New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing
Triggered when a new deal is created in Pipedrive
Triggered when a new note is created in Pipedrive
Triggered when a new organization is created in Pipedrive
Adds a new call log.
Registers a messaging channel for an admin, using the Messengers integration OAuth scope and a prepared Messaging app extension manifest. The Channels API is deprecated and its availability is no longer assured.
Creates a Pipedrive deal with a title and optional properties such as owner, linked person or organization, pipeline, stage, value, and status. DEPRECATED: The API v1 endpoint is out of support and its availability is not guaranteed; use POST /api/v2/deals instead.
Adds a follower to a deal.
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.
Adds a lead linked to a person or organization and tagged with an API source.
Creates a lead label.
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>.
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.
Adds a new goal. Along with adding a new goal, a report is created to track the progress of your goal.
Adds a custom field to Pipedrive organizations. Specify its name and type, options for set or enum fields, and optionally whether it appears in the add-new form. Requires admin scope.
Adds a custom field to Pipedrive person records. Specify its name and type, options for set or enum fields, and optionally whether it appears in the add-new form. Requires contact-fields:full or admin scope.
Adds a new pipeline (v2).
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>.
Adds a new stage, returns the ID upon success.
Adds a new team to the company and returns the created object.
Adds a new user to the company, returns the ID upon success.
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.
Adds a participant to a deal.
Adds a new contact in Pipedrive. For Campaigns users, it can also set the marketing status.
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>.
Adds a new project to Pipedrive. The response contains the API response body, including any reported error.
Adds a recurring subscription to a deal. The operation may instead create and attach a product representing recurring billing; a product attachment is not a recurring subscription.
Adds a new role. Roles endpoints require the admin scope.
Adds a new task.
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).
Adds an installment subscription for a deal using the supplied payment schedule. Individual deal installments may be created instead; creation is not atomic, so only some payments may be created, and the result may contain only the first created installment.
Creates a new organization in Pipedrive with a required name and optional owner and visibility settings.
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.
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.
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.
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.
Upload and link files to deals, people, organizations, activities, products, or leads in Pipedrive. See the "adding a file" tutorial for details.
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.
Adds a new activity type.
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.
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.
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.
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.
Tool to bulk add options to enum/set person fields atomically. Use when you need to add new options to a person field.
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.
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.
Tool to upload an image for a product in Pipedrive. Use when you need to add a visual representation to a product.
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.
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.
Adds users to an existing team.
Archives a project.
Tool to bulk add products to a Pipedrive deal. Use when attaching multiple products simultaneously, with maximum 100 products per request.
Cancels a recurring subscription, optionally specifying a termination date. The operation may instead disable product attachments on the deal whose ID matches the supplied ID; disabling attachments does not cancel the subscription, and changes can be partial.
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.
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.
Creates a webhook and returns its details. Specify an event action and object, including wildcards for supported events; webhook version 2.0 is the default, with version 1.0 also selectable.
Creates an empty file on Google Drive linked to an item. For details, refer to the Pipedrive remote file adding tutorial.
Creates and returns an organization relationship.
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.
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.
Requests deletion of a messenger channel along with its conversations and messages, using Messengers integration OAuth and a Messaging app extension manifest. The Channels API is deprecated; reported success can also result from a 404 or other unsuccessful responses.
Deletes a conversation from a messaging channel, using the Messengers integration OAuth scope and a Messaging app extension manifest. A not-found response is reported as success and does not confirm deletion. DEPRECATED: Pipedrive guaranteed access to this Channels API endpoint only until February 1, 2026; use an alternative solution.
Tool to delete a deal field in Pipedrive by marking it as deleted. Use when you need to remove a custom deal field.
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.
Deletes a follower from a person.
Deletes a follower from a product.
Deletes a specific lead.
Deletes a specific note.
Deletes a participant from a deal.
Marks a person as deleted. After 30 days, the person will be permanently deleted.
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.
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>.
Tool to delete a person field from Pipedrive. Use when you need to remove a custom person field by its unique identifier.
Marks a pipeline as deleted.
Marks a product as deleted. After 30 days, the product will be permanently deleted.
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>.
Marks a project as deleted.
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.
Removes the assigned user from a role and adds to the default role.
Marks a stage as deleted. Uses the company-domain v2 endpoint.
Deletes a Pipedrive pipeline stage by ID. DEPRECATED: The API v1 endpoint is out of support and its availability and behavior are not guaranteed. Use DELETE /api/v2/stages/{id} instead.
Marks an installment or recurring subscription as deleted by ID. The operation may instead delete a deal product attachment with the same ID.
Marks a task as deleted. If the task has subtasks then those will also be deleted.
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.
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.
Marks an activity as deleted. After 30 days, the activity will be permanently deleted.
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.
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>.
Deletes an organization relationship and returns the deleted ID.
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.
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.
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.
Tool to remove existing options from a deal custom field atomically. Use when you need to delete options from a deal field.
Tool to delete a follower from a deal in Pipedrive. Use when you need to remove a user from a deal's follower list.
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.
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.
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.
Deletes the specified Webhook.
Tool to delete a specific lead label from Pipedrive. Use when you need to remove a lead label using its UUID identifier.
Marks a mail thread as deleted.
Marks multiple Pipedrive activities as deleted by their comma-separated IDs. DEPRECATED: The API v1 endpoint is out of support and its availability is not guaranteed; use DELETE /api/v2/activities instead.
Marks multiple activity types as deleted.
Marks multiple deal fields as deleted. API error payloads may be returned as data, so a returned response does not itself confirm deletion.
Marks multiple deals as deleted using a comma-separated list of deal IDs. DEPRECATED: This API v1 endpoint is out of support and its availability and behavior are not guaranteed. Use DELETE /api/v2/deals instead.
Marks multiple filters as deleted.
Marks multiple organization fields as deleted.
Marks multiple Pipedrive organizations as deleted using a comma-separated list of IDs; the organizations are permanently deleted after 30 days. DEPRECATED: The API v1 endpoint is out of support and its availability is not guaranteed; use DELETE /api/v2/organizations instead.
Marks multiple person fields as deleted.
Marks multiple Pipedrive persons as deleted using a comma-separated list of IDs. DEPRECATED: The API v1 endpoint is out of support and its availability is not guaranteed; use DELETE /api/v2/persons instead.
Marks multiple product fields as deleted.
Marks multiple Pipedrive stages as deleted using a comma-separated list of stage IDs. DEPRECATED: The API v1 endpoint is out of support and its availability is not guaranteed; use DELETE /api/v2/stages instead.
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.
Tool to delete a follower from an organization in Pipedrive. Use when you need to remove a user from an organization's follower list.
Tool to remove existing options from a person custom field atomically. Use when you need to delete options from a person field.
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.
Tool to delete a filter in Pipedrive. Use when you need to remove a specific filter by its ID.
Tool to remove existing options from a product custom field atomically. Use when you need to delete options from a product field.
Tool to delete an image from a product in Pipedrive. Use when you need to remove a product image.
Tool to delete a product variation from a product in Pipedrive. Use when you need to remove a specific variation from a product.
Deletes users from an existing team.
Initializes a file download.
Duplicates a deal.
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.
Lists the users permitted to access a lead.
Find goals using supported criteria, including goal status and period. The status filter defaults to active goals; specify both period start and end for time-based searches.
Finds an installment or recurring subscription by deal ID. The result may instead contain the deal's installments or attached products; products are not subscription details.
Finds users by name or, when email search is enabled, by email address.
Returns data about a specific team.
Returns all activities assigned to a particular user.
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.
Returns all activity fields.
Returns all activity types.
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.
Returns the add-ons for a single company.
Returns all call logs assigned to a particular user.
Lists comments associated with a note, with pagination.
Returns data about all deal fields.
Lists deals with filtering, sorting and pagination. Archived deals are not returned by default.
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.
Returns data about all files.
Retrieves filter helper information, including operators, relative dates and address field components.
Returns data about all filters.
Tool to retrieve all lead fields. Use when you need to get the schema for leads in a company's context.
Returns details of all lead labels. This endpoint does not support pagination and all labels are always returned.
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.
Lists non-archived leads with pagination, optional filters and sorting. The archived-status parameter is ignored by Pipedrive.
Returns all the mail messages inside a specified mail thread.
Returns data about all note fields.
Returns all notes.
Returns data about all organization fields.
Returns all organizations.
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.
Retrieves payments for an installment or recurring subscription by subscription ID. An empty result does not necessarily mean the subscription has no payments.
Returns data about all permission sets.
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.
Returns all persons.
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.
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).
Returns data about all product fields.
Returns data about all products.
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.
Retrieves non-deleted project templates with cursor-based pagination; the Projects add-on must be enabled. HTTP errors produce an unsuccessful response with an empty template list.
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>.
Gets all of the relationships for a supplied organization ID.
Returns roles within the company. The action requires the admin scope and supports pagination.
Returns data about all stages.
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.
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>.
Returns data about teams within the company.
Returns data about all teams which have the specified user as a member.
Returns data about all connections for the authorized user.
Returns data about all users within the company.
Returns a list of all user IDs within a team.
Returns data about all the Webhooks of a company.
Retrieves a page of archived deals with filtering and pagination using the API v1 archived-deals endpoint. Pipedrive described this v1 endpoint as temporary support through the end of 2025.
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.
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.
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.
Tool to retrieve messaging conversations. Use after channel registration to sync conversations.
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.
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.
Lists a page of field-value changes for a specific deal, with cursor pagination.
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.
Retrieves a Pipedrive deal by ID, with options to request additional fields and up to 15 custom field keys. DEPRECATED: The API v1 endpoint is out of support and its availability is not guaranteed; use GET /api/v2/deals/{id} instead.
Lists a page of files attached to a specific Pipedrive deal, with pagination and sorting.
Lists a page of users following a specific deal, with cursor pagination.
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.
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.
Lists a page of persons participating in a specific Pipedrive deal, with pagination.
Lists a page of participant changes for a specific deal, with cursor pagination.
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.
Lists a page of products attached to a specified Pipedrive deal, with pagination and sorting options. DEPRECATED: The API v1 endpoint is out of support and its availability is not guaranteed; use GET /api/v2/deals/{id}/products instead.
Lists updates about a deal in chronological order. Use when you need to track deal changes, monitor activity timeline, or audit deal modifications.
Returns all stage-to-stage conversion and pipeline-to-close rates for the given time period.
Tool to retrieve discounts for a specific deal. Use when you need to list all discounts added to a deal in Pipedrive.
Lists deals in a specific pipeline across its stages, with optional filters and pagination. Archived deals are excluded by default.
Lists deals in a specific stage, with optional filters and pagination. Archived deals are excluded by default.
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.
Requests a summary of deals, optionally filtered by status, user, filter or stage. Archived deals are excluded by default.
Returns opened and won deals in time-based groups according to a specified deal date field. Archived deals are excluded by default.
Lists deals with a specified product attached, with status filtering and pagination. Archived deals are excluded by default.
Returns the details of a specific project board.
Retrieves details of a person by ID. This tool is deprecated.
Retrieves a project phase by ID. API error payloads can also be returned in the response data.
Retrieves a project by ID; custom field hashes in the returned project data can be matched to project field keys. API errors may be returned in the response data.
Retrieves an installment or recurring subscription by ID. The result may instead contain installments or products for a deal with the same ID.
Returns the details of a specific task.
Retrieves a project template by ID. API errors may be returned in the response data.
Returns the details of a specific activity.
Retrieves detailed information about an organization 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.
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.
Returns mail threads in a specified folder ordered by the most recent message within.
Return a supplied marketplace client ID hint, or select an add-on code using an optional provider-name match. If no code is found, return a connection or consumer identifier or a test placeholder; the result is not necessarily an installed video integration's client ID.
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.
Returns the details of a comment on a note.
Tool to retrieve a specific deal field by ID. Use when you need to get metadata and configuration for a deal field.
Returns data about a specific file.
Returns data about a specific filter. Note that this also returns the condition lines of the filter.
Returns details about a specific lead by ID.
Returns data about a specific mail message.
Returns a specific mail thread.
Returns details about a specific note.
Tool to retrieve a specific organization field by ID. Use when you need to get metadata and configuration for an organization field.
Finds and returns an organization relationship from its ID.
Returns data about a specific permission set.
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.
Returns data about a specific pipeline.
Returns data about a specific product.
Returns data about a specific product field.
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.
Returns data about a specific stage.
Returns data about a specific user within the company.
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.
Lists deals associated with an organization, with optional filtering and pagination. Archived deals are not returned.
Tool to get details of a specific organization in Pipedrive. Use when you need to retrieve comprehensive information about an organization by its ID.
Tool to list files attached to an organization. Use when you need to retrieve all files associated with a specific organization in Pipedrive.
Tool to list followers of an organization. Use when you need to retrieve all users who are following a specific organization in Pipedrive.
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.
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.
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.
Tool to list persons associated with an organization. Use when you need to retrieve all persons linked to a specific organization in Pipedrive.
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.
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.
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.
Lists deals associated with a person, excluding archived deals by default. The API v1 endpoint used is out of support and may be changed or removed without notice.
Tool to get details of a specific person in Pipedrive. Use when you need to retrieve comprehensive information about a person by their ID.
Tool to list files attached to a person. Use when you need to retrieve all files associated with a specific person in Pipedrive.
Tool to list followers of a person in Pipedrive. Use when you need to retrieve all users who are following a specific person.
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.
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.
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.
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.
Tool to list products associated with a person. Use when you need to retrieve all products linked to a specific person in Pipedrive.
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.
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.
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.
Lists deals associated with a product, excluding archived deals by default. Supports pagination and filtering by deal status.
Tool to list files attached to a product. Use when you need to retrieve all files associated with a specific product in Pipedrive.
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.
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.
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.
Retrieve a page of variations for a specific product, including available prices across currencies. Use the returned cursor to request subsequent pages.
Returns all active project phases under a specific board.
Returns data about all recent changes occurred after the given timestamp.
Gets the progress of a goal for the specified period.
List a page of user assignments for a specific role in Pipedrive, with pagination support.
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.
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.
Tool to retrieve message templates for a channel. Use when template support is enabled.
List a page of users following a specific Pipedrive user. Use the returned cursor to request subsequent pages.
List a page of role assignments for a specific Pipedrive user, with pagination support.
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.
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>.
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, or select up to 100 IDs, with relationship and completion filters and cursor pagination.
Lists activities associated with a deal.
Lists activities associated with a person.
Lists activities associated with an organization.
Lists a page of files across Pipedrive, regardless of the entity they are attached to, with pagination and sorting options.
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 non-archived deals with relationship and status filters, selected custom fields, and cursor pagination.
Lists non-archived deals associated with a person, with status filtering and pagination.
Lists non-archived deals associated with an organization, with status filtering and pagination.
Lists files associated with a deal.
Lists files associated with a person.
Lists files associated with a product.
Lists files associated with an organization.
Lists the followers of a deal.
Lists the followers of a person.
Lists the followers of a product.
Lists the followers of a specific user.
Lists the followers of an organization.
Lists mail messages associated with a deal.
Lists mail messages associated with a person.
Lists mail messages associated with an organization.
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.
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.
Lists the users permitted to access a deal.
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.
List users permitted to access a person.
List persons, or select up to 100 IDs, with relationship filters, selected custom fields, and cursor pagination.
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.
Returns a list of visible or hidden pipeline IDs by role. See the "Visibility groups article" for details on pipeline visibility.
Lists users permitted to access a product.
Lists products associated with a person.
Lists products attached to a Pipedrive deal, with pagination and an option to include product data. DEPRECATED: The API v1 endpoint is out of support and its availability is not guaranteed; use GET /api/v2/deals/{id}/products instead.
Lists users assigned to a role, with pagination. The action declares the admin OAuth scope.
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.
Lists the settings of an authorized user. Example response contains a shortened list of settings.
Lists updates about a deal.
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.
Lists updates about an organization.
This endpoint provides cursor-paginated updates on deal participants. For pagination details, see the Pipedrive documentation.
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.
Lists aggregated permissions over all assigned permission sets for a user.
Lists role assignments for a user.
Lists the settings of user's assigned role.
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.
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.
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>.
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>.
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.
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>.
List users permitted to access an organization.
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.
Searches across item types and fields, with optional selection of one item type and one field.
Submits an incoming message to a conversation using the Channels API, requiring the Messengers integration OAuth scope and a Messaging app extension manifest. The endpoint is deprecated and was guaranteed accessible only until February 1, 2026.
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.
Requests the Pipedrive OAuth authorization page for an app and returns the response status, any redirect location, and a short body snippet. A user must complete authorization separately.
Returns activities linked to a specific project.
Returns all active groups under a specific project.
Returns information about items in a project plan. Items consists of tasks and activities and are linked to specific project phase and group.
Returns tasks linked to a specific project.
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.
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).
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.
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.
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.
Searches Pipedrive products by name, code or custom fields, with optional case-insensitive exact matching and pagination. DEPRECATED: The API v1 product search endpoint is out of support and its availability is not guaranteed; use GET /api/v2/products/search instead.
A video calling provider must call this endpoint to remove the link between a user and the installed video calling app.
Updates a comment related to a note.
Updates supported properties of a deal, such as its title, owner, stage, value, or status. Archived deals cannot be edited with this action. DEPRECATED: This API v1 endpoint is out of support and its availability and behavior are not guaranteed; use PATCH /api/v2/deals/{id} instead.
Updates an existing Pipedrive deal's properties, such as title, value, status, stage, or associated contacts and organizations. Archived deals can only be unarchived. DEPRECATED: The API v1 endpoint is out of support and availability is not guaranteed; use PATCH /api/v2/deals/{id} instead.
Updates a deal field definition's name, options, or visibility in the add-new dialog.
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.
Updates an existing filter in Pipedrive. Use when you need to modify filter name or conditions. Maximum of 16 conditions per filter allowed.
Updates supported properties of a lead. Archived leads can only be unarchived; other edits require the lead to be unarchived first.
Update an existing Pipedrive lead's properties, such as title, value, archive status, or linked contacts. Archived leads can only be unarchived.
Updates one or more properties of a lead label. Only properties included in the request will be updated.
Updates a note.
Modifies a person’s details in Pipedrive. See the linked tutorial for guidance. If utilizing Campaigns, the endpoint also handles `data.marketing_status`.
Updates an existing Pipedrive person's properties, such as name, contact information, owner or organization. Changing the owner requires appropriate permission. DEPRECATED: The API v1 endpoint is out of support and availability is not guaranteed; use PATCH /api/v2/persons/{id} instead.
Updates a person field's name, options, or availability in the add-new modal. Availability defaults to enabled if omitted.
Updates the properties of a pipeline (v2).
Updates a Pipedrive pipeline's name, deal probability, order, or active status by ID; only supplied fields are updated. DEPRECATED: The API v1 endpoint is out of support and its availability is not guaranteed; use PATCH /api/v2/pipelines/{id} instead.
Updates product data.
Tool to update a product in Pipedrive. Use when you need to modify product details like name, code, price, tax, or other attributes.
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>.
Updates a project.
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.
Updates a task.
Updates an existing team and returns the updated object.
Updates an activity phase or group in a project.
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.
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.
Updates an activity by ID and returns the updated activity.
Updates an activity type.
Updates an installment subscription's payment schedule. The operation may instead create installments or create and attach products to a deal whose ID matches the supplied subscription ID. Changes are not atomic and may be partial.
Updates the properties of an organization.
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>.
Updates and returns an organization relationship.
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.
Updates an existing deal using the Pipedrive v2 API, including custom fields, archive status, or deletion status. Archived deals cannot be edited except to unarchive them.
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.
Tool to update existing options for a deal custom field atomically. Use when you need to modify labels of options in a deal field.
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.
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.
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.
Updates the visible name and description of a Pipedrive file.
Updates the visible name and description of a file.
Updates the name of an existing filter.
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.
Updates the properties of a mail thread.
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.
Tool to update an existing organization in Pipedrive. Use when you need to modify organization properties such as name, owner, visibility, labels, or address.
Tool to update an organization field in Pipedrive. Use when you need to modify the name, options, or visibility of an existing organization field.
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.
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.
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.
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.
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.
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.
Tool to update existing options for a person custom field atomically. Use when you need to modify labels of options in a person field.
Updates pipeline visibility settings for different roles. For details, see the Pipedrive Visibility groups article.
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.
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.
Tool to update existing options for a product custom field atomically. Use when you need to modify labels of options in a product field.
Tool to update an image for a product in Pipedrive. Use when you need to add or replace a product image.
Tool to update a product variation in Pipedrive. Use when you need to modify variation details like name or prices across different currencies.
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.
Updates pipeline visibility for a role. Use when you need to control which sales pipelines are accessible to users within a particular role group.
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.
Updates a Pipedrive stage's name, pipeline association, ordering, deal probability, or rotten deal settings. DEPRECATED: The API v1 endpoint is out of support and its availability is not guaranteed; use PATCH /api/v2/stages/{id} instead.
Updates a Pipedrive stage's name, pipeline, ordering, deal probability, or rotten deal settings. API errors may be returned in the result rather than raised. DEPRECATED: The API v1 endpoint is out of support and its availability is not guaranteed; use PATCH /api/v2/stages/{id} instead.
Updates a task phase or group in a project.
Updates the details of the product that has been attached to a deal.
Tool to update user details in Pipedrive. Use when you need to activate or deactivate a user account. Requires admin-level permissions.
Updates the properties of a user. Currently, only `active_flag` can be updated.
Return the identity (name, email) of the connected Pipedrive account.
The Pipedrive integration connects your Dench AI CRM directly to Pipedrive, so agents can read and act on your Pipedrive data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
406 actions are available for agents to invoke on your behalf, and 3 triggers can start a Dench automation the moment something changes in Pipedrive. Every call runs through Pipedrive's own authorization, scoped to the account you connect.
Sign in to your Dench workspace and open Integrations.
Find Pipedrive and click Connect — you'll authorize access through Pipedrive's own sign-in flow. No API keys or code required.
Ask an agent to use Pipedrive in chat, or wire a Pipedrive trigger into an automation.
Manage or disconnect the connection any time from workspace settings.
The Dench Pipedrive integration connects your AI CRM to Pipedrive, so AI agents can work with your Pipedrive data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
The Pipedrive integration currently exposes 406 actions, including Add a call log, Add a channel, Add a deal, Add a follower to a deal, Add a follower to a person, and Add a lead. Agents invoke them on your behalf from chat or from automations.
Yes. The Pipedrive integration provides 3 triggers — such as New Deal Received Trigger, New Note Received Trigger, and New Organization Received Trigger — that can start a Dench automation the moment something happens in Pipedrive.
No. You connect Pipedrive from your Dench workspace using Pipedrive's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Connections are authorized through Pipedrive's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Pipedrive connection from your workspace settings at any time.