Pipedrive

Connect AI agents to Pipedrive CRM via OAuth2. Agents manage deals, leads, persons, organizations, activities, projects, products, and account configuration end-to-end.

265 actions available

A qualified prospect arrives from a tracker or inbound form

Agent reads the contact, company, and qualification source

Agent runs Search Persons and Search Organizations to find existing records

Agent creates or updates the person and organization with the enriched data

Agent creates the deal in the right pipeline and adds participants and followers

Assigned rep notified in chat with the deal context and the next step

Stage moves from one bucket to a different pipeline routed to the sales lead

What This Integration Enables

Agents work across the full Pipedrive object model: deals (with archived deal queries, summaries, timelines, products, participants, followers, files, mail), leads, persons, organizations, products, activities, activity types, notes (with comments), tasks, files, filters, goals, pipelines, stages, projects (with templates, boards, phases, plans, tasks, activities), call logs (with recording attachment), and the configuration around them (deal fields, person fields, organization fields, product fields, note fields, activity fields, currencies, lead labels, lead sources). Administrative actions cover users (find, get, current, create, update), roles (assignments, settings, pipeline visibility), permission sets, legacy teams, user settings, user connections, recents, channels, mailbox, and meetings (link user provider). Webhook management lets a flow register triggers programmatically. The breadth is deliberate: every Pipedrive surface a sales motion touches is reachable from a flow, and the flows that drive sales reach back to update what the rep used to maintain by hand.

Without FlowRunner

Manual CRM entry Reps create persons, organizations, and deals by hand from inbound notifications

Duplicate persons No systematic dedupe check before creating new records

Activities logged on Friday Calls, notes, and tasks are entered when the rep gets to it, not when they happen

With FlowRunner

CRM updated on the event Inbound leads create the person, organization, and deal in the right pipeline automatically

Dedupe before write Search Persons and Search Organizations run before any create to avoid duplicates

Activities recorded as they happen Notes, tasks, and call logs are created from the workflow that generated them

Use Case Scenarios

Inbound Lead Enrichment and Routing

A qualified prospect lands from an inbound form. The agent calls Search Persons to check for an existing record by email, then Create Person or Update Person with the enriched data. It calls Search Organizations and Create Organization if needed, then Create Deal in the inbound pipeline with the right stage and value. Add Deal Participant adds the buying-committee contacts, Add Deal Follower assigns the rep, and Create Activity schedules the first call. Total time: under a minute.

Stage Progression from External Signals

An ERP records a signed contract for an existing customer. The agent calls Search Deals by reference, then Update Deal to advance the stage to "Closed Won" and log the contract value. Get Deal Products attaches the line items, and Create Note records the contract reference and signing context. Stage progression follows the signed contract rather than waiting for a rep to remember to update Pipedrive.

Bulk Import from a Tracker

A list of qualified prospects is exported from a tracker. The agent reads each row, calls Search Persons to find existing matches, then Create Person or Update Person with the enriched data, Create Organization where new, and Create Lead for each row. After the batch, it posts a summary to the sales channel: how many created, how many merged, how many flagged for review. The import is recorded and re-runnable.

Human-in-Loop Highlight

Operations that touch the pipeline structure or wipe records are exactly where an agent should stop and ask. When Merge Persons, Merge Deals, Merge Organizations, Delete Persons, Delete Deals, or Delete Pipeline is about to run, the agent does not execute on its own. It assembles the change request, runs a dry-count of affected records, and routes to the sales lead via Slack: "Merge two persons matching [criteria]. Records and history attached. Approve the survivor record, modify, or cancel?" The lead decides. On approval, the agent calls the action and records the decision with the approver and timestamp. Routine create, update, and stage-move flow through; anything that merges, deletes, or restructures the pipeline gets a human in the loop.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

265 actions

Deals

List Deals Lists deals with filtering. Used in pipeline reporting.
Create Deal Creates a deal record in Pipedrive. Used when an inbound qualifies or a contract is signed.
Get Deal Retrieves a single deal. Used to pull deal detail for downstream actions.
Update Deal Updates a deal. Used to move stage, value, owner, or custom fields.
Delete Deal Removes a deal. Used in cleanup under guard.
Delete Deals Deletes deals in bulk. Used under approval.
Duplicate Deal Duplicates a deal in Pipedrive. Used to clone a template deal.
Merge Deals Merges two deals. Used in duplicate-resolution under approval.
Search Deals Searches deals. Used to match incoming signals to existing deals.
List Deals Collection Lists deals via the collection endpoint. Used for paginated reporting.
List Archived Deals Lists archived deals.
Get Deals Summary Retrieves the deals summary.
Get Archived Deals Summary Retrieves the archived deals summary.
Get Deals Timeline Retrieves the deals timeline.
Get Archived Deals Timeline Retrieves the archived deals timeline.
List Deal Activities Lists activities for a deal.
List Deal Updates Lists updates for a deal.
List Deal Files Lists files attached to a deal.
List Deal Flow Lists the activity flow for a deal.
List Deal Mail Messages Lists mail messages on a deal.
List Deal Persons Lists persons associated with a deal.
List Deal Permitted Users Lists users permitted on a deal.
List Deal Participants Lists participants on a deal.
Add Deal Participant Adds a participant to a deal. Used to add buying-committee contacts.
Delete Deal Participant Removes a participant.
List Deal Participants Updates Lists updates to deal participants.
List Deal Followers Lists followers on a deal.
Add Deal Follower Adds a follower to a deal. Used to assign reps and stakeholders.
Delete Deal Follower Removes a follower.
List Deal Products Lists products attached to a deal.
Add Deal Product Adds a product to a deal. Used in line-item creation.
Update Deal Product Updates a deal product line.
Delete Deal Product Removes a deal product line.

Leads

List Leads Lists leads.
Create Lead Creates a lead in Pipedrive. Used in inbound intake.
Get Lead Retrieves a lead.
Update Lead Updates a lead.
Delete Lead Removes a lead.
List Archived Leads Lists archived leads.
Search Leads Searches leads.
List Lead Permitted Users Lists users permitted on a lead.
List Lead Labels Lists lead labels.
Create Lead Label Creates a lead label.
Update Lead Label Updates a lead label.
Delete Lead Label Removes a lead label.
List Lead Sources Lists lead sources.

Persons

List Persons Lists persons.
Create Person Creates a person record in Pipedrive. Used in contact creation flows.
Get Person Retrieves a person.
Update Person Updates a person.
Delete Person Removes a person.
Delete Persons Deletes persons in bulk under approval.
Merge Persons Merges two persons under approval.
Search Persons Searches persons. Used as the first step in find-or-create on an inbound lead.
List Persons Collection Lists persons via the collection endpoint.
List Person Activities Lists activities for a person.
List Person Updates Lists updates for a person.
List Person Deals Lists deals for a person.
List Person Files Lists files for a person.
List Person Flow Lists the activity flow for a person.
List Person Mail Messages Lists mail messages for a person.
List Person Products Lists products for a person.
List Person Permitted Users Lists users permitted on a person.
List Person Followers Lists person followers.
Add Person Follower Adds a follower to a person.
Delete Person Follower Removes a follower.
Upload Person Picture Uploads a person picture.
Delete Person Picture Removes a person picture.

Organizations

List Organizations Lists organizations.
Create Organization Creates an organization in Pipedrive. Used in account-based flows.
Get Organization Retrieves an organization.
Update Organization Updates an organization.
Delete Organization Removes an organization.
Delete Organizations Deletes organizations in bulk under approval.
Merge Organizations Merges two organizations under approval.
Search Organizations Searches organizations. Used to find an account before creating duplicates.
List Organizations Collection Lists organizations via the collection endpoint.
List Organization Activities Lists activities for an organization.
List Organization Updates Lists updates for an organization.
List Organization Deals Lists deals for an organization.
List Organization Files Lists files for an organization.
List Organization Flow Lists the activity flow for an organization.
List Organization Mail Messages Lists mail messages for an organization.
List Organization Persons Lists persons for an organization.
List Organization Permitted Users Lists users permitted on an organization.
List Organization Followers Lists organization followers.
Add Organization Follower Adds a follower to an organization.
Delete Organization Follower Removes a follower.

Activities

Create Activity Creates an activity (call, meeting, task) on a deal, person, or organization.
Get Activity Retrieves an activity.
Update Activity Updates an activity.
Delete Activity Removes an activity.
List Activities Lists activities.
Delete Activities Deletes activities in bulk under approval.
List Activity Fields Lists activity fields.
List Activity Types Lists activity types.
Create Activity Type Creates an activity type.
Update Activity Type Updates an activity type.
Delete Activity Type Removes an activity type.
Delete Activity Types Deletes activity types in bulk under approval.

Pipelines and Stages

List Pipelines Lists pipelines.
Create Pipeline Creates a pipeline.
Get Pipeline Retrieves a pipeline.
Update Pipeline Updates a pipeline.
Delete Pipeline Removes a pipeline under approval.
Get Pipeline Deals Retrieves deals in a pipeline.
Get Pipeline Conversion Rates Retrieves conversion rates for a pipeline.
Get Pipeline Movement Statistics Retrieves movement statistics for a pipeline.
List Stages Lists stages.
Create Stage Creates a stage.
Get Stage Retrieves a stage.
Update Stage Updates a stage.
Delete Stage Removes a stage.
Delete Stages Deletes stages in bulk under approval.
List Stage Deals Lists deals in a stage.

Notes and Tasks

List Notes Lists notes.
Create Note Creates a note on a deal, person, or organization.
Get Note Retrieves a note.
Update Note Updates a note.
Delete Note Removes a note.
List Note Comments Lists note comments.
Add Note Comment Adds a comment to a note.
Get Note Comment Retrieves a note comment.
Update Note Comment Updates a note comment.
Delete Note Comment Removes a note comment.
List Note Fields Lists note fields.
List Tasks Lists tasks.
Create Task Creates a task in Pipedrive.
Get Task Retrieves a task.
Update Task Updates a task.
Delete Task Removes a task.

Products

List Products Lists products.
Create Product Creates a product in the catalog.
Get Product Retrieves a product.
Update Product Updates a product.
Delete Product Removes a product.
Search Products Searches products.
List Product Deals Lists deals containing a product.
List Product Files Lists product files.
List Product Followers Lists product followers.
Add Product Follower Adds a follower to a product.
Delete Product Follower Removes a follower.
List Product Permitted Users Lists users permitted on a product.

Files

List Files Lists files.
Get File Retrieves a file.
Upload File Uploads a file to Pipedrive.
Create Remote File Creates a remote file reference.
Link Remote File Links a remote file to a Pipedrive record.
Update File Updates file metadata.
Download File Downloads a file from Pipedrive.
Delete File Removes a file.

Filters, Goals, and Search

List Filters Lists filters.
Create Filter Creates a filter.
Get Filter Retrieves a filter.
Update Filter Updates a filter.
Delete Filter Removes a filter.
Delete Filters Deletes filters in bulk under approval.
List Filter Helpers Lists filter helpers.
Create new goal Creates a new goal in Pipedrive.
Find goals Searches and retrieves goals.
Update existing goal Updates an existing goal.
Delete existing goal Deletes a goal.
Get result of goal Retrieves the result of a goal.
Search Items Runs a Pipedrive item search.
Search Items by Field Runs an item search restricted to a specific field.

Configuration Fields

List Deal Fields Lists deal fields.
Create Deal Field Creates a deal field.
Get Deal Field Retrieves a deal field.
Update Deal Field Updates a deal field.
Delete Deal Field Removes a deal field.
Delete Deal Fields Deletes deal fields in bulk under approval.
List Person Fields Lists person fields.
Create Person Field Creates a person field.
Get Person Field Retrieves a person field.
Update Person Field Updates a person field.
Delete Person Field Removes a person field.
Delete Person Fields Deletes person fields in bulk under approval.
List Organization Fields Lists organization fields.
Create Organization Field Creates an organization field.
Get Organization Field Retrieves an organization field.
Update Organization Field Updates an organization field.
Delete Organization Field Removes an organization field.
Delete Organization Fields Deletes organization fields in bulk under approval.
List Product Fields Lists product fields.
Create Product Field Creates a product field.
Get Product Field Retrieves a product field.
Update Product Field Updates a product field.
Delete Product Field Removes a product field.
Delete Product Fields Deletes product fields in bulk under approval.
List Currencies Lists currencies.
List Billing Add-ons Lists billing add-ons.

Call Logs, Channels, and Mailbox

List Call Logs Lists call logs.
Create Call Log Creates a call log.
Get Call Log Retrieves a call log.
Delete Call Log Removes a call log.
Attach Call Log Recording Attaches a recording to a call log.
Create channel Creates a channel for messaging integration.
Delete channel Removes a channel.
Receives incoming message Receives an incoming message into a Pipedrive channel.
Delete conversation Removes a conversation.
Get one mail message Retrieves a single mail message.
Get mail threads Retrieves mail threads.
Get one mail thread Retrieves a single mail thread.
Update mail thread details Updates mail thread details.
Delete mail thread Removes a mail thread.
List mail messages of mail thread Lists mail messages in a thread.
Link User Provider Links a user provider for meetings.
Delete User Provider Link Removes a user provider link.

Projects

List projects Lists projects.
Create project Creates a project.
Get details of project Retrieves details of a project.
Update project Updates a project.
Delete project Removes a project.
Archive project Archives a project.
Returns project plan Retrieves the project plan.
Update activity in project plan Updates an activity in the project plan.
Update task in project plan Updates a task in the project plan.
Returns project groups Retrieves project groups.
Returns project tasks Retrieves project tasks.
Returns project activities Retrieves project activities.
List project boards Lists project boards.
Get project phases Retrieves project phases.
List Project Templates Lists project templates.
Get Project Template Retrieves a project template.
Get Project Board Retrieves a project board.
Get Project Phase Retrieves a project phase.

Users, Roles, and Permissions

List Users Lists Pipedrive users.
Create User Creates a user.
Get User Retrieves a user.
Update User Updates a user.
Find Users Searches and retrieves users.
Get Current User Retrieves the authenticated user.
List User Followers Lists user followers.
List User Permissions Lists user permissions.
List User Role Assignments Lists role assignments for a user.
List User Role Settings Lists role settings for a user.
List User Settings Lists user settings.
List User Connections Lists user connections.
List roles Lists roles.
Create role Creates a role.
Get one role Retrieves a single role.
Update role details Updates role details.
Delete role Removes a role.
List role assignments Lists role assignments.
Create role assignment Creates a role assignment.
Delete role assignment Removes a role assignment.
List role settings Lists role settings.
Create or update role setting Creates or updates a role setting.
List pipeline visibility for role Lists pipeline visibility for a role.
Update pipeline visibility for role Updates pipeline visibility for a role.
List Permission Sets Lists permission sets.
Get Permission Set Retrieves a permission set.
List Permission Set Assignments Lists permission set assignments.
List teams Lists legacy teams.
Create new team Creates a legacy team.
Get single team Retrieves a single legacy team.
Update team Updates a legacy team.
List users in team Lists users in a legacy team.
Create users to team Adds users to a legacy team.
Delete users from team Removes users from a legacy team.
List teams of user Lists legacy teams a user belongs to.

Webhooks and Misc

List Webhooks Lists webhooks.
Create Webhook Creates a webhook subscription.
Delete Webhook Removes a webhook subscription.
Get Recents Retrieves recent activity for the user.

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