
  • Get organization Get specific organization
  • Add organization Add a new organization
  • Update organization Update specific organization
  • Delete organization Delete specific organization

Person

  • List people Lists all people
  • Get person Get details of a specific person
  • Add person Add a new person
  • Update person Update specific person
  • Delete person Delete specific person

Pipeline

  • List pipelines Lists all pipelines
  • Get pipeline Get specific pipeline
  • Add pipeline Add a new pipeline
  • Update pipeline Update specific pipeline
  • Delete pipeline Delete specific pipeline

Product

  • List products Lists all products
  • Get product Get details of a specific product
  • Add product Add a new product
  • Update product Update specific product
  • Delete product Delete specific product

Stage

  • List stages Lists all stages
  • Get stage Get details of a specific stage
  • Add stage Add a new stage
  • Update stage Update specific stage
  • Delete stage Delete specific stage

User

  • List users Lists all users
  • Get user Get details of a specific user
  • Add user Add a new user
  • Deactivate user Deactivate specific user
  • Activate user Activate specific user

Events

  • On activity type added On new activity type added
  • On activity type deleted On specific activity type deleted
  • On activity type updated On specific activity type updated
  • On activity added On new activity added
  • On activity deleted On specific activity deleted
  • On activity updated On specific activity updated
  • On deal added On new deal added
  • On deal deleted On specific deal deleted
  • On deal merged On specific deal merged
  • On deal updated On specific deal updated
  • On note added On new note added
  • On note deleted On specific note deleted
  • On note updated On specific note updated
  • On organization added On new organization added
  • On organization deleted On specific organization deleted
  • On organization merged On specific organization merged
  • On organization updated On specific organization updated
  • On person added On new person added
  • On person deleted On specific person deleted
  • On person merged On specific person merged
  • On person updated On specific person updated
  • On pipeline added On new pipeline added
  • On pipeline deleted On specific pipeline deleted
  • On pipeline updated On specific pipeline updated
  • On product added On new product added
  • On product deleted On specific product deleted
  • On product updated On specific product updated
  • On stage added On new stage added
  • On stage deleted On specific stage deleted
  • On stage updated On specific stage updated
  • On user added On new user added
  • On user updated On specific user updated

Feedback

Do you want to use this app or do you have feedback on our implementation? Reach out to us using the established channels or create an issue.