CRM ยท CONNECTIONRead and write CRM persons, deals, organizations, activities, products, leads and notes.
Explore 50 workflow actions for Pipedrive, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Attach a product with price and quantity to a deal.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a activity in Pipedrive.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a deal with a title and optional linked person or value.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a lead linked to a person or organization.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Attach a note to a deal, person, organization or lead.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a organization in Pipedrive.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a CRM person with a name and primary email.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a product in Pipedrive.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark a activity as deleted. Pipedrive permanently deletes it after 30 days.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark a deal as deleted. Pipedrive permanently deletes it after 30 days.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark a Pipedrive file as deleted. Pipedrive permanently deletes it after 30 days.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a lead by UUID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a CRM note by numeric ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark a organization as deleted. Pipedrive permanently deletes it after 30 days.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark a person as deleted. Pipedrive permanently deletes it after 30 days.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark a product as deleted. Pipedrive permanently deletes it after 30 days.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Download a Pipedrive file into protected workflow storage.
Create a copy of an existing deal.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read one activity by numeric ID.
Read the connected Pipedrive user and company identity.
Read one deal by numeric ID.
Read metadata for a Pipedrive file by ID.
Read a lead by UUID.
Read one CRM note by numeric ID.
Read one organization by numeric ID.
Read one CRM person by numeric ID.
Read one product by numeric ID.
Read one cursor page of activities.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Read one page of activities linked to a deal.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Read one page of products attached to a deal.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Read one cursor page of active deals.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Read one offset page of Pipedrive file metadata.
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Read one offset page of non-archived leads.
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Read one offset page of CRM notes.
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Read one cursor page of organizations.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Read one cursor page of CRM persons.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Read one cursor page of products.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Detach one product from a deal.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Search deal titles, notes and custom fields.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Search organizations by name, address, notes or custom fields.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Search Pipedrive persons by name, email, phone, notes or custom fields.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Update selected fields on a activity.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a deal's title, value, status or stage.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update the price, quantity or other fields of an attached product.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a lead's title or linked person or organization.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update note content or association.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update selected fields on a organization.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a person's name, owner or linked organization.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update selected fields on a product.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upload a protected workflow file to Pipedrive, optionally linking a CRM record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Pipedrive. A saved workflow is not a completed provider action.
