Update deal
Pipedrive Update Deal is an AI-powered tool designed to streamline CRM deal management by enabling users to update deal properties seamlessly using the Pipedrive API. It simplifies sales workflows by integrating deal updates directly into your automated pipelines.
Features
- Update key deal properties such as title, value, status, and probability with ease.
- Associate deals with people, organizations, and pipeline stages programmatically.
- Adjust deal ownership dynamically by specifying the owner ID.
- Automatically handle deal currency and visibility settings based on user preferences.
- Add notes and reasons for lost deals to maintain detailed sales records.
Benefits
- Enhances sales team productivity by automating deal updates.
- Improves data accuracy within your Pipedrive CRM system.
- Supports better pipeline management, leading to increased deal closure rates.
- Facilitates real-time sales process tracking and reporting.
- Enables customization and integration flexibility for diverse business needs.
Description
Updates the properties of a deal. See the Pipedrive API docs for Deals here
Parameters
14 parameters
| Name | Type | Description |
|---|---|---|
| dealIdrequired | string | ID of the deal |
| title | 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. |
| note | string | A note to add to the deal |
