Sales & CRM
Pipedrive integration
Start workflows and AI agents from Pipedrive events, and let agents act in Pipedrive within the limits you set.
Pipedrive triggers and actions
Every Pipedrive trigger and action you can use in Konnectify workflows and AI agents.
- Trigger: New Deal
Fires when a new deal is created.
- Trigger: Updated Deal
Fires when a deal is updated.
- Trigger: Won Deal
Fires when a deal's status transitions to won. Subscribes to the underlying change.deal event and filters on status == won.
- Trigger: Lost Deal
Fires when a deal's status transitions to lost. Subscribes to the underlying change.deal event and filters on status == lost.
- Trigger: Deleted Deal
Fires when a deal is deleted.
- Trigger: Deal Stage Changed
Fires when a deal moves to a different stage. Subscribes to the underlying change.deal event and filters on a stage_id transition.
- Trigger: New Person
Fires when a new person is created.
- Trigger: Updated Person
Fires when a person is updated.
- Trigger: Deleted Person
Fires when a person is deleted.
- Trigger: New Organization
Fires when a new organization is created.
- Trigger: Updated Organization
Fires when an organization is updated.
- Trigger: Deleted Organization
Fires when an organization is deleted.
- Trigger: New Lead
Fires when a new lead is created.
- Trigger: Updated Lead
Fires when a lead is updated.
- Trigger: Deleted Lead
Fires when a lead is deleted.
- Trigger: Lead Converted to Deal
Fires when a deal is created as the result of a lead conversion. Subscribes to the underlying create.deal event and filters on source_lead_id being present.
- Trigger: New Activity
Fires when a new activity is created.
- Trigger: Updated Activity
Fires when an activity is updated.
- Trigger: Activity Completed
Fires when an activity's done flag transitions to true. Subscribes to the underlying change.activity event and filters on that transition.
- Trigger: Deleted Activity
Fires when an activity is deleted.
- Trigger: New Product
Fires when a new product is created.
- Trigger: Updated Product
Fires when a product is updated.
- Trigger: Deleted Product
Fires when a product is deleted.
- Trigger: New Note
Fires when a new note is created.
- Trigger: Updated Note
Fires when a note is updated.
- Action: Create Deal
Creates a new deal, optionally pre-linked to a Person, Organization, Pipeline, and Stage.
- Action: Update Deal
Partial update of a deal's properties, such as stage progression, value change, reassignment, or marking won/lost.
- Action: Delete Deal
Marks a deal as deleted. Recoverable for 30 days before permanent removal.
- Action: Get Deal
Fetches full details of one deal for display, editing, or synchronization.
- Action: Search Deals
Searches all deals by title, notes, and/or custom fields. Can be filtered by person, organization, and status.
- Action: Add Product to Deal
Attaches a product to a deal with its own price, quantity, and discount, creating a deal-product.
- Action: Update Deal Product
Adjusts price, quantity, discount, or enablement of a product already attached to a deal.
- Action: Remove Product from Deal
Deletes a product attachment from a deal, using the product_attachment_id. Recalculates the deal's total value automatically.
- Action: Create Person
Creates a new person, optionally linked to an Organization.
- Action: Update Person
Partial update of a person's properties.
- Action: Delete Person
Marks a person as deleted. Recoverable for 30 days before permanent removal.
- Action: Get Person
Fetches full details of one person.
- Action: Search Persons
Searches all persons by name, email, phone, notes, and/or custom fields.
- Action: Search Person by Email
Searches persons scoped to the email field — the primary retrieval pattern for contact dedup/matching.
- Action: Search Person by Phone
Searches persons scoped to the phone field.
- Action: Create Organization
Creates a new organization/company record.
- Action: Update Organization
Partial update of an organization's properties.
- Action: Delete Organization
Marks an organization as deleted. Recoverable for 30 days before permanent removal.
- Action: Get Organization
Fetches full details of one organization.
- Action: Search Organizations
Searches all organizations by name, address, notes, and/or custom fields.
- Action: Create Lead
Creates a lead in the Leads Inbox before it is qualified/converted into a deal. Uses the Pipedrive v1 API — Leads do not yet have a v2 endpoint.
- Action: Update Lead
Partial update of a lead's properties, including archiving. Uses the Pipedrive v1 API.
- Action: Delete Lead
Permanently deletes a lead. Unlike Deals/Persons/Organizations, lead deletion is immediate, not a 30-day soft delete. Uses the Pipedrive v1 API.
- Action: Get Lead
Fetches full details of one lead. Uses the Pipedrive v1 API.
- Action: Search Leads
Searches all leads by title, notes, and/or custom fields. Can be filtered by person or organization. This is the only Leads endpoint in this connector that is v2, not v1.
- Action: Convert Lead to Deal
Initiates async conversion of a lead into a deal; related notes/files/emails/activities transfer to the new deal. Returns a conversion_id to poll for the resulting deal ID.
- Action: Create Activity
Creates a new activity, optionally linked to a Deal, Lead, Person, Organization, or Project.
- Action: Update Activity
Partial update of an activity's properties.
- Action: Delete Activity
Marks an activity as deleted. Recoverable for 30 days before permanent removal.
- Action: Get Activity
Fetches full details of one activity.
- Action: Search Activities
Lists activities filtered by owner/deal/lead/person/org/completion/date. Pipedrive does not document a dedicated keyword-search endpoint for Activities — this is filter-parameter based, not a text search.
- Action: Mark Activity Completed
Marks an activity done. Not a distinct endpoint — a conventional, documented usage of Update Activity.
- Action: Create Product
Adds a new product to the Products inventory, optionally with per-currency pricing.
- Action: Update Product
Updates product data, including pricing.
- Action: Delete Product
Marks a product as deleted. Recoverable for 30 days before permanent removal.
- Action: Get Product
Returns data about a specific product, including its price list.
- Action: Search Products
Searches all products by name, code, and/or custom fields.
- Action: Search Product by Name
Searches products scoped to the name field — the primary retrieval pattern for catalog matching/dedup before attaching a product to a deal.
- Action: Add Note
Creates an HTML-formatted note. Uses the Pipedrive v1 API — Notes do not yet have a v2 endpoint.
- Action: Update Note
Updates a note's content or its entity link. Notes use PUT, not PATCH, unlike every v2 update endpoint in this connector. Uses the Pipedrive v1 API.
- Action: Delete Note
Permanently deletes a note. No 30-day recovery window is documented for Notes. Uses the Pipedrive v1 API.
- Action: Get Note
Fetches full details of one note. Uses the Pipedrive v1 API.
- Action: Search Notes
Lists notes filtered by linked entity, author, or date window — the documented mechanism for locating notes, since Pipedrive does not expose a keyword/content search parameter for Notes. Uses the Pipedrive v1 API.
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Use Pipedrive in an AI agent
Add any Pipedrive action to an agent as a tool. The agent decides when to use it; you set the limits. Pin fields it can't change, limit fields to allowed values, and require approval before it acts. Every action is recorded in the Event Logs.
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Pipedrive and AI
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