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Pipedrive Interact with Pipedrive CRM
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Pipedrive is a powerful sales-focused CRM platform designed to help sales teams manage leads, track deals, and optimize their sales pipeline. Built with simplicity and effectiveness in mind, Pipedrive has become a favorite among sales professionals and growing businesses worldwide for its intuitive visual pipeline management and actionable sales insights.
Pipedrive provides a comprehensive suite of tools for managing the entire sales process from lead capture to deal closure. With its robust API and extensive integration capabilities, Pipedrive enables sales teams to automate repetitive tasks, maintain data consistency, and focus on what matters most—closing deals.
Key features of Pipedrive include:
Visual Sales Pipeline: Intuitive drag-and-drop interface for managing deals through customizable sales stages
Lead Management: Comprehensive lead inbox for capturing, qualifying, and converting potential opportunities
Activity Tracking: Sophisticated system for scheduling and tracking calls, meetings, emails, and tasks
Project Management: Built-in project tracking capabilities for post-sale customer success and delivery
Email Integration: Native mailbox integration for seamless communication tracking within the CRM
In Nuxa, the Pipedrive integration allows your AI agents to seamlessly interact with your sales workflow. This creates opportunities for automated lead qualification, deal creation and updates, activity scheduling, and pipeline management as part of your AI-powered sales processes. The integration enables agents to create, retrieve, update, and manage deals, leads, activities, and projects programmatically, facilitating intelligent sales automation and ensuring that critical customer information is properly tracked and acted upon. By connecting Nuxa with Pipedrive, you can build AI agents that maintain sales pipeline visibility, automate routine CRM tasks, qualify leads intelligently, and ensure no opportunities slip through the cracks—enhancing sales team productivity and driving consistent revenue growth.
Integrate Pipedrive into your workflow. Manage deals, contacts, sales pipeline, projects, activities, files, and communications with powerful CRM capabilities.
Retrieve all deals from Pipedrive with optional filters
Parameter Type Required Description statusstring No Only fetch deals with a specific status. Values: open, won, lost. If omitted, all not deleted deals are returned person_idstring No If supplied, only deals linked to the specified person are returned org_idstring No If supplied, only deals linked to the specified organization are returned pipeline_idstring No If supplied, only deals in the specified pipeline are returned updated_sincestring No If set, only deals updated after this time are returned. Format: 2025-01-01T10:20:00Z limitstring No Number of results to return (default: 100, max: 500)
Parameter Type Description successboolean Operation success status outputobject Deals data and metadata
Retrieve detailed information about a specific deal
Parameter Type Required Description deal_idstring Yes The ID of the deal to retrieve
Parameter Type Description successboolean Operation success status outputobject Deal details
Create a new deal in Pipedrive
Parameter Type Required Description titlestring Yes The title of the deal valuestring No The monetary value of the deal currencystring No Currency code (e.g., USD, EUR) person_idstring No ID of the person this deal is associated with org_idstring No ID of the organization this deal is associated with pipeline_idstring No ID of the pipeline this deal should be placed in stage_idstring No ID of the stage this deal should be placed in statusstring No Status of the deal: open, won, lost expected_close_datestring No Expected close date in YYYY-MM-DD format
Parameter Type Description successboolean Operation success status outputobject Created deal details
Update an existing deal in Pipedrive
Parameter Type Required Description deal_idstring Yes The ID of the deal to update titlestring No New title for the deal valuestring No New monetary value for the deal statusstring No New status: open, won, lost stage_idstring No New stage ID for the deal expected_close_datestring No New expected close date in YYYY-MM-DD format
Parameter Type Description successboolean Operation success status outputobject Updated deal details
Retrieve files from Pipedrive with optional filters
Parameter Type Required Description deal_idstring No Filter files by deal ID person_idstring No Filter files by person ID org_idstring No Filter files by organization ID limitstring No Number of results to return (default: 100, max: 500)
Parameter Type Description successboolean Operation success status outputobject Files data
Retrieve mail threads from Pipedrive mailbox
Parameter Type Required Description folderstring No Filter by folder: inbox, drafts, sent, archive (default: inbox) limitstring No Number of results to return (default: 50)
Parameter Type Description successboolean Operation success status outputobject Mail threads data
Retrieve all messages from a specific mail thread
Parameter Type Required Description thread_idstring Yes The ID of the mail thread
Parameter Type Description successboolean Operation success status outputobject Mail thread messages data
Retrieve all pipelines from Pipedrive
Parameter Type Required Description sort_bystring No Field to sort by: id, update_time, add_time (default: id) sort_directionstring No Sorting direction: asc, desc (default: asc) limitstring No Number of results to return (default: 100, max: 500) cursorstring No For pagination, the marker representing the first item on the next page
Parameter Type Description successboolean Operation success status outputobject Pipelines data
Retrieve all deals in a specific pipeline
Parameter Type Required Description pipeline_idstring Yes The ID of the pipeline stage_idstring No Filter by specific stage within the pipeline statusstring No Filter by deal status: open, won, lost limitstring No Number of results to return (default: 100, max: 500)
Parameter Type Description successboolean Operation success status outputobject Pipeline deals data
Retrieve all projects or a specific project from Pipedrive
Parameter Type Required Description project_idstring No Optional: ID of a specific project to retrieve statusstring No Filter by project status: open, completed, deleted (only for listing all) limitstring No Number of results to return (default: 100, max: 500, only for listing all)
Parameter Type Description successboolean Operation success status outputobject Projects data or single project details
Create a new project in Pipedrive
Parameter Type Required Description titlestring Yes The title of the project descriptionstring No Description of the project start_datestring No Project start date in YYYY-MM-DD format end_datestring No Project end date in YYYY-MM-DD format
Parameter Type Description successboolean Operation success status outputobject Created project details
Retrieve activities (tasks) from Pipedrive with optional filters
Parameter Type Required Description deal_idstring No Filter activities by deal ID person_idstring No Filter activities by person ID org_idstring No Filter activities by organization ID typestring No Filter by activity type (call, meeting, task, deadline, email, lunch) donestring No Filter by completion status: 0 for not done, 1 for done limitstring No Number of results to return (default: 100, max: 500)
Parameter Type Description successboolean Operation success status outputobject Activities data
Create a new activity (task) in Pipedrive
Parameter Type Required Description subjectstring Yes The subject/title of the activity typestring Yes Activity type: call, meeting, task, deadline, email, lunch due_datestring Yes Due date in YYYY-MM-DD format due_timestring No Due time in HH:MM format durationstring No Duration in HH:MM format deal_idstring No ID of the deal to associate with person_idstring No ID of the person to associate with org_idstring No ID of the organization to associate with notestring No Notes for the activity
Parameter Type Description successboolean Operation success status outputobject Created activity details
Update an existing activity (task) in Pipedrive
Parameter Type Required Description activity_idstring Yes The ID of the activity to update subjectstring No New subject/title for the activity due_datestring No New due date in YYYY-MM-DD format due_timestring No New due time in HH:MM format durationstring No New duration in HH:MM format donestring No Mark as done: 0 for not done, 1 for done notestring No New notes for the activity
Parameter Type Description successboolean Operation success status outputobject Updated activity details
Retrieve all leads or a specific lead from Pipedrive
Parameter Type Required Description lead_idstring No Optional: ID of a specific lead to retrieve archivedstring No Get archived leads instead of active ones owner_idstring No Filter by owner user ID person_idstring No Filter by person ID organization_idstring No Filter by organization ID limitstring No Number of results to return (default: 100, max: 500)
Parameter Type Description successboolean Operation success status outputobject Leads data or single lead details
Create a new lead in Pipedrive
Parameter Type Required Description titlestring Yes The name of the lead person_idstring No ID of the person (REQUIRED unless organization_id is provided) organization_idstring No ID of the organization (REQUIRED unless person_id is provided) owner_idstring No ID of the user who will own the lead value_amountstring No Potential value amount value_currencystring No Currency code (e.g., USD, EUR) expected_close_datestring No Expected close date in YYYY-MM-DD format visible_tostring No Visibility: 1 (Owner & followers), 3 (Entire company)
Parameter Type Description successboolean Operation success status outputobject Created lead details
Update an existing lead in Pipedrive
Parameter Type Required Description lead_idstring Yes The ID of the lead to update titlestring No New name for the lead person_idstring No New person ID organization_idstring No New organization ID owner_idstring No New owner user ID value_amountstring No New value amount value_currencystring No New currency code (e.g., USD, EUR) expected_close_datestring No New expected close date in YYYY-MM-DD format is_archivedstring No Archive the lead: true or false
Parameter Type Description successboolean Operation success status outputobject Updated lead details
Delete a specific lead from Pipedrive
Parameter Type Required Description lead_idstring Yes The ID of the lead to delete
Parameter Type Description successboolean Operation success status outputobject Deletion result
Category: tools
Type: pipedrive