Help Center

Menu

Pipedrive

The Pipedrive component provides an integrations pathway with the Pipedrive customer relationship management (CRM) tool that helps users visualize their sales processes and improve productivity.

Authentication

You must configure your company domain and access token to authenticate the Pipedrive component.

Create deals

You can create deals with the help of the createDeal action. It will automatically create an organization, a contact, a deal, and a notice for the deal for you.

Triggers

This component has no trigger functions. This means it will not be accessible to select as a first component during the integration flow design.

Actions

Create activity

Create a new activity in Pipedrive:

Create Activity

Create deals

Create a new deal in Pipedrive:

Create Deals

Create note

Create a new note in Pipedrive:

Create Note

Create organization

Create a new organization in Pipedrive:

Create Organisation

Create person

Create a new person in Pipedrive:

Create Person