Pipedrive

Sales CRM and pipeline management software

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Actions

add-followerAdds a follower to a deal, person, organization or product.
add-labels-to-personAdds existing labels to an existing person.
add-product-to-dealAdds a product to a deal.
attach-fileUploads a file and attaches it to a deal,person,organization,activity or product.
create-activityCreates a new activity.
create-dealCreates a new deal.
create-leadCreates a new lead.
create-noteCreates a new note.
create-organizationCreates a new organization.
create-personCreates a new person.
create-productCreates a new product.
custom_api_callMake a custom API call to a specific endpoint
find-activityFinds an activity by subject.
find-dealFinds a deal by any field.
find-deals-associated-with-personFinds multiple deals related to a specific person.
find-notesFinds notes by Deal, Lead, Person, or Organization ID.
find-organizationFinds an organization.
find-personFinds a person.
find-productFinds a product by name
find-productsFinds a product or products by name or product code.
find-userFinds a user by name or email.
get-noteFinds a note by ID.
get-productFinds a product by ID.
update-activityUpdates an existing activity.
update-dealUpdates an existing deal.
update-leadUpdates an existing lead.
update-organizationUpdates an existing organization.
update-personUpdates an existing person.

Triggers

activity-matching-filterTrigges when an activity newly matches a Pipedrive filter for the first time.
deal-matching-filterTrigges when a deal newly matches a Pipedrive filter for the first time.
new_activityTriggers when a new activity is added
new_dealTriggers when a new deal is created.
new_personTriggers when a new person is created
new-leadTriggers when a new lead is created.
new-noteTriggers when a new note is created.
new-organizationTriggers when a new organization is created.
organization-matching-filterTriggers when an organization newly matches a Pipedrive filter for the first time.
person-matching-filterTriggers when a person newly matches a Pipedrive filter for the first time.
updated_dealTriggers when a deal is updated.
updated_personTriggers when a person is updated.
updated-deal-stageTriggers when a deal's stage is updated.
updated-organizationTriggers when an existing organization is updated.

Over 300 Integrations

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WebhookGoogle SheetsHTTPGmailOpenAIHuman InputScheduleDate HelperSlackText HelperGoogle DriveStorageTelegram BotDelayAgentDiscordWordPressRSS FeedText AIGoogle DocsNotionGoogle CalendarSMTPAirtableTwitterYouTubeAITableGoogle Forms

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