Pipedrive
Pipedrive is a powerful CRM tool designed to help sales teams manage contacts, deals, and sales data efficiently. By connecting Pipedrive to your workflow, you can synchronize important sales information seamlessly and improve your sales process.
Features
- Easy integration with Pipedrive CRM for real-time data synchronization
- Sync contacts, deals, and sales data automatically
- User-friendly interface for effortless management of sales pipeline
- Robust automation to reduce manual data entry and errors
- Alerts and notifications to keep sales teams updated on deal progress
Benefits
- Enhances sales team productivity by centralizing sales data
- Improves accuracy and consistency of sales records across platforms
- Streamlines follow-up and deal tracking to close more sales
- Saves time by automating data syncing and eliminating duplicate entries
- Provides actionable insights to optimize sales strategies
Available tools
14 actions available as tools
Update person
Updates an existing person in Pipedrive. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Persons#updatePerson) IMPORTANT: The arguments have specific formats. Please follow the instructions below: - emails: Return JSON in this format: string[] - phones: Return JSON in this format: string[]
Update deal
Updates the properties of a deal. See the Pipedrive API docs for Deals [here](https://developers.pipedrive.com/docs/api/v1/Deals#updateDeal)
Search persons
Searches all Persons by `name`, `email`, `phone`, `notes` and/or custom fields. This endpoint is a wrapper of `/v1/itemSearch` with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs [here](https://developers.pipedrive.com/docs/api/v1/Persons#searchPersons) IMPORTANT: The arguments have specific formats. Please follow the instructions below: - fields: Return JSON in this format: string[]
Search notes
Search for notes in Pipedrive. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Notes#getNotes)
Search leads
Search for leads by name or email. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Leads#searchLeads) IMPORTANT: The arguments have specific formats. Please follow the instructions below: - fields: Return JSON in this format: string[]
Remove duplicate notes
Remove duplicate notes from an object in Pipedrive. See the documentation for [getting notes](https://developers.pipedrive.com/docs/api/v1/Notes#getNotes) and [deleting notes](https://developers.pipedrive.com/docs/api/v1/Notes#deleteNote)
Get person details
Get details of a person by their ID. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Persons#getPerson)
Get lead by id
Get a lead by its ID. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Leads#getLead)
Add person
Adds a new person. See the Pipedrive API docs for People [here](https://developers.pipedrive.com/docs/api/v1/Persons#addPerson) IMPORTANT: The arguments have specific formats. Please follow the instructions below: - emails: Return JSON in this format: string[] - phones: Return JSON in this format: string[]
Add organization
Adds a new organization. See the Pipedrive API docs for Organizations [here](https://developers.pipedrive.com/docs/api/v1/Organizations#addOrganization)
Add note
Adds a new note. For info on [adding an note in Pipedrive](https://developers.pipedrive.com/docs/api/v1/Notes#addNote)
Add lead
Create a new lead in Pipedrive. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Leads#addLead) IMPORTANT: The arguments have specific formats. Please follow the instructions below: - leadLabelIds: Return JSON in this format: string[]
Add deal
Adds a new deal. See the Pipedrive API docs for Deals [here](https://developers.pipedrive.com/docs/api/v1/Deals#addDeal)
Add activity
Adds a new 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). See the Pipedrive API docs for Activities [here](https://developers.pipedrive.com/docs/api/v1/#!/Activities). For info on [adding an activity in Pipedrive](https://developers.pipedrive.com/docs/api/v1/Activities#addActivity) IMPORTANT: The arguments have specific formats. Please follow the instructions below: - participants: Return JSON in this format: string[] - attendees: Return JSON in this format: string[]
