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 pipedrive.com/register.
Refer to the Pipedrive CRM API documentation for a list of available endpoints.
Connect Pipedrive CRM to Make
To establish the connection:
Log in to your Make account, add a Pipedrive CRM module to your scenario, 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.
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 and add more Pipedrive CRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
Note
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 Scenarios
After connecting the app, you can perform the following actions:
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
Watch Leads
Search Leads
List Leads
Get a Lead
Create a Lead
Update a Lead
Delete a Lead
Add a Product to a Deal
Update Product Attachment Details
Delete an Attached Product
List Products in a Deal
Add a Participant to a Deal
List Persons in a Deal
List Files in a Deal
List Activities in a Deal
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
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
New Product Event
Watch Products
Create a Product
Update a Product
Delete a Product
Get a Product
List Products
Search Products
New Note Event
Watch Notes
Create a Note
Update a Note
Delete a Note
Get a Note
List Notes
New Activity Event
Watch Activities
Create an Activity
Update an Activity
Delete an Activity
Get an Activity
List Activities
Update a Mail Thread Details
Delete a Mail Thread
Get a Mail Thread
Get a Message
List Mail Threads
List Messages in a Thread
Add a Follower
Delete a Follower
List Followers
Get a User
List Users
Upload a File
Download a File
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
List Pipelines
List Stages
Search for Items
Make an API Call