Pipeline tool for active dealmakers, not your usual CRM. Helps you get super organized and close more deals, with less time needed for admin.

pipedrive.com
crm tier-2
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Activities

  • ID
    Subject
    Subject of the activity.
    Done
    Whether the activity is done or not.
    Activity Type
    Type of the activity.
    Due Date
    Due date of the activity. Format: YYYY-MM-DD.
    Due Time
    Due time of the activity in UTC.(HH:MM)
    Duration
    Duration of the activity. Format: HH:MM.
    User
    ID of the user whom the activity will be assigned to. If omitted, the activity will be assigned to the authorized user.
    Deal
    ID of the deal this activity will be associated with.
    Person
    ID of the person this activity will be associated with.
    Organization
    Note
    Note of the activity (HTML format)
    Updated At
    Created At
  • Activity Created

    Triggers when a new Activity is created in the selected Account.

  • Activity Updated

    Triggers when an Activity is updated in the selected Account.

  • Create an Activity

    Creates a new Activity.

  • Update an Activity

    Updates the selected Activity.

  • Delete an Activity

    Deletes the selected Activity.

  • Look Up an Activity

    Searches for one Activity based on unique fields.

  • Search Activities

    Searches for Activities in the selected Account and returns a list.

Deals

  • ID
    Title
    Value
    Currency
    Leave blank for default currency.
    Stage (And Pipeline)
    Leave blank to place deal in default stage on default pipeline.
    Person
    Organization
    Status
    Lost Reason
    User
    ID of the user who will be marked as the owner of this deal. If omitted, the authorized user ID will be used.
    Visible To
    Updated At
    Created At
  • Deal Created

    Triggers when a new Deal is created in the selected account.

  • Deal Updated

    Triggers when a Deal is updated in the selected account.

  • Create a Deal

    Creates a new Deal.

  • Update a Deal

    Updates the selected Deal.

  • Delete a Deal

    Deletes the selected Deal.

  • Add a Product to a Deal

    Adds a Product to a Deal.

  • Look Up a Deal

  • Find Deals for an Organization

    Searches for Deals associated with an Organization. This includes indirect associations such as when a deal is associated with a person, who is associated with the organization.

  • Find Deals for a Person

    Searches for Deals associated with a Person.

  • Search Deals

    Searches for Deals in the selected account and returns a list.

  • Search Products for a Deal

    Given a Deal ID, finds all products associated with the deal.

People

  • ID
    Name
    Email
    Phone
    Owner
    ID of the user who will be marked as the owner of this person. When omitted, the authorized user ID will be used.
    Organization
    Visible To
    Updated At
    Created At
  • Person Created

    Triggers when a new Person is created in the selected Account.

  • Person Updated

    Triggers when a Person is updated in the selected Account.

  • Create a Person

    Creates a new Person.

  • Update a Person

    Updates the selected Person.

  • Delete a Person

    Deletes the selected Person.

  • Look Up a Person

  • Search People

    Searches for Persons in the selected Account and returns a list.

Organizations

  • ID
    Name
    Owner
    ID of the user who will be marked as the owner of this organization. When omitted, the authorized user ID will be used.
    Cc Email
    People Count
    Visible To
    Updated At
    Created At
  • Organization Created

    Triggers when a new Organization is created in the selected Account.

  • Organization Updated

    Triggers when an Organization is updated in the selected Account.

  • Create an Organization

    Creates a new Organization.

  • Update an Organization

    Updates the selected Organization.

  • Delete an Organization

    Deletes the selected Organization.

  • Look Up an Organization

  • Search Organizations

    Searches for Organizations in the selected Account and returns a list.

Notes

  • ID
    Content
    Deal
    Pinned to Deal
    Person
    Pinned to Person
    Organization
    Pinned to Organization
    User
    Active Flag
    Updated At
    Created At
  • Note Created

    Triggers when a new Note is created in the selected Account.

  • Note Updated

    Triggers when a Note is updated in the selected Account.

  • Create a Note

    Creates a new Note.

  • Update a Note

    Updates the selected Note.

  • Delete a Note

    Deletes the selected Note.

  • Search Notes

    Searches for Notes in the selected Account and returns a list.

Products

  • ID
    Name
    Product Code
    Unit
    Unit in which this product is sold.
    Tax
    Tax percentage.
    Active
    Whether product is active.
    Owner
    ID of the user who will be marked as the owner of this product. If omitted, the activity will be assigned to the authorized user.
    Prices
    Note that there can only be one price per product per currency.
    Updated At
    Created At
  • Product Created

    Triggers when a new Product is created in the selected Account.

  • Product Updated

    Triggers when a Product is updated in the selected Account.

  • Create a Product

    Creates a new Product.

  • Update a Product

    Updates the selected Product.

  • Delete a Product

    Deletes the selected Product.

  • Search Products

    Searches for Products in the selected Account and returns a list.

Try Cloudpipes FREE for 14 days

Unlimited access to all features, so you can start automating your workflow.