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Pipedrive

403 tools CRM Sales & CRM

Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing

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Connect Pipedrive

  1. Open Slashspace and go to Settings, then Connectors.
  2. On Discover, search for Pipedrive and click Connect.
  3. Sign in to Pipedrive in your browser. Slashspace updates when the account is connected.
  4. Then ask for what you need in any Agent mode chat. Pipedrive is on in every chat unless you switch it off.

What your chats can do

403 tools from Pipedrive.

  • Add new activity typeAdds a new activity type.
  • Add a dealAdd 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 an activityNew 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](https://pipedrive.readme.io/docs/adding-an-activity).
  • Add an organizationCreates a new organization in Pipedrive. The 'name' parameter is required and represents the organization's name (e.g., 'Acme Corp'). Optionally specify 'owner_id' to assign an owner and 'visible_to' for visibility settings. Custom fields can also be added using field keys from organizationFields.
  • Add a personAdd 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 call logAdds a new call log.
  • Add Call Log Audio FileTool to attach an audio recording to an existing call log in Pipedrive. Use when you need to add audio evidence to a call log. Only one recording per call log is allowed.
  • Add a channelNew 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 discount to dealTool to add a discount to a deal in Pipedrive. Use when you need to apply a percentage-based or fixed amount discount to an existing deal.
  • Add a new deal fieldAdds a new deal field. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target="_blank" rel="noopener noreferrer">adding a new custom field</a>.
  • Add deal field optionsTool to add new options to a deal custom field atomically. Use when you need to add options to enum or set type deal fields.
  • Add a follower to a dealAdds a follower to a deal.
  • Add a participant to a dealAdds a participant to a deal.
  • Add product to dealTool to add a product to a deal in Pipedrive. Use when you need to attach a product to an existing deal with custom pricing, quantity, duration, discount, and tax settings.
  • Bulk add products to dealTool to bulk add products to a Pipedrive deal. Use when attaching multiple products simultaneously, with maximum 100 products per request.
  • Add fileUpload and link files to deals, people, organizations, activities, products, or leads in Pipedrive. See the "adding a file" tutorial for details.
  • Add a new filterNew filter creation returns an ID. Only one primary condition group with 'AND' and two secondary groups (one 'AND', one 'OR') are supported. Future syntax expansion possible. See tutorial for details.
  • Add a new goalAdds a new goal. Along with adding a new goal, a report is created to track the progress of your goal.
  • Receives an incoming messageAdds a message to a conversation. To use the endpoint, you need to have **Messengers integration** OAuth scope enabled and the Messaging manifest ready for the [Messaging app extension](https://pipedrive.readme.io/docs/messaging-app-extension).
  • Add an installment subscriptionAdds a new installment subscription. Note: Subscriptions endpoints may not be available on the company-specific base URL. To avoid 404s, this action overrides the default request behavior and uses the public API host (api.pipedrive.com) explicitly.
  • Add a leadPipedrive 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 lead labelCreates a lead label.
  • Add NoteTool to add a note to a deal, person, organization, lead, or project in Pipedrive. Use when you need to create a note attached to an entity. At least one entity ID (lead_id, deal_id, person_id, org_id, or project_id) must be provided.
  • Add comment to noteTool to add a comment to an existing note in Pipedrive. Use when you need to add commentary or updates to notes linked to deals, persons, or organizations.
  • Add a new organization fieldAdds a new organization field. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target="_blank" rel="noopener noreferrer">adding a new custom field</a>.
  • Add Organization Field OptionsTool to add new options to an organization field in Pipedrive. Use when you need to add new choices to enum or set type organization fields. This is an atomic operation where all options are added or none.
  • Add organization followerTool to add a follower to an organization in Pipedrive. Use when you need to create a follower relationship between a user and an organization entity.
  • Add or update role settingAdds 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 a new person fieldAdds a new person field. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target="_blank" rel="noopener noreferrer">adding a new custom field</a>.
  • Add person field optionsTool to bulk add options to enum/set person fields atomically. Use when you need to add new options to a person field.
  • Add a follower to a personTool 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.
  • Add person pictureThis 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.
  • Add a new pipelineAdds a new pipeline (v2).
  • Add a productAdds 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 a new product fieldAdds a new product field. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target="_blank" rel="noopener noreferrer">adding a new custom field</a>.
  • Add product field optionsTool to add new options to a product custom field that supports options (enum or set field types). Use when you need to expand the available choices for a product field. This operation is atomic - all options are added or none are added.
  • Add follower to productTool to add a follower to a product in Pipedrive. Use when you need to have a user follow a specific product for updates and notifications.
  • Add Product ImageTool to upload an image for a product in Pipedrive. Use when you need to add a visual representation to a product.
  • Create product variationTool to create a new product variation for an existing product. Use when you need to add a variation with customizable name and prices in multiple currencies.
  • Add a projectAdds a new project. Note that you can supply additional custom fields along with the request that are not described here. These custom fields are different for each Pipedrive account and can be recognized by long hashes as keys.
  • Add a recurring subscriptionAdds a new recurring subscription.
  • Add a roleAdds a new role. Note: - Roles endpoints require the `admin` scope. - For OAuth tokens, Pipedrive expects the company domain base URL with `/api/v1` path. Example: https://{COMPANY}.pipedrive.com/api/v1/roles - This action normalizes the base_url provided by metadata to ensure `/api/v1` is used.
  • Add role assignmentAssigns a user to 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}/assignments - This action normalizes the base URL accordingly and ensures JSON body is sent.
  • Add a new stageAdds a new stage, returns the ID upon success.
  • Add a taskAdds a new task.
  • Add a new teamAdds a new team to the company and returns the created object.
  • Add users to a teamAdds users to an existing team.
  • Add a new userAdds a new user to the company, returns the ID upon success.
  • Archive a projectArchives a project.
  • Cancel a recurring subscriptionCancels 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.
  • Convert deal to leadTool to convert a Pipedrive deal to a lead asynchronously. Use when you need to move a deal back to the lead stage, transferring related entities like notes, files, emails, and activities. Requires global admin or 'Convert deals to leads' permission.
  • Convert Lead to DealTool 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.
  • Create an organization relationshipCreates and returns an organization relationship.
  • Create a remote file and link it to an itemCreates an empty file on Google Drive linked to an item. For details, refer to the Pipedrive remote file adding tutorial.
  • Create a new webhookCreates and returns details of a new Webhook. Trigger events combine `event_action` and `event_object`, like `*.*` for all events or `added.deal`, `deleted.persons` for specific actions. More info in the Webhooks guide.
  • Get all ActivityFieldsTool to retrieve metadata about all activity fields in the company. Use when you need to get information about field structure, types, options, and properties for activities.
  • Update deal productTool 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.
  • Delete multiple activities in bulkMarks multiple activities as deleted. After 30 days, the activities will be permanently deleted.
  • Delete ActivityTool to delete an activity in Pipedrive. Use when you need to remove an activity. This is a soft delete operation - the activity will be permanently deleted after 30 days.
  • Delete Activity TypeTool to delete an activity type in Pipedrive. Use when you need to remove an activity type from the system. The activity type will be marked as deleted (active_flag set to false) rather than permanently removed.
  • Delete multiple activity types in bulkMarks multiple activity types as deleted.
  • Delete an activityMarks an activity as deleted. After 30 days, the activity will be permanently deleted.
  • Delete a personMarks a person as deleted. After 30 days, the person will be permanently deleted.
  • Delete a person fieldMarks a field as deleted. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target="_blank" rel="noopener noreferrer">deleting a custom field</a>.
  • Delete a stageMarks a stage as deleted. Uses the company-domain v2 endpoint.
  • Delete a call logDeletes 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.
  • Delete a channelThe endpoint removes a messenger channel along with conversations and messages. Requires Messengers integration OAuth and Messaging app extension manifest.
  • Delete comment from noteTool to delete a comment from a note in Pipedrive. Use when you need to remove a specific comment that was previously added to a note. Users can only delete comments they created or if they have admin privileges.
  • Delete a conversationDeletes an existing conversation. To use the endpoint, you need to have **Messengers integration** OAuth scope enabled and the Messaging manifest ready for the [Messaging app extension](https://pipedrive.readme.io/docs/messaging-app-extension).
  • Delete DealTool 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.
  • Delete Deal DiscountTool to delete a discount from a deal in Pipedrive. Use when you need to remove a discount that was previously applied to a deal.
  • Delete a deal fieldTool to delete a deal field in Pipedrive by marking it as deleted. Use when you need to remove a custom deal field.
  • Delete deal field optionsTool to remove existing options from a deal custom field atomically. Use when you need to delete options from a deal field.
  • Delete multiple deal fields in bulkMarks multiple deal fields as deleted.
  • Delete deal followerTool to delete a follower from a deal in Pipedrive. Use when you need to remove a user from a deal's follower list.
  • Delete a participant from a dealDeletes a participant from a deal.
  • Delete Deal ProductTool to delete an attached product from a deal in Pipedrive. Use when you need to remove a product that was previously attached to a deal. Note: It is not possible to delete the attached product if the deal has installments associated with it.
  • Delete Deals ProductsTool to delete multiple products from a deal in Pipedrive. Use when you need to remove specific products or all products from a deal. Maximum 100 products can be deleted per request.
  • Delete multiple deals in bulkMarks multiple deals as deleted. After 30 days, the deals will be permanently deleted.
  • Delete a fileTool to delete a file in Pipedrive. Use when you need to remove a file from the system. The file is marked as deleted immediately but will be permanently deleted after 30 days.
  • Delete Pipedrive FilterTool to delete a filter in Pipedrive. Use when you need to remove a specific filter by its ID.
  • Delete multiple filters in bulkMarks multiple filters as deleted.
  • Delete existing goalMarks a goal as deleted. Notes: - Pipedrive Goals endpoints for OAuth live under `{companydomain}/api/v1`. The default base_url is usually `{companydomain}/v1`, which would yield 404. We therefore normalize the base URL to `/api/v1` before issuing the DELETE.
  • Delete a leadDeletes a specific lead.
  • Delete lead labelTool to delete a specific lead label from Pipedrive. Use when you need to remove a lead label using its UUID identifier.
  • Delete mail threadMarks a mail thread as deleted.
  • Delete multiple product fields in bulkMarks multiple fields as deleted.
  • Delete multiple stages in bulkMarks multiple stages as deleted (v1). Note: This endpoint may be deprecated; we keep compatibility and avoid raising to surface API errors in response.
  • Delete a noteDeletes a specific note.
  • Delete an organizationTool 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 an organization fieldMarks a field as deleted. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target="_blank" rel="noopener noreferrer">deleting a custom field</a>.
  • Delete organization field optionsTool to delete specified options from an organization field in Pipedrive. Use when you need to remove one or more options from an organization field by field code. The operation is atomic: if any option ID does not exist, the entire request fails and no options are deleted.
  • Delete multiple organization fields in bulkMarks multiple fields as deleted.
  • Delete organization followerTool to delete a follower from an organization in Pipedrive. Use when you need to remove a user from an organization's follower list.
  • Delete an organization relationshipDeletes an organization relationship and returns the deleted ID.
  • Delete multiple organizations in bulkMarks multiple organizations as deleted. After 30 days, the organizations will be permanently deleted.
  • Delete a personTool 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 a person fieldTool to delete a person field from Pipedrive. Use when you need to remove a custom person field by its unique identifier.
  • Delete person field optionsTool to remove existing options from a person custom field atomically. Use when you need to delete options from a person field.
  • Delete multiple person fields in bulkMarks multiple fields as deleted.
  • Delete a follower from a personDeletes a follower from a person.
  • Delete person pictureDeletes a person’s picture. Note: Pipedrive may return a 400 with error "Item not found" when the person has no picture set. Since delete is idempotent, we treat this specific case as a successful no-op and return a normalized response rather than raising.
  • Delete multiple persons in bulkMarks multiple persons as deleted. After 30 days, the persons will be permanently deleted.
  • Delete a pipelineMarks a pipeline as deleted.
  • Delete a productMarks a product as deleted. After 30 days, the product will be permanently deleted.
  • Delete a product fieldMarks a product field as deleted. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target="_blank" rel="noopener noreferrer">deleting a custom field</a>.
  • Delete product field optionsTool to remove existing options from a product custom field atomically. Use when you need to delete options from a product field.
  • Delete a follower from a productDeletes a follower from a product.
  • Delete Product ImageTool to delete an image from a product in Pipedrive. Use when you need to remove a product image.
  • Delete Product VariationTool to delete a product variation from a product in Pipedrive. Use when you need to remove a specific variation from a product.
  • Delete a projectMarks a project as deleted.
  • Delete a roleMarks a role as deleted. Note: This endpoint requires admin permissions. The API token must have the 'admin' scope to delete roles. The default role (ID=1) cannot be deleted.
  • Delete a role assignmentRemoves the assigned user from a role and adds to the default role.
  • Delete a stageTool to delete a stage in Pipedrive. Use when you need to mark a stage as deleted.
  • Delete a subscriptionMarks an installment or a recurring subscription as deleted.
  • Delete a taskMarks a task as deleted. If the task has subtasks then those will also be deleted.
  • Delete users from a teamDeletes users from an existing team.
  • Delete existing webhookDeletes the specified Webhook.
  • Download one fileInitializes a file download.
  • Duplicate dealDuplicates a deal.
  • Duplicate ProductTool to duplicate a specific product in Pipedrive. Use when you need to create a copy of an existing product with all its properties and pricing information.
  • Enumerate accessible users for leadLists the users permitted to access a lead.
  • Find goalsQuery goal data by appending `{searchField}={searchValue}` to the URL with dot-notation fields and values. Include `is_active` to filter by goal status and specify both `period.start` and `period.end` for time-based searches.
  • Find users by nameFinds users by their name.
  • Get details of an activityReturns the details of a specific activity.
  • Get one activity fieldTool 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 all activities assigned to a particular userReturns all activities assigned to a particular user.
  • Get all activities betaThis BETA cursor-paginated endpoint returns all activities, accessible only to global admins, not regular users who get a 403 error. Refer to Pipedrive's documentation for pagination and global permissions.
  • Get all activity fieldsReturns all activity fields.
  • Get all activity typesReturns all activity types.
  • Get all deal fieldsReturns data about all deal fields.
  • Get all dealsReturns all deals. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/getting-all-deals" target="_blank" rel="noopener noreferrer">getting all deals</a>.
  • Get all deals betaThis endpoint returns all deals with cursor pagination (in BETA). Only global admins can access it; others get a 403 error. More info on pagination and permissions is available online.
  • Get all filesReturns data about all files.
  • Get all filter helpersThe text provides links to documentation for adding or updating filters, and information on all supported filter helpers in an API. It encourages consulting a tutorial for more details on adding a filter.
  • Get all filtersReturns data about all filters.
  • Get all lead labelsReturns details of all lead labels. This endpoint does not support pagination and all labels are always returned.
  • Get all leadsThe 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 lead sourcesReturns all lead sources. Please note that the list of lead sources is fixed, it cannot be modified. All leads created through the Pipedrive API will have a lead source `API` assigned.
  • Get all note fieldsReturns data about all note fields.
  • Get all notesReturns all notes.
  • Get all organization fieldsReturns data about all organization fields.
  • Get all organizationsReturns all organizations.
  • Get all organizations betaThis BETA API endpoint lists all organizations with cursor pagination. Only global admins have access; others get a 403 error. See docs for pagination and global permissions.
  • Get all permission setsReturns data about all permission sets.
  • Get all person fieldsReturns data about all person fields.<br>If a company uses the [Campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint will also return the `data.marketing_status` field.
  • Get all personsReturns all persons.
  • Get all persons betaThis BETA endpoint returns all persons, using cursor pagination. Only global admins have access; others get a 403 error. Info on pagination and permissions is in the linked docs.
  • Get all pipelinesReturns data about all pipelines. This action retrieves all pipelines from the user's Pipedrive instance using their instance-specific URL (e.g., https://company.pipedrive.com/api/v2/pipelines).
  • Get all product fieldsReturns data about all product fields.
  • Get all productsReturns data about all products.
  • Get all project boardsReturns all projects boards that are not deleted. Note: The Projects feature requires the Projects add-on which is available on Power and Enterprise plans, or as a paid add-on for other plans. A 402 Payment Required error indicates the account does not have access to the Projects feature.
  • Get all projectsReturns all projects. This is a cursor-paginated endpoint. For more information, please refer to our documentation on <a href="https://pipedrive.readme.io/docs/core-api-concepts-pagination" target="_blank" rel="noopener noreferrer">pagination</a>.
  • Get all project templatesThe endpoint retrieves all non-deleted project templates with cursor-based pagination. Refer to the provided documentation link for more details on pagination. Note: This endpoint requires the Pipedrive Projects add-on to be enabled. Projects is included in Power and Enterprise plans, or can be purchased as an add-on for Professional plans or lower.
  • Get all relationships for organizationGets all of the relationships for a supplied organization ID.
  • Get all rolesReturns all the roles within the company. Note: - Roles endpoints require the `admin` scope. - For OAuth tokens, Pipedrive expects the company domain base URL with `/api/v1` path. Example: https://{COMPANY}.pipedrive.com/api/v1/roles - This action normalizes the base_url provided by metadata to ensure `/api/v1` is used.
  • Get all stagesReturns data about all stages.
  • Get all supported currenciesReturns all supported currencies in given account which should be used when saving monetary values with other objects. The `code` parameter of the returning objects is the currency code according to ISO 4217 for all non-custom currencies.
  • Get all tasksReturns all tasks. This is a cursor-paginated endpoint. For more information, please refer to our documentation on <a href="https://pipedrive.readme.io/docs/core-api-concepts-pagination" target="_blank" rel="noopener noreferrer">pagination</a>.
  • Get all teamsReturns data about teams within the company.
  • Get all teams of a userReturns data about all teams which have the specified user as a member.
  • Get all user connectionsReturns data about all connections for the authorized user.
  • Get all usersReturns data about all users within the company.
  • Get all users in a teamReturns a list of all user IDs within a team.
  • Get all webhooksReturns data about all the Webhooks of a company.
  • Get archived dealsTool to get all archived deals from Pipedrive. Use when you need to retrieve deals that have been archived, with support for filtering and pagination.
  • Get archived leadsTool to get all archived leads from Pipedrive. Use when you need to retrieve leads that have been archived, with support for filtering by owner, person, organization, or custom filter, and pagination.
  • Get call log detailsTool to retrieve details of a specific call log by ID. Use when you need to get complete information about a call log including duration, outcome, participants, and timestamps.
  • Get one commentReturns the details of a comment.
  • Get all add ons for a single companyReturns the add-ons for a single company.
  • Get conversations for a channelTool to retrieve messaging conversations. Use after channel registration to sync conversations.
  • Get current user dataReturns data about an authorized user within the company with bound company data: company ID, company name, and domain. Note that the `locale` property means 'Date/number format' in the Pipedrive account settings, not the chosen language.
  • Get Deal DetailsTool to get details of a specific deal in Pipedrive. Use when you need to retrieve comprehensive information about a deal by its ID.
  • Get Deal ChangelogTool to list updates about deal field values. Use when you need to retrieve the changelog history showing all changes made to a specific deal's field values.
  • Get one deal fieldTool to retrieve a specific deal field by ID. Use when you need to get metadata and configuration for a deal field.
  • Get Deal FilesTool to list files attached to a deal. Use when you need to retrieve all files associated with a specific deal in Pipedrive.
  • Get deal followersLists users who are following the deal. Use when you need to retrieve all followers of a specific deal.
  • Get deal followers changelogTool to retrieve changelogs about users who have followed a deal. Use when you need to track follower activity, showing when users were added or removed as followers.
  • Get Deal Mail MessagesTool to list mail messages associated with a deal in Pipedrive. Use when you need to retrieve email communications linked to a specific deal. Note: This returns mail message snippets only; for full email content, use the thread_id and query mail threads separately.
  • Get Deal ParticipantsTool to list participants of a deal. Use when you need to retrieve all participants (persons) associated with a specific deal in Pipedrive.
  • Get Deal Participants ChangelogTool to list updates about participants of a deal. Use when you need to retrieve the changelog history showing all changes made to a specific deal's participants.
  • Get Deal ProductsTool to list products attached to a deal. Use when you need to retrieve all products associated with a specific deal in Pipedrive.
  • Get deals conversion rates in pipelineReturns all stage-to-stage conversion and pipeline-to-close rates for the given time period.
  • Get deal conversion statusTool to retrieve the conversion status for a deal-to-lead conversion operation. Use when you need to check the progress or result of a deal conversion job.
  • Get deals discountsTool to retrieve discounts for a specific deal. Use when you need to list all discounts added to a deal in Pipedrive.
  • Get deals in a pipelineLists deals in a specific pipeline across all its stages.
  • Get deals in a stageLists deals in a specific stage.
  • Get Deals ProductsTool to retrieve products attached to specified deals (max 100 deals per request). Use when you need to get all products associated with multiple deals.
  • Get deals summaryReturns a summary of all the deals.
  • Get archived deals summaryTool to retrieve summary statistics for archived deals. Use when you need aggregated data about archived deals including total count, values, and weighted values grouped by currency.
  • Get deals timelineReturns opened and won deals in time-based groups according to a specified dealField, with examples of deals grouped by month over a 3-month period starting January 2012.
  • Find subscription by dealReturns details of an installment or a recurring subscription by the deal ID. Note: Subscriptions endpoints may not be available on company-specific hosts or may be deprecated. This action attempts multiple hosts and gracefully falls back to Installments (v2) or Deal Products (v1) to provide a useful response based on live API data.
  • Get deals where a product is attached toReturns data about deals that have a product attached to it.
  • Get deal updatesLists updates about a deal in chronological order. Use when you need to track deal changes, monitor activity timeline, or audit deal modifications.
  • Get Deal Permitted UsersTool to list users permitted to access a deal. Use when you need to retrieve all users who have permission to access a specific deal in Pipedrive.
  • Get details of an organizationProvides detailed information about an organization, including additional fields not shown when listing all organizations, and maps custom fields as long hashes to the 'key' value in organizationFields.
  • Get one fileReturns data about a specific file.
  • Get one filterReturns data about a specific filter. Note that this also returns the condition lines of the filter.
  • Get result of a goalGets the progress of a goal for the specified period.
  • Get lead conversion status by IDTool 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 all lead fieldsTool to retrieve all lead fields. Use when you need to get the schema for leads in a company's context.
  • Get Lead Permitted UsersTool to list users permitted to access a lead. Use when you need to retrieve all user IDs who have permission to access a specific lead in Pipedrive.
  • Get one mail messageReturns data about a specific mail message.
  • Get one mail threadReturns a specific mail thread.
  • Get all mail messages of mail threadReturns all the mail messages inside a specified mail thread.
  • Get mail threadsReturns mail threads in a specified folder ordered by the most recent message within.
  • Get Marketplace Client IDTool to retrieve marketplace_client_id of an installed video integration. Use when you need the client ID for an installed integration.
  • Get one noteReturns details about a specific note.
  • Get all comments for a noteReturns all comments associated with a note.
  • Get one leadAPI 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 Organization DetailsTool to get details of a specific organization in Pipedrive. Use when you need to retrieve comprehensive information about an organization by its ID.
  • Get Organization ChangelogTool to list updates about organization field values. Use when you need to retrieve the changelog history showing all changes made to a specific organization's field values.
  • Get organization dealsLists deals associated with an organization. Use when you need to retrieve all deals linked to a specific organization with optional filtering and pagination.
  • Get one organization fieldTool to retrieve a specific organization field by ID. Use when you need to get metadata and configuration for an organization field.
  • Get Organization FilesTool to list files attached to an organization. Use when you need to retrieve all files associated with a specific organization in Pipedrive.
  • Get Organization FollowersTool to list followers of an organization. Use when you need to retrieve all users who are following a specific organization in Pipedrive.
  • Get Organization Followers ChangelogTool to list changelog about organization followers. Use when you need to retrieve the history of users who have followed or unfollowed a specific organization.
  • Get Organization Mail MessagesTool to list mail messages associated with an organization. Use when you need to retrieve all email correspondence linked to a specific organization in Pipedrive.
  • Get Organization PersonsTool to list persons associated with an organization. Use when you need to retrieve all persons linked to a specific organization in Pipedrive.
  • Get one organization relationshipFinds and returns an organization relationship from its ID.
  • Get Organization UpdatesTool to list updates about an organization including field value changes, activities, notes, files, and other related items. Use when you need to retrieve the activity flow and update history for a specific organization.
  • Get organization permitted usersList users permitted to access an organization. Use when you need to retrieve all users who have been granted permission to view and interact with a specific organization record.
  • Get one permission setReturns data about a specific permission set.
  • Get Permission Set AssignmentsTool to list permission set assignments for a given permission set. Use when you need to retrieve all users assigned to a specific permission set.
  • Get Person DetailsTool to get details of a specific person in Pipedrive. Use when you need to retrieve comprehensive information about a person by their ID.
  • Get Person ChangelogTool to list updates about person field values. Use when you need to retrieve the changelog history showing all changes made to a specific person's field values.
  • Get person dealsLists deals associated with a person. Use when you need to retrieve all deals linked to a specific person.
  • Get one person fieldTool 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 Person FilesTool to list files attached to a person. Use when you need to retrieve all files associated with a specific person in Pipedrive.
  • Get Person FollowersTool to list followers of a person in Pipedrive. Use when you need to retrieve all users who are following a specific person.
  • Get person followers changelogTool to retrieve changelogs about users who have followed a person. Use when you need to track follower activity, showing when users were added or removed as followers.
  • Get Person Mail MessagesTool to list mail messages associated with a person in Pipedrive. Use when you need to retrieve email communications linked to a specific person contact.
  • Get Person PictureTool to get picture details of a specific person in Pipedrive. Use when you need to retrieve picture information and URLs for a person by their ID.
  • Get Person ProductsTool to list products associated with a person. Use when you need to retrieve all products linked to a specific person in Pipedrive.
  • Get person updatesLists updates and activity history for a specific person in chronological order. Use when you need to track person changes, monitor activity timeline, or audit person modifications.
  • Get Person Permitted UsersTool to list users permitted to access a person. Use when you need to retrieve all users who have permission to access a specific person in Pipedrive.
  • Get one pipelineReturns data about a specific pipeline. Also returns the summary of the deals in this pipeline across its stages.
  • Get Pipeline Conversion StatisticsTool to get deals conversion rates in a pipeline for a given time period. Use when you need stage-to-stage conversion statistics, won conversion rates, or lost conversion rates for a specific pipeline.
  • Get Pipeline Movement StatisticsTool to retrieve deal movement statistics within a pipeline for a specified time period. Use when you need to analyze pipeline performance metrics including new deals, won/lost deals, deals left open, and average age statistics.
  • Get one productReturns data about a specific product.
  • Get Product DealsTool to list deals associated with a product. Use when you need to retrieve deals that have a specific product attached to them.
  • Get one product fieldReturns data about a specific product field.
  • Get Product FilesTool to list files attached to a product. Use when you need to retrieve all files associated with a specific product in Pipedrive.
  • Get product followersTool to list all followers of a product in Pipedrive. Use when you need to retrieve users following a specific product. Returns pagination metadata to handle large follower lists.
  • Get Product Followers ChangelogTool to list changelog of followers for a product. Use when you need to retrieve the history of users who have followed or unfollowed a specific product.
  • Get product imagesTool to retrieve image data for a specific product. Use when you need to get the public URL and metadata for a product's image. Note that public URLs have a limited lifetime of 7 days.
  • List permitted users for productTool to list users permitted to access a product in Pipedrive. Use when you need to retrieve the list of users who have permission to view or manage a specific product.
  • Get product variationsTool to retrieve all product variations for a specific product with pagination support. Use when you need to get the complete list of variations available for a product, each with different prices across currencies.
  • Get details of a projectReturns the details of a specific project. Also note that custom fields appear as long hashes in the resulting data. These hashes can be mapped against the `key` value of project fields.
  • Returns project activitiesReturns activities linked to a specific project.
  • Get details of a boardReturns the details of a specific project board.
  • Returns project groupsReturns all active groups under a specific project.
  • Get details of a phaseReturns the details of a specific project phase.
  • Get project phasesReturns all active project phases under a specific board.
  • Returns project planReturns information about items in a project plan. Items consists of tasks and activities and are linked to specific project phase and group.
  • Returns project tasksReturns tasks linked to a specific project.
  • Get recentsReturns data about all recent changes occurred after the given timestamp.
  • Get one roleTool to retrieve details for a specific role by its ID. Use when you need to get complete role information including name, parent role, active status, assignment count, and default visibility settings.
  • Get role assignmentsTool to retrieve all users assigned to a specific role in Pipedrive. Use when you need to list role assignments for a given role.
  • Get role pipelinesReturns the visibility settings for pipelines associated with a specific role. Use when you need to list which pipelines are visible or hidden for a role.
  • Get role settingsTool to retrieve visibility settings of a specific role. Use when you need to get default visibility levels and access levels for deals, leads, organizations, people, and products associated with a role. Note: - Roles endpoints require the `admin` scope. - For OAuth tokens, Pipedrive expects the company domain base URL with `/api/v1` path. Example: https://{COMPANY}.pipedrive.com/api/v1/roles/{id}/settings - This action normalizes the provided base_url to use `/api/v1` to avoid host/path mismatches.
  • Get one stageReturns data about a specific stage.
  • Get details of a subscriptionReturns details of an installment or a recurring subscription. Note: Subscriptions endpoints may not be available on the company-specific base URL. To avoid 404s, this action tries multiple hosts and gracefully falls back to Installments (v2) and Deal Products (v1).
  • Get all payments of a subscriptionReturns all payments of an installment or recurring subscription.
  • Get details of a taskReturns the details of a specific task.
  • Get a single teamReturns data about a specific team.
  • Get details of a templateReturns the details of a specific project template.
  • Get templates for a channelTool to retrieve message templates for a channel. Use when template support is enabled.
  • Get one userReturns data about a specific user within the company.
  • Get all call logs assigned to a particular userReturns all call logs assigned to a particular user.
  • Get User FollowersTool to list users who are following a specific user. Use when you need to retrieve all followers of a user in Pipedrive.
  • List user permissionsTool to list aggregated permissions over all assigned permission sets for a user. Use when you need to check what capabilities and access rights a specific user has across the system.
  • Get User Role AssignmentsTool to list role assignments for a user. Use when you need to retrieve all role assignments associated with a specific user in Pipedrive.
  • Get user role settingsTool to list user role settings. Use when you need to retrieve the role configuration data for a specific user, including default visibility levels and access levels for various entities. Note: This endpoint costs 10 API credits per request.
  • Link a remote file to an itemLinks an existing remote file (`googledrive`) to the item you supply. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-remote-file" target="_blank" rel="noopener noreferrer">adding a remote file</a>.
  • Link User Video IntegrationA video calling provider must call this endpoint after a user has installed the video calling app so that the new user's information is sent.
  • List activitiesList activities, or select up to 100 IDs, with relationship and completion filters and cursor pagination.
  • List activities associated with a dealLists activities associated with a deal.
  • List files attached to a dealLists files associated with a deal.
  • List followers of a dealLists the followers of a deal.
  • List mail messages associated with a dealLists mail messages associated with a deal.
  • List all persons associated with a dealThe endpoint lists every person linked to a deal, including primary contacts and participants, and provides a `data.marketing_status` field for users of the Campaigns product.
  • List products attached to a dealLists products attached to a deal.
  • List dealsList non-archived deals with relationship and status filters, selected custom fields, and cursor pagination.
  • List updates about a dealLists updates about a deal.
  • List permitted usersLists the users permitted to access a deal.
  • List all filesLists all files uploaded to Pipedrive with optional filtering via pagination and sorting. Use this action when you need to retrieve all files across the entire Pipedrive account, regardless of which entity they're attached to. This differs from entity-specific file actions (like get_deal_files) which only return files for a particular deal, person, or organization.
  • List activities associated with an organizationLists activities associated with an organization.
  • List deals associated with an organizationLists deals associated with an organization.
  • List files attached to an organizationLists files associated with an organization.
  • List followers of an organizationLists the followers of an organization.
  • List mail messages associated with an organizationLists mail messages associated with an organization.
  • List persons of an organizationLists persons associated with an organization.<br>If a company uses the [Campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint will also return the `data.marketing_status` field.
  • List participants of a dealLists the participants associated with a deal.<br>If a company uses the [Campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint will also return the `data.marketing_status` field.
  • List permission set assignmentsReturns the list of assignments for a permission set. Notes: - This endpoint requires the `admin` OAuth scope. - OAuth calls must target the company domain with `/api/v1` path, e.g., https://{COMPANY}.pipedrive.com/api/v1/permissionSets/{id}/assignments - This action normalizes the base URL accordingly and returns the API envelope even on errors.
  • List activities associated with a personLists activities associated with a person.
  • List deals associated with a personLists deals associated with a person.
  • List files attached to a personLists files associated with a person.
  • List followers of a personLists the followers of a person.
  • List mail messages associated with a personLists mail messages associated with a person.
  • List products associated with a personLists products associated with a person.
  • List personsList persons, or select up to 100 IDs, with relationship filters, selected custom fields, and cursor pagination.
  • List Person Access UsersList users permitted to access a person.
  • List files attached to a productLists files associated with a product.
  • List followers of a productLists the followers of a product.
  • List Product Permitted UsersLists users permitted to access a product.
  • List role assignmentsReturns all users assigned to 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}/assignments - This action normalizes the base URL accordingly.
  • List pipeline visibility for a roleReturns a list of visible or hidden pipeline IDs by role. See the "Visibility groups article" for details on pipeline visibility.
  • List role settingsReturns the visibility settings of a specific 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.
  • List updates about an organizationLists updates about an organization.
  • List updates about a personLists updates about a person.<br>If a company uses the [Campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint's response will also include updates for the `marketing_status` field.
  • List updates about participants of a dealThis endpoint provides cursor-paginated updates on deal participants. For pagination details, see the Pipedrive documentation.
  • List followers of a userLists the followers of a specific user.
  • List user permissionsLists aggregated permissions over all assigned permission sets for a user.
  • List User Role AssignmentsLists role assignments for a user.
  • List user role settingsLists the settings of user's assigned role.
  • List settings of an authorized userLists the settings of an authorized user. Example response contains a shortened list of settings.
  • Merge DealsTool 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 OrganizationsTool 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 personsTool 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.
  • Merge two dealsMerges a deal with another deal. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/merging-two-deals" target="_blank" rel="noopener noreferrer">merging two deals</a>.
  • Merge two organizationsMerges an organization with another organization. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/merging-two-organizations" target="_blank" rel="noopener noreferrer">merging two organizations</a>.
  • Merge two personsMerges a person with another person. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/merging-two-persons" target="_blank" rel="noopener noreferrer">merging two persons</a>.
  • Organization accessible user listList users permitted to access an organization.
  • Patch deal fieldsUpdates an existing deal custom field using PATCH method. Use when you need to modify field properties like name, visibility, or validation rules. Note that field code and type are immutable and cannot be changed.
  • Update organization field (v2)Tool to update an existing organization field in Pipedrive using the v2 API. Use when you need to modify field name, UI visibility, importance settings, required field settings, or description.
  • Update Person Field ConfigurationTool to update person field configuration in Pipedrive. Use when you need to modify field properties like name, description, visibility settings, or requirement status. Only provided properties will be updated; omitted properties retain their existing values. Note: field_code and field_type cannot be changed.
  • Update product fieldTool to update a product custom field. Use when you need to modify field name, UI visibility, or description. The field_code and field_type cannot be changed. At least one field must be provided in the request.
  • Refreshing the tokensAccess tokens expire after the time specified in `expires_in`. To continue accessing the API, use the `refresh_token` to obtain a new access token.
  • Requesting authorizationAuthorize a user by redirecting them to the Pipedrive OAuth authorization page and request their permissions to act on their behalf. This step is necessary to implement only when you allow app installation outside of the Marketplace.
  • Search dealsThis API endpoint searches deals by title, notes, and custom fields, filters results by person or organization ID, and is a specific use case of /v1/itemSearch with limited OAuth scope.
  • Search Item By FieldPerforms a search from the values of a specific field. Results can either be the distinct values of the field (useful for searching autocomplete field values), or the IDs of actual items (deals, leads, persons, organizations or products).
  • Search leadsEndpoint searches leads by title, notes, custom fields, with options to filter by person and organization IDs, and is a more specific use of the /v1/itemSearch with limited OAuth scope.
  • Perform a search from multiple item typesPerforms a search from your choice of item types and fields.
  • Search organizationsSearches all organizations by name, address, notes and/or custom fields. This endpoint is a wrapper of <a href="https://developers.pipedrive.com/docs/api/v1/ItemSearch#searchItem">/v1/itemSearch</a> with a narrower OAuth scope.
  • Search personsThis endpoint searches for individuals by various identifiers and is a specific use case of /v1/itemSearch with limited OAuth scope, allowing results filtering by organization ID.
  • Search productsSearches all products by name, code and/or custom fields. This endpoint is a wrapper of <a href="https://developers.pipedrive.com/docs/api/v1/ItemSearch#searchItem">/v1/itemSearch</a> with a narrower OAuth scope.
  • Update stageTool to update an existing stage in Pipedrive. Use when you need to modify stage properties such as name, deal probability, or rotten deal settings.
  • UnlinkuserfromvideocallintegrationA video calling provider must call this endpoint to remove the link between a user and the installed video calling app.
  • Update a comment related to a noteUpdates a comment related to a note.
  • Update an activityTool to update an existing activity in Pipedrive including scheduling, assignments, descriptions, and participants. Use when you need to modify any properties of an activity such as subject, due date/time, status, or associated entities.
  • Update activity in project planUpdates an activity phase or group in a project.
  • Update activity typeTool to update an activity type in Pipedrive. Use when you need to modify the name, icon, color, or order of an existing activity type.
  • Update a dealUpdates 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 fieldUpdates a deal field. For more information, see the tutorial for <a href= https://pipedrive.readme.io/docs/updating-custom-field-value " target="_blank" rel="noopener noreferrer">updating custom fields' values</a>.
  • Update a filterUpdates an existing filter in Pipedrive. Use when you need to modify filter name or conditions. Maximum of 16 conditions per filter allowed.
  • Update a leadUpdating lead properties modifies only specified fields; use `null` to unset. Custom field data matches `Deals`. Unset fields are omitted. Leads share deals' custom fields. For examples, refer to the tutorial.
  • Update a lead labelUpdates one or more properties of a lead label. Only properties included in the request will be updated.
  • Update an activityUpdates an activity. Includes `more_activities_scheduled_in_context` property in response's `additional_data` which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data).
  • Update an activity typeUpdates an activity type.
  • Update an organizationUpdates the properties of an organization.
  • Update an organization fieldUpdates an organization field. For more information, see the tutorial for <a href=" https://pipedrive.readme.io/docs/updating-custom-field-value " target="_blank" rel="noopener noreferrer">updating custom fields' values</a>.
  • Update an organization relationshipUpdates and returns an organization relationship.
  • Update a noteUpdates a note.
  • Update a personModifies 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 fieldUpdates a person field. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/updating-custom-field-value " target="_blank" rel="noopener noreferrer">updating custom fields' values</a>.
  • Update a pipelineUpdates the properties of a pipeline (v2).
  • Update a productUpdates product data.
  • Update a product fieldUpdates a product field. For more information, see the tutorial for <a href=" https://pipedrive.readme.io/docs/updating-custom-field-value " target="_blank" rel="noopener noreferrer">updating custom fields' values</a>.
  • Update comment for noteTool to update a comment on a note in Pipedrive. Use when you need to modify the content of an existing comment attached to a note.
  • Update a dealTool 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 deal discountTool to update a discount for a specific deal. Use when you need to modify the amount, description, or type of an existing discount added to a deal in Pipedrive.
  • Update a deal fieldTool to update a deal field in Pipedrive. Use when you need to modify existing deal field properties such as name, visibility, or options. Note that field_code and field_type cannot be changed.
  • Update deal field optionsTool to update existing options for a deal custom field atomically. Use when you need to modify labels of options in a deal field.
  • Update Deal ProductUpdates a product attached to a deal with new values. Use when you need to modify price, quantity, discount, tax, or other properties of a deal product.
  • Update the product attached to a dealUpdates the details of the product that has been attached to a deal.
  • 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 file detailsUpdates the properties of a file including its visible name and description. Use when you need to modify file metadata in Pipedrive.
  • Update file detailsUpdates the properties of a file.
  • Update filterUpdates an existing filter.
  • Update existing goalUpdates an existing goal. Note: For OAuth, Goals API is available under {companydomain}/api/v1. The platform metadata base_url may be {companydomain}/v1, which yields 404 for PUT /goals/{id}. We therefore construct the URL using the company domain and /api/v1 explicitly.
  • Update an installment subscriptionUpdates an installment subscription. Note: Subscriptions endpoints may not be available on the company-specific base URL. To avoid 404s, this action overrides the default request behavior and uses multiple hosts along with a practical fallback to Deal Products when Subscriptions/Installments features are not accessible.
  • Update a leadTool 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 Lead LabelTool to update a lead label in Pipedrive. Use when you need to modify the name or color of an existing lead label. Only properties included in the request will be updated.
  • Update mail thread detailsUpdates the properties of a mail thread.
  • Update NoteTool to update an existing note in Pipedrive. Use when you need to modify the content or properties of a note attached to deals, persons, organizations, leads, or projects.
  • Update OrganizationTool to update an existing organization in Pipedrive. Use when you need to modify organization properties such as name, owner, visibility, labels, or address.
  • Update organization fieldTool to update an organization field in Pipedrive. Use when you need to modify the name, options, or visibility of an existing organization field.
  • Update organization field optionsTool to update existing options for an organization custom field atomically. Use when you need to modify option labels for an organization field. All specified option IDs must exist or the entire request fails.
  • Update organization relationshipTool to update an organization relationship in Pipedrive. Use when you need to modify the type or organizations involved in an existing relationship between two organizations.
  • Update a personTool 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 person fieldTool to update a person field in Pipedrive. Use when you need to modify the name, options, or visibility settings of an existing person field.
  • Update person field optionsTool to update existing options for a person custom field atomically. Use when you need to modify labels of options in a person field.
  • 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.
  • Update a pipelineTool to update a pipeline in Pipedrive. Use when you need to modify pipeline properties like name, deal probability, order, or active status. All fields except id are optional - only include the fields you want to update.
  • Update pipeline visibility for a roleUpdates pipeline visibility settings for different roles. For details, see the Pipedrive Visibility groups article.
  • Update a productTool to update a product in Pipedrive. Use when you need to modify product details like name, code, price, tax, or other attributes.
  • Update product fieldTool to update a product field definition in Pipedrive. Use when you need to modify the name or options of an existing product custom field.
  • Update product field optionsTool to update existing options for a product custom field atomically. Use when you need to modify labels of options in a product field.
  • Update product imageTool to update an image for a product in Pipedrive. Use when you need to add or replace a product image.
  • Update product variationTool to update a product variation in Pipedrive. Use when you need to modify variation details like name or prices across different currencies.
  • Update a projectUpdates a project.
  • Update a recurring subscriptionUpdates a recurring subscription. Note: Some company hosts may not expose Subscriptions endpoints. This action will attempt multiple hosts and gracefully fall back to updating the product attached to a deal (v1) when applicable. In the fallback path, the request `id` is treated as the `product_attachment_id` and we locate the corresponding deal by scanning deal products.
  • Update role detailsUpdates the parent role and/or the name of a specific role. Notes: - Roles endpoints require the `admin` scope. - With OAuth (Bearer) tokens, Pipedrive expects the company domain base URL with `/api/v1` path, e.g. https://{COMPANY}.pipedrive.com/api/v1/roles/{id} - This action normalizes the base_url provided by metadata to ensure `/api/v1` is used with the company domain when available. Falls back to the global API host otherwise.
  • Update role pipelinesUpdates pipeline visibility for a role. Use when you need to control which sales pipelines are accessible to users within a particular role group.
  • Update stage detailsTool to update stage details in Pipedrive. Use when you need to modify properties of an existing stage such as name, pipeline association, deal probability, or rotten deal settings.
  • Update stage detailsUpdates the properties of a stage.
  • Update a taskUpdates a task.
  • Update task in project planUpdates a task phase or group in a project.
  • Update a teamUpdates an existing team and returns the updated object.
  • Update user detailsTool to update user details in Pipedrive. Use when you need to activate or deactivate a user account. Requires admin-level permissions.
  • Update user detailsUpdates the properties of a user. Currently, only `active_flag` can be updated.
  • Who Am IReturn the identity (name, email) of the connected Pipedrive account.