Pipedrive Block

Create and list deals, create persons, and search deals in Pipedrive CRM. Authenticate with a Pipedrive API token. Use this block whenever a workflow needs to push lead data into Pipedrive, retrieve a list of open deals for processing, or look up existing records by keyword.

Overview

When to Use

• Create a new deal in Pipedrive after a lead completes a form or passes a qualification step.
• Add a new person (contact) to Pipedrive and optionally link them to an organization.
• List all deals in a given status (open, won, lost) to feed downstream reporting or routing logic.
• Search deals by keyword to check whether a deal already exists before creating a duplicate.
• Chain deal creation with person creation to set up a fully linked CRM record in one workflow run.
• Paginate through large deal lists using start and limit to process records in batches.

Configuration

Operation

Selects which Pipedrive action to run. Required. Default: pipedrive_create_deal.

Title

The title of the deal to create (e.g. Enterprise Software License). Shown when Operation is pipedrive_create_deal. Required for that operation.

Value

The monetary value of the deal (e.g. 5000). Shown when Operation is pipedrive_create_deal. Optional.

Currency

Currency code for the deal value (e.g. USD, EUR, GBP). Shown when Operation is pipedrive_create_deal. Optional.

Stage ID

Numeric ID of the pipeline stage to place the deal in (e.g. 2). Shown when Operation is pipedrive_create_deal. Optional.

Person ID

Numeric ID of an existing Pipedrive person to associate with the deal (e.g. 456). Shown when Operation is pipedrive_create_deal. Optional.

Name

The full name of the person to create (e.g. Jane Doe). Shown when Operation is pipedrive_create_person. Required for that operation.

Email

Email address of the person (e.g. jane@example.com). Shown when Operation is pipedrive_create_person. Optional.

Phone

Phone number of the person (e.g. +15551234567). Shown when Operation is pipedrive_create_person. Optional.

Organization ID

Numeric ID of the organization to associate with the deal or person (e.g. 789). Shown when Operation is pipedrive_create_deal or pipedrive_create_person. Optional.

Search Term

Keyword to search for in deal titles and fields (e.g. enterprise, minimum 2 characters). Shown when Operation is pipedrive_search_deals. Required for that operation.

Status

Filter deals by status. Accepts open, won, lost, deleted, or all_not_deleted. Shown when Operation is pipedrive_list_deals. Optional.

Limit

Maximum number of records to return (default 100). Shown when Operation is pipedrive_list_deals or pipedrive_search_deals. Optional.

Pipedrive API Token

Your Pipedrive API token, stored as a password field. Required for all operations. Use {{PIPEDRIVE_API_KEY}} to reference an environment variable.

Inputs & Outputs

• Inputs:

  • operation (string) — Operation to perform
  • apiKey (string) — Pipedrive API token
  • title (string) — Deal title
  • value (number) — Deal value
  • currency (string) — Currency code
  • person_id (number) — Person ID
  • org_id (number) — Organization ID
  • stage_id (number) — Stage ID
  • status (string) — Deal status
  • name (string) — Person name
  • email (string) — Person email
  • phone (string) — Person phone
  • term (string) — Search term
  • limit (number) — Result limit
  • start (number) — Pagination start offset

• Outputs:

  • data (json) — Result object or array from Pipedrive (a single deal/person object for create operations; an array of deal objects for list/search operations)
  • metadata (json) — Response metadata (for create operations: { id } — the created record's ID; for list/search operations: { count, has_more } — item count and pagination flag)

Tools

• Pipedrive Create Deal (pipedrive_create_deal) — POSTs to the Pipedrive v1 deals API to create a new deal with optional value, currency, stage, linked person, and organization.
• Pipedrive List Deals (pipedrive_list_deals) — GETs a paginated list of deals from Pipedrive, optionally filtered by status.
• Pipedrive Create Person (pipedrive_create_person) — POSTs to the Pipedrive v1 persons API to create a new contact with optional email, phone, and organization link.
• Pipedrive Search Deals (pipedrive_search_deals) — GETs deal search results from Pipedrive using a keyword term, with optional result limit.

YAML Example

pipedrive_1:
  type: pipedrive
  name: "Pipedrive"
  inputs:
    operation: "pipedrive_create_deal"
    apiKey: "{{PIPEDRIVE_API_KEY}}"
    title: "{{lead_form.dealName}}"
    value: "{{lead_form.budget}}"
    currency: "USD"
    stage_id: "2"
    person_id: "{{create_person_block.data.id}}"
    org_id: "{{org_lookup.data.id}}"
  connections:
    outgoing:
      - target: next-block-id