Pipedrive Integration Guide
This guide covers all Pipedrive actions available in TexAu. Use these actions to read, create, update, and delete records in your Pipedrive CRM.
All Pipedrive actions in TexAu cost 0 credits. You only pay for the credits on your Pipedrive side.
Before you begin
- A Pipedrive account is required. Sign up at pipedrive.com.
- Your Pipedrive API key is at Personal preferences > API inside Pipedrive.
- In TexAu, go to Settings > Integrations, find Pipedrive, enter your API key, and click Save.
Person (contact) actions
Get All Persons
Returns a list of all persons in your Pipedrive account.
Input:
- Limit (optional)
Output:
- Array of persons with ID, name, email, phone, organization
Create Person
Creates a new person record in Pipedrive.
Input:
- Name (required)
- Email (optional)
- Phone (optional)
- Organization ID (optional)
Output:
- Person ID
- Person URL
Get Person
Returns details for a single person by ID.
Input:
- Person ID (required)
Output:
- All person fields including name, email, phone, organization, and custom fields
Update Person
Updates an existing person record.
Input:
- Person ID (required)
- Fields to update
Output:
- Update status
Delete Person
Deletes a person record from Pipedrive.
Input:
- Person ID (required)
Output:
- Deletion status
Search All Persons
Searches person records by name, email, or phone.
Input:
- Search term (required)
Output:
- Array of matching persons with ID, name, and email
Merge Persons
Merges two person records into one.
Input:
- Primary Person ID (the record to keep)
- Merge Person ID (the record to merge in)
Output:
- Merge status
Get Person Fields
Returns all custom and standard field definitions for person records.
Input: None
Output:
- Array of field keys, names, and types
Get Persons by Organization
Returns all persons associated with a specific organization.
Input:
- Organization ID (required)
Output:
- Array of persons
Get Activities by Person
Returns all activities linked to a specific person.
Input:
- Person ID (required)
Output:
- Array of activities (type, due date, subject, status)
Organization (company) actions
Get All Organizations
Returns a list of all organizations in Pipedrive.
Input:
- Limit (optional)
Output:
- Array of organizations with ID, name, address
Create Organizations
Creates a new organization record.
Input:
- Name (required)
- Address (optional)
- Custom fields (optional)
Output:
- Organization ID
- Organization URL
Get Organization
Returns details for a single organization.
Input:
- Organization ID (required)
Output:
- All organization fields
Update Organization
Updates an existing organization record.
Input:
- Organization ID (required)
- Fields to update
Output:
- Update status
Delete Organization
Deletes an organization from Pipedrive.
Input:
- Organization ID (required)
Output:
- Deletion status
Search Organizations
Searches organizations by name or custom field.
Input:
- Search term (required)
Output:
- Array of matching organizations
Merge Organizations
Merges two organization records.
Input:
- Primary Organization ID
- Merge Organization ID
Output:
- Merge status
Deal actions
Get All Deals
Returns a list of deals from Pipedrive.
Input:
- Limit (optional)
- Pipeline ID (optional)
- Status (optional -- open, won, lost)
Output:
- Array of deals with ID, title, value, stage, owner
Create Deal
Creates a new deal in Pipedrive.
Input:
- Title (required)
- Pipeline ID (optional)
- Stage ID (optional)
- Value and currency (optional)
- Person ID or Organization ID (optional)
Output:
- Deal ID
- Deal URL
Get Deal Details
Returns full details for a single deal.
Input:
- Deal ID (required)
Output:
- All deal fields including value, stage, contacts, and custom fields
Update Deal
Updates properties on an existing deal.
Input:
- Deal ID (required)
- Fields to update
Output:
- Update status
Delete Deal
Deletes a deal from Pipedrive.
Input:
- Deal ID (required)
Output:
- Deletion status
Search Deals
Searches deals by title or custom field.
Input:
- Search term (required)
Output:
- Array of matching deals
Merge Deals
Merges two deal records.
Input:
- Primary Deal ID
- Secondary Deal ID
Output:
- Merge status
Get Deals by Person
Returns all deals associated with a specific person.
Input:
- Person ID (required)
Output:
- Array of deals
Get Deals by Pipeline
Returns all deals in a specific pipeline.
Input:
- Pipeline ID (required)
Output:
- Array of deals
Get Activities by Deal
Returns all activities linked to a specific deal.
Input:
- Deal ID (required)
Output:
- Array of activities
List Deal Products
Returns the products linked to a specific deal.
Input:
- Deal ID (required)
Output:
- Array of products (name, price, quantity)
Add Product to Deal
Adds a product to a deal.
Input:
- Deal ID (required)
- Product ID (required)
- Quantity (optional)
- Item price (optional)
Output:
- Addition status
Lead actions
Add Lead
Creates a new lead in Pipedrive.
Input:
- Title (required)
- Person ID or Organization ID (optional)
- Value (optional)
Output:
- Lead ID
Get All Leads
Returns a list of all leads.
Input:
- Limit (optional)
Output:
- Array of leads with ID, title, status
Get Lead Details
Returns full details for a specific lead.
Input:
- Lead ID (required)
Output:
- All lead fields
Update Lead
Updates an existing lead record.
Input:
- Lead ID (required)
- Fields to update
Output:
- Update status
Pipeline and stage actions
Get All Pipelines
Returns all pipelines in your Pipedrive account.
Input: None
Output:
- Array of pipeline IDs and names
Get Pipeline Details
Returns details for a single pipeline including its stages.
Input:
- Pipeline ID (required)
Output:
- Pipeline name and array of stages
Get All Stages
Returns all stages across all pipelines.
Input: None
Output:
- Array of stage IDs, names, and associated pipeline IDs
Activity actions
Add Activity
Creates a new activity in Pipedrive.
Input:
- Subject (required)
- Type (required -- call, meeting, email, task)
- Due date (optional)
- Deal ID or Person ID to link (optional)
Output:
- Activity ID
Get All Activities
Returns a list of all activities.
Input:
- Limit (optional)
Output:
- Array of activities
Other actions
List Users
Returns all users in the Pipedrive account.
Input: None
Output:
- Array of user IDs, names, and emails
Add Note
Adds a note to a deal, person, or organization.
Input:
- Content (required)
- Deal ID, Person ID, or Organization ID (at least one required)
Output:
- Note ID
Get All Notes
Returns all notes from Pipedrive.
Input:
- Limit (optional)
Output:
- Array of notes
Create Webhook
Creates a Pipedrive webhook to receive real-time notifications in another system.
Input:
- Subscription URL (required)
- Event action (required -- added, updated, deleted)
- Event object (required -- deal, person, organization, etc.)
Output:
- Webhook ID and subscription status
Get Recent Changes
Returns a list of all recent changes across all object types in Pipedrive.
Input:
- Since timestamp (optional)
Output:
- Array of change events
Troubleshooting
Create Person fails with "duplicate record". Pipedrive detects duplicates by email. Use Search All Persons first, then branch your workflow: update if found, create if not.
Stage ID is not known. Run Get All Stages to retrieve all stage IDs for your pipelines. Copy the ID for the stage you want to use.
API returns "Permission denied" for some actions. Your Pipedrive API key is tied to your user account permissions. If you cannot access certain pipelines or deals, the key's user may not have visibility into those records.
The Get All Deals action returns more records than expected. Apply a pipeline or status filter in the action input to narrow results. Running on all deals without filtering may return thousands of records.