Overview
Pipedrive Connector
The Pipedrive connector provides a direct interface with the Pipedrive API, enabling synchronization of core CRM objects and execution of key actions. This allows operators to integrate Pipedrive data into broader workflows, automate sales processes, and maintain a consistent data state across connected systems. The connector supports reading and writing to standard objects like Deals, Persons, and Organizations, and can trigger workflows based on Pipedrive events.
Capability summary
Auth methodAPI Key
Required scopes1
Objects / actions5 / 6
Authentication
Auth method: API Key
Required scopes
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Supported objects
| Object | Read | Write | Notes |
|---|---|---|---|
| Deal | Yes | Yes | Represents a sales opportunity in a pipeline. Corresponds to the Opportunity object in other CRMs. |
| Person | Yes | Yes | Represents an individual contact, typically associated with a Deal or Organization. |
| Organization | Yes | Yes | Represents a company or account associated with Persons and Deals. |
| Lead | Yes | Yes | Represents a pre-qualified prospect before it becomes a Deal. |
| Activity | Yes | Yes | Represents a task, meeting, or other action associated with a Deal, Person, or Organization. |
Supported actions
| Action | Description |
|---|---|
| Create Record | Creates a new record for a specified object (e.g., Person, Deal, Organization). |
| Update Record | Updates an existing record, identified by its unique ID. |
| Search Records | Searches for records of a specific object type based on defined filter criteria. |
| List Records | Retrieves a list of all records for a specified object. |
| Trigger on Lead Created | Triggers a workflow when a new Lead is created in Pipedrive. |
| Trigger on Deal Won | Triggers a workflow when a Deal's status is changed to 'won'. |
Setup steps
Pipedrive API Key Configuration
- Log in to your Pipedrive account.
- Navigate to Settings by clicking your user icon in the top right corner.
- Go to the Personal preferences tab.
- Select the API sub-tab.
- Your personal API token will be displayed. Copy this token.
- In the Flows360 connection settings, paste the copied token into the "API Key" field.
Limitations
- The connector's performance is subject to Pipedrive's API rate limits, which vary by subscription plan. Refer to your Pipedrive API documentation for the specific limits applicable to your account.
- This connector does not support Pipedrive's legacy API endpoints.
- Custom fields must be created and configured within the Pipedrive UI before they can be accessed via the API. Schema changes may require a manual refresh.
Use cases & industries
Use cases
CRM to ERP SyncCustomer 360Lead EnrichmentMarketing AutomationRevenue Operations
Industries
E-commerce & RetailFinancial ServicesProfessional ServicesSaaS