Add person
The Pipedrive Add Person tool seamlessly integrates with the Pipedrive CRM to allow users to add new contacts quickly and efficiently through its API. It simplifies managing contacts by supporting detailed information inputs such as emails, phones, ownership, and organization associations.
Features
- Supports adding detailed contact information including name, emails, and phone numbers in specified JSON formats.
- Allows setting ownership by specifying the owner ID, linking the person to specific users.
- Enables associating contacts with organizations via organization ID for better relationship management.
- Supports visibility settings to control access levels for the newly added person.
- Integrates smoothly with the Pipedrive API ensuring reliable and real-time data syncing.
Benefits
- Streamlines the process of adding and managing contacts within Pipedrive CRM.
- Improves data accuracy by enforcing format requirements for emails and phone numbers.
- Facilitates team collaboration by allowing ownership and visibility configurations.
- Enhances organizational clarity by linking contacts to specific organizations.
- Reduces manual entry errors by utilizing API-driven data addition processes.
Description
Adds a new person. See the Pipedrive API docs for People here
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[]
Parameters
6 parameters
| Name | Type | Description |
|---|---|---|
| namerequired | string | Person name |
| ownerId | integer | ID of the user who will be marked as the owner of this person. When omitted, the authorized user ID will be used. |
| organizationId | integer | ID of the organization this person will belong to. |
| emails | string[] | Email addresses (one or more) associated with the person, presented in the same manner as received by GET request of a person. Example: {"value":"email1@email.com", "primary", "label":"work"} |
| phones | string[] | Phone numbers (one or more) associated with the person, presented in the same manner as received by GET request of a person. Example: {"value":"12345", "primary", "label":"work"} |
| visibleTo | integer | Visibility of the person. If omitted, visibility will be set to the default visibility setting of this item type for the authorized user. |
