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Pipedrive CRM

With Pipedrive CRM modules in Make, you can manage deals, products in deals, persons in deals, participants in deals, files in deals, activities in deals, leads, organizations, products, persons, notes, activities, mails, followers, users, files, subscriptions, filters, pipelines, stages, and items in your Pipedrive CRM account.

To get started with Pipedrive CRM, create an account at pipedrive.com/register.

Refer to the Pipedrive CRM API documentation for a list of available endpoints.

Make provides two ways to connect the Pipedrive CRM app:

Establish a connection with Pipedrive OAuth

To establish the connection:

  1. Log in to your Make account, add a Pipedrive CRM module to your scenario, and click Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. Optional: Click Show advanced settings and manually add scopes or enter your custom app client credentials. For more information regarding creating a custom app and retrieving client credentials, refer to the Pipedrive Creating an app documentation.

    If requested, use the following Redirect URI when creating your custom app: https://www.integromat.com/oauth/cb/pipedrive-auth.

  4. Click Save.

  5. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your scenario and add more Pipedrive CRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Note

The date and time values are converted to the UTC time zone for input and returned in output as a value in the user's time zone.

Establish a connection with Pipedrive API Token

To establish the connection:

  1. Log in to your Pipedrive account.

  2. In the top right corner, click your Profile picture > Personal preferences.

  3. Click API.

  4. Copy the Your personal API token field and store it in a safe place. If you want to create a new API key, click Generate new token.

  5. Log in to your Make account, add a Pipedrive CRM module to your scenario, and click Create a connection.

    Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.

  6. In the Connection type field, select Pipedrive API token.

  7. Optional: In the Connection name field, enter a name for the connection.

  8. In the API token field, enter the API token copied in Step 4.

  9. Optional: Click Show advanced settings and manually add scopes or enter your custom app client credentials. For more information regarding creating a custom app and retrieving client credentials, refer to the Pipedrive Creating an app documentation.

    If requested, use the following Redirect URI when creating your custom app: https://www.integromat.com/oauth/cb/pipedrive-auth.

  10. Click Save.

You have successfully established the connection. You can now edit your scenario and add more Pipedrive CRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Pipedrive CRM Scenarios

After connecting the app, you can perform the following actions:

Deals

  • New Deal Event

  • Watch Deals

  • Create a Deal

  • Update a Deal

  • Delete a Deal

  • Get a Deal

  • List Deals

  • Search Deals

  • List Deals in a Pipeline

  • List Deals in a Stage

  • List Deals for a Person

  • List Deals for a Product

  • List Deals in an Organization

  • List Deal Fields

  • Get a Deal Field

  • Create a Deal Field

  • Update a Deal Field

  • Delete a Deal Field

  • Get Deals Summary

Leads

  • Watch Leads

  • Search Leads

  • List Leads

  • Get a Lead

  • Create a Lead

  • Update a Lead

  • Delete a Lead

  • List Lead Labels

  • Create a Lead Label

  • Update a Lead Label

  • Delete a Lead Label

Product in a Deal

  • Add a Product to a Deal

  • Update Product Attachment Details

  • Delete an Attached Product

  • List Products in a Deal

Persons in a Deal

  • Add a Participant to a Deal

  • List Persons in a Deal

Participants in a Deal

  • List Participants of 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 Organizations

  • Search Organizations

  • Update an Organization Field Value

Persons

Caution

Persons are the customers you are doing deals with - not users.

  • New Person Event

  • Watch Persons

  • Create a Person

  • Update a Person

  • Delete a Person

  • Get a Person

  • List Persons

  • Search Persons

Products

  • New Product Event

  • Watch Products

  • Create a Product

  • Update a Product

  • Delete a Product

  • Get a Product

  • List Products

  • Search 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

  • Get an Activity

  • List Activities

Mail

  • Update a Mail Thread Details

  • Delete a Mail Thread

  • Get a Mail Thread

  • Get a Message

  • List Mail Threads

  • List Messages in a Thread

Followers

  • Add a Follower

  • Delete a Follower

  • List Followers

Users

  • Get a User

  • List Users

Files

  • Upload a File

  • Download a File

Subscriptions

  • Add a Recurring Subscription

  • Add an Installment Subscription

  • Update an Installment Subscription

  • Update a Recurring Subscription

  • Get a Subscription

  • Find Subscription by Deal

  • List Payments of a Subscription

  • Cancel a Recurring Subscription

  • Delete a Subscription

Filters

  • List Filters

  • Get a Filter

Other

  • List Pipelines

  • List Stages

  • Search for Items

  • Make an API Call

  • Watch Emails

  • List Projects

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