Pipedrive
Also an agent toolPipedrive CRM: manage deals, leads, persons, organizations, activities, products, pipelines and stages; run item search; and poll for updated records.
81 actions · 1 triggers
The Pipedrive integration lets you connect Pipedrive to your automations with 81 actions and 1 triggers — and every action is also a tool an AI agent can call. Examples: Get Current User, List Deals, Get Deal, Add Deal, Update Deal. No blank-canvas wiring — connect it and use it in your workflows.
Every action below is also a tool an AI agent can call — the same pack powers your workflows and your agents.
Triggers 1
Events in Pipedrive that can start a workflow.
New or updated Pipedrive deals (polled)
Polls GET /deals on a schedule, paging by start/limit and deduping on deal id.
Actions 81
What Zervanor can do in Pipedrive.
Deals12
List Deals
Get all deals (GET /deals). Offset pagination via start/limit.
Get Deal
Get details of a specific deal (GET /deals/{id}).
Add Deal
Add a new deal (POST /deals).
Update Deal
Update the properties of a deal (PUT /deals/{id}).
Delete Deal
Mark a deal as deleted (DELETE /deals/{id}).
Search Deals
Search deals by title, notes and custom fields (GET /deals/search).
List Deal Products
List products attached to a deal (GET /deals/{id}/products).
Add Product To Deal
Attach a product to a deal (POST /deals/{id}/products).
List Deal Participants
List participants of a deal (GET /deals/{id}/participants).
Add Deal Participant
Add a participant (person) to a deal (POST /deals/{id}/participants).
List Deal Followers
List followers of a deal (GET /deals/{id}/followers).
List Updated Deals (Polling)
List deals ordered by update_time for scheduled polling (GET /deals). Uses offset paging plus update_time sort so newly changed deals surface first.
Persons7
List Persons
Get all persons (GET /persons). Offset pagination via start/limit.
Get Person
Get details of a specific person (GET /persons/{id}).
Add Person
Add a new person (POST /persons).
Update Person
Update the properties of a person (PUT /persons/{id}).
Delete Person
Mark a person as deleted (DELETE /persons/{id}).
Search Persons
Search persons by name, email, phone and custom fields (GET /persons/search).
Merge Persons
Merge a person into another person (PUT /persons/{id}/merge).
Leads6
List Leads
Get all leads (GET /leads).
Get Lead
Get details of a specific lead (GET /leads/{id}).
Add Lead
Add a new lead (POST /leads). A lead must be linked to a person or organization.
Update Lead
Update one or more properties of a lead (PATCH /leads/{id}).
Delete Lead
Delete a lead (DELETE /leads/{id}).
Search Leads
Search leads by title, notes and custom fields (GET /leads/search).
Organizations6
List Organizations
Get all organizations (GET /organizations). Offset pagination via start/limit.
Get Organization
Get details of a specific organization (GET /organizations/{id}).
Add Organization
Add a new organization (POST /organizations).
Update Organization
Update the properties of an organization (PUT /organizations/{id}).
Delete Organization
Mark an organization as deleted (DELETE /organizations/{id}).
Search Organizations
Search organizations by name, address and custom fields (GET /organizations/search).
Products6
List Products
Get all products (GET /products).
Get Product
Get details of a specific product (GET /products/{id}).
Add Product
Add a new product (POST /products).
Update Product
Update a product (PUT /products/{id}).
Delete Product
Delete a product (DELETE /products/{id}).
Search Products
Search products by name, code and custom fields (GET /products/search).
Activities5
List Activities
Get all activities assigned to a user (GET /activities). Offset pagination via start/limit.
Get Activity
Get details of a specific activity (GET /activities/{id}).
Add Activity
Add a new activity (POST /activities).
Update Activity
Update an activity (PUT /activities/{id}).
Delete Activity
Delete an activity (DELETE /activities/{id}).
Notes4
List Notes
Get all notes (GET /notes).
Add Note
Add a new note (POST /notes). A note must be linked to a deal, person, organization or lead.
Update Note
Update a note (PUT /notes/{id}).
Delete Note
Delete a note (DELETE /notes/{id}).
Files3
List Files
Get all files (GET /files).
Get File
Get details of a specific file (GET /files/{id}).
Delete File
Delete a file (DELETE /files/{id}).
Users3
Get Current User
Get data about the current (authenticated) user (GET /users/me). Identity + connectivity probe.
List Users
Get all users (GET /users).
Get User
Get details of a specific user (GET /users/{id}).
Webhooks3
List Webhooks
Get all webhooks for the company (GET /webhooks).
Add Webhook
Create a new webhook (POST /webhooks). Deliveries are unsigned (see webhooks.md).
Delete Webhook
Delete an existing webhook (DELETE /webhooks/{id}).
CallLogs2
List Call Logs
Get all call logs assigned to the current user (GET /callLogs).
Add Call Log
Add a new call log (POST /callLogs).
Mailbox2
List Mail Thread Messages
Get all mail messages inside a mail thread (GET /mailbox/mailThreads/{id}/mailMessages).
List Mail Threads
Get mail threads in a folder (GET /mailbox/mailThreads).
Pipelines2
List Pipelines
Get all pipelines (GET /pipelines).
Get Pipeline
Get details of a specific pipeline (GET /pipelines/{id}).
Stages2
List Stages
Get all stages (GET /stages).
Get Stage
Get details of a specific stage (GET /stages/{id}).
ActivityFields1
List Activity Fields
Get all activity fields (GET /activityFields).
ActivityTypes1
List Activity Types
Get all activity types (GET /activityTypes).
Currencies1
List Currencies
Get all supported currencies (GET /currencies).
DealFields1
List Deal Fields
Get all deal fields (GET /dealFields).
Filters1
List Filters
Get all filters (GET /filters).
Goals1
List Goals
Find goals matching given criteria (GET /goals/find).
ItemSearch1
Item Search
Search across multiple item types (GET /itemSearch).
LeadLabels1
List Lead Labels
Get all lead labels (GET /leadLabels).
LeadSources1
List Lead Sources
Get all lead sources (GET /leadSources).
OrganizationFields1
List Organization Fields
Get all organization fields (GET /organizationFields).
PermissionSets1
List Permission Sets
Get all permission sets (GET /permissionSets).
PersonFields1
List Person Fields
Get all person fields (GET /personFields).
ProductFields1
List Product Fields
Get all product fields (GET /productFields).
Recents1
List Recent Changes
Get recently added/updated records across item types since a timestamp (GET /recents).
Roles1
List Roles
Get all roles (GET /roles).
Subscriptions1
Get Deal Recurring Subscription
Get the recurring subscription attached to a deal (GET /subscriptions/find/{dealId}).
UserConnections1
List User Connections
Get the current user's connections (GET /userConnections).
UserSettings1
List User Settings
Get the current user's settings (GET /userSettings).
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Automations using Pipedrive
Build your own automation with Pipedrive in the visual builder.
Frequently asked questions
What can I automate with Pipedrive?
81 actions are available — for example: Get Current User, List Deals, Get Deal, Add Deal, Update Deal, and more.
Which Pipedrive events can start a workflow?
1 triggers — for example: New or updated Pipedrive deals (polled).
Can Pipedrive be used as an AI agent tool?
Yes. Every Pipedrive action automatically becomes a tool an AI agent can call — the same pack powers both your workflows and your agents.
How is the Pipedrive integration modelled?
Pipedrive is modelled as a versioned connector pack, and the steps that need reasoning fall to first-party agents hosted in the same runtime as the workflows.