Pipedrive Integration

Connect Pipedrive to Arahi's no-code AI Sales Agents and automate workflows in minutes.

About the Pipedrive integration

Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM. With Arahi AI, you can connect Pipedrive to Adversus, Clearbit, Contacts+ and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.

Category: CRM
Authentication: oauth

Pipedrive automation use cases

Lead enrichment at ingest: When a new lead lands in Pipedrive, auto-pull company data, social profiles, and firmographics before the rep ever sees it.
Deal-stage alerts to Slack: Route high-value deal movements from Pipedrive to a Slack channel the instant they cross a threshold.
Meeting notes → Pipedrive contact record: Log call summaries and next steps from Zoom or Meet straight into the matching Pipedrive contact.
Duplicate contact deduping: Flag and merge duplicate Pipedrive contacts as they appear instead of quarterly cleanup sprints.

Pipedrive workflow examples

Deal-received Slack handoff

New Deal Received Trigger fires and posts a Slack DM to the assigned rep with deal value and contact details.

New Deal in Pipedrive -> Slack DM to rep.

Call log to Gmail follow-up

After Add a call log runs in Pipedrive, generate a Gmail follow-up draft with AI-written next steps for the rep to send.

Pipedrive call log -> Gmail follow-up draft saved.

New Org enrichment

New Organization Received Trigger kicks off Clearbit enrichment and writes firmographics back onto the Pipedrive org.

Pipedrive new org -> Clearbit enrich -> fields updated.

Pipedrive triggers

New Deal Received Trigger: Triggered when a new deal is created in Pipedrive
New Note Received Trigger: Triggered when a new note is created in Pipedrive
New Organization Received Trigger: Triggered when a new organization is created in Pipedrive

Pipedrive actions

Add a call log: Adds a new call log.
Add a channel: New messaging channel added; registration limited to admins. utilizes getconversations endpoint for data retrieval. requires messengers integration oauth scope and a prepared messaging app extension manifest.
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. check dealfields for existing custom fields. for details, visit the tutorial on adding a deal.
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.
Add a lead: Pipedrive api lets you add leads linked to people or organizations and tags them with 'api' source. custom fields from deals apply to leads and appear in responses if set. details are in the tutorials for adding and updating leads.
Add a lead label: Creates a lead label.
Add an activity: New activity added. response includes `more activities scheduled in context` to show if more are planned with the same entity. see tutorial on adding activities [here](https://pipedrive.readme.io/docs/adding-an-activity).
Add a new deal field: Adds a new deal field. for more information, see the tutorial for <a href=\
Add a new filter: New filter creation returns an id. only one primary condition group with 'and' and two secondary groups (one 'and', one 'or') are supported. future syntax expansion possible. see tutorial for details.
Add a new goal: Adds a new goal. along with adding a new goal, a report is created to track the progress of your goal.
Add a new organization field: Adds a new organization field. for more information, see the tutorial for <a href=\
Add a new person field: Adds a new person field. for more information, see the tutorial for <a href=\
Add a new pipeline: Adds a new pipeline.
Add a new product field: Adds a new product field. for more information, see the tutorial for <a href=\
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. retrieve `organizationfields` for configuration. check the linked tutorial for guidance.
Add a note: Add a note to a deal, person, organization, lead, or project in pipedrive. at least one of deal id, person id, org id, lead id, or project id must be provided.
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. the endpoint also handles `data.marketing status` for campaigns product users.
Add a product: Adds a new product to the products inventory. for more information, see the tutorial for <a href=\
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. note that you can supply additional custom fields along with the request that are not described here. these custom fields are different for each pipedrive account and can be recognized by long hashes as keys.
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. see the \
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. images must be square with a minimum size of 128 pixels and in gif, jpg, or png formats. they will be resized to 128 and 512 pixels.
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. that audio can be played by those who have access to the call log object.
Cancel a recurring subscription: Cancels a recurring subscription.
Create a new webhook: Creates and returns details of a new webhook. trigger events combine `event action` and `event object`, like `*.*` for all events or `added.deal`, `deleted.persons` for specific actions. more info in the webhooks guide.
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. for details, refer to the pipedrive remote file adding tutorial.
Delete a call log: Deletes a call log. if there is an audio recording attached to it, it will also be deleted. the related activity will not be removed by this request. if you want to remove the related activities, please use the endpoint which is specific for activities.
Delete a channel: The endpoint removes a messenger channel along with conversations and messages. requires messengers integration oauth and messaging app extension manifest.
Delete a comment related to a note: Deletes a comment.
Delete a conversation: Deletes an existing conversation. to use the endpoint, you need to have **messengers integration** oauth scope enabled and the messaging manifest ready for the [messaging app extension](https://pipedrive.readme.io/docs/messaging-app-extension).
Delete a deal: Marks a deal as deleted. after 30 days, the deal will be permanently deleted.
Delete a deal field: Marks a field as deleted. for more information, see the tutorial for <a href=\
Delete a file: Marks a file as deleted. after 30 days, the file will be permanently 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. you can retrieve the `follower id` from the <a href=\
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. after 30 days, the activity will be permanently deleted.
Delete an activity type: Marks an activity type as deleted.
Delete an attached product from a deal: Deletes a product attachment from a deal, using the `product attachment id`.
Delete an organization: Marks an organization as deleted. after 30 days, the organization will be permanently deleted.
Delete an organization field: Marks a field as deleted. for more information, see the tutorial for <a href=\
Delete an organization relationship: Deletes an organization relationship and returns the deleted id.
Delete a note: Deletes a specific note.
Delete a participant from a deal: Deletes a participant from a deal.
Delete a person: Marks a person as deleted. after 30 days, the person will be permanently deleted.
Delete a person field: Marks a field as deleted. for more information, see the tutorial for <a href=\
Delete a pipeline: Marks a pipeline as deleted.
Delete a product: Marks a product as deleted. after 30 days, the product will be permanently deleted.
Delete a product field: Marks a product field as deleted. for more information, see the tutorial for <a href=\
Delete a project: Marks a project as deleted.
Delete a role: Marks a role as deleted.
Delete a role assignment: Removes the assigned user from a role and adds to the default role.
Delete a stage: Marks a stage as deleted.
Delete a subscription: Marks an installment or a recurring subscription as deleted.
Delete a task: Marks a task as deleted. if the task has subtasks then those will also be deleted.
Delete existing goal: Marks a goal as deleted.
Delete existing webhook: Deletes the specified webhook.
Delete mail thread: Marks a mail thread as deleted.
Delete multiple activities in bulk: Marks multiple activities as deleted. after 30 days, the activities will be permanently deleted.
Delete multiple activity types in bulk: Marks multiple activity types as deleted.
Delete multiple deal fields in bulk: Marks multiple deal fields as deleted.
Delete multiple deals in bulk: Marks multiple deals as deleted. after 30 days, the deals will be permanently deleted.
Delete multiple filters in bulk: Marks multiple filters as deleted.
Delete multiple organization fields in bulk: Marks multiple fields as deleted.
Delete multiple organizations in bulk: Marks multiple organizations as deleted. after 30 days, the organizations will be permanently deleted.
Delete multiple person fields in bulk: Marks multiple fields as deleted.
Delete multiple persons in bulk: Marks multiple persons as deleted. after 30 days, the persons will be permanently deleted.
Delete multiple product fields in bulk: Marks multiple fields as deleted.
Delete multiple stages in bulk: Marks multiple stages as deleted.
Delete person picture: Deletes a person’s picture.
Delete users from a team: Deletes users from an existing team.
Download one file: Initializes a file download.
Duplicate deal: Duplicates a deal.
Enumerate accessible users for lead: Lists the users permitted to access a lead.
Find goals: Query goal data by appending `{searchfield}={searchvalue}` to the url with dot-notation fields and values. include `is active` to filter by goal status and specify both `period.start` and `period.end` for time-based searches.
Find subscription by deal: Returns details of an installment or a recurring subscription by the deal id.
Find users by name: Finds users by their name.
Get all activities assigned to a particular user: Returns all activities assigned to a particular user.
Get all activities beta: This beta cursor-paginated endpoint returns all activities, accessible only to global admins, not regular users who get a 403 error. refer to pipedrive's documentation for pagination and global permissions.
Get all activity fields: Returns all activity fields.
Get all activity types: Returns all activity types.
Get all add ons for a single company: Returns the add-ons for a single company.
Get all call logs assigned to a particular user: Returns all call logs assigned to a particular user.
Get all comments for a note: Returns all comments associated with a note.
Get all deal fields: Returns data about all deal fields.
Get all deals: Returns all deals. for more information, see the tutorial for <a href=\
Get all deals beta: This endpoint returns all deals with cursor pagination (in beta). only global admins can access it; others get a 403 error. more info on pagination and permissions is available online.
Get all files: Returns data about all files.
Get all filter helpers: The text provides links to documentation for adding or updating filters, and information on all supported filter helpers in an api. it encourages consulting a tutorial for more details on adding a filter.
Get all filters: Returns data about all filters.
Get all lead labels: Returns details of all lead labels. this endpoint does not support pagination and all labels are always returned.
Get all leads: The api returns sorted leads by creation time, supporting pagination via `limit` and `start`. custom field values are included if set, mimicking the `deals` endpoint structure; unset fields are omitted. leads share custom fields with deals.
Get all lead sources: Returns all lead sources. please note that the list of lead sources is fixed, it cannot be modified. all leads created through the pipedrive api will have a lead source `api` assigned.
Get all mail messages of mail thread: Returns all the mail messages inside a specified mail thread.
Get all note fields: Returns data about all note fields.
Get all notes: Returns all notes.
Get all organization fields: Returns data about all organization fields.
Get all organizations: Returns all organizations.
Get all organizations beta: This beta api endpoint lists all organizations with cursor pagination. only global admins have access; others get a 403 error. see docs for pagination and global permissions.
Get all payments of a subscription: Returns all payments of an installment or recurring subscription.
Get all permission sets: Returns data about all permission sets.
Get all person fields: Returns data about all person fields.<br>if a company uses the [campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint will also return the `data.marketing status` field.
Get all persons: Returns all persons.
Get all persons beta: This beta endpoint returns all persons, using cursor pagination. only global admins have access; others get a 403 error. info on pagination and permissions is in the linked docs.
Get all pipelines: Returns data about all pipelines.
Get all product fields: Returns data about all product fields.
Get all products: Returns data about all products.
Get all project boards: Returns all projects boards that are not deleted.
Get all projects: Returns all projects. this is a cursor-paginated endpoint. for more information, please refer to our documentation on <a href=\
Get all project templates: The endpoint retrieves all non-deleted project templates with cursor-based pagination. refer to the provided documentation link for more details on pagination.
Get all relationships for organization: Gets all of the relationships for a supplied organization id.
Get all roles: Returns all the roles within the company.
Get all stages: Returns data about all stages.
Get all supported currencies: Returns all supported currencies in given account which should be used when saving monetary values with other objects. the `code` parameter of the returning objects is the currency code according to iso 4217 for all non-custom currencies.
Get all tasks: Returns all tasks. this is a cursor-paginated endpoint. for more information, please refer to our documentation on <a href=\
Get all teams: Returns data about teams within the company.
Get all teams of a user: Returns data about all teams which have the specified user as a member.
Get all user connections: Returns data about all connections for the authorized user.
Get all users: Returns data about all users within the company.
Get all users in a team: Returns a list of all user ids within a team.
Get all webhooks: Returns data about all the webhooks of a company.
Get a single team: Returns data about a specific team.
Get current user data: Returns data about an authorized user within the company with bound company data: company id, company name, and domain. note that the `locale` property means 'date/number format' in the pipedrive account settings, not the chosen language.
Get deals conversion rates in pipeline: Returns all stage-to-stage conversion and pipeline-to-close rates for the given time period.
Get deals in a pipeline: Lists deals in a specific pipeline across all its stages.
Get deals in a stage: Lists deals in a specific stage.
Get deals movements in pipeline: Returns statistics for deals movements for the given time period.
Get deals summary: Returns a summary of all the deals.
Get deals timeline: Returns opened and won deals in time-based groups according to a specified dealfield, with examples of deals grouped by month over a 3-month period starting january 2012.
Get deals where a product is attached to: Returns data about deals that have a product attached to it.
Get details of a board: Returns the details of a specific project board.
Get details of a call log: Returns details of a specific call log.
Get details of a deal: Fetches specific deal details, including exclusive fields like deal age and pipeline stage duration. custom fields show up as hashes, which can be matched using the 'key' from dealfields. see the deal details tutorial for more.
Get details of an activity: Returns the details of a specific activity.
Get details of an organization: Provides detailed information about an organization, including additional fields not shown when listing all organizations, and maps custom fields as long hashes to the 'key' value in organizationfields.
Get details of a person: The text describes an api endpoint that returns detailed person information, including extra fields and custom fields as hashes. it also provides `data.marketing status` if the campaigns product is used.
Get details of a phase: Returns the details of a specific project phase.
Get details of a project: Returns the details of a specific project. also note that custom fields appear as long hashes in the resulting data. these hashes can be mapped against the `key` value of project fields.
Get details of a subscription: Returns details of an installment or a recurring subscription.
Get details of a task: Returns the details of a specific task.
Get details of a template: Returns the details of a specific project template.
Get mail threads: Returns mail threads in a specified folder ordered by the most recent message within.
Get one comment: Returns the details of a comment.
Get one deal field: Returns data about a specific deal field.
Get one file: Returns data about a specific file.
Get one filter: Returns data about a specific filter. note that this also returns the condition lines of the filter.
Get one lead: Api returns specific lead details with custom field values in the deals format. unset custom fields are omitted. leads share custom fields with deals, not having a unique set.
Get one mail message: Returns data about a specific mail message.
Get one mail thread: Returns a specific mail thread.
Get one note: Returns details about a specific note.
Get one organization field: Returns data about a specific organization field.
Get one organization relationship: Finds and returns an organization relationship from its id.
Get one permission set: Returns data about a specific permission set.
Get one person field: Returns data about a specific person field.
Get one pipeline: Returns data about a specific pipeline. also returns the summary of the deals in this pipeline across its stages.
Get one product: Returns data about a specific product.
Get one product field: Returns data about a specific product field.
Get one role: Returns the details of a specific role.
Get one stage: Returns data about a specific stage.
Get one user: Returns data about a specific user within the company.
Get project phases: Returns all active project phases under a specific board.
Get recents: Returns data about all recent changes occurred after the given timestamp.
Get result of a goal: Gets the progress of a goal for the specified period.
Link a remote file to an item: Links an existing remote file (`googledrive`) to the item you supply. for more information, see the tutorial for <a href=\
Link User Video Integration: A video calling provider must call this endpoint after a user has installed the video calling app so that the new user's information is sent.
List activities associated with a deal: Lists activities associated with a deal.
List activities associated with an organization: Lists activities associated with an organization.
List activities associated with a person: Lists activities associated with a person.
List all persons associated with a deal: The endpoint lists every person linked to a deal, including primary contacts and participants, and provides a `data.marketing status` field for users of the campaigns product.
List deals associated with an organization: Lists deals associated with an organization.
List deals associated with a person: Lists deals associated with a person.
List files attached to a deal: Lists files associated with a deal.
List files attached to an organization: Lists files associated with an organization.
List files attached to a person: Lists files associated with a person.
List files attached to a product: Lists files associated with a product.
List followers of a deal: Lists the followers of a deal.
List followers of an organization: Lists the followers of an organization.
List followers of a person: Lists the followers of a person.
List followers of a product: Lists the followers of a product.
List followers of a user: Lists the followers of a specific user.
List mail messages associated with a deal: Lists mail messages associated with a deal.
List mail messages associated with an organization: Lists mail messages associated with an organization.
List mail messages associated with a person: Lists mail messages associated with a person.
List participants of a deal: Lists the participants associated with a deal.<br>if a company uses the [campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint will also return the `data.marketing status` field.
List permission set assignments: Returns the list of assignments for a permission set.
List permitted users: Lists the users permitted to access a deal.
List Person Access Users: List users permitted to access a person.
List persons of an organization: Lists persons associated with an organization.<br>if a company uses the [campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint will also return the `data.marketing status` field.
List pipeline visibility for a role: Returns a list of visible or hidden pipeline ids by role. see the \
List Product Permitted Users: Lists users permitted to access a product.
List products associated with a person: Lists products associated with a person.
List products attached to a deal: Lists products attached to a deal.
List role assignments: Returns all users assigned to a role.
List role settings: Returns the visibility settings of a specific role.
List settings of an authorized user: Lists the settings of an authorized user. example response contains a shortened list of settings.
List updates about a deal: Lists updates about a deal.
List updates about an organization: Lists updates about an organization.
List updates about a person: Lists updates about a person.<br>if a company uses the [campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint's response will also include updates for the `marketing status` field.
List updates about participants of a deal: This endpoint provides cursor-paginated updates on deal participants. for pagination details, see the pipedrive documentation.
List user permissions: Lists aggregated permissions over all assigned permission sets for a user.
List user role settings: Lists the settings of user's assigned role.
Merge two deals: Merges a deal with another deal. for more information, see the tutorial for <a href=\
Merge two organizations: Merges an organization with another organization. for more information, see the tutorial for <a href=\
Merge two persons: Merges a person with another person. for more information, see the tutorial for <a href=\
Organization accessible user list: List users permitted to access an organization.
Perform a search from multiple item types: Performs a search from your choice of item types and fields.
List User Role Assignments: Lists role assignments for a user.
Receives an incoming message: Adds a message to a conversation. to use the endpoint, you need to have **messengers integration** oauth scope enabled and the messaging manifest ready for the [messaging app extension](https://pipedrive.readme.io/docs/messaging-app-extension).
Refreshing the tokens: Access tokens expire after the time specified in `expires in`. to continue accessing the api, use the `refresh token` to obtain a new access token.
Requesting authorization: Authorize a user by redirecting them to the pipedrive oauth authorization page and request their permissions to act on their behalf. this step is necessary to implement only when you allow app installation outside of the marketplace.
Returns project activities: Returns activities linked to a specific project.
Returns project groups: Returns all active groups under a specific project.
Returns project plan: Returns information about items in a project plan. items consists of tasks and activities and are linked to specific project phase and group.
Returns project tasks: Returns tasks linked to a specific project.
Search deals: This api endpoint searches deals by title, notes, and custom fields, filters results by person or organization id, and is a specific use case of /v1/itemsearch with limited oauth scope.
Search Item By Field: Performs a search from the values of a specific field. results can either be the distinct values of the field (useful for searching autocomplete field values), or the ids of actual items (deals, leads, persons, organizations or products).
Search leads: Endpoint searches leads by title, notes, custom fields, with options to filter by person and organization ids, and is a more specific use of the /v1/itemsearch with limited oauth scope.
Search organizations: Searches all organizations by name, address, notes and/or custom fields. this endpoint is a wrapper of <a href=\
Search persons: This endpoint searches for individuals by various identifiers and is a specific use case of /v1/itemsearch with limited oauth scope, allowing results filtering by organization id.
Search products: Searches all products by name, code and/or custom fields. this endpoint is a wrapper of <a href=\
Unlinkuserfromvideocallintegration: A video calling provider must call this endpoint to remove the link between a user and the installed video calling app.
Update a comment related to a note: Updates a comment related to a note.
Update activity in project plan: Updates an activity phase or group in a project.
Update a deal: Updates the properties of a deal. for more information, see the tutorial for <a href=\
Update a deal field: Updates a deal field. for more information, see the tutorial for <a href=\
Update a lead: Updating lead properties modifies only specified fields; use `null` to unset. custom field data matches `deals`. unset fields are omitted. leads share deals' custom fields. for examples, refer to the tutorial.
Update a lead label: Updates one or more properties of a lead label. only properties included in the request will be updated.
Update an activity: Updates an activity. includes `more activities scheduled in context` property in response's `additional data` which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data).
Update an activity type: Updates an activity type.
Update an installment subscription: Updates an installment subscription.
Update an organization: Updates the properties of an organization.
Update an organization field: Updates an organization field. for more information, see the tutorial for <a href=\
Update an organization relationship: Updates and returns an organization relationship.
Update a note: Updates a note.
Update a person: Modifies a person’s details in pipedrive. see the linked tutorial for guidance. if utilizing campaigns, the endpoint also handles `data.marketing status`.
Update a person field: Updates a person field. for more information, see the tutorial for <a href=\
Update a pipeline: Updates the properties of a pipeline.
Update a product: Updates product data.
Update a product field: Updates a product field. for more information, see the tutorial for <a href=\
Update a project: Updates a project.
Update a recurring subscription: Updates a recurring subscription.
Update a task: Updates a task.
Update a team: Updates an existing team and returns the updated object.
Update existing goal: Updates an existing goal.
Update file details: Updates the properties of a file.
Update filter: Updates an existing filter.
Update mail thread details: Updates the properties of a mail thread.
Update pipeline visibility for a role: Updates pipeline visibility settings for different roles. for details, see the pipedrive visibility groups article.
Update role details: Updates the parent role and/or the name of a specific role.
Update stage details: Updates the properties of a stage.
Update task in project plan: Updates a task phase or group in a project.
Update the product attached to a deal: Updates the details of the product that has been attached to a deal.
Update user details: Updates the properties of a user. currently, only `active flag` can be updated.