Pipedrive CRM

Webhook name

Enter the name of the webhook. For example, Added Deal Webhook.

Connection

Select or establish a connection to your Pipedrive CRM account.

Event action

Select the event that triggers the module. By selecting All, every event triggers the module.

HTTP basic auth username

Enter the basic auth username if needed.

HTTP basic auth password

Enter the basic auth password if needed.

Connection

Select or establish a connection to your Pipedrive CRM account.

Stage

If selected, only deals in the selected sales stage are returned.

Filter

Returns only deal by the selected filter. Filters can be added or edited in the following dialog:

Owned by you

When the Yes option is selected, only deals owned by you are returned. The Filter field takes precedence over Owned by you when both are supplied.

Status

Returns only the deals with a selected status. If omitted, all of the not deleted deals are returned.

Limit

Set the maximum number of deals Make will return during one cycle.

Trigger when

Select whether you want to trigger the module when the deal is created (Object created) or updated (Object updated).

Connection

Select or establish a connection to your Pipedrive CRM account.

Title

Enter the deal title.

Value

Enter the value of the deal. If left empty, the value will be set to 0.

Currency

Enter the currency of the deal. Accepts a 3-character currency code. If left empty, the currency will be set to the default currency of the authorized Pipedrive user.

User

Select a user or map the ID of the user who will be marked as the owner of this deal. If the field is left empty, the authorized user ID will be used.

Person

Enter the ID of the person the deal will be associated with. You can search for the person by name or by email address. To search for the person, click the Search button and enter the search term into the Query field. If a match is found, the Person ID is inserted into the Person field.

Organization

Enter the ID of the organization the deal will be associated with. To search the organization, click the Search button and enter the search term into the Query field. If a match is found, the Organization ID is inserted into the Organization field.

Stage

Select the sales stage or map the Stage ID of the deal that will be placed in the pipeline. If left empty, the deal will be placed in the first stage of the default pipeline.

Status

Select or map the status of the new deal.

Probability

The deal success probability percentage. Used only when the Deal probability for the pipeline of the deal is enabled.

You can enable the probability in Pipeline Settings > Pipelines > switch Deal probability to Yes.

Lost reason

Enter the message about why the deal was lost (to be used when status=lost).

Add time

Enter the creation date & time of the deal in UTC. Format: YYYY-MM-DD HH:MM:SS

Visible to

Select whether the deal will be visible (the ability to see and edit details of the deal) to the Owner & Followers only or to the Entire company.

Connection

Select or establish a connection to your Pipedrive CRM account.

Deal ID

Enter (map) the deal ID of the deal you want to update.

Connection

Select or establish a connection to your Pipedrive CRM account.

Deal ID

Enter (map) the deal ID of the deal you want to delete.

Connection

Select or establish a connection to your Pipedrive CRM account.

Deal ID

Enter (map) the Deal ID of the deal you want to delete.

Connection

Select or establish a connection to your Pipedrive CRM account.

Stage

If selected, only deals in the selected sales stage are returned.

Filter

Returns only the deals based on the selected filter. Filters can be added or edited in the following dialog:

User

If the user is selected, only deals matching the user are returned.

Status

Returns only the deals with the selected status. If omitted, all of the not deleted deals are returned.

Limit

Set the maximum number of deals Make will return during one cycle.

Connection

Select or establish a connection to your Pipedrive CRM account.

Pipeline

Select or map the pipeline you want to list deals from.

Stage

Returns only the deals in the selected stage.

Filter

Select the status of the deal to filter returned deals by.

User

Select the user that is assigned to the deals you want to return. If provided, the Filter field will not be considered and only deals owned by the given user will be returned. If left empty, deals owned by the authorized user will be returned.

Everyone

If the Yes option is selected, Filter and User fields will not be considered – instead, deals owned by everyone will be returned.

Limit

Set the maximum number of deals Make will return during one cycle.

Connection

Select or establish a connection to your Pipedrive CRM account.

Stage

Select the stage you want to list deals from.

Filter

If you select one of the options, only deals matching the selected filter will be returned.

User

Select the user that is assigned to the deals you want to return. If provided, the Filter field will not be considered and only deals owned by the given user will be returned. If left empty, deals owned by the authorized user will be returned.

Everyone

If the Yes option is selected, Filter and User fields will not be considered – instead, deals owned by everyone will be returned.

Limit

Set the maximum number of deals Make will return during one cycle.

Connection

Select or establish a connection to your Pipedrive CRM account.

Deal ID

Enter or map the ID of the deal to the one you want to add the product to.

Product ID

Enter or map the Product ID you want to add to the deal.

The product must be already created. You can use the Create a Product module to create a new product.

Item price

Price of the product that will be added to the deal.

Quantity

Enter the number of products (product items) that will be added to the deal.

Discount percentage

Discount listed as a percentage. If left empty, 0 discount will be set.

Duration of the product

Enter the duration of the product. When product durations are not enabled for the company, or if omitted, it defaults to 1.

This is useful in the context of both time- and amount-related products, such as hoteling or warehouse services. Example: you may want to sell 500 square feet of office space for 3 months, while the price of the product is defined per one square foot. This option requires the Products option to be enabled.

To enable Product duration, go to Settings > Customize > Features and switch Product durations to On.

Product variant ID

Enter the ID of the product variation to use. When the field is left empty, no variation will be used.

Comments

Enter a comment for the product and deal association. The comment is visible and editable in the application UI.

Enabled flag

Set whether the product is enabled on the deal or not. This makes it possible to add products to a deal with specific price and discount criteria - but keeping them disabled refrains them from being included in the deal price calculation. When omitted, the product will be marked as enabled by default.

Connection

Select or establish a connection to your Pipedrive CRM account.

Deal ID

Enter or map the ID of the deal you want to delete a product attachment.

Product attachment ID

Enter (map) the ID of the attachment you want to delete. This is returned as product_attachment_id after attaching a product to a deal or as id in the output of the List Products in a Deal module.

Connection

Select or establish a connection to your Pipedrive CRM account.

Deal ID

Enter or map the ID of the deal you want to list the products from.

Limit

Set the maximum number of deals Make will return during one cycle.

Connection

Select or establish a connection to your Pipedrive CRM account.

Deal ID

Enter or map the ID of the deal to the one you want to add the participant to.

Person

Enter or map the ID of the person you want to add as a participant to the deal. You can search for the person by name or by email address. To search for the person, click the Search button and enter the search term into the Query field. If a match is found, the Person ID is inserted into the Person field.

Connection

Select or establish a connection to your Pipedrive CRM account.

Deal ID

Enter or map the ID of the deal you want to list the persons from.

Limit

Set the maximum number of persons Make will return during one cycle.

Connection

Select or establish a connection to your Pipedrive CRM account.

Deal ID

Enter or map the ID of the deal you want to list the persons from.

Include deleted files

Select whether to include files that have already been deleted.

Webhook name

Enter the name of the webhook. For example, Added Organization Webhook.

Connection

Select or establish a connection to your Pipedrive CRM account.

Event action

Select the event that triggers the module. By selecting All, every event triggers the module.

HTTP basic auth username

Enter the basic auth username if needed.

HTTP basic auth password

Enter the basic auth password if needed.

Connection

Select or establish a connection to your Pipedrive CRM account.

Filter

Returns only organizations by a selected filter.

User

Select the user or map the ID of the user who will be marked as the organization's owner. If the field is left empty, the authorized user ID will be used.

Limit

Set the maximum number of organizations Make will return during one cycle.

Trigger when

Select whether you want to trigger the module when the organization is created (Object created) or updated (Object updated).

Connection

Select or establish a connection to your Pipedrive CRM account.

Name

Enter the name of the organization you want to create.

Owner

Enter the ID of the user who will be marked as the organization's owner. When left empty, the authorized user ID will be used. You can search for an ID using the Search button and enter the user's name in the Query field.

Visible to

Select whether the created organization will be visible (the ability to see and edit details of the deal) to the Owner & Followers only or to the Entire company.

Add time

Enter the date and time when the organization is created (optional). Use the following date and time format: YYYY-MM-DD HH:MM:SS

Connection

Select or establish a connection to your Pipedrive CRM account.

Name

Enter the name of the organization you want to update.

Owner

Enter the ID of the user who will be marked as the owner of this organization. When left empty, the authorized user ID will be used. You can search for the ID using the Search button and enter the user's name in the Query field.

Visible to

Select whether the updated organization will be visible (the ability to see and edit details of the organization) to the Owner & Followers only or to the Entire company.

Add time

Enter the date and time when the organization is created (optional). Use the following date and time format: YYYY-MM-DD HH:MM:SS

Connection

Select or establish a connection to your Pipedrive CRM account.

Organization ID

Enter the ID of the organization you want to delete.

You can map the ID from another module or find it in the Pipedrive CRM user interface in the URL:

Connection

Select or establish a connection to your Pipedrive CRM account.

Organization ID

Enter the ID of the organization you want to retrieve details about.

Connection

Select or establish a connection to your Pipedrive CRM account.

Filter

Enter or select the desired filter. You can create or edit filters in the Pipedrive CRM user interface.

User

Map or select the user. If supplied, only organizations owned by the entered user will be returned.

First char

Enter the first letter of the organization's name you want to retrieve.

Limit

Set the maximum number of organizations Make will return during one cycle.

Connection

Select or establish a connection to your Pipedrive CRM account.

Organization ID

Enter (map) the Organization ID of the organization you want to update field values.

Fields

Define fields and values to be updated.

Webhook name

Enter the name of the webhook. For example, Added Person Webhook.

Connection

Select or establish a connection to your Pipedrive CRM account.

Event action

Select the event that triggers the module. By selecting All, every event triggers the module.

HTTP basic auth username

Enter the basic auth username if needed.

HTTP basic auth password

Enter the basic auth password if needed.

Connection

Select or establish a connection to your Pipedrive CRM account.

Filter

Returns only persons by the selected filter.

User

Select the user. If supplied, only persons owned by the selected user will be returned.

Limit

Set the maximum number of persons Make will return during one cycle.

Trigger when

Select whether you want to trigger the module when the person is created (Object created) or updated (Object updated).

Connection

Select or establish a connection to your Pipedrive CRM account.

Name

Enter the name of the new contact.

Owner

Enter the ID of the user who will be marked as the owner of this person. When left empty, the authorized user ID will be used. You can search for the ID using the Search button and enter the user's name in the Query field. The input is case-sensitive.

Organization

Enter the ID of the organization this person belongs to. You can search for the ID using the Search button and enter the organization's name in the Query field. The input is case-sensitive.

Emails

Enter the contact email address.

Phones

Enter the contact phone number.

Add time

Enter the date and time when the person is created (optional). Use the following date and time format: YYYY-MM-DD HH:MM:SS

Visible to

Select whether the new person will be visible (the ability to see and edit details of the person) to the Owner & Followers only or to the Entire company.

Connection

Select or establish a connection to your Pipedrive CRM account.

Person ID

Enter or map the ID of the person you want to update.

Name

Enter the name of the person you want to update.

Owner

Enter the ID of the user who will be marked as the owner of this person. When left empty, the authorized user ID will be used. You can search for the ID using the Search button and enter the user's name in the Query field. The input is case-sensitive.

Organization

Enter the ID of the organization this person belongs to. You can search for the ID using the Search button and enter the organization's name in the Query field.

Emails

Enter the updated email for the person.

Phones

Enter the updated phone for the person.

Add time

Enter the date and time when the person is created (optional). Use the following date and time format: YYYY-MM-DD HH:MM:SS

Visible to

Select whether the updated person will be visible (the ability to see and edit details of the person) to the Owner & Followers only or to the Entire company.

Connection

Select or establish a connection to your Pipedrive CRM account.

Person ID

Enter or map the ID of the person you want to delete.

Connection

Select or establish a connection to your Pipedrive CRM account.

Person ID

Enter or map the ID of the person you want to retrieve information about.

Connection

Select or establish a connection to your Pipedrive CRM account.

Filter

Returns only persons that fit the selected filter.

User

Select or map the user. If supplied, only persons owned by the selected user will be returned.

First char

Enter the first letter of the organization's name you want to retrieve.

Limit

Set the maximum number of persons Make will return during one cycle.

Webhook name

Enter the name of the webhook, for example, Added Note Webhook.

Connection

Select or establish a connection to your Pipedrive CRM account.

Event action

Select the event that triggers the module. By selecting All, every event triggers the module.

HTTP basic auth username

Enter the basic auth username if needed.

HTTP basic auth password

Enter the basic auth password if needed.

Connection

Select or establish a connection to your Pipedrive CRM account.

User

Enter or map the ID of the user whose notes to retrieve. If left empty, all of the notes by all users will be retrieved.

Deal

Enter or map the ID of the deal which notes to retrieve. If left empty, all the notes about all deals will be returned.

Person

Enter or map the ID of the person (contact) whose notes to retrieve. If left empty, notes by all persons will be retrieved.

Organization

Enter the organization's ID into the notes you want to retrieve belong to. You can search for the ID using the Search button and enter the organization's name in the Query field.

Pinned to deal flag

Select if you want to filter notes by pinned to deal notes.

Pinned to organization

Select if you want to filter notes by pinned to organization notes.

Pinned to person flag

Select if you want to filter notes by pinned-to-person notes.

Limit

Set the maximum number of notes Make will return during one cycle.

Trigger when

Select whether you want to trigger the module when the note is created (Object created) or updated (Object updated).

Connection

Select or establish a connection to your Pipedrive CRM account.

Content

Enter the text content of the new note. You can format the text using HTML.

Deal ID

Enter (map) the deal ID in which you want to create the note.

Person

Enter (map) the Person ID to which you want to attach the note. You can search for the ID using the Search button and enter the person's name in the Query field.

Organization

Enter (map) the Organization ID to which you want to attach the note. You can search for the ID using the Search button and enter the organization's name in the Query field.

Add time

Optional creation date & time of the note in UTC. It can be set in the past or the future. Format: YYYY-MM-DD HH:MM:SS

Pinned to deal flag

Select if you want to pin the note to the deal. If enabled, then the deal ID must be supplied.

Pinned to organization

Select if you want to pin the note to the deal. If enabled, then the organization ID must be supplied.

Pinned to person flag

Select if you want to pin the note to the deal. If enabled, then the person's ID must be supplied.

Connection

Select or establish a connection to your Pipedrive CRM account.

Note ID

Enter (map) the ID of the note you want to update.

Connection

Select or establish a connection to your Pipedrive CRM account.

Note ID

Enter (map) the ID of the note you want to delete.

Connection

Select or establish a connection to your Pipedrive CRM account.

Note ID

Enter (map) the ID of the note you want to retrieve information about.

Connection

Select or establish a connection to your Pipedrive CRM account.

User

Enter or map the ID of the user whose notes to retrieve. If left empty, all of the notes by all users will be retrieved.

Deal

Enter or map the Deal ID whose notes you want to retrieve. If left empty, all the notes about all deals will be returned.

Person

Enter or map the ID of the person (contact) whose notes to retrieve. If left empty, notes by all persons will be retrieved.

Organization

Enter the ID of the organization whose notes you want to retrieve. You can search for the ID using the Search button and enter the organization's name in the Query field.

Pinned to deal flag

Select if you want to filter notes by pinned to deal notes.

Pinned to organization

Select if you want to filter notes by pinned to organization notes.

Pinned to person flag

Select if you want to filter notes by pinned-to-person notes.

Start date

Date in YYYY-MM-DD HH:MM:SS format from which notes to retrieve.

End date

Date in YYYY-MM-DD HH:MM:SS format from which notes to retrieve.

Limit

Set the maximum number of activities Make will return during one cycle.

Webhook name

Enter the name of the webhook, for example, Added Activity Webhook.

Connection

Select or establish a connection to your Pipedrive CRM account.

Event action

Select the event that triggers the module. By selecting All, every event triggers the module.

HTTP basic auth username

Enter the basic auth username if needed.

HTTP basic auth password

Enter the basic auth password if needed.

Connection

Select or establish a connection to your Pipedrive CRM account.

Filter

Select the filter. The filter must be already created via the Pipedrive user interface.

Type

Select the type of activity you want to watch for.

User

Select the user whose activities will be retrieved. If no user is selected, activities for all company users will be retrieved based on the permission sets.

This activity is done

Select whether the activity is done (Yes), or undone (No). If not defined, then all activities are returned.

Trigger when

Select whether you want to trigger the module when the activity is created (Object created) or updated (Object updated).

Connection

Select or establish a connection to your Pipedrive CRM account.

Subject

Enter the title of the activity you want to add.

Type

Select the type of activity you want to create.

Due date and time

Enter the due date of the activity in YYYY-MM-DD HH:MM format.

Duration

Enter the duration of the activity in UTC. Format: HH:MM.

User

Select or map the user to whom you want to assign the activity.

Deal

Enter the ID of the deal this activity will be associated with.

Person

Enter (map) the ID of the person you want to link to the activity. You can search for the ID using the Search button and enter the person's name in the Query field.

Organization

Enter the ID of the organization to this activity will be linked. You can search for the ID using the Search button and enter the organization's name in the Query field.

Note

Enter note text content. You can format the note using HTML.

Participants

Enter the participants this activity will be linked to.

If left empty, only the person specified in the Person field (above) will be used.

Connection

Select or establish a connection to your Pipedrive CRM account.

Activity ID

Enter or map the ID of the activity you want to update.

Connection

Select or establish a connection to your Pipedrive CRM account.

Activity ID

Enter or map the ID of the activity you want to delete.

Connection

Select or establish a connection to your Pipedrive CRM account.

Activity ID

Enter or map the ID of the activity you want to retrieve the details about.

Connection

Select or establish a connection to your Pipedrive CRM account.

Filter

Select the activities filter. The filter must be already created via the Pipedrive user interface.

Type

Select the type of activity you want to list.

User

Select the user whose activities will be retrieved. If no user is selected, activities for all company users will be retrieved based on the permission sets.

Start date

Enter the date in the format of YYYY-MM-DD to list the activities created on or after the specified date.

End date

Enter the end date in the format of YYYY-MM-DD to list the activities created on or before the specified date.

Activity is done

Select whether the activity is done (Yes), or undone (No). If not defined, then all activities are returned.

Limit

Set the maximum number of activities Make will return during one cycle.

Connection

Select or establish a connection to your Pipedrive CRM account.

Mail Thread ID

Enter (map) the ID of the mail conversation you want to update.

Deal ID

Enter (map) the Deal ID with which this thread is associated.

Shared flag

Set whether to share this thread with other users in your company.

Read flag

Set whether this thread is read or unread.

Archived flag

Set whether this thread is archived or not. You can only archive threads that belong to the Inbox folder. Archived threads will disappear from the Inbox.

Connection

Select or establish a connection to your Pipedrive CRM account.

Mail Thread ID

Enter (map) the ID of the mail conversation you want to delete.

Connection

Select or establish a connection to your Pipedrive CRM account.

Mail Thread ID

Enter (map) the ID of the mail conversation you want to retrieve information about.

Connection

Select or establish a connection to your Pipedrive CRM account.

Message ID

Enter (map) the Message ID you want to retrieve details about.

Connection

Select or establish a connection to your Pipedrive CRM account.

Folder

Select the folder you want to retrieve mail conversations from.

Limit

Set the maximum number of mail threads Make will return during one cycle.

Connection

Select or establish a connection to your Pipedrive CRM account.

Mail Thread ID

Enter (map) the ID of the mail conversation you want to retrieve mail messages from

Connection

Select or establish a connection to your Pipedrive CRM account.

Object

Select whether you want to add a follower to a deal, organization, person, or product.

Object ID

Enter the ID of the deal, organization, person, or product you want to add a follower.

Connection

Select or establish a connection to your Pipedrive CRM account.

Object

Select whether you want to delete a follower from a deal, organization, person, or product.

Follower ID

Enter the ID of the follower.

Connection

Select or establish a connection to your Pipedrive CRM account.

Object

Select whether you want to list followers from a deal, organization, person, product, or user.

Object ID

Enter the ID of the deal, organization, person, product, or user you want to list the followers from.

Connection

Select or establish a connection to your Pipedrive CRM account.

User ID

Enter (map) the ID of the user you want to retrieve information about.

Connection

Select or establish a connection to your Pipedrive CRM account.

Connection

Select or establish a connection to your Pipedrive CRM account.

Source file

Enter or map (e.g. using the Dropbox module) the file you want to upload.

File name

Enter the name of the uploaded file.

Data

Map or enter the data of the file.

For more information refer to the Working with files article.

Deal ID Person ID Organization ID Product ID Activity ID

Enter the ID of the object you want to associate the uploaded file with.

You can enter IDs into multiple fields in order to associate the file with multiple objects.

Connection

Select or establish a connection to your Pipedrive CRM account.

Connection

Select or establish a connection to your Pipedrive CRM account.

Pipeline

Select or map the pipeline whose stages you want to list.

Connection

Select or establish a connection to your Pipedrive CRM account.

Term

Enter the search term. The minimum length is 2 characters or 1 character when the Exact match option (below) is enabled.

Item types

Select the object you want to search for. If the field is left empty, all objects are searched.

Fields

The fields to perform the search from. Defaults to all of them.

Exact match

If the option is enabled, then only the exact match against the search term will be returned.

Limit

Set the maximum number of results Make will return during one cycle.