Overview
Pipedrive is a sales-pipeline-focused CRM. The Automize Pipedrive connector covers deals, contacts (persons), organizations, activities, and pipeline metadata.
- Regions: Pipedrive is a single global platform – api.pipedrive.com. Each company has a regional sub-domain (e.g. yourcompany.pipedrive.com) but the REST API endpoint is uniform.
- Plans: Essential, Advanced, Professional, Power, Enterprise – all expose the API. Some entities (Leads vs Deals separation, custom data fields) need higher plans.
Setting up the connection
Auth type: API Key.
- Sign in to Pipedrive → click your avatar → Personal preferences → API.
- Copy your personal API token (long alphanumeric string).
- In Automize, open Settings → Connectors → Pipedrive → Add connection. Paste the token + your Pipedrive sub-domain.
- For organization-wide automation, prefer an OAuth app (not currently used by this connector).
Find your credentials at https://yourcompany.pipedrive.com/settings/personal/api.
Rate limits
Pipedrive enforces a daily request quota that scales by plan + user count (typically 10,000–30,000/day per company). Per-second burst is ~10/sec. The connector retries 429 with the Retry-After header.
Data model
Pipeline-centric:
Organization ─┬─ Persons (contacts)
├─ Deals (in a Stage of a Pipeline)
│ └─ Activities
└─ Activities (logged calls, meetings, emails)
Pipeline ─── Stages ─── Deals
Products ── (linked to Deals)Available operations
15 operations available. Click any row to jump to its detail.
| Operation | Category | What it does |
|---|---|---|
| Create Activity | General | Create a new activity |
| Create Deal | General | Create a new deal |
| Create Organization | General | Create a new organization |
| Create Person | General | Create a new person |
| Delete Deal | General | Delete a deal |
| Get Deal | General | Get deal details |
| Get Person | General | Get person details |
| List Activities | General | List all activities |
| List Deals | General | List all deals |
| List Organizations | General | List all organizations |
| List Persons | General | List all persons |
| List Pipelines | General | List all pipelines |
| List Stages | General | List stages in a pipeline |
| Search | General | Search across deals, persons, organizations |
| Update Deal | General | Update an existing deal |
Operations
Create Activity
Create a new activity
| Parameter | Required | Type | Description |
|---|---|---|---|
Subject subject | Yes | text | |
Type type | Yes | text | |
Due Date due_date | Yes | text | |
Due Time due_time | Yes | text | |
Duration duration | Yes | number | |
Deal Id deal_id | Yes | text | |
Person Id person_id | Yes | text | |
Org Id org_id | Yes | text | |
Note note | Yes | text |
Tips
- type + subject + due_date + due_time. Link to deal via deal_id or person via person_id.
Create Deal
Create a new deal
| Parameter | Required | Type | Description |
|---|---|---|---|
Title title | Yes | text | |
Value value | Yes | text | |
Currency currency | Yes | text | |
Person Id person_id | Yes | text | |
Org Id org_id | Yes | text | |
Stage Id stage_id | Yes | text |
Tips
- title required. value + currency for the deal amount.
- stage_id sets which pipeline stage; default is first stage of default pipeline.
Create Organization
Create a new organization
| Parameter | Required | Type | Description |
|---|---|---|---|
Name name | Yes | text | |
Address address | Yes | text |
Tips
- name required. address + visible_to (org-wide visibility) optional.
Create Person
Create a new person
| Parameter | Required | Type | Description |
|---|---|---|---|
Name name | Yes | text | |
Email email | Yes | text | |
Phone phone | Yes | text | |
Org Id org_id | Yes | text |
Tips
- name required. email + phone are arrays of {value, label, primary}.
Delete Deal
Delete a deal
| Parameter | Required | Type | Description |
|---|---|---|---|
Deal Id deal_id | Yes | text |
Tips
- Soft-delete. Restorable from UI.
Get Deal
Get deal details
| Parameter | Required | Type | Description |
|---|---|---|---|
Deal Id deal_id | Yes | text |
Tips
- Returns full deal incl. linked person, organization, products.
Get Person
Get person details
| Parameter | Required | Type | Description |
|---|---|---|---|
Person Id person_id | Yes | text |
Tips
- Returns person + linked org + email/phone arrays.
List Activities
List all activities
No input parameters.
Tips
- Filter by user_id, type (call, meeting, email, ...), done (0 or 1), date range.
List Deals
List all deals
No input parameters.
Tips
- Filter by status (open, won, lost, deleted) and stage_id.
- Pages via start + limit (max 500).
List Organizations
List all organizations
No input parameters.
Tips
- Filter by name, owner_id.
List Persons
List all persons
No input parameters.
Tips
- Pipedrive calls contacts 'persons'. Filter by name, email, org_id.
List Pipelines
List all pipelines
No input parameters.
Tips
- Returns all pipelines defined in the account. Use Get Pipeline Stages for stages.
List Stages
List stages in a pipeline
No input parameters.
Tips
- Optional pipeline_id filter. Returns stage IDs + names + pipeline mapping.
Search
Search across deals, persons, organizations
No input parameters.
Update Deal
Update an existing deal
| Parameter | Required | Type | Description |
|---|---|---|---|
Deal Id deal_id | Yes | text |
Tips
- PUT-style on individual fields. status='won' or 'lost' transitions the deal.
FAQ
- API key vs OAuth – when?
- API key is the personal token tied to one user. Fine for solo automation. For multi-user / org-wide automation, an OAuth-app integration is cleaner – but this connector currently uses API key. Each Pipedrive user = one Automize Pipedrive connection.
- Why are some deals invisible to my API key?
- Pipedrive's visibility rules. If a deal is set to 'visible to owner only' and the API key belongs to another user, it won't show. Either change visibility or use an admin user's API key.
- Custom fields – how?
- Pipedrive custom fields have hex IDs (looks like a UUID without dashes). List Deal Fields (not exposed yet, use Pipedrive docs) to discover. Pass them in the same flat fields object as standard fields.
- Lead vs Deal – what's the difference?
- Leads are an earlier-stage funnel (Pro+ plans). They're a separate API surface – this connector covers Deals only currently.