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Overview#
Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pipedrive: {
type: "app",
app: "pipedrive",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.pipedrive.$auth.api_domain}/users/me`,
headers: {
Authorization: `Bearer ${this.pipedrive.$auth.oauth_access_token}`,
},
})
},
})
Example Use Cases#
Lead Scoring and Distribution: Automatically score leads based on activity and distribute them to the appropriate sales reps. When a new deal is added to Pipedrive, an automated workflow can assign a score based on predefined criteria and assign the lead to a rep in your sales team.
Email Campaign Follow-Up: After an email campaign, use Pipedrive's API to track responses and engagement. Create workflows to update deal status or move deals to the next stage when a prospect interacts with an email, ensuring timely follow-ups.
Syncing with Marketing Platforms: Keep your sales and marketing teams aligned by syncing Pipedrive contacts with a platform like Mailchimp. When a contact is updated in Pipedrive, a workflow can trigger an update in Mailchimp, ensuring both platforms have the most current information.
Popular Pipedrive Integrations#
Popular Pipedrive Actions#
Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive
Authentication#
Name Slug: pipedrivePipedrive uses OAuth authentication. When you connect your Pipedrive account, Pipedream will open a popup window where you can sign into Pipedrive and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Pipedrive API.
Pipedream requests the following authorization scopes when you connect your account:
- authorization
GEThttps://oauth.pipedrive.com/oauth/authorize?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}} - accessToken
POSThttps://oauth.pipedrive.com/oauth/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}} - refreshToken
POSThttps://oauth.pipedrive.com/oauth/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}
Trusted by 1,000,000+ developers from startups to Fortune 500 companies