Pipedrive

Schedule a call, meeting, email, or task against any deal, lead, or contact so every next step is logged before it slips.

Apply a percentage or fixed discount to a deal's value so pricing changes are tracked in the pipeline rather than lost in email threads.

Remove a completed or cancelled activity from a contact or deal record to keep the activity feed clean and focused on what still needs action.

Tag a Pipedrive person record with a custom label—such as 'Champion', 'Blocker', or 'New'—to drive segmentation and prioritised follow-up.

Retrieve full details of a specific Pipedrive activity—type, due date, assignee, linked deal—to inform downstream decisions or summaries.

Attach a Pipedrive product catalog item to an open deal, including quantity and price, so the line-item breakdown drives accurate revenue forecasting.

Fetch the full list of activities across deals and contacts, filtered by assignee, due date, or type, for pipeline health checks and workload reports.

Create a new variation—such as a tier, term length, or configuration—on an existing Pipedrive product so catalog complexity is managed without duplicate product records.

Edit an existing activity's due date, subject, type, or notes to reflect new information without losing the original scheduling context.

Log a new sales activity—call, email, meeting, or task—tied to a person, organisation, or deal from any external trigger.

Open a new Pipedrive deal with a specified value, pipeline, stage, and owner so opportunities are captured at the moment they emerge.

Add a new deal record via the general endpoint, supporting pipeline, stage, value, currency, and custom field population in a single call.

Permanently remove a deal record—used for duplicates or test entries—keeping the pipeline clean and metrics accurate.

Upload and attach a document, image, or spreadsheet to a deal, person, or organisation record so supporting materials live alongside the CRM data.

Clone an existing deal—preserving products, custom fields, and owner—to fast-track similar opportunities without rebuilding from scratch.

Subscribe a Pipedrive user as a follower of a deal or person so they receive activity notifications without becoming the primary owner.

Retrieve complete details of a specific deal—stage, value, owner, custom fields, linked contacts—to feed downstream automation or generate reports.

Add a new unqualified lead to the Pipedrive Leads Inbox so prospects are captured before they're ready for a full deal.

Pull the full set of deals matching filter criteria—stage, owner, pipeline, date range—for batch reporting, export, or cross-system sync.

Log a free-text note on a deal, person, or organisation so call summaries, research findings, and decisions are preserved in context.

Find a specific deal by title, value, or custom field without knowing its exact ID, enabling lookup-and-update flows across integrated tools.

Add a new company record to Pipedrive so account-level data—industry, address, deal history—has a proper home before contacts and deals are attached.

Modify any field on an existing deal—stage, value, owner, close date, custom fields—to reflect the latest sales reality.

Add a new contact record to Pipedrive with name, email, phone, and organisation link so the people layer of the CRM stays current.

Fires when a Pipedrive activity meets a saved filter's criteria—such as type, due date window, or linked deal stage—enabling conditional reactions to specific sales motions.

Fires via webhook the instant a new activity is created on any deal, person, or lead in Pipedrive, regardless of type or assignee.

Fires when a Pipedrive deal satisfies a saved filter's conditions—such as stage, value range, close date, or custom field—for targeted pipeline automation.

Fires via webhook immediately when a new deal is created in any pipeline, enabling instant downstream reactions to new opportunities entering the CRM.

Fires when a new lead enters the Pipedrive Leads Inbox, enabling immediate qualification actions, routing, and follow-up task creation.

Fires when a new comment is added to any Pipedrive note, enabling real-time reactions to internal team discussions happening inside the CRM.

Fires via webhook the moment a note is created on any Pipedrive record, supporting instant note analysis, tagging, and cross-system sync.

Fires when an organisation record meets a saved filter's conditions—such as industry, employee count, or deal count—for account-level automation.

Fires via webhook when a new organisation record is created in Pipedrive, enabling immediate enrichment, routing, and welcome workflows for new accounts.

Fires via webhook when a new contact record is created in Pipedrive, triggering immediate enrichment, sequence enrolment, or welcome communications.