Pipedrive
Sales CRM tracking deals, pipeline stages, contacts, organizations, activities, and notes.
Moves a deal to the next stage, logs a call against it, adds a follow-up task, and reports on what is closing this month.
Use Pipedrive with Snow
Snow is a personal AI assistant that builds real apps for you, and they can put Pipedrive to work.
What Snow can do with Pipedrive
These are the Pipedrive operations Snow and the apps you build with it can run. Sign in to choose which ones Snow may run without asking.
Reads202
Look at your data without changing it.
- Get all leads
The API returns sorted leads by creation time, supporting pagination via `limit` and `start`. Custom field values are included if set, mimicking the `Deals` endpoint structure; unset fields are omitted. Leads share custom fields with deals.
- Get all products
Returns data about all products.
- Get Deal Details
Tool to get details of a specific deal in Pipedrive. Use when you need to retrieve comprehensive information about a deal by its ID.
- Get lead conversion status by ID
Tool to retrieve the conversion status for a specific lead conversion job. Use when you need to check the progress of a lead-to-deal conversion including current state and resulting deal ID upon completion.
- Get one activity field
Tool to retrieve detailed metadata for a specific activity field by its field code. Use when you need information about field structure, type, options, or properties.
- Get one deal field
Tool to retrieve a specific deal field by ID. Use when you need to get metadata and configuration for a deal field.
- Get one lead
API returns specific lead details with custom field values in the Deals format. Unset custom fields are omitted. Leads share custom fields with deals, not having a unique set.
- Get one organization field
Tool to retrieve a specific organization field by ID. Use when you need to get metadata and configuration for an organization field.
- Get one person field
Tool to retrieve metadata for a specific person field by its ID. Use when you need to get field properties like name, type, order, and options.
- Get Organization Details
Tool to get details of a specific organization in Pipedrive. Use when you need to retrieve comprehensive information about an organization by its ID.
Creates52
Add something new to your account.
- Add a deal
Add a new deal to Pipedrive with any custom fields, which vary by account and are identified by long hash keys. Check dealFields for existing custom fields. For details, visit the tutorial on adding a deal.
- Add a lead
Pipedrive API lets you add leads linked to people or organizations and tags them with 'API' source. Custom fields from deals apply to leads and appear in responses if set. Details are in the tutorials for adding and updating leads.
- Add a person
Add a new contact in Pipedrive with optional custom fields unique to each account found using the `personFields` endpoint. The endpoint also handles `data.marketing_status` for Campaigns product users.
- Add a product
Adds a new product to the Products inventory. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-product" target="_blank" rel="noopener noreferrer">adding a product</a>.
- Add an activity
New activity added. Response includes `more_activities_scheduled_in_context` to show if more are planned with the same entity. See tutorial on adding activities here.
- Bulk add products to deal
Tool to bulk add products to a Pipedrive deal. Use when attaching multiple products simultaneously, with maximum 100 products per request.
- Add a call log
Adds a new call log.
- Add a channel
New messaging channel added; registration limited to admins. Utilizes getConversations endpoint for data retrieval. Requires Messengers integration OAuth scope and a prepared Messaging app extension manifest.
- Add a follower to a deal
Adds a follower to a deal.
- Add a follower to a person
Tool to add a follower to a person in Pipedrive. Use when you need to create a follower relationship between a user and a person entity.
Updates74
Change something that is already there.
- Update a deal
Updates the properties of a deal. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/updating-a-deal" target="_blank" rel="noopener noreferrer">updating a deal</a>.
- Update a deal
Tool to update an existing deal in Pipedrive. Use when you need to modify properties of a deal such as title, value, status, stage, or associated contacts/organizations.
- Update a lead
Tool to update a lead in Pipedrive. Use when you need to modify properties of an existing lead such as title, value, status, or linked contacts.
- Update a person
Modifies a person’s details in Pipedrive. See the linked tutorial for guidance. If utilizing Campaigns, the endpoint also handles `data.marketing_status`.
- Update a person
Tool to update a person's properties in Pipedrive. Use when you need to modify existing person details such as name, contact information, owner, or organization.
- Update deal (v2 API)
Tool to update an existing deal using Pipedrive v2 API. Use when you need to modify deal properties including custom fields, archive status, or deletion status.
- Update deal product
Tool to update product details attached to a deal in Pipedrive using the v2 API. Use when you need to modify product attributes like price, quantity, discount, or tax for a deal-product attachment.
- Update person (v2)
Tool to update a person's properties in Pipedrive using the v2 API. Use when you need to modify existing person details such as name, contact information, owner, or organization.
- Add or update role setting
Adds or updates the visibility setting for a role. Notes: - Roles endpoints require the `admin` OAuth scope. - OAuth calls must target the company domain with `/api/v1` path, e.g., https://{COMPANY}.pipedrive.com/api/v1/roles/{id}/settings - This action normalizes the base URL accordingly.
- Add person picture
This service allows adding a photo to a person's profile, replacing any existing one. Images must be square with a minimum size of 128 pixels and in GIF, JPG, or PNG formats. They will be resized to 128 and 512 pixels.
Deletes71
Remove something. This often cannot be undone.
- Convert Lead to Deal
Tool to convert a Pipedrive lead to a deal asynchronously. Use when you need to convert an existing lead into a deal. The conversion transfers all related entities (notes, files, emails, activities) to the new deal. Upon successful conversion, the lead is marked as deleted. Use the returned conversion_id to check the conversion status.
- Delete a person
Tool to delete a person in Pipedrive. Use when you need to mark a person as deleted. The person will be permanently deleted after 30 days.
- Delete an organization
Tool to delete an organization in Pipedrive. Use when you need to mark an organization as deleted. The organization will be permanently deleted after 30 days.
- Delete Deal
Tool to delete a deal in Pipedrive. Use when you need to remove a deal. This is a soft delete operation - the deal will be permanently deleted after 30 days.
- Merge Deals
Tool to merge two deals in Pipedrive. Use when you need to consolidate two deals into one. The deal specified by 'id' will be merged into the deal specified by 'merge_with_id', and the first deal will be removed while the second one will remain with all consolidated data.
- Merge Organizations
Tool to merge two organizations in Pipedrive. Use when you need to consolidate two organizations into one. The organization specified by 'id' will be merged into the organization specified by 'merge_with_id', and the first organization will be removed while the second one will remain with all consolidated data.
- Merge two persons
Tool to merge two persons in Pipedrive. Use when you need to combine two person records into one. The person ID specified in the request will be merged and removed, while the merge_with_id person will remain. When data conflicts exist, the merge_with_id person's field data takes priority.
- Archive a project
Archives a project.
- Cancel a recurring subscription
Cancels a recurring subscription. This action attempts to cancel a recurring subscription via Subscriptions API. If Subscriptions endpoints are unavailable (404), it gracefully falls back to disabling all product attachments on the given deal (interpreting `id` as `deal_id`) to mimic cancellation behavior.
- Delete a call log
Deletes a call log. If there is an audio recording attached to it, it will also be deleted. The related activity will not be removed by this request. If you want to remove the related activities, please use the endpoint which is specific for activities.
Triggers
These are the trigger events currently available for Pipedrive.
- New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
- New Note Received Trigger
Triggered when a new note is created in Pipedrive
- New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Related integrations
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