Pipedrive
Manage deals, persons, organizations, activities, and notes in Pipedrive CRM.
Overview
Automate your Pipedrive sales pipeline — create and update deals, log activities, add notes, search deals by keyword, and sync person and organization data.
How to configure
Navigate to Integrations in your Collabase Workspace Settings.
Click Connect Account and configure your authentication credentials.
Available Triggers
| Name | Parameters |
|---|---|
| Deal Created | A new deal is added |
| Deal Updated | A deal's stage, value, or details change |
| Deal Won | A deal is moved to a Won stage |
| Deal Lost | A deal is moved to a Lost stage |
| Person Created | A new person contact is created |
| Activity Created | A new activity is logged |
Available Actions
| Name | Parameters |
|---|---|
| Create Deal | title, value, currency, stageId, personId, organizationId, expectedCloseDate |
| Update Deal | dealId, title, stageId, value, status |
| Get Deal | dealId |
| Search Deals | term, limit |
| Create Person | name, email, phone, organizationId |
| Update Person | personId, name, email, phone |
| Create Organization | name, address |
| Create Activity | subject, type, dueDate, dueTime, dealId, personId, note |
| Create Note | content, dealId, personId, organizationId |
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