Pipedrive connector icon

Pipedrive Integrations

Sales CRM for small teams with big ambitions. This connector authenticates you via an API key.

01

Low-code orchestration

Connect, compose and ship AI features faster.

02

Multi-tenant deployment

Isolate customer credentials and configurations at scale.

03

Governed access

Apply policies, field controls and audit trails across usage.

04

Embedded experience

Deliver workflows natively inside your product.

CONNECTOR OVERVIEW

Create automations with our Pipedrive connector

Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with Pipedrive, so you can provide in-app Pipedrive integrations for your end users.

PRODUCT USE CASES

Top Use Cases for Pipedrive Integrations

Quickly create integrations between your SaaS application and Pipedrive with Cyclr's low code integration builder. Publish your Pipedrive integration into your application using Cyclr's white label embedded integration marketplace.

CRMs

  • Keep multiple sales tools in sync to keep sales data up to date regardless on what system users are updating them in.
  • Automate tasks for your sales team to keep deals moving.
  • Automatically fill in company data on your deals using external data.

ORCHESTRATION

How Pipedrive works with Cyclr

Cyclr sits between your SaaS product and Pipedrive to handle authentication, govern access and orchestrate every API call per customer, at scale.

  1. 1

    Your SaaS product

    Your app requests an action for a specific customer.

  2. 2

    Cyclr orchestration

    Cyclr authenticates, applies policies and routes the request.

  3. 3

    Pipedrive

    Pipedrive processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Pipedrive methods you can orchestrate through Cyclr.

Deals16

Get Deal Change Log

Action

Get field updates for the specified deal.

Search Updated Deals Incrementally (BETA)

Action

Search a list of results since the last successful run.

List New Deals

Action

Returns a list of new deals since the last successful run.

Search Updated Deals (BETA)

Action

Search a list of results since the last successful run.

List Deals

Action

Returns all deals.

Search Updated Deals

Action

Search a list of results since the last successful run.

Get Deal Participant Change Log

Action

Get participant updates for the specified deal.

Get Deal

Action

Returns details of a specific deal.

List Updated Deals

Action

Returns a list of deals new/updated since the last successful run.

Add Deal

Action

Adds a new deal.

Delete Deal

Action

Marks a deal as deleted.

Update Deal

Action

Updates the details of a deal.

List Deal Products

Action

Lists products associated with a deal.

Search Deals by Email Address

Action

Search deals using one of the specified email filters.

List Deals by Stage

Action

Returns all deals at a specific stage.

List Deal Participants

Action

Lists participants associated with a deal.

Products9

Get Product's Prices

Action

Returns data about a specific product's prices.

List New Products

Action

Returns data about all products created since the last successful run.

List Updated Products

Action

Returns data about all products created or modified since the last successful run.

Search Products

Action

Searches all products by name, code and/or custom fields.

Get Product

Action

Returns data about a specific product.

Update Product

Action

Updates product data.

List Products

Action

Returns data about all products.

Delete Product

Action

Marks a product as deleted.

Create Product

Action

Adds a new product to the products inventory.

Deal Fields3

Get Deal Field

Action

Returns details of a specific deal field.

Get Deal Option Label

Action

Returns the option label for the specified option ID.

List Deal Fields

Action

Returns all deal fields.

Webhooks10

Updated Organization

Webhook

Triggered when an organization has been updated.

Added Deal

Webhook

Triggered when a deal has been added.

Added Product

Webhook

Triggered when a product has been added.

Added Note

Webhook

Triggered when a note has been added.

Updated Activity

Webhook

Triggered when an activity has been updated.

Updated Stage

Webhook

Triggered when a stage has been updated.

Updated Deal

Webhook

Triggered when a deal has been updated.

Updated Product

Webhook

Triggered when a product has been updated.

Deleted Person

Webhook

Triggered when a person has been deleted.

Updated Person

Webhook

Triggered when a person's record has been updated.

Fields1

Get Fields

Action

Returns data about all fields for a given object.

Pipelines5

List Updated Pipelines

Action

Returns a list of pipelines new/updated since the last successful run.

Update Pipeline

Action

Update the properties of a pipeline.

Add Pipeline

Action

Adds a Pipeline.

List New Pipelines

Action

Returns a list of new pipelines created since the last successful run.

Get Pipeline

Action

Returns data about a specific pipeline.

Files4

Get File

Action

Returns data about a specific file.

Add File to Deal

Action

Associates a file with a deal ID.

List Files

Action

Returns data about all files.

Add File to Person

Action

Associates a file with a person ID.

Users11

List Users Blacklisted Email Addresses

Action

List all blacklisted email addresses of the specified user.

Get User Role Settings

Action

Get a users role settings.

Get User

Action

Get a users details.

List Updated Users

Action

Returns a list of users new/updated since the last successful run.

List Users

Action

Returns data about all users.

List New Users

Action

Returns a list of new users since the last successful run.

Get Current User

Action

Get the currently authenticated users details.

Find Users By Name

Action

Find users by their name.

Create User

Action

Adds a new user to the company, returns the ID upon success.

List User Followers

Action

List followers of a specific user.

Update User

Action

Updates the properties of a user.

Notes7

Update Note

Action

Update a note.

List New Notes

Action

List all notes created since the last successful run.

List Updated Notes

Action

List all notes created/updated since the last successful run.

Add Note

Action

Add a note.

List Notes

Action

List all notes.

Get Note

Action

Get a note.

Delete Note

Action

Delete a note.

Organization Fields4

Get Custom Organization Field Label(s)

Action

Returns labels for Custom Organization Fields, given the field's long field key, and the id of the value.

List Custom Organization Fields

Action

Returns all custom organization fields.

List Organization Fields

Action

Returns all organization fields.

Get Organization Option Label

Action

Returns the option label for the specified option ID.

Activities9

List New Activities

Action

Returns the details of all Activities created since the last successful run.

List Deal Activities

Action

Get the details of all Activities for the specified deal.

List Updated Activities

Action

Returns a list of activities new/updated since the last successful run.

List Activities

Action

Get the details of all Activities

Get Activity

Action

Get the details of an Activity

List User Activities

Action

Returns all activities assigned to a particular user.

Delete Activity

Action

Deletes an activity.

Add Activity

Action

Adds an activity.

Update Activity

Action

Modifies an activity.

Organizations18

List New Organizations

Action

Returns a list of new organizations since the last successful run.

List An Organizations Activities

Action

Gets a list of an organizations activities.

Get Organization V2

Action

Gets details of an organization

List An Organization's Updates

Action

Gets a list of an organization's updates.

List An Organizations People

Action

Gets a list of an organizations people.

Get Organization

Action

Gets details of an organization

List Organizations

Action

Gets a list of organizations

Delete Organization

Action

Update details of an existing organization

Update Organization

Action

Update details of an existing organization.

Add Organization

Action

Adds a new organization

List An Organizations Permitted Users

Action

Gets a list of an organizations permitted users.

Get Organizations by Name

Action

Searches all organizations by their name

List An Organizations Followers

Action

Gets a list of an organizations followers.

List An Organizations Associated Deals

Action

Gets a list of an organizations associated deals.

Search Organizations

Action

Searches all Organizations by a given term.

List Updated Organizations

Action

Gets a list of organizations new/updated since the last successful run.

Get Organization Change Log

Action

Get field updates for the specified organization.

Search Updated Organizations

Action

Search a list of results since last run date.

People15

Search Updated People

Action

Search a list of results since last run date.

Get Person V2

Action

Gets all the details of a person.

List Updated People Incrementally

Action

Incrementally returns a list of people new/updated since last run.

Search People

Action

Searches all people by name, email, phone, notes and/or custom fields.

List New People

Action

Returns a list of new people created since the last successful run.

List Updated People by Owner ID

Action

Returns a list of people new/updated since last run filtered by their owner ID

Get Person Change Log

Action

Get field updates for the specified person.

List People by Owner ID

Action

Returns a list of people by Owner ID.

Get People by Email Address

Action

Returns a list of people matching the email address provided.

List Updated People

Action

Returns a list of people new/updated since the last successful run.

Get Person

Action

Gets all the details of a person.

Delete Person

Action

Deletes a person.

List People

Action

Returns a list of people.

Update Person

Action

Updates a person's details.

Add Person

Action

Adds a new person.

Teams1

List Teams

Action

Returns a list of all Teams.

Roles1

List Roles

Action

Returns a list of all roles.

Currencies1

List Currencies

Action

Returns all supported currencies in given account which should be used when saving monetary values with other objects.

Leads8

Search Leads By Email

Action

Search leads by email address.

List Leads

Action

List all leads.

List Updated Leads

Action

List all leads updated since the last successful run.

Get Lead

Action

Get a lead by lead ID.

Update Lead

Action

Update a lead by lead ID.

List New Leads

Action

List all leads created since the last successful run.

Create Lead

Action

Create a lead.

Get Custom Lead Field

Action

Returns the specified lead field by key.

Stages8

List New Stages

Action

Returns a list of new stages created since the last successful run.

List Stages for Pipeline

Action

Returns data about the stages in the selected Pipeline.

Update Stage

Action

Update the properties of a stage.

Add Stage

Action

Adds a new stage, returns the ID.

Get Stage

Action

Returns data about a specific stage.

List Stages

Action

Returns data about all stages in all Pipelines.

List Updated Stages

Action

Returns a list of stages new/updated since the last successful run.

Delete Stage

Action

Marks a stage as deleted.

People Fields5

Get Custom People Field

Action

Returns the specified custom field.

Get Custom People Field By Key

Action

Returns the custom people field with the specified key.

Get People Option Label

Action

Returns the option label for the specified option ID.

List Custom People Fields

Action

Returns all custom people fields.

List People Fields

Action

Returns all people fields.

Filters6

Delete Filter

Action

Delete an existing filter

Add Filter

Action

Add a new filter

List Updated Filters

Action

Returns a list of filters new/updated since the last successful run.

List Filters

Action

Returns data about all filters.

Get Filter

Action

Returns data about a single filter.

List New Filters

Action

Returns a list of new filters since the last successful run.

Meetings2

Unlink User

Action

Delete the link between a user and the installed video call integration.

Link User

Action

Link a user with the installed video call integration.

TECHNICAL DETAILS

Pipedrive integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Pipedrive integrations in Cyclr.

API and authentication

API host
Not specified
Authentication
See Connector in Console
Credentials

Review the connector installation fields in Cyclr Console.

Method categories

See available methods

Pagination and rate limits

Pagination

Method-specific behavior should be confirmed before implementation.

Rate limits

Refer to the vendor API documentation for current limits.

IMPLEMENTATION

Authentication at a glance

Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console.

Authentication method
See Connector in Console
Credential required

Review the connector installation fields in Cyclr Console.