Pipedrive
Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing
What agents can do
Actions275
Add a call log
Adds a new call log.
Add a channel
New messaging channel added; registration limited to admins.
Add a comment to a note
Adds a new comment to a note.
Add a deal
Add a new deal to pipedrive with any custom fields, which vary by account and are identified by long hash keys.
Add a follower to a deal
Adds a follower to a deal.
Add a follower to an organization
Adds a follower to an organization.
Add a follower to a person
Adds a follower to a person.
Add a follower to a product
Adds a follower to a product.
52 moreFewer
Add a lead
Pipedrive api lets you add leads linked to people or organizations and tags them with 'api' source.
Add a lead label
Creates a lead label.
Add an activity
New activity added.
Add a new deal field
Adds a new deal field.
Add a new filter
New filter creation returns an id.
Add a new goal
Adds a new goal.
Add a new organization field
Adds a new organization field.
Add a new person field
Adds a new person field.
Add a new pipeline
Adds a new pipeline.
Add a new product field
Adds a new product field.
Add a new stage
Adds a new stage, returns the id upon success.
Add a new team
Adds a new team to the company and returns the created object.
Add a new user
Adds a new user to the company, returns the id upon success.
Add an installment subscription
Adds a new installment subscription.
Add an organization
Set up a new pipedrive organization using custom fields with unique key hashes.
Add a note
Add a note to a deal, person, organization, lead, or project in pipedrive.
Add a participant to a deal
Adds a participant to a deal.
Add a person
Add a new contact in pipedrive with optional custom fields unique to each account found using the `personfields` endpoint.
Add a product
Adds a new product to the products inventory.
Add a product to a deal
Adds a product to a deal, creating a new item called a deal-product.
Add a project
Adds a new project.
Add a recurring subscription
Adds a new recurring subscription.
Add a role
Adds a new role.
Add a task
Adds a new task.
Add file
Upload and link files to deals, people, organizations, activities, products, or leads in pipedrive.
Add new activity type
Adds a new activity type.
Add or update role setting
Adds or updates the visibility setting for a role.
Add person picture
This service allows adding a photo to a person's profile, replacing any existing one.
Add role assignment
Assigns a user to a role.
Add users to a team
Adds users to an existing team.
Archive a project
Archives a project.
Attach an audio file to the call log
Adds an audio recording to the call log.
Cancel a recurring subscription
Cancels a recurring subscription.
Create a new webhook
Creates and returns details of a new webhook.
Create an organization relationship
Creates and returns an organization relationship.
Create a remote file and link it to an item
Creates an empty file on google drive linked to an item.
Delete a call log
Deletes a call log.
Delete a channel
The endpoint removes a messenger channel along with conversations and messages.
Delete a comment related to a note
Deletes a comment.
Delete a conversation
Deletes an existing conversation.
Delete a deal
Marks a deal as deleted.
Delete a deal field
Marks a field as deleted.
Delete a file
Marks a file as deleted.
Delete a filter
Marks a filter as deleted.
Delete a follower from a deal
Deletes a follower from a deal.
Delete a follower from an organization
Deletes a follower from an organization.
Delete a follower from a person
Deletes a follower from a person.
Delete a follower from a product
Deletes a follower from a product.
Delete a lead
Deletes a specific lead.
Delete a lead label
Deletes a specific lead label.
Delete an activity
Marks an activity as deleted.
Delete an activity type
Marks an activity type as deleted.
And 215 more in Definable.
Starts an agent when
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
The moment it happens
New Note Received Trigger
Triggered when a new note is created in Pipedrive
The moment it happens
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
The moment it happens
How it connects
You sign in to Pipedrive in a window. Composio, our app-connections provider, holds the sign-in; Definable keeps only a reference to it.
Keep the connection to yourself or share it with your workspace. Any action that writes or sends can wait for your approval.
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