Pipedrive
Create, find and update deals, people, organizations, leads, activities, notes, products and files in Pipedrive.
Connect Pipedrive
- In the sidebar, open Connections and press Add connection.
- Type
pipedriveand choose Pipedrive. - Choose Sign in with Pipedrive.
- Press Sign in with Pipedrive at the bottom of the sheet, then choose your account in Pipedrive’s window and allow access.
Or choose Paste your personal API token, paste it, and press Test and save. It stays until someone deletes it.
Sign in with Pipedrive, or paste your personal API token (Pipedrive › Personal preferences › API).
What if it says “Sign-in isn’t set up here yet”?
Signing in with Pipedrive needs a Pipedrive app on this installation, and it has none yet. Until it is set up, Paste your personal API token works without it.
On Cloud: The sheet says “It’s set up once for everyone who uses this service, not by an organization.”
Self-hosted: An admin of the installation sees Set up Pipedrive sign-in instead, and sets it up once for everyone. Everyone else sees who to ask.
- Create an app in Pipedrive’s developer settings (Pipedrive’s guide).
- In GoRunner, copy the Redirect address to add in Pipedrive’s developer settings, and add it to the app.
- Paste the Client ID and Client secret, then press Save and sign in.
Can I use my own Pipedrive app?
Yes. In the sheet, open Use your own Pipedrive app and paste its Client ID and Client secret. Add the redirect address it shows to your app first. The connection then signs in through your app instead of the installation’s.
Connections says how to sign in again, rename or delete it. In a product that embeds GoRunner, Add connection can be missing: then your provider makes connections for you.
Start a workflow
Add a trigger and choose Pipedrive. The trigger uses the same connection as the steps.
On Item Created, Changed or Deleted
Fires when Pipedrive delivers a webhook for the items and changes below. Publishing registers the webhook with Pipedrive (with a user name and a random password of its own, kept encrypted); unpublishing removes it. Pipedrive does not sign its webhooks, so this password is the check: Pipedrive sends it with every delivery (HTTP Basic), and a delivery without it is refused. A retry of the same event starts no second run. Pipedrive only sends changes to items the connected user may see. Pipedrive deletes a webhook it could not deliver to for three days; it is checked daily and made again. A sign-in needs the app's Webhooks permission; a personal API token works as it is.
- Item · Required
Which kind of item.
Options: Any item to Project phase (17 options).
Default: Deal.
- Change · Required
Which changes start a run. A merge arrives as a change of the item kept and a delete of the other.
Options: Any change, Created, Changed, Deleted.
Default: Any change.
- Changed fields · Optional
Only a change to one of these fields starts a run (Pipedrive's field keys, comma-separated; a custom field by its key). Empty: any change. Creates and deletes are not narrowed by it.
A later step can use its data, such as {{trigger.action}}, {{trigger.data}}, {{trigger.entity}} and 3 more. See Use data from earlier steps.
Do things in Pipedrive
Add a Pipedrive step, choose a Resource, then an Operation. Choose a row to see its fields.
- DealCreate · Get · Get Many · Search · Update · Duplicate · Delete
- PersonCreate · Get · Get Many · Search · Update · Delete
- OrganizationCreate · Get · Get Many · Search · Update · Delete
- LeadCreate · Get · Get Many · Search · Update · Delete
- ActivityCreate · Get · Get Many · Update · Delete
- NoteCreate · Get · Get Many · Update · Delete
- ProductCreate · Get · Get Many · Search · Update · Delete
- Deal ProductAdd · Get Many · Update · Remove
- FileCreate · Get · Download · Update · Delete
- PipelineGet Many · Get Stages
- UserGet Many
Later steps read a step’s output by its name: see Use data from earlier steps.
Limits
- A reply from Pipedrive can be up to 16 MB (a file download can have its own limit). A larger one fails the step; it is never cut short.
- When Pipedrive says to slow down (429), the step waits as long as it asks, if the step’s time allows. Otherwise it fails and says when to try again.
Not in your list? See When an app isn’t here.
For developers
In the API, which calls apps pieces, Pipedrive is pieceId: "pipedrive" with actionId: "pipedrive", set by resource and an operation_… field, such as operation_activity. Its trigger is pipedrivetrigger / pipedrive_event. Get an app returns every field.
It can change something outside the run (writes_external). See How versions and side effects work.
Pipedrive › Deal
Create
- Title · Optional
Required when creating.
- Value · Optional
- Currency · Optional
A 3-letter currency code (EUR). Empty is the company's default.
- Owner · Optional
The Pipedrive user who owns it.
- Person · Optional
- Organization · Optional
- Pipeline · Optional
- Stage · Optional
The stage; its pipeline is the deal's. Empty on Create is the first stage of the default pipeline.
- Status · Optional
Options: Open, Won, Lost.
- Probability (%) · Optional
- Expected Close Date · Optional
YYYY-MM-DD.
- Lost Reason · Optional
Only for a lost deal.
- Label IDs · Optional
Label ids, separated by commas (replaces the labels it has).
- Custom Fields · Optional
Custom field values by field key, such as {"a1b2c3…": "Gold"}. null clears a value.
- More Fields · Optional
Other fields of the API v2 deal by their API name, such as {"visible_to": 3}. The fields above win over the same name here.
Get, Duplicate and Delete
- Deal ID · Required
The deal's id (in its address in Pipedrive), or its link.
Get Many
- Owner · Optional
Only items with this value.
- Person · Optional
Only items with this value.
- Organization · Optional
Only items with this value.
- Pipeline · Optional
Only items with this value.
- Stage · Optional
Only items with this value.
- Status · Optional
Only items with this value.
Options: Any, Open, Won, Lost, Deleted (Get Many only).
- Updated Since · Optional
Only items changed at or after this time (RFC 3339, such as 2026-11-01T00:00:00Z). YYYY-MM-DD.
- Saved Filter ID · Optional
Only items with this value.
- Return All · Optional
Read every deal, page by page (at most 2000; past that the step fails rather than stop early).
Off by default.
- Limit · Optional
How many deals to return (1–2000).
Default: 50.
Shows when Return All is off.
Search
- Search Term · Required
What to look for: at least 2 characters (1 with Exact Match).
- Person · Optional
Only items with this value.
- Organization · Optional
Only items with this value.
- Status · Optional
Only items with this value.
Options: Any, Open, Won, Lost, Deleted (Get Many only).
- Exact Match · Optional
Only items whose field is exactly the term (case insensitive).
Off by default.
- Search In · Optional
Which fields to search. Empty searches all of them.
Options: Title, Notes, Custom fields.
- Return All · Optional
Read every deal, page by page (at most 2000; past that the step fails rather than stop early).
Off by default.
- Limit · Optional
How many deals to return (1–2000).
Default: 50.
Shows when Return All is off.
Update
- Deal ID · Required
The deal's id (in its address in Pipedrive), or its link.
- Title · Optional
Required when creating.
- Value · Optional
- Currency · Optional
A 3-letter currency code (EUR). Empty is the company's default.
- Owner · Optional
The Pipedrive user who owns it.
- Person · Optional
- Organization · Optional
- Pipeline · Optional
- Stage · Optional
The stage; its pipeline is the deal's. Empty on Create is the first stage of the default pipeline.
- Status · Optional
Options: Open, Won, Lost.
- Probability (%) · Optional
- Expected Close Date · Optional
YYYY-MM-DD.
- Lost Reason · Optional
Only for a lost deal.
- Label IDs · Optional
Label ids, separated by commas (replaces the labels it has).
- Custom Fields · Optional
Custom field values by field key, such as {"a1b2c3…": "Gold"}. null clears a value.
- More Fields · Optional
Other fields of the API v2 deal by their API name, such as {"visible_to": 3}. The fields above win over the same name here.
Pipedrive › Person
Create
- Name · Optional
Required when creating.
- Email · Optional
Email addresses, separated by commas; the first is the primary one.
- Phone · Optional
Phone numbers, separated by commas; the first is the primary one.
- Organization · Optional
- Owner · Optional
The Pipedrive user who owns it.
- Label IDs · Optional
Label ids, separated by commas (replaces the labels it has).
- Custom Fields · Optional
Custom field values by field key, such as {"a1b2c3…": "Gold"}. null clears a value.
- More Fields · Optional
Other fields of the API v2 person by their API name, such as {"visible_to": 3}. The fields above win over the same name here.
Get and Delete
- Person ID · Required
The person's id (in its address in Pipedrive), or its link.
Get Many
- Owner · Optional
Only items with this value.
- Organization · Optional
Only items with this value.
- Updated Since · Optional
Only items changed at or after this time (RFC 3339, such as 2026-11-01T00:00:00Z). YYYY-MM-DD.
- Saved Filter ID · Optional
Only items with this value.
- Return All · Optional
Read every person, page by page (at most 2000; past that the step fails rather than stop early).
Off by default.
- Limit · Optional
How many persons to return (1–2000).
Default: 50.
Shows when Return All is off.
Search
- Search Term · Required
What to look for: at least 2 characters (1 with Exact Match).
- Organization · Optional
Only items with this value.
- Exact Match · Optional
Only items whose field is exactly the term (case insensitive).
Off by default.
- Search In · Optional
Which fields to search. Empty searches all of them.
Options: Name, Email, Phone, Notes, Custom fields.
- Return All · Optional
Read every person, page by page (at most 2000; past that the step fails rather than stop early).
Off by default.
- Limit · Optional
How many persons to return (1–2000).
Default: 50.
Shows when Return All is off.
Update
- Person ID · Required
The person's id (in its address in Pipedrive), or its link.
- Name · Optional
Required when creating.
- Email · Optional
Email addresses, separated by commas; the first is the primary one.
- Phone · Optional
Phone numbers, separated by commas; the first is the primary one.
- Organization · Optional
- Owner · Optional
The Pipedrive user who owns it.
- Label IDs · Optional
Label ids, separated by commas (replaces the labels it has).
- Custom Fields · Optional
Custom field values by field key, such as {"a1b2c3…": "Gold"}. null clears a value.
- More Fields · Optional
Other fields of the API v2 person by their API name, such as {"visible_to": 3}. The fields above win over the same name here.
Pipedrive › Organization
Create
- Name · Optional
Required when creating.
- Address · Optional
The full address in one line.
- Website · Optional
- Owner · Optional
The Pipedrive user who owns it.
- Label IDs · Optional
Label ids, separated by commas (replaces the labels it has).
- Custom Fields · Optional
Custom field values by field key, such as {"a1b2c3…": "Gold"}. null clears a value.
- More Fields · Optional
Other fields of the API v2 organization by their API name, such as {"visible_to": 3}. The fields above win over the same name here.
Get and Delete
- Organization ID · Required
The organization's id (in its address in Pipedrive), or its link.
Get Many
- Owner · Optional
Only items with this value.
- Updated Since · Optional
Only items changed at or after this time (RFC 3339, such as 2026-11-01T00:00:00Z). YYYY-MM-DD.
- Saved Filter ID · Optional
Only items with this value.
- Return All · Optional
Read every organization, page by page (at most 2000; past that the step fails rather than stop early).
Off by default.
- Limit · Optional
How many organizations to return (1–2000).
Default: 50.
Shows when Return All is off.
Search
- Search Term · Required
What to look for: at least 2 characters (1 with Exact Match).
- Exact Match · Optional
Only items whose field is exactly the term (case insensitive).
Off by default.
- Search In · Optional
Which fields to search. Empty searches all of them.
Options: Name, Address, Notes, Custom fields.
- Return All · Optional
Read every organization, page by page (at most 2000; past that the step fails rather than stop early).
Off by default.
- Limit · Optional
How many organizations to return (1–2000).
Default: 50.
Shows when Return All is off.
Update
- Organization ID · Required
The organization's id (in its address in Pipedrive), or its link.
- Name · Optional
Required when creating.
- Address · Optional
The full address in one line.
- Website · Optional
- Owner · Optional
The Pipedrive user who owns it.
- Label IDs · Optional
Label ids, separated by commas (replaces the labels it has).
- Custom Fields · Optional
Custom field values by field key, such as {"a1b2c3…": "Gold"}. null clears a value.
- More Fields · Optional
Other fields of the API v2 organization by their API name, such as {"visible_to": 3}. The fields above win over the same name here.
Pipedrive › Lead
Create
- Title · Optional
The lead's name. Required when creating.
- Person · Optional
The person the lead is for. Creating needs a person or an organization.
- Organization · Optional
The organization the lead is for.
- Owner · Optional
The Pipedrive user who owns the lead. Empty on Create is you.
- Value · Optional
The lead's potential value.
- Currency · Optional
A 3-letter currency code; required with a value.
- Expected Close Date · Optional
YYYY-MM-DD.
- Label IDs · Optional
Lead label ids (UUIDs), separated by commas (replaces the labels it has).
- More Fields · Optional
Other lead fields by API name, or custom fields by key, such as {"was_seen": true}. The fields above win over the same name here.
Get and Delete
- Lead ID · Required
The lead's id (a UUID, at the end of its address in Pipedrive).
Get Many
- Owner · Optional
Only this owner's leads.
- Person · Optional
Only this person's leads.
- Organization · Optional
Only this organization's leads.
- Updated Since · Optional
Only leads changed at or after this time (RFC 3339, such as 2026-11-01T00:00:00Z).
- Return All · Optional
Read every lead, page by page (at most 2000; past that the step fails rather than stop early).
Off by default.
- Limit · Optional
How many leads to return (1–2000).
Default: 50.
Shows when Return All is off.
Search
- Search Term · Required
What to look for in the lead's title, notes or custom fields: at least 2 characters (1 with Exact Match).
- Person · Optional
Only this person's leads.
- Organization · Optional
Only this organization's leads.
- Exact Match · Optional
Off by default.
- Return All · Optional
Read every lead, page by page (at most 2000; past that the step fails rather than stop early).
Off by default.
- Limit · Optional
How many leads to return (1–2000).
Default: 50.
Shows when Return All is off.
Update
- Lead ID · Required
The lead's id (a UUID, at the end of its address in Pipedrive).
- Title · Optional
The lead's name. Required when creating.
- Person · Optional
The person the lead is for. Creating needs a person or an organization.
- Organization · Optional
The organization the lead is for.
- Owner · Optional
The Pipedrive user who owns the lead. Empty on Create is you.
- Value · Optional
The lead's potential value.
- Currency · Optional
A 3-letter currency code; required with a value.
- Expected Close Date · Optional
YYYY-MM-DD.
- Label IDs · Optional
Lead label ids (UUIDs), separated by commas (replaces the labels it has).
- Archived · Optional
Archive the lead, or bring it back.
Options: Leave as it is, Yes, No.
- More Fields · Optional
Other lead fields by API name, or custom fields by key, such as {"was_seen": true}. The fields above win over the same name here.
Pipedrive › Activity
Create
- Subject · Optional
Required when creating.
- Type · Optional
The activity type (call, meeting, task …). Empty is the company's default.
- Due Date · Optional
YYYY-MM-DD.
- Due Time · Optional
HH:MM, in UTC.
- Duration · Optional
HH:MM.
- Done · Optional
Options: Leave as it is, Yes, No.
- Owner · Optional
The Pipedrive user who owns it.
- Deal ID · Optional
- Lead ID · Optional
- Person · Optional
The person the activity is with (its primary participant).
- Organization · Optional
- Note · Optional
Notes on the activity (HTML is kept).
- Public Description · Optional
- More Fields · Optional
Other fields of the API v2 activity by their API name, such as {"visible_to": 3}. The fields above win over the same name here.
Get and Delete
- Activity ID · Required
The activity's id (in its address in Pipedrive), or its link.
Get Many
- Owner · Optional
Only items with this value.
- Deal ID · Optional
Only items with this value.
- Person · Optional
Only items with this value.
- Organization · Optional
Only items with this value.
- Done · Optional
Only done, or only not done, activities.
Options: Any, Done, Not done.
- Updated Since · Optional
Only items changed at or after this time (RFC 3339, such as 2026-11-01T00:00:00Z). YYYY-MM-DD.
- Saved Filter ID · Optional
Only items with this value.
- Return All · Optional
Read every activity, page by page (at most 2000; past that the step fails rather than stop early).
Off by default.
- Limit · Optional
How many activitys to return (1–2000).
Default: 50.
Shows when Return All is off.
Update
- Activity ID · Required
The activity's id (in its address in Pipedrive), or its link.
- Subject · Optional
Required when creating.
- Type · Optional
The activity type (call, meeting, task …). Empty is the company's default.
- Due Date · Optional
YYYY-MM-DD.
- Due Time · Optional
HH:MM, in UTC.
- Duration · Optional
HH:MM.
- Done · Optional
Options: Leave as it is, Yes, No.
- Owner · Optional
The Pipedrive user who owns it.
- Deal ID · Optional
- Lead ID · Optional
- Person · Optional
The person the activity is with (its primary participant).
- Organization · Optional
- Note · Optional
Notes on the activity (HTML is kept).
- Public Description · Optional
- More Fields · Optional
Other fields of the API v2 activity by their API name, such as {"visible_to": 3}. The fields above win over the same name here.
Pipedrive › Note
Create
- Content · Optional
The note's text (HTML is kept; Pipedrive removes unsafe markup). Required when creating.
- Deal ID · Optional
Attach the note to this item (creating needs one of deal, person, organization or lead); on Get Many, only its notes.
- Person ID · Optional
Attach the note to this item (creating needs one of deal, person, organization or lead); on Get Many, only its notes.
- Organization ID · Optional
Attach the note to this item (creating needs one of deal, person, organization or lead); on Get Many, only its notes.
- Lead ID · Optional
Attach the note to this item (creating needs one of deal, person, organization or lead); on Get Many, only its notes.
- Pinned · Optional
Pin the note to the item it is attached to.
Options: Leave as it is, Yes, No.
Get and Delete
- Note ID · Required
The note's id.
Get Many
- Deal ID · Optional
Attach the note to this item (creating needs one of deal, person, organization or lead); on Get Many, only its notes.
- Person ID · Optional
Attach the note to this item (creating needs one of deal, person, organization or lead); on Get Many, only its notes.
- Organization ID · Optional
Attach the note to this item (creating needs one of deal, person, organization or lead); on Get Many, only its notes.
- Lead ID · Optional
Attach the note to this item (creating needs one of deal, person, organization or lead); on Get Many, only its notes.
- Return All · Optional
Read every note, page by page (at most 2000; past that the step fails rather than stop early).
Off by default.
- Limit · Optional
How many notes to return (1–2000).
Default: 50.
Shows when Return All is off.
Update
- Note ID · Required
The note's id.
- Content · Optional
The note's text (HTML is kept; Pipedrive removes unsafe markup). Required when creating.
- Deal ID · Optional
Attach the note to this item (creating needs one of deal, person, organization or lead); on Get Many, only its notes.
- Person ID · Optional
Attach the note to this item (creating needs one of deal, person, organization or lead); on Get Many, only its notes.
- Organization ID · Optional
Attach the note to this item (creating needs one of deal, person, organization or lead); on Get Many, only its notes.
- Lead ID · Optional
Attach the note to this item (creating needs one of deal, person, organization or lead); on Get Many, only its notes.
- Pinned · Optional
Pin the note to the item it is attached to.
Options: Leave as it is, Yes, No.
Pipedrive › Product
Create
- Name · Optional
Required when creating.
- Code · Optional
- Description · Optional
- Unit · Optional
- Tax (%) · Optional
- Price · Optional
The unit price, in the currency below.
- Price Currency · Optional
A 3-letter currency code; required with a price.
- Owner · Optional
The Pipedrive user who owns it.
- Custom Fields · Optional
Custom field values by field key, such as {"a1b2c3…": "Gold"}. null clears a value.
- More Fields · Optional
Other fields of the API v2 product by their API name, such as {"visible_to": 3}. The fields above win over the same name here.
Get and Delete
- Product ID · Required
The product's id (in its address in Pipedrive), or its link.
Get Many
- Owner · Optional
Only items with this value.
- Updated Since · Optional
Only items changed at or after this time (RFC 3339, such as 2026-11-01T00:00:00Z). YYYY-MM-DD.
- Saved Filter ID · Optional
Only items with this value.
- Return All · Optional
Read every product, page by page (at most 2000; past that the step fails rather than stop early).
Off by default.
- Limit · Optional
How many products to return (1–2000).
Default: 50.
Shows when Return All is off.
Search
- Search Term · Required
What to look for: at least 2 characters (1 with Exact Match).
- Exact Match · Optional
Only items whose field is exactly the term (case insensitive).
Off by default.
- Search In · Optional
Which fields to search. Empty searches all of them.
Options: Name, Code, Custom fields.
- Return All · Optional
Read every product, page by page (at most 2000; past that the step fails rather than stop early).
Off by default.
- Limit · Optional
How many products to return (1–2000).
Default: 50.
Shows when Return All is off.
Update
- Product ID · Required
The product's id (in its address in Pipedrive), or its link.
- Name · Optional
Required when creating.
- Code · Optional
- Description · Optional
- Unit · Optional
- Tax (%) · Optional
- Price · Optional
The unit price, in the currency below.
- Price Currency · Optional
A 3-letter currency code; required with a price.
- Owner · Optional
The Pipedrive user who owns it.
- Custom Fields · Optional
Custom field values by field key, such as {"a1b2c3…": "Gold"}. null clears a value.
- More Fields · Optional
Other fields of the API v2 product by their API name, such as {"visible_to": 3}. The fields above win over the same name here.
Pipedrive › Deal Product
Add
- Deal ID · Required
The deal.
- Product · Optional
The product to attach. Required when adding.
- Item Price · Optional
The unit price on this deal. Required when adding.
- Quantity · Optional
Required when adding.
- Discount · Optional
- Discount Type · Optional
Options: Percentage, Amount.
- Tax (%) · Optional
- Comments · Optional
Get Many
- Deal ID · Required
The deal.
- Return All · Optional
Read every deal product, page by page (at most 2000; past that the step fails rather than stop early).
Off by default.
- Limit · Optional
How many deal products to return (1–2000).
Default: 50.
Shows when Return All is off.
Update
- Deal ID · Required
The deal.
- Product Attachment ID · Required
The product's line on the deal (its id in Deal Product › Get Many), not the product's own id.
- Product · Optional
The product to attach. Required when adding.
- Item Price · Optional
The unit price on this deal. Required when adding.
- Quantity · Optional
Required when adding.
- Discount · Optional
- Discount Type · Optional
Options: Percentage, Amount.
- Tax (%) · Optional
- Comments · Optional
Remove
- Deal ID · Required
The deal.
- Product Attachment ID · Required
The product's line on the deal (its id in Deal Product › Get Many), not the product's own id.
Pipedrive › File
Create
- File · Required
Upload a file, or switch to an expression to use one from an earlier step (such as {{steps.download.result}}). At most 11 MB.
- Deal ID · Optional
Attach the file to this item (one of them is needed).
- Person ID · Optional
Attach the file to this item (one of them is needed).
- Organization ID · Optional
Attach the file to this item (one of them is needed).
- Product ID · Optional
Attach the file to this item (one of them is needed).
- Activity ID · Optional
Attach the file to this item (one of them is needed).
- Lead ID · Optional
Attach the file to this item (one of them is needed).
Get, Download and Delete
- File ID · Required
The file's id.
Update
- File ID · Required
The file's id.
- Name · Optional
The file's visible name.
- Description · Optional
Pipedrive › Pipeline
Get Many
Nothing to fill in.
Get Stages
- Pipeline · Optional
Only this pipeline's stages. Empty lists the stages of every pipeline.
Pipedrive › User
Get Many
- Name or Email · Optional
Only users whose name (or, with Search by Email, email) holds this. Empty lists every user.
- Search by Email · Optional
Off by default.