Pipedrive Integration

Search Persons

Searches by name, email, or phone. Returns matching persons with contact details and organization.

Create Person

{
  "name": "{{name}}",
  "emails": [{"value": "{{email}}", "primary": true, "label": "work"}],
  "phones": [{"value": "{{phone}}", "primary": true, "label": "mobile"}],
  "org_id": "{{org_id}}"
}

Update Person

Delete Person

Search Organizations

Create Organization

{
  "name": "{{name}}",
  "address": "{{address}}"
}

Update Organization

Delete Organization

Search Deals

Create Deal

{
  "title": "{{title}}",
  "value": "{{value}}",
  "currency": "{{currency}}",
  "person_id": "{{person_id}}",
  "org_id": "{{org_id}}",
  "expected_close_date": "{{expected_close_date}}"
}

Update Deal

Delete Deal

Search Leads

Create Lead

{
  "title": "{{title}}",
  "person_id": "{{person_id}}",
  "organization_id": "{{organization_id}}",
  "value": {"amount": "{{amount}}", "currency": "{{currency}}"},
  "expected_close_date": "{{expected_close_date}}"
}

Lead value uses a nested object format, unlike deals which use flat fields.

Update Lead

Delete Lead

List Activities

Pipedrive activities don't have a search endpoint. Use query filters to narrow results.

Create Activity

{
  "subject": "{{subject}}",
  "type": "{{type}}",
  "due_date": "{{due_date}}",
  "due_time": "{{due_time}}",
  "duration": "{{duration}}",
  "deal_id": "{{deal_id}}",
  "person_id": "{{person_id}}",
  "org_id": "{{org_id}}",
  "note": "{{note}}",
  "done": "{{done}}"
}

Update Activity

Delete Activity

Search Products

Create Product

{
  "name": "{{name}}",
  "code": "{{code}}",
  "unit": "{{unit}}",
  "tax": "{{tax}}",
  "prices": [{"currency": "{{currency}}", "price": "{{price}}"}]
}

Update Product

Delete Product

List Notes

Create Note

{
  "content": "{{content}}",
  "deal_id": "{{deal_id}}",
  "person_id": "{{person_id}}",
  "org_id": "{{org_id}}",
  "lead_id": "{{lead_id}}"
}

Update Note

Uses PUT (not PATCH) and replaces the entire note content.

Delete Note

Get Person by ID

Returns full person details including emails, phones, and linked organization.

Get Organization by ID

Returns full organization details including address and custom fields.

Get Deal by ID

Returns full deal details including value, stage, pipeline, and linked contacts.

Get Lead by ID

Returns full lead details. Lead IDs are UUID strings.

Get Activity by ID

Returns full activity details including type, due date, and linked records.

Get Product by ID

Returns full product details including pricing and custom fields.

Person's Deals

Lists all deals linked to a person. Filter by status (open, won, lost).

Person's Activities

Lists all activities linked to a person.

Organization's Deals

Lists all deals linked to an organization.

Organization's Persons

Lists all persons (contacts) belonging to an organization.

Deal's Activities

Lists all activities linked to a deal.

Deal's Products

Lists all products attached to a deal with quantities and pricing.

List Pipelines

Returns all pipelines in the account with their names and deal/stage counts.

Get Pipeline

Returns details for a single pipeline including deal grouping and order.

List Stages

Returns all stages. Filter by pipeline_id to get stages for a specific pipeline.

Get Stage

Returns details for a single stage including its pipeline and order number.

List Call Logs

Returns all call logs for the authenticated user.

Create Call Log

{
  "subject": "{{subject}}",
  "duration": "{{duration}}",
  "outcome": "{{outcome}}",
  "to_phone_number": "{{to_phone_number}}",
  "start_time": "{{start_time}}",
  "person_id": "{{person_id}}",
  "org_id": "{{org_id}}",
  "deal_id": "{{deal_id}}",
  "note": "{{note}}"
}

Duration is in seconds. Outcome values: connected, no_answer, left_message, left_voicemail, wrong_number.

Update Call Log

{
  "subject": "{{subject}}",
  "duration": "{{duration}}",
  "outcome": "{{outcome}}",
  "note": "{{note}}"
}

Get Call Log

Returns details for a single call log entry.

Delete Call Log

List Users

Returns all users in the Pipedrive account.

Get User

Returns details for a specific user including name, email, and role.

Get Current User

Returns the currently authenticated user's details. Useful for identifying ownership context.

Convert Lead to Deal

Converts a lead into a deal. The lead is archived after conversion.

Add Product to Deal

{
  "product_id": "{{product_id}}",
  "item_price": "{{item_price}}",
  "quantity": "{{quantity}}",
  "discount": "{{discount}}",
  "comments": "{{comments}}"
}

Remove Product from Deal

Removes a product attachment from a deal. Use the product_attachment_id from the deal's products list, not the product ID itself.

List Activity Types

Returns all activity types including custom ones created in Pipedrive settings.

List Lead Labels

Returns all available lead labels used for categorizing leads.

Global Search

Searches across all item types (persons, organizations, deals, leads, products) simultaneously. Narrow results with the item_types parameter.

List Currencies

Returns all supported currencies with codes and symbols. Useful for validating currency input on deals and products.

Get Note by ID

Returns a single note by its ID including content and linked records.

List Deal Fields

Returns all deal fields including custom fields. Useful for discovering field keys when creating or updating deals with custom data.