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Pipedrive CRM

The Pipedrive CRM modules allow you to monitor deals, organizations, persons, products, notes, and activities and create, update, list, or delete deals, products in deals, persons in deals, files in deals, activities in deals, organizations, persons, products, notes, activities, emails, followers, or users in your Pipedrive CRM account.

To get started with Pipedrive CRM, create an account at www.pipedrive.com/en/register.

Refer to the Pipedrive CRM API documentation for a list of available endpoints.

Connect Pipedrive CRM to Make

To establish the connection:

  1. Log in to your Make account, add a Pipedrive CRM module to your scenario, and click Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. 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.

  4. Click Save.

  5. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your scenario and add more Pipedrive CRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Pipedrive CRM Scenarios

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

Leads

  • Watch Leads

  • Search Leads

  • List Leads

  • Get a Lead

  • Create a Lead

  • Update a Lead

  • Delete a Lead

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

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

Caution

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 Recruiting 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

Other

  • List Pipelines

  • List Stages

  • Search for Items

  • Make an API Call

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