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 https //www pipedrive com/en/register refer to the pipedrive crm api documentation https //developers pipedrive com/docs/api/v1 for a list of available endpoints make provides two ways to connect the pipedrive crm app pipedrive crm docid\ bhfqiwh9a2rurq5v srkw pipedrive crm docid\ bhfqiwh9a2rurq5v srkw establish a connection with pipedrive oauth to establish the connection log in to your make account, add a pipedrive crm module to your {{scenario singular lowercase}} , and click create a connection optional in the connection name field, enter a name for the connection 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 https //pipedrive readme io/docs/marketplace creating a proper app if requested, use the following redirect uri when creating your custom app https //www integromat com/oauth/cb/pipedrive auth click save if prompted, authenticate your account and confirm access you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more pipedrive crm modules if your connection requires reauthorization at any point, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz 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 log in to your pipedrive account in the top right corner, click your profile picture > personal preferences click api 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 log in to your make account, add a pipedrive crm module to your make, and click create a connection note if you add a module with an instant tag, click create a webhook , then create a connection in the connection type field, select pipedrive api token optional in the connection name field, enter a name for the connection in the api token field, enter the api token copied in step 4 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 https //pipedrive readme io/docs/marketplace creating a proper app if requested, use the following redirect uri when creating your custom app https //www integromat com/oauth/cb/pipedrive auth click save you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more pipedrive crm modules if your connection requires reauthorization at any point, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz build pipedrive crm {{scenario plural}} 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 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 watch new events watch emails list pipelines list stages search for items make an api call