Team
Shared credential for production and unattended runs.
Connect Pipedrive with Hookshot™ and your stack
Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing
Tools and triggers
What Agents can do in Pipedrive
Available tools and events after Pipedrive is connected.
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Add a Call Log
Adds a new call log.
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Add a Channel
New 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.
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Add a Deal
Add 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.
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Add a Follower to a Deal
Adds a follower to a deal.
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Add a Follower to a Person
Tool 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.
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Add a Lead
Pipedrive 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…
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Add a Lead Label
Creates a lead label.
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Add a New Deal Field
Adds 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>.
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Add a New Filter
New 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.
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Add a New Goal
Adds a new goal. Along with adding a new goal, a report is created to track the progress of your goal.
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Add a New Organization Field
Adds 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>.
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Add a New Person Field
Adds 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>.
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Add a New Pipeline
Adds a new pipeline (v2).
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Add a New Product Field
Adds 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>.
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Add a New Stage
Adds a new stage, returns the ID upon success.
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Add a New Team
Adds a new team to the company and returns the created object.
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Add a New User
Adds a new user to the company, returns the ID upon success.
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Add a Participant to a Deal
Adds a participant to a deal.
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Add a Person
Add 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.
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Add a Product
Adds 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>.
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Add a Project
Adds 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…
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Add a Recurring Subscription
Adds a new recurring subscription.
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Add a Role
Adds 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…
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Add a Task
Adds a new task.
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Add an Activity
New activity added. Response includes `more_activities_scheduled_in_context` to show if more are planned with the same entity. See tutorial on adding activities…
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Add an Installment Subscription
Adds 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…
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Add an Organization
Creates 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…
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Add Call Log Audio File
Tool 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.
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Add Comment to Note
Tool 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.
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Add Deal Field Options
Tool to add new options to a deal custom field atomically. Use when you need to add options to enum or set type deal fields.
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Add Discount to Deal
Tool 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.
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Add File
Upload and link files to deals, people, organizations, activities, products, or leads in Pipedrive. See the "adding a file" tutorial for details.
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Add Follower to Product
Tool 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.
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Add New Activity Type
Adds a new activity type.
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Add Note
Tool 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)…
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Add or Update Role Setting
Adds 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…
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Add Organization Field Options
Tool 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.
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Add Organization Follower
Tool 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.
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Add Person Field Options
Tool to bulk add options to enum/set person fields atomically. Use when you need to add new options to a person field.
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Add Person Picture
This 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.
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Add Product Field Options
Tool 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…
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Add Product Image
Tool to upload an image for a product in Pipedrive. Use when you need to add a visual representation to a product.
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Add Product to Deal
Tool 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.
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Add Role Assignment
Assigns 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…
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Add Users to a Team
Adds users to an existing team.
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Archive a Project
Archives a project.
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Bulk Add Products to Deal
Tool to bulk add products to a Pipedrive deal. Use when attaching multiple products simultaneously, with maximum 100 products per request.
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Cancel a Recurring Subscription
Cancels 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…
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Convert Deal to Lead
Tool 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…
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Convert Lead to Deal
Tool 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…
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Create a New Webhook
Creates 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.
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Create a Remote File and Link It to an Item
Creates an empty file on Google Drive linked to an item. For details, refer to the Pipedrive remote file adding tutorial.
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Create an Organization Relationship
Creates and returns an organization relationship.
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Create Product Variation
Tool 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.
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Delete a Call Log
Deletes 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…
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Delete a Channel
The endpoint removes a messenger channel along with conversations and messages. Requires Messengers integration OAuth and Messaging app extension manifest.
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Delete a Conversation
Deletes 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…
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Delete a Deal Field
Tool to delete a deal field in Pipedrive by marking it as deleted. Use when you need to remove a custom deal field.
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Delete a File
Tool 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.
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Delete a Follower From a Person
Deletes a follower from a person.
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Delete a Follower From a Product
Deletes a follower from a product.
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Delete a Lead
Deletes a specific lead.
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Delete a Note
Deletes a specific note.
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Delete a Participant From a Deal
Deletes a participant from a deal.
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Delete a Person
Marks a person as deleted. After 30 days, the person will be permanently deleted.
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Delete a Person
Tool 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.
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Delete a Person Field
Marks 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>.
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Delete a Person Field
Tool to delete a person field from Pipedrive. Use when you need to remove a custom person field by its unique identifier.
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Delete a Pipeline
Marks a pipeline as deleted.
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Delete a Product
Marks a product as deleted. After 30 days, the product will be permanently deleted.
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Delete a Product Field
Marks 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>.
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Delete a Project
Marks a project as deleted.
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Delete a Role
Marks 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.
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Delete a Role Assignment
Removes the assigned user from a role and adds to the default role.
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Delete a Stage
Marks a stage as deleted. Uses the company-domain v2 endpoint.
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Delete a Stage
Tool to delete a stage in Pipedrive. Use when you need to mark a stage as deleted.
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Delete a Subscription
Marks an installment or a recurring subscription as deleted.
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Delete a Task
Marks a task as deleted. If the task has subtasks then those will also be deleted.
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Delete Activity
Tool 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.
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Delete Activity Type
Tool 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.
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Delete an Activity
Marks an activity as deleted. After 30 days, the activity will be permanently deleted.
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Delete an Organization
Tool 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.
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Delete an Organization Field
Marks 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>.
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Delete an Organization Relationship
Deletes an organization relationship and returns the deleted ID.
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Delete Comment From Note
Tool 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.
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Delete Deal
Tool 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.
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Delete Deal Discount
Tool to delete a discount from a deal in Pipedrive. Use when you need to remove a discount that was previously applied to a deal.
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Delete Deal Field Options
Tool to remove existing options from a deal custom field atomically. Use when you need to delete options from a deal field.
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Delete Deal Follower
Tool to delete a follower from a deal in Pipedrive. Use when you need to remove a user from a deal's follower list.
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Delete Deal Product
Tool 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…
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Delete Deals Products
Tool 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.
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Delete Existing Goal
Marks 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…
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Delete Existing Webhook
Deletes the specified Webhook.
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Delete Lead Label
Tool to delete a specific lead label from Pipedrive. Use when you need to remove a lead label using its UUID identifier.
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Delete Mail Thread
Marks a mail thread as deleted.
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Delete Multiple Activities in Bulk
Marks multiple activities as deleted. After 30 days, the activities will be permanently deleted.
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Delete Multiple Activity Types in Bulk
Marks multiple activity types as deleted.
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Delete Multiple Deal Fields in Bulk
Marks multiple deal fields as deleted.
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Delete Multiple Deals in Bulk
Marks multiple deals as deleted. After 30 days, the deals will be permanently deleted.
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Delete Multiple Filters in Bulk
Marks multiple filters as deleted.
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Delete Multiple Organization Fields in Bulk
Marks multiple fields as deleted.
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Delete Multiple Organizations in Bulk
Marks multiple organizations as deleted. After 30 days, the organizations will be permanently deleted.
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Delete Multiple Person Fields in Bulk
Marks multiple fields as deleted.
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Delete Multiple Persons in Bulk
Marks multiple persons as deleted. After 30 days, the persons will be permanently deleted.
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Delete Multiple Product Fields in Bulk
Marks multiple fields as deleted.
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Delete Multiple Stages in Bulk
Marks multiple stages as deleted (v1). Note: This endpoint may be deprecated; we keep compatibility and avoid raising to surface API errors in response.
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Delete Organization Field Options
Tool 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…
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Delete Organization Follower
Tool to delete a follower from an organization in Pipedrive. Use when you need to remove a user from an organization's follower list.
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Delete Person Field Options
Tool to remove existing options from a person custom field atomically. Use when you need to delete options from a person field.
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Delete Person Picture
Deletes 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…
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Delete Pipedrive Filter
Tool to delete a filter in Pipedrive. Use when you need to remove a specific filter by its ID.
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Delete Product Field Options
Tool to remove existing options from a product custom field atomically. Use when you need to delete options from a product field.
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Delete Product Image
Tool to delete an image from a product in Pipedrive. Use when you need to remove a product image.
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Delete Product Variation
Tool to delete a product variation from a product in Pipedrive. Use when you need to remove a specific variation from a product.
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Delete Users From a Team
Deletes users from an existing team.
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Download One File
Initializes a file download.
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Duplicate Deal
Duplicates a deal.
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Duplicate Product
Tool 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.
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Enumerate Accessible Users for Lead
Lists the users permitted to access a lead.
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Find Goals
Query 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…
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Find Subscription by Deal
Returns 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…
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Find Users by Name
Finds users by their name.
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Get a Single Team
Returns data about a specific team.
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Get All Activities Assigned to a Particular User
Returns all activities assigned to a particular user.
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Get All Activities Beta
This 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.
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Get All Activity Fields
Returns all activity fields.
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Get All Activity Types
Returns all activity types.
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Get All ActivityFields
Tool 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.
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Get All Add Ons for a Single Company
Returns the add-ons for a single company.
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Get All Call Logs Assigned to a Particular User
Returns all call logs assigned to a particular user.
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Get All Comments for a Note
Returns all comments associated with a note.
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Get All Deal Fields
Returns data about all deal fields.
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Get All Deals
Returns 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>.
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Get All Deals Beta
This 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.
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Get All Files
Returns data about all files.
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Get All Filter Helpers
The 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.
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Get All Filters
Returns data about all filters.
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Get All Lead Fields
Tool to retrieve all lead fields. Use when you need to get the schema for leads in a company's context.
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Get All Lead Labels
Returns details of all lead labels. This endpoint does not support pagination and all labels are always returned.
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Get All Lead Sources
Returns 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.
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Get All Leads
The 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…
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Get All Mail Messages of Mail Thread
Returns all the mail messages inside a specified mail thread.
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Get All Note Fields
Returns data about all note fields.
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Get All Notes
Returns all notes.
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Get All Organization Fields
Returns data about all organization fields.
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Get All Organizations
Returns all organizations.
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Get All Organizations Beta
This 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.
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Get All Payments of a Subscription
Returns all payments of an installment or recurring subscription.
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Get All Permission Sets
Returns data about all permission sets.
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Get All Person Fields
Returns 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.
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Get All Persons
Returns all persons.
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Get All Persons Beta
This 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.
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Get All Pipelines
Returns 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).
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Get All Product Fields
Returns data about all product fields.
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Get All Products
Returns data about all products.
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Get All Project Boards
Returns 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…
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Get All Project Templates
The 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…
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Get All Projects
Returns 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"…
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Get All Relationships for Organization
Gets all of the relationships for a supplied organization ID.
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Get All Roles
Returns 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…
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Get All Stages
Returns data about all stages.
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Get All Supported Currencies
Returns 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…
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Get All Tasks
Returns 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…
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Get All Teams
Returns data about teams within the company.
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Get All Teams of a User
Returns data about all teams which have the specified user as a member.
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Get All User Connections
Returns data about all connections for the authorized user.
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Get All Users
Returns data about all users within the company.
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Get All Users in a Team
Returns a list of all user IDs within a team.
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Get All Webhooks
Returns data about all the Webhooks of a company.
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Get Archived Deals
Tool to get all archived deals from Pipedrive. Use when you need to retrieve deals that have been archived, with support for filtering and pagination.
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Get Archived Deals Summary
Tool 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.
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Get Archived Leads
Tool 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.
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Get Call Log Details
Tool 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.
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Get Conversations for a Channel
Tool to retrieve messaging conversations. Use after channel registration to sync conversations.
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Get Current User Data
Returns 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…
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Get Deal Changelog
Tool 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.
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Get Deal Conversion Status
Tool 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.
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Get Deal Details
Tool to get details of a specific deal in Pipedrive. Use when you need to retrieve comprehensive information about a deal by its ID.
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Get Deal Files
Tool to list files attached to a deal. Use when you need to retrieve all files associated with a specific deal in Pipedrive.
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Get Deal Followers
Lists users who are following the deal. Use when you need to retrieve all followers of a specific deal.
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Get Deal Followers Changelog
Tool 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.
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Get Deal Mail Messages
Tool 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…
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Get Deal Participants
Tool to list participants of a deal. Use when you need to retrieve all participants (persons) associated with a specific deal in Pipedrive.
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Get Deal Participants Changelog
Tool 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.
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Get Deal Permitted Users
Tool 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.
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Get Deal Products
Tool to list products attached to a deal. Use when you need to retrieve all products associated with a specific deal in Pipedrive.
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Get Deal Updates
Lists updates about a deal in chronological order. Use when you need to track deal changes, monitor activity timeline, or audit deal modifications.
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Get Deals Conversion Rates in Pipeline
Returns all stage-to-stage conversion and pipeline-to-close rates for the given time period.
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Get Deals Discounts
Tool to retrieve discounts for a specific deal. Use when you need to list all discounts added to a deal in Pipedrive.
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Get Deals in a Pipeline
Lists deals in a specific pipeline across all its stages.
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Get Deals in a Stage
Lists deals in a specific stage.
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Get Deals Products
Tool to retrieve products attached to specified deals (max 100 deals per request). Use when you need to get all products associated with multiple deals.
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Get Deals Summary
Returns a summary of all the deals.
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Get Deals Timeline
Returns 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.
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Get Deals Where a Product Is Attached To
Returns data about deals that have a product attached to it.
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Get Details of a Board
Returns the details of a specific project board.
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Get Details of a Phase
Returns the details of a specific project phase.
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Get Details of a Project
Returns 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.
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Get Details of a Subscription
Returns 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…
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Get Details of a Task
Returns the details of a specific task.
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Get Details of a Template
Returns the details of a specific project template.
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Get Details of an Activity
Returns the details of a specific activity.
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Get Details of an Organization
Provides 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.
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Get Lead Conversion Status by ID
Tool 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.
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Get Lead Permitted Users
Tool 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.
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Get Mail Threads
Returns mail threads in a specified folder ordered by the most recent message within.
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Get Marketplace Client ID
Tool to retrieve marketplace_client_id of an installed video integration. Use when you need the client ID for an installed integration.
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Get One Activity Field
Tool 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.
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Get One Comment
Returns the details of a comment.
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Get One Deal Field
Tool to retrieve a specific deal field by ID. Use when you need to get metadata and configuration for a deal field.
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Get One File
Returns data about a specific file.
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Get One Filter
Returns data about a specific filter. Note that this also returns the condition lines of the filter.
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Get One Lead
API 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.
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Get One Mail Message
Returns data about a specific mail message.
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Get One Mail Thread
Returns a specific mail thread.
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Get One Note
Returns details about a specific note.
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Get One Organization Field
Tool to retrieve a specific organization field by ID. Use when you need to get metadata and configuration for an organization field.
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Get One Organization Relationship
Finds and returns an organization relationship from its ID.
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Get One Permission Set
Returns data about a specific permission set.
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Get One Person Field
Tool 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.
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Get One Pipeline
Returns data about a specific pipeline. Also returns the summary of the deals in this pipeline across its stages.
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Get One Product
Returns data about a specific product.
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Get One Product Field
Returns data about a specific product field.
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Get One Role
Tool 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.
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Get One Stage
Returns data about a specific stage.
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Get One User
Returns data about a specific user within the company.
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Get Organization Changelog
Tool 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.
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Get Organization Deals
Lists deals associated with an organization. Use when you need to retrieve all deals linked to a specific organization with optional filtering and pagination.
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Get Organization Details
Tool to get details of a specific organization in Pipedrive. Use when you need to retrieve comprehensive information about an organization by its ID.
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Get Organization Files
Tool to list files attached to an organization. Use when you need to retrieve all files associated with a specific organization in Pipedrive.
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Get Organization Followers
Tool to list followers of an organization. Use when you need to retrieve all users who are following a specific organization in Pipedrive.
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Get Organization Followers Changelog
Tool to list changelog about organization followers. Use when you need to retrieve the history of users who have followed or unfollowed a specific organization.
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Get Organization Mail Messages
Tool to list mail messages associated with an organization. Use when you need to retrieve all email correspondence linked to a specific organization in Pipedrive.
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Get Organization Permitted Users
List 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.
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Get Organization Persons
Tool to list persons associated with an organization. Use when you need to retrieve all persons linked to a specific organization in Pipedrive.
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Get Organization Updates
Tool 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.
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Get Permission Set Assignments
Tool to list permission set assignments for a given permission set. Use when you need to retrieve all users assigned to a specific permission set.
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Get Person Changelog
Tool 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.
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Get Person Deals
Lists deals associated with a person. Use when you need to retrieve all deals linked to a specific person.
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Get Person Details
Tool to get details of a specific person in Pipedrive. Use when you need to retrieve comprehensive information about a person by their ID.
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Get Person Files
Tool to list files attached to a person. Use when you need to retrieve all files associated with a specific person in Pipedrive.
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Get Person Followers
Tool to list followers of a person in Pipedrive. Use when you need to retrieve all users who are following a specific person.
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Get Person Followers Changelog
Tool 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.
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Get Person Mail Messages
Tool to list mail messages associated with a person in Pipedrive. Use when you need to retrieve email communications linked to a specific person contact.
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Get Person Permitted Users
Tool 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.
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Get Person Picture
Tool 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.
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Get Person Products
Tool to list products associated with a person. Use when you need to retrieve all products linked to a specific person in Pipedrive.
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Get Person Updates
Lists 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.
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Get Pipeline Conversion Statistics
Tool 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.
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Get Pipeline Movement Statistics
Tool 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…
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Get Product Deals
Tool to list deals associated with a product. Use when you need to retrieve deals that have a specific product attached to them.
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Get Product Files
Tool to list files attached to a product. Use when you need to retrieve all files associated with a specific product in Pipedrive.
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Get Product Followers
Tool 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.
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Get Product Followers Changelog
Tool 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.
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Get Product Images
Tool 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.
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Get Product Variations
Tool 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.
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Get Project Phases
Returns all active project phases under a specific board.
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Get Recents
Returns data about all recent changes occurred after the given timestamp.
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Get Result of a Goal
Gets the progress of a goal for the specified period.
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Get Role Assignments
Tool to retrieve all users assigned to a specific role in Pipedrive. Use when you need to list role assignments for a given role.
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Get Role Pipelines
Returns 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.
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Get Role Settings
Tool 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…
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Get Templates for a Channel
Tool to retrieve message templates for a channel. Use when template support is enabled.
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Get User Followers
Tool to list users who are following a specific user. Use when you need to retrieve all followers of a user in Pipedrive.
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Get User Role Assignments
Tool to list role assignments for a user. Use when you need to retrieve all role assignments associated with a specific user in Pipedrive.
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Get User Role Settings
Tool 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…
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Link a Remote File to an Item
Links 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…
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Link User Video Integration
A 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.
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List Activities Associated with a Deal
Lists activities associated with a deal.
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List Activities Associated with a Person
Lists activities associated with a person.
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List Activities Associated with an Organization
Lists activities associated with an organization.
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List All Files
Lists 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…
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List All Persons Associated with a Deal
The 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.
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List Deals Associated with a Person
Lists deals associated with a person.
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List Deals Associated with an Organization
Lists deals associated with an organization.
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List Files Attached to a Deal
Lists files associated with a deal.
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List Files Attached to a Person
Lists files associated with a person.
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List Files Attached to a Product
Lists files associated with a product.
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List Files Attached to an Organization
Lists files associated with an organization.
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List Followers of a Deal
Lists the followers of a deal.
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List Followers of a Person
Lists the followers of a person.
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List Followers of a Product
Lists the followers of a product.
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List Followers of a User
Lists the followers of a specific user.
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List Followers of an Organization
Lists the followers of an organization.
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List Mail Messages Associated with a Deal
Lists mail messages associated with a deal.
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List Mail Messages Associated with a Person
Lists mail messages associated with a person.
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List Mail Messages Associated with an Organization
Lists mail messages associated with an organization.
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List Participants of a Deal
Lists 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`…
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List Permission Set Assignments
Returns 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…
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List Permitted Users
Lists the users permitted to access a deal.
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List Permitted Users for Product
Tool 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.
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List Person Access Users
List users permitted to access a person.
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List Persons of an Organization
Lists 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`…
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List Pipeline Visibility for a Role
Returns a list of visible or hidden pipeline IDs by role. See the "Visibility groups article" for details on pipeline visibility.
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List Product Permitted Users
Lists users permitted to access a product.
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List Products Associated with a Person
Lists products associated with a person.
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List Products Attached to a Deal
Lists products attached to a deal.
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List Role Assignments
Returns 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…
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List Role Settings
Returns 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…
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List Settings of an Authorized User
Lists the settings of an authorized user. Example response contains a shortened list of settings.
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List Updates About a Deal
Lists updates about a deal.
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List Updates About a Person
Lists 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…
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List Updates About an Organization
Lists updates about an organization.
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List Updates About Participants of a Deal
This endpoint provides cursor-paginated updates on deal participants. For pagination details, see the Pipedrive documentation.
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List User Permissions
Tool 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.
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List User Permissions
Lists aggregated permissions over all assigned permission sets for a user.
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List User Role Assignments
Lists role assignments for a user.
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List User Role Settings
Lists the settings of user's assigned role.
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Merge Deals
Tool 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…
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Merge Organizations
Tool 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…
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Merge Two Deals
Merges 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>.
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Merge Two Organizations
Merges 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…
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Merge Two Persons
Tool 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…
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Merge Two Persons
Merges 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>.
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Organization Accessible User List
List users permitted to access an organization.
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Patch Deal Fields
Updates 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.
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Perform a Search From Multiple Item Types
Performs a search from your choice of item types and fields.
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Receives an Incoming Message
Adds 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…
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Refreshing the Tokens
Access tokens expire after the time specified in `expires_in`. To continue accessing the API, use the `refresh_token` to obtain a new access token.
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Requesting Authorization
Authorize 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…
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Returns Project Activities
Returns activities linked to a specific project.
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Returns Project Groups
Returns all active groups under a specific project.
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Returns Project Plan
Returns information about items in a project plan. Items consists of tasks and activities and are linked to specific project phase and group.
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Returns Project Tasks
Returns tasks linked to a specific project.
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Search Deals
This 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.
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Search Item by Field
Performs 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…
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Search Leads
Endpoint 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.
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Search Organizations
Searches 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…
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Search Persons
This 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.
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Search Products
Searches 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.
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Unlinkuserfromvideocallintegration
A video calling provider must call this endpoint to remove the link between a user and the installed video calling app.
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Update a Comment Related to a Note
Updates a comment related to a note.
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Update a Deal
Updates 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>.
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Update a Deal
Tool 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.
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Update a Deal Field
Updates 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>.
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Update a Deal Field
Tool 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.
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Update a Filter
Updates an existing filter in Pipedrive. Use when you need to modify filter name or conditions. Maximum of 16 conditions per filter allowed.
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Update a Lead
Updating 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.
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Update a Lead
Tool 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.
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Update a Lead Label
Updates one or more properties of a lead label. Only properties included in the request will be updated.
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Update a Note
Updates a note.
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Update a Person
Modifies a person’s details in Pipedrive. See the linked tutorial for guidance. If utilizing Campaigns, the endpoint also handles `data.marketing_status`.
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Update a Person
Tool 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.
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Update a Person Field
Updates 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>.
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Update a Pipeline
Updates the properties of a pipeline (v2).
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Update a Pipeline
Tool 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…
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Update a Product
Updates product data.
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Update a Product
Tool to update a product in Pipedrive. Use when you need to modify product details like name, code, price, tax, or other attributes.
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Update a Product Field
Updates 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>.
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Update a Project
Updates a project.
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Update a Recurring Subscription
Updates 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…
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Update a Task
Updates a task.
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Update a Team
Updates an existing team and returns the updated object.
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Update Activity in Project Plan
Updates an activity phase or group in a project.
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Update Activity Type
Tool to update an activity type in Pipedrive. Use when you need to modify the name, icon, color, or order of an existing activity type.
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Update an Activity
Tool 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…
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Update an Activity
Updates 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…
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Update an Activity Type
Updates an activity type.
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Update an Installment Subscription
Updates 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…
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Update an Organization
Updates the properties of an organization.
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Update an Organization Field
Updates 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'…
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Update an Organization Relationship
Updates and returns an organization relationship.
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Update Comment for Note
Tool 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.
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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.
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Update Deal Discount
Tool 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.
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Update Deal Field Options
Tool to update existing options for a deal custom field atomically. Use when you need to modify labels of options in a deal field.
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Update Deal Product
Tool 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.
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Update Deal Product
Updates 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.
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Update Existing Goal
Updates 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…
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Update File Details
Updates the properties of a file including its visible name and description. Use when you need to modify file metadata in Pipedrive.
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Update File Details
Updates the properties of a file.
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Update Filter
Updates an existing filter.
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Update Lead Label
Tool 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.
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Update Mail Thread Details
Updates the properties of a mail thread.
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Update Note
Tool 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.
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Update Organization
Tool to update an existing organization in Pipedrive. Use when you need to modify organization properties such as name, owner, visibility, labels, or address.
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Update Organization Field
Tool to update an organization field in Pipedrive. Use when you need to modify the name, options, or visibility of an existing organization field.
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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.
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Update Organization Field Options
Tool 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.
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Update Organization Relationship
Tool 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.
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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.
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Update Person Field
Tool to update a person field in Pipedrive. Use when you need to modify the name, options, or visibility settings of an existing person field.
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Update Person Field Configuration
Tool 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…
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Update Person Field Options
Tool to update existing options for a person custom field atomically. Use when you need to modify labels of options in a person field.
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Update Pipeline Visibility for a Role
Updates pipeline visibility settings for different roles. For details, see the Pipedrive Visibility groups article.
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Update Product Field
Tool 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.
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Update Product Field
Tool to update a product field definition in Pipedrive. Use when you need to modify the name or options of an existing product custom field.
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Update Product Field Options
Tool to update existing options for a product custom field atomically. Use when you need to modify labels of options in a product field.
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Update Product Image
Tool to update an image for a product in Pipedrive. Use when you need to add or replace a product image.
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Update Product Variation
Tool to update a product variation in Pipedrive. Use when you need to modify variation details like name or prices across different currencies.
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Update Role Details
Updates 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…
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Update Role Pipelines
Updates pipeline visibility for a role. Use when you need to control which sales pipelines are accessible to users within a particular role group.
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Update Stage
Tool to update an existing stage in Pipedrive. Use when you need to modify stage properties such as name, deal probability, or rotten deal settings.
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Update Stage Details
Tool 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.
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Update Stage Details
Updates the properties of a stage.
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Update Task in Project Plan
Updates a task phase or group in a project.
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Update the Product Attached to a Deal
Updates the details of the product that has been attached to a deal.
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Update User Details
Tool to update user details in Pipedrive. Use when you need to activate or deactivate a user account. Requires admin-level permissions.
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Update User Details
Updates the properties of a user. Currently, only `active_flag` can be updated.
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New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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New Note Received Trigger
Triggered when a new note is created in Pipedrive
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New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Setup
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Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
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