CRM and Sales tools
Pipedrive CRM
5 min
with pipedrive crm modules in {{product name}} , 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 pipedrive api v1 modules are now deprecated existing scenarios using these modules will continue to run until july 31, 2026 for more information, see docid\ snslrtzu2jzxj5ykgx7yi to get started with pipedrive crm, create an account at https //www pipedrive com/en/register refer to the https //developers pipedrive com/docs/api/v1 for a list of available endpoints 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 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 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 build pipedrive crm {{scenario plural}} after connecting the app, you can perform the following actions triggers watch new events watch deals watch leads watch organizations watch persons watch products watch notes watch activities watch emails deals search deals list deals list deals for a product list deal fields get a deal get a deal field get deals summary create a deal field create a deal update a deal update a deal field delete a deal field delete a deal leads search leads list leads get a lead create a lead update a lead delete a lead lead labels list lead labels create a lead label update a lead label delete a lead label products in a deal add a product to a deal update product attachment details delete an attached product list products in a deal participants in a deal list participants of a deal add a participant to a deal files in a deal list files in a deal organizations search organizations list organizations get an organization create an organization update an organization update an organization field value delete an organization persons persons are the customers you are doing deals with — not users search persons list persons get a person create a person update a person delete a person products search products list products get a product create a product update a product delete a product notes list notes get a note create a note update a note delete a note activities list activities get an activity create an activity update an activity delete an activity mail list mail threads list messages in a thread get a mail thread get a message update a mail thread details delete a mail thread followers list followers add a follower delete a follower users get a user search users files upload a file download a file filter list filters get a filter other make an api call search for items list pipelines list stages