Pipedrive
Pipedrive is a sales CRM and pipeline management tool. Manage deals, persons, organizations, activities, notes, and leads, with search and pipeline operations.
What your agent can do with Pipedrive
Triggers and actions 5 triggers · 24 actions
- TriggerNew Activity
Triggers when a new activity is created (polling).
- TriggerNew Deal
Triggers when a new deal is created (polling).
- TriggerNew Organization
Triggers when a new organization is added (polling).
- TriggerNew Person
Triggers when a new person (contact) is added (polling).
- TriggerNew Person (with Custom Fields and Labels)
Triggered when a new person (contact) is added. Includes custom fields and labels.
- ActionCreate Activity
Creates a new activity (call, meeting, task, etc.).
- ActionCreate Deal
Adds a new deal to Pipedrive. Returns the created deal.
- ActionCreate Lead
Creates a new lead. Returns the created lead.
- ActionCreate Note
Adds a new note to a deal, person, or organization.
- ActionCreate Organization
Adds a new organization. Returns the created organization.
- ActionCreate Person
Adds a new person (contact). Returns the created person.
- ActionDelete Activity
Marks an activity as deleted.
- ActionDelete Deal
Marks a deal as deleted.
- ActionDelete Organization
Marks an organization as deleted.
- ActionDelete Person
Marks a person as deleted.
- ActionGet Deal
Returns the deal with the given ID.
- ActionGet Organization
Returns the organization with the given ID.
- ActionGet Person
Returns the person with the given ID.
- ActionGet related deals for person
Returns deals having the specified status that are related to the specified person.
- ActionGet stage ID by stage name
Returns the stage id if the stage name exists.
- ActionMerge organizations
Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.
- ActionMerge persons
Merges two person accounts. Info from the person record to discard is merged into the person record to keep.
- ActionSearch Deals
Searches deals by term. Returns matching deals.
- ActionSearch Organizations
Searches organizations by term. Returns matching organizations.
- ActionSearch Persons
Searches persons by term (name, email, phone). Returns matching persons.
- ActionUpdate Activity
Updates an existing activity by ID.
- ActionUpdate Deal
Updates an existing deal by ID.
- ActionUpdate Organization
Updates an existing organization by ID.
- ActionUpdate Person
Updates an existing person by ID.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Not listed?
Need a trigger or action that is not here?
Ask your agent. Describe what you need in plain language and it reads the Pipedrive API documentation, builds the operation at whatever depth the API allows, tests every branch and ships it. The list above is what exists today, not the limit.
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