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Pipedrive

Pipedrive is a sales CRM platform that helps teams manage leads, deals, contacts, organizations, and activities. The Pipedrive node in Boltic lets you connect to your Pipedrive data to sync entities, power analytics, and automate workflows through a comprehensive set of operations designed for seamless sales process management.

Pipedrive Account​

  • Select the Pipedrive account you want to connect.
  • If you don't have an existing account, please add one using the "Add New Account" option before proceeding.

Available Resources​

Here are some of the available resources you can use with the Pipedrive node:

Resources​

  • Activities: Manage and track calls, meetings, and tasks linked to deals, leads, persons, organizations, or projects.
  • Users: Access company users, their roles, permissions, settings, and profile information.
  • Leads: Capture and qualify potential opportunities before converting them into deals.
  • CallLogs: Store and retrieve records of calls, including outcomes and associations to CRM items.
  • Deals: Manage sales opportunities in pipelines, including participants, products, discounts, installments, and activities.
  • Mailbox: Work with connected email threads and messages linked to CRM items.
  • Notes: Create and manage notes and comments attached to deals, persons, and organizations.
  • Organizations: Manage company accounts, relationships, files, permitted users, and communication history.
  • Persons: Manage individual contacts and their linked deals, products, files, and communications.
  • Pipelines: Define and manage sales pipelines, track movement, and analyze conversion performance.
  • Products: Maintain your product catalog, variations, prices, and their associations to deals and contacts.
  • Projects: Plan and track post-sale work with groups, phases, boards, tasks, and activities.
  • Roles: Configure role definitions, assignments, and visibility settings to control access.
  • Stages: Define pipeline stages and update their properties to reflect your sales process.
  • Tasks: Create and manage project tasks and updates within Projects.

Basic Operations​

Here are some of the basic operations you can perform with the Pipedrive node:

Activities​

  • Get All Activities: List all activities with filters.
  • Get Activity Details: Retrieve details of a specific activity.
  • Add Activity: Create a new activity.
  • Update Activity: Update details of an existing activity.
  • Delete Activity: Delete an activity by ID.
  • Get All Activity Fields: Retrieve all available activity field metadata.
  • Create Activity Type: Define a new custom activity type.
  • Update Activity Type: Edit details of an existing activity type.
  • Delete Activity Type: Delete a specific activity type.
  • Delete Multiple Activity Types: Bulk delete multiple activity types.
  • Get All Activity Types: Retrieve a list of all activity types defined in your company account.

Users​

  • Get All Users: Retrieve all users in the company.
  • Get User by ID: Get details of a specific user.
  • Get Current User: Retrieve the profile of the authenticated user.
  • Find User by Name: Search for users by name.
  • Add User: Create a new user.
  • Update User: Update details of an existing user.
  • List User Followers: List followers of a specific user.
  • List User Permissions: Retrieve permission details of a user.
  • List Role Assignments: Get role assignments for all users.
  • List Role Settings: Retrieve settings for all roles.
  • Get All User Connections: Retrieve all user connections.
  • List User Settings: List all settings for a user.

Leads​

  • Get All Leads: List all leads in your account.
  • Get All Archived Leads: Retrieve archived leads.
  • Get Lead Details: Get details of a specific lead.
  • Add Lead: Create a new lead.
  • Update Lead: Update details of a lead.
  • Delete Lead: Delete a specific lead.
  • Search Leads: Search for leads by title or field.
  • Get Permitted Users For Lead: List users with access to a lead.
  • Get Lead Conversion Status: Check conversion status of a lead.
  • Convert Lead to Deal: Convert a lead into a deal.
  • Add Lead Label: Create a new lead label.
  • Update Lead Label: Update details of a lead label.
  • Delete Lead Label: Delete a specific lead label.
  • Get All Lead Sources: Retrieve all predefined lead sources.
  • Get All Lead Labels: Retrieve all available lead labels in your accou

CallLogs​

  • Get All Call Logs: Retrieve all call logs.
  • Get Call Log Details: Retrieve details of a specific call log.
  • Add Call Log: Create a new call log.
  • Delete Call Log: Delete a specific call log.

Deals​

  • Get All Deals: Retrieve all deals in your account.
  • Get All Archived Deals: List all archived deals.
  • Search Deals: Search for deals by name or criteria.
  • Get Deal Details: Retrieve details of a specific deal.
  • Add Deal: Create a new deal in your pipeline.
  • Update Deal: Update details of an existing deal.
  • Delete Deal: Delete a deal.
  • Get Deals Summary: Retrieve summary metrics for deals.
  • Get Deals Timeline: View deals grouped by timeline.
  • List Deal Activities: Retrieve activities linked to a deal.
  • List Deal Participants: List participants associated with a deal.
  • List Deal Products: Retrieve products linked to a deal.
  • List Deal Followers: Retrieve followers of a deal.
  • Add Deal Follower: Add a follower to a deal.
  • Add Deal Participant: Add a participant to a deal.
  • Add Product to Deal: Link a product to a deal.
  • Duplicate Deal: Duplicate an existing deal.
  • Convert Deal to Lead: Convert a deal into a lead.
  • Update Deal Product: Update a product linked to a deal.
  • Merge Deals: Merge two deals.
  • Delete Deal Follower: Remove a follower from a deal.
  • Delete Deal Participant: Remove a participant from a deal.
  • Delete Deal Product: Remove a product from a deal.
  • Get Deal Conversion Status: Check a deal’s conversion status.
  • List Deal Files: Retrieve files attached to a specific deal.
  • Get All Deals Collection: Retrieve deals in bulk with advanced filtering and pagination.
  • List Deal Permitted Users: Retrieve users who have permission to access a specific deal.
  • List All Persons Associated with Deal: Retrieve all persons linked to a specific deal.
  • Get Deal Product of Several Deals: Retrieve product details for multiple deals in a single request.
  • List Discounts Added to Deal: List all discounts linked to a deal.
  • List Installments Added to Deal: Retrieve installment plans attached to a deal.
  • Add Discount to Deal: Add a new discount to a deal.
  • Add Installment to Deal: Add an installment schedule to a deal.
  • Update Product to Deal: Update a product item within a deal.
  • Update Installment to Deal: Update details of an existing installment in a deal.
  • Update Discount to Deal: Update details of a discount applied to a deal.
  • Delete Installment to Deal: Remove an installment from a deal.
  • Delete Discount to Deal: Remove a discount applied to a deal.

Mailbox​

  • Get Mail Threads: List mail threads in a folder.
  • Get One Mail Message: Retrieve a single mail message.
  • Get Mail Thread Details: Get detailed information on a mail thread.
  • Get Mail Thread Messages: Retrieve all messages in a thread.
  • Update Mail Thread Details: Update details of a mail thread.
  • Delete Mail Thread: Delete a mail thread.

Notes​

  • Get All Notes: Retrieve all notes.
  • Get Note Details: Get details of a specific note.
  • Add Note: Create a new note.
  • Update Note: Update details of a note.
  • Delete Note: Delete a specific note.
  • Get All Comments for Note: Retrieve comments under a note.
  • Get One Comment: Retrieve a specific note comment.
  • Add Comment to Note: Add a comment to a note.
  • Update Note Comment: Update details of a note comment.
  • Delete Note Comment: Delete a note comment.
  • Get All Note Fields: List all note field metadata.

Organizations​

  • Get All Organizations: Retrieve all organizations.
  • Get Organization Details: Get details of a specific organization.
  • Add Organization: Create a new organization.
  • Update Organization: Update organization details.
  • Search Organizations: Search for organizations by name or fields.
  • List Organization Field Updates: View field change history for organizations.
  • List Organization Mail Messages: List all mail messages linked to an organization.
  • Merge Organizations: Merge two organizations.
  • Get All Organization Relationships: List all organization relationships.
  • Get Organization Relationship: Retrieve a specific organization relationship.
  • Create Organization Relationship: Create a relationship between organizations.
  • Update Organization Relationship: Update details of a relationship.
  • Delete Organization Relationship: Delete a specific relationship.
  • List Organization Followers: List followers of a specific organization.
  • Add Organization Follower: Add a follower to an organization.
  • Delete Organization Follower: Remove a follower from an organization.
  • List Organization Followers Changelog: View changes to organization followers.
  • List Organization Permitted Users: Retrieve users who have access to the organization.
  • List Organization Files: Retrieve files attached to an organization.
  • List Organization Persons: List persons (contacts) belonging to an organization.

Persons​

  • Get All Persons: Retrieve all persons (contacts).
  • Search Persons: Search persons by name or filters.
  • Get Person Details: Get details of a specific person.
  • Add Person: Create a new person record.
  • Update Person: Update details of a person.
  • Delete Person: Delete a specific person.
  • Merge Persons: Merge duplicate persons.
  • List Person Field Updates: Retrieve person field change history.
  • List Person Files: List files associated with a person.
  • List Person Followers: List followers of a person.
  • List Person Mail Messages: List mail messages linked to a person.
  • List Person Permitted Users: Retrieve users who can access the person.
  • List Person Products: Retrieve products linked to a person.
  • Add Person Follower: Add a follower to a person.
  • Delete Person Follower: Remove a follower from a person.
  • List Person Followers Changelog: Retrieve changes to a person’s followers list.

Pipelines​

  • Get All Pipelines: Retrieve all pipelines.
  • Get Pipeline: Get details of a specific pipeline.
  • Add Pipeline: Create a new pipeline.
  • Update Pipeline: Update pipeline details.
  • Delete Pipeline: Delete a specific pipeline.
  • Get Pipeline Conversion Statistics: Retrieve conversion metrics for pipelines.
  • Get Pipeline Movement Statistics: Retrieve deal movement statistics.

Products​

  • Get All Products: List all products.
  • Search Products: Search for products by name or filters.
  • Get Product: Retrieve details of a specific product.
  • Add Product: Create a new product.
  • Update Product: Update details of an existing product.
  • Delete Product: Delete a product.
  • Get Product Deals: List deals that include a specific product.
  • List Product Files: Retrieve files linked to a product.
  • List Product Followers: Retrieve followers of a product.
  • List Product Permitted Users: List users who can access a product.
  • List Product Followers Changelog: View product follower history.
  • Add Product Follower: Add a follower to a product.
  • Delete Product Follower: Remove a follower from a product.
  • Get Product Variations: List variations of a product.
  • Add Product Variation: Add a new product variation.
  • Update Product Variation: Update details of a product variation.
  • Delete Product Variation: Delete a product variation.
  • Get Product Image: Retrieve an image linked to a product.
  • Delete Product Image: Delete an image from a product.

Projects​

  • Get All Projects: List all projects.
  • Get Project Details: Retrieve details of a specific project.
  • Add Project: Create a new project.
  • Update Project: Update project details.
  • Archive Project: Archive a specific project.
  • Delete Project: Delete a project.
  • Get Project Plan: Retrieve a project’s plan overview.
  • Get Project Groups: List all groups in a project.
  • Get Project Tasks: Retrieve tasks within a project.
  • Get Project Activities: List activities linked to a project.
  • Update Activity in Project Plan: Update activity details in the plan.
  • Update Task in Project Plan: Update a task in the project plan.
  • Get All Project Boards: List all project boards.
  • Get Board Details: Get details of a specific project board.
  • Get Project Phases: Retrieve all project phases.
  • Get Phase Details: Retrieve details of a specific phase.
  • Get All Project Templates: List all project templates.
  • Get Template Details: Get details of a specific project template.

Roles​

  • Get All Roles: Retrieve all roles.
  • Get Role: Retrieve details of a specific role.
  • Add Role: Create a new role.
  • Update Role Details: Update an existing role.
  • Delete Role: Delete a role by ID.
  • List Role Assignments: List users assigned to each role.
  • Add Role Assignment: Assign a role to a user.
  • Delete Role Assignment: Remove a user’s role.
  • List Role Settings: List visibility and permission settings for a role.
  • Add or Update Role Setting: Add or modify role visibility settings.
  • List Pipeline Visibility for Role: View pipelines visible to a role.
  • Update Pipeline Visibility for Role: Update which pipelines a role can access.

Stages​

  • Get All Stages: List all stages in all pipelines.
  • Get Stage: Retrieve a specific stage.
  • Add Stage: Create a new stage in a pipeline.
  • Update Stage Details: Update stage properties.
  • Delete Stage: Delete a specific stage.

Tasks​

  • Get All Tasks: Retrieve all project tasks.
  • Get Task Details: Retrieve a specific task.
  • Add Task: Create a new task in a project.
  • Update Task: Update details of a task.
  • Delete Task: Delete a specific task.

Conclusion​

Pipedrive makes CRM integration easy, secure, and scalable—enabling teams to centralize sales data, drive pipeline visibility, and automate sales workflows within your applications.

If you need further assistance, please contact Boltic support [email protected]