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Pipedrive

Integrate with Pipedrive CRM for managing deals, contacts, and sales pipeline automation.

Overview​

The Pipedrive package provides integration with Pipedrive CRM. Use it when you need to create or update deals, manage contacts, sync data with Pipedrive, or automate your sales pipeline.

Key Features​

  • Record Management - Create, read, update, delete records
  • Bulk Operations - Get all records of a type
  • Connection Management - Establish and close connections

Available Nodes​

  • Connect - Authenticate with Pipedrive API
  • Disconnect - Close the API connection
  • Create - Create a new record (deal, person, organization, etc.)
  • Get - Get a specific record by ID
  • Get All - Get all records of a type
  • Update - Update an existing record
  • Delete - Delete a record

When to Use This Package​

  • Lead Management: Create leads from web forms or other sources
  • Deal Tracking: Update deal stages automatically
  • Contact Sync: Sync contacts with other systems
  • Sales Automation: Automate repetitive CRM tasks
  • Reporting: Extract data for sales reports

Supported Record Types​

  • Deals
  • Persons (Contacts)
  • Organizations
  • Activities
  • Notes
  • Products

Typical Workflow​

  1. Connect with API key
  2. Get or Get All to retrieve existing data
  3. Create to add new records
  4. Update to modify existing records
  5. Disconnect when finished

Use Cases​

  • Create deals from incoming email inquiries
  • Update deal status based on customer actions
  • Sync contacts between systems
  • Generate CRM reports from automation
  • Auto-create follow-up activities