Built by Metorial, the integration platform for agentic AI.
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.
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.
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.
Retrieve Pipedrive activity types. Use this to discover the activity type keys accepted by activity create and update operations.
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.
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.
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.
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.
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.
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.
Retrieve notes from Pipedrive. Fetch a single note by ID or list notes attached to deals, persons, organizations, or leads.
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.
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.
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.
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.
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.
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 products from the Pipedrive product catalog. Fetch a single product by ID or list all products with pagination.
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.
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.