Pipedrive offers sales pipeline and CRM software for companies. You can add new contacts and then create and manage deals associated with them. Each deal can be tracked and its progress can be analyzed in real time.
Triggers
-
New Deal
Triggers when a new deal is created
-
Update Deal
Triggers when an existing deal is updated
-
New Person
Triggers when a new person is created
-
Update Person
Triggers when an existing person is updated
-
New Organization
Triggers when a new organization is created
-
New Pipeline
Triggers when a new pipeline is created
-
New Note
Triggers when a new note is created
-
New Note in Deal
Triggers when a new note is created in the specified deal
Actions
-
Add Deal
Add a new deal
-
Add Person
Add a new person
-
Delete Deal
Delete the specified deal
-
Delete Person
Delete the specified person
-
Get Deal
Retrieve some or all deals
-
Get Filters
Retrieve the records associated with the specified filter type
-
Get Organization Details
Retrieve the details of the specified organization
-
Update Deal
Update the details of the specified deal
-
Update Organization
Update the details of the specified organization
-
Update Person
Update the details of the specified person
-
Search Deals
Search for a specific deal or list of deals
-
Get Persons
Retrieve the list of all the persons in your account
Common Questions
To use Pipedrive in your flow, you will first need to connect Pipedrive to Built.io Flow Enterprise.
To do this, drag any Pipedrive action listed under Pipedrive service on the canvas and click on ‘Add New’ option listed under ‘Connect to Pipedrive’ field in the configuration window. A new connection window will appear.
You need to enter the API token for your Pipedrive account. You can optionally rename the connection name in 'Connection Label' field.
Follow the steps given below to retrieve the API token of your Pipedrive account:
1. Login to your Pipedrive account and click on your profile icon given on the top-right hand side of the window. Select 'Settings' option from the drop down list that appears.
2. A new window will appear. Locate the 'API' option and click on it. You will see the API token for your account.
Once you have entered these details, click on the 'ADD' button. This will automatically add a connection under ‘Connect to Pipedrive' field. Once added, this connection will be available in all Pipedrive actions and triggers.
