Add deal
The Pipedrive Add Deal tool seamlessly integrates with the Pipedrive CRM system to enable users to quickly and efficiently add new deals to their sales pipeline. Designed for automation and ease of use, this tool streamlines deal management by allowing detailed deal attributes to be set programmatically.
Features
- Add new deals with customizable titles and deal values.
- Assign deal ownership to specific users automatically.
- Associate deals with existing persons and organizations within Pipedrive.
- Set deal stages and pipelines dynamically based on sales workflows.
- Specify deal status, probability, currency, visibility, and reasons for lost deals for comprehensive tracking.
Benefits
- Improves sales team productivity by automating deal creation processes.
- Enhances data accuracy by reducing manual input errors.
- Enables better sales pipeline management through precise deal configuration.
- Supports scalable workflows by integrating with automated systems and APIs.
- Provides clear visibility into deal status and progress for informed decision-making.
Description
Adds a new deal. See the Pipedrive API docs for Deals here
Parameters
12 parameters
| Name | Type | Description |
|---|---|---|
| titlerequired | string | Deal title |
| ownerId | integer | ID of the user who will be marked as the owner of this deal. If omitted, the authorized user ID will be used. |
| personId | integer | ID of the person this deal will be associated with |
| orgId | integer | ID of the organization this deal will be associated with |
| pipelineId | string | ID of the pipeline this activity will be associated with |
| stageId | integer | ID of the stage this deal will be placed in a pipeline (note that you can't supply the ID of the pipeline as this will be assigned automatically based on |
| value | string | Value of the deal. If omitted, value will be set to 0. |
| currency | string | Currency of the deal. Accepts a 3-character currency code. If omitted, currency will be set to the default currency of the authorized user. |
| status | enum | open = Open, won = Won, lost = Lost, deleted = Deleted. If omitted, status will be set to open. |
| probability | integer | Deal success probability percentage. Used/shown only when |
| lostReason | string | Optional message about why the deal was lost (to be used when status=lost) |
| visibleTo | integer | Visibility of the deal. If omitted, visibility will be set to the default visibility setting of this item type for the authorized user. |
