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Pipedrive

Create, read, update, delete, and search Pipedrive CRM deals, persons, organizations, leads, activities, notes, and products.

Authentication

Supported Authentication Methods

Drop in supports two authentication methods:

  • OAuth (Recommended) — connect your Pipedrive account securely without managing tokens
  • API Token — use your personal Pipedrive API token

Using OAuth

OAuth lets Drop in access your Pipedrive account securely without storing your credentials.

  1. In Drop in, select Pipedrive when creating a drop
  2. Choose Connect with OAuth as the authentication method
  3. You'll be redirected to Pipedrive's authorization page
  4. Sign in to your Pipedrive account (if not already signed in)
  5. Review the permissions and click Allow to authorize Drop in
  6. Once authorized, you're ready to manage your CRM data

You can revoke access at any time from your Pipedrive account under Settings > OAuth apps.

Using an API Token

To connect Pipedrive with Drop in using an API token:

  1. Log in to your Pipedrive account
  2. Click your profile icon in the top right and select Personal preferences
  3. Navigate to the API tab
  4. Copy your Personal API token
  5. In Drop in, select Pipedrive when creating a drop and paste your API token

Important: Your API token grants full access to your Pipedrive account. Keep it secure and do not share it.

Resources:

Providing Context

Many Pipedrive actions require identifiers like a deal ID, person ID, or organization ID so the AI knows which record to work with. You don't need to memorize these — the AI can look them up for you.

How IDs Work in Pipedrive

Pipedrive uses numeric IDs to identify most resources:

  • Deal ID — a number like 123. Found by asking the AI to list or search deals, or visible in the URL when viewing a deal in Pipedrive.
  • Person ID — a number like 456. Found by asking the AI to list or search persons.
  • Organization ID — a number like 789. Found by asking the AI to list or search organizations.
  • Lead ID — a UUID string. Found by asking the AI to list leads.
  • Activity ID — a number. Found by asking the AI to list activities.
  • Note ID — a number. Found by asking the AI to list notes.

Letting the AI Find IDs for You

When you describe what you want in plain language (e.g., "update the deal with Acme Corp" or "add a note to John's contact"), the AI will automatically search your CRM, find the right record, and perform the action. You only need to provide IDs yourself if you want to target a specific record directly.

Available Actions

Create Deal

Create a new deal in your pipeline with a title, value, currency, associated person or organization, and pipeline stage.

Get Deal

Retrieve a single deal by its ID, including all associated details.

Get All Deals

List all deals in your account with optional filtering by status and pagination.

Update Deal

Update an existing deal's title, value, status, stage, or associated contacts.

Delete Deal

Delete a deal by its ID.

Search Deals

Search for deals by keyword across deal titles and custom fields.

Create Person

Create a new contact with name, email, phone, and optional organization association.

Get Person

Retrieve a single person's full contact details by their ID.

Get All Persons

List all persons in your account with pagination support.

Update Person

Update an existing person's name, email, phone, or organization.

Delete Person

Delete a person by their ID.

Search Persons

Search for persons by keyword across names, emails, and phone numbers.

Create Organization

Create a new organization with a name and optional address.

Get Organization

Retrieve a single organization by its ID.

Get All Organizations

List all organizations in your account with pagination support.

Update Organization

Update an existing organization's name or address.

Delete Organization

Delete an organization by its ID.

Search Organizations

Search for organizations by keyword across names and custom fields.

Create Lead

Create a new lead with a title, optional associated person or organization, value, and expected close date.

Get Lead

Retrieve a single lead by its ID.

Get All Leads

List all leads in your account with pagination support.

Update Lead

Update an existing lead's title, associated contacts, value, or expected close date.

Delete Lead

Delete a lead by its ID.

Create Activity

Create a new activity (task, call, meeting, etc.) linked to a deal, person, or organization with a due date and time.

Get Activity

Retrieve a single activity by its ID.

Get All Activities

List all activities with optional filtering by completion status and pagination.

Update Activity

Update an existing activity's subject, type, due date, or completion status.

Delete Activity

Delete an activity by its ID.

Create Note

Create a note attached to a deal, person, or organization.

Get Note

Retrieve a single note by its ID.

Get All Notes

List all notes in your account with pagination support.

Update Note

Update an existing note's content.

Delete Note

Delete a note by its ID.

Get All Products

List all products in your Pipedrive account with pagination support.

Common Issues

Record Not Found

If you receive a "not found" error when accessing a deal, person, or other record:

  • Verify the record ID is correct
  • Check that the record has not been deleted in Pipedrive
  • Ensure you have permission to view the record in your Pipedrive account

Authentication Failed

If you receive a 401 or authentication error:

  • Using API token: Verify your token is correct and has not been regenerated
  • Using OAuth: Try reconnecting your account — your authorization may have expired
  • Check that your Pipedrive account is still active

Insufficient Permissions

If operations fail with permission errors:

  • Your Pipedrive plan may not include API access for certain features
  • Verify your user role has the required permissions in Pipedrive's admin settings
  • Some operations (like deleting records) may require admin-level access

Rate Limits

Pipedrive enforces API rate limits that vary by plan. If you encounter rate limit errors:

  • Space out requests when performing bulk operations
  • Use search operations to find specific records instead of listing all records
  • Consider using pagination with smaller page sizes

Lead Value Format

When creating or updating leads with a monetary value, the value must be an object with amount and currency fields (e.g., {"amount": 5000, "currency": "USD"}), not a plain number.

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