Built by Metorial, the integration platform for agentic AI.
Provider Summary
manage deals and pipelines
manage leads
manage contacts and organizations
schedule and track activities
manage product catalog
manage projects and tasks
track sales goals
search across entities
attach notes and files
log calls
Manage sales pipelines, deals, leads, contacts, activities, and products in Pipedrive CRM. Create, read, update, delete, and merge deals across configurable pipeline stages. Manage leads in the Leads Inbox and convert them to deals. Create and organize contacts (persons and organizations) with custom fields, followers, and notes. Schedule and track activities like calls, meetings, and tasks linked to deals or contacts. Maintain a product catalog with pricing and attach products to deals. Manage projects with boards, phases, and tasks. Define and track sales goals by user or team. Search across deals, leads, persons, organizations, files, and products. Attach notes, files, and mail threads to entities. Log calls and manage subscriptions. Configure webhooks to receive notifications on deal, lead, contact, activity, product, pipeline, stage, and user events.
Convert a Pipedrive lead into a deal. The conversion transfers related notes, files, emails, and activities to the created deal when Pipedrive completes the job.
Retrieve activities from Pipedrive. Fetch a single activity by ID or list activities with optional filtering by user, type, or completion status. Returns activity properties including subject, type, due date, linked entities, and completion status.
Retrieve Pipedrive activity types. Use this to discover the activity type keys accepted by activity create and update operations.
Retrieve one or more deals from Pipedrive. Fetch a single deal by ID or list deals with optional filtering by pipeline, stage, status, user, or filter. Returns deal properties including title, value, stage, linked contacts, and timestamps.
Retrieve Pipedrive field metadata for deals, persons, organizations, or products. Use this to discover custom field keys and option values before creating or updating records.
Retrieve leads from the Pipedrive Leads Inbox. Fetch a single lead by ID or list leads with optional filtering by archived status. Returns lead properties including title, linked contacts, value, labels, and timestamps.
Retrieve notes from Pipedrive. Fetch a single note by ID or list notes attached to deals, persons, organizations, or leads.
Retrieve organizations from Pipedrive. Fetch a single organization by ID or list organizations with filtering. Returns organization properties including name, address, linked persons count, open deals count, and timestamps.
Retrieve person contacts from Pipedrive. Fetch a single person by ID or list persons with filtering. Returns contact info, linked organization, and associated deals.
Retrieve pipelines and their stages from Pipedrive. Lists all pipelines with their stages, or fetches a specific pipeline or stage. Use this to understand the sales pipeline structure and stage configuration.
Retrieve products from the Pipedrive product catalog. Fetch a single product by ID or list all products with pagination.
Retrieve users from the Pipedrive account. Fetch the current authenticated user, a specific user by ID, or list all users. Returns user details including name, email, role, and active status.
Create, update, or delete activities (calls, meetings, tasks, etc.) in Pipedrive. Activities can be linked to deals, persons, and organizations. Supports setting subject, type, due date/time, duration, location, notes, and completion status.
Attach, update, or remove products from deals in Pipedrive. Use this to manage which products are associated with a deal, including quantity, pricing, and discounts.
Create, update, or delete deals in Pipedrive. Use this to add new deals to pipelines, update deal properties (title, value, stage, status, owner, expected close date), or remove deals. Supports attaching deals to persons, organizations, and pipelines. Custom fields can be set via their API keys.
Create, update, or delete leads in the Pipedrive Leads Inbox. Leads are prequalified potential deals that can later be converted to deals. Supports setting title, labels, value, expected close date, linked person/organization, and visibility.
Create, update, or delete notes attached to deals, persons, organizations, or leads in Pipedrive. Notes support HTML content and can be pinned to the top of the entity's detail view.
Create, update, or delete organizations in Pipedrive. Organizations represent companies or entities that can be linked to persons and deals. Supports setting name, address, visibility, and custom fields.
Create, update, or delete person contacts in Pipedrive. Persons are individual contacts who can be linked to organizations and deals. Supports setting name, email, phone, organization, and custom fields.
Manage sales pipelines and their stages in Pipedrive. Create, update, or delete pipelines and stages. Use this tool to configure your sales process structure. Stages define the steps within a pipeline that deals flow through.
Create, update, or delete products in the Pipedrive product catalog. Products can be attached to deals with pricing and quantities. Supports setting name, code, unit, tax, prices, and custom fields.
Search across Pipedrive entities including deals, leads, persons, organizations, products, and files. Returns matching items with their type, title, and key details. Supports filtering by item type and exact matching.
This integration is licensed under the FSL-1.1.
Built with ❤️ by Metorial