What actions can I run in Pipedrive?

172 actions are available, including "Find Goals", "Find Users by Name", and "Get All Activities", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Pipedrive Integrations

Sales CRM focused on pipeline visibility and deal tracking. Wire Pipedrive into AI-driven workflows so CRM busywork stops being manual.

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Watch ActivitiesWatches for activities.
Watch Archived DealsWatches for archived deals.
Watch Deal InstallmentsWatches for deal installments.
Watch Deal ProductsWatches for deal products.
Watch DealsWatches for deals.
Watch PersonsWatches for persons.
Watch ProductsWatches for products.
Watch ProjectsWatches for projects.
Watch TasksWatches for tasks.
Find GoalsReturns a single goals.
Find Users by NameFinds users by name.
Get All ActivitiesRetrieves all activities.
Get All Add-Ons for a Single CompanyRetrieves all add-ons for a single company.
Get All Archived LeadsRetrieves all archived leads.
Get All Call Logs Assigned to a Particular UserRetrieves all call logs assigned to a particular user.
Get All Comments for a NoteRetrieves all comments for a note.
Get All FilesRetrieves all files.
Get All LeadsRetrieves all leads.
Get All Mail Messages of Mail ThreadRetrieves all mail messages of mail thread.
Get All NotesRetrieves all notes.
Get All ProjectsRetrieves all projects.
Get All TasksRetrieves all tasks.
Get All UsersRetrieves all users.
Get Archived DealsRetrieves archived deals.
Get Archived Deals SummaryRetrieves archived deals summary.
Get Archived Deals TimelineRetrieves archived deals timeline.
Get Archived ProjectsRetrieves archived projects.
Get Current User DataRetrieves current user data.
Get DealReturns a single deal.
Get Deal Conversion StatusRetrieves deal conversion status.
Get Deal DiscountsRetrieves deal discounts.
Get Deal Followers ChangelogRetrieves deal followers changelog.
Get Deal InstallmentsRetrieves deal installments.
Get Deal Products ListRetrieves deal products list.
Get DealsReturns a single deals.
Get Deals SummaryRetrieves deals summary.
Get Deals TimelineRetrieves deals timeline.
Get Deals Where a Product Is Attached toRetrieves deals where a product is attached to.
Get Details of a Call LogRetrieves details of a call log.
Get Details of an ActivityRetrieves details of an activity.
Get Details of a ProjectRetrieves details of a project.
Get Details of a TaskRetrieves details of a task.
Get Lead Conversion StatusRetrieves lead conversion status.
Get Mail ThreadsRetrieves mail threads.
Get One CommentRetrieves one comment.
Get One FileRetrieves one file.
Get One LeadRetrieves one lead.
Get One Mail MessageRetrieves one mail message.
Get One Mail ThreadRetrieves one mail thread.
Get One NoteRetrieves one note.
Get One UserRetrieves one user.
Get PersonReturns a single person.
Get Person Followers ChangelogRetrieves person followers changelog.
Get Person PictureRetrieves person picture.
Get PersonsReturns a single persons.
Get ProductReturns a single product.
Get Product Followers ChangelogRetrieves product followers changelog.
Get Product ImagesRetrieves product images.
Get ProductsReturns a single products.
Get Products Attached to DealRetrieves products attached to deal.
Get Product VariationsRetrieves product variations.
Get Project ChangelogRetrieves project changelog.
Get Project Permitted UsersRetrieves project permitted users.
Get Result of a GoalRetrieves result of a goal.
List Files Attached to a DealLists files attached to a deal.
List Files Attached to a PersonLists files attached to a person.
List Files Attached to a ProductLists files attached to a product.
List Followers of a DealLists followers of a deal.
List Followers of a PersonLists followers of a person.
List Followers of a ProductLists followers of a product.
List Followers of a UserLists followers of a user.
List Mail Messages Associated with a DealLists mail messages associated with a deal.
List Mail Messages Associated with a PersonLists mail messages associated with a person.
List Participants of a DealLists participants of a deal.
List Permitted UsersLists permitted users.
List Permitted UsersLists permitted users.
List Permitted UsersLists permitted users.
List Permitted UsersLists permitted users.
List Products Associated with a PersonLists products associated with a person.
List Role AssignmentsLists role assignments.
List Updates About a DealLists updates about a deal.
List Updates About a PersonLists updates about a person.
List Updates About Deal Field ValuesLists updates about deal field values.
List Updates About Participants of a DealLists updates about participants of a deal.
List Updates About Person Field ValuesLists updates about person field values.
List User PermissionsLists user permissions.
List User Role SettingsLists user role settings.
Returns Project ActivitiesReturns the matching project activities record.
Returns Project GroupsReturns the matching project groups record.
Returns Project PlanReturns the matching project plan record.
Returns Project TasksReturns the matching project tasks record.
Search DealsSearches for deals.
Search LeadsSearches for leads.
Search PersonsSearches for persons.
Search ProductsSearches for products.
Search ProjectsSearches for projects.
Add a Call LogAdds a call log.
Add a ChannelAdds a channel.
Add a Comment to a NoteAdds a comment to a note.
Add a Follower to a DealAdds a follower to a deal.
Add a Follower to a PersonAdds a follower to a person.
Add a Follower to a ProductAdds a follower to a product.
Add a LeadAdds a lead.
Add a New ActivityAdds a new activity.
Add a New GoalAdds a new goal.
Add a New UserAdds a new user.
Add a NoteAdds a note.
Add a Participant to a DealAdds a participant to a deal.
Add a ProjectAdds a project.
Add a TaskAdds a task.
Add DealAdds a new deal.
Add Deal DiscountAdds deal discount.
Add Deal InstallmentAdds deal installment.
Add FileAdds a new file.
Add PersonAdds a new person.
Add Person PictureAdds person picture.
Add ProductAdds a new product.
Add Product ImageAdds product image.
Add Product to DealAdds product to deal.
Add Product VariationAdds product variation.
Archive a ProjectArchives a project.
Attach an Audio File to the Call LogAttaches an audio file to the call log.
Convert Deal to LeadConverts deal to lead.
Convert Lead to DealConverts lead to deal.
Create a Remote File and Link It to an ItemCreates a remote file and link it to an item.
Delete a Call LogDeletes a call log.
Delete a ChannelDeletes a channel.
Delete a Comment Related to a NoteDeletes a comment related to a note.
Delete a ConversationDeletes a conversation.
Delete a FileDeletes a file.
Delete a Follower from a DealDeletes a follower from a deal.
Delete a Follower from a PersonDeletes a follower from a person.
Delete a Follower from a ProductDeletes a follower from a product.
Delete a LeadDeletes a lead.
Delete an ActivityDeletes an activity.
Delete a NoteDeletes a note.
Delete a Participant from a DealDeletes a participant from a deal.
Delete a ProjectDeletes a project.
Delete a TaskDeletes a task.
Delete DealDeletes an existing deal.
Delete Deal DiscountDeletes deal discount.
Delete Deal InstallmentDeletes deal installment.
Delete Existing GoalDeletes existing goal.
Delete Mail ThreadDeletes mail thread.
Delete PersonDeletes an existing person.
Delete Person PictureDeletes person picture.
Delete ProductDeletes an existing product.
Delete Product from DealDeletes product from deal.
Delete Product ImageDeletes product image.
Delete Products from DealDeletes products from deal.
Delete Product VariationDeletes product variation.
Delete the Link Between a User and the Installed Video Call IntegrationDeletes the link between a user and the installed video call integration.
Download One FileDownloads one file.
Duplicate DealDuplicates the deal.
Duplicate ProductDuplicates the product.
Link a Remote File to an ItemLinks a remote file to an item.
Link a User with the Installed Video Call IntegrationLinks a user with the installed video call integration.
Make an Api CallMakes API call.
Merge Two DealsMerges two deals.
Merge Two PersonsMerges two persons.
Receives an Incoming MessageReceives the matching an incoming message record.
Update a Comment Related to a NoteUpdates a comment related to a note.
Update Activity in Project PlanUpdates activity in project plan.
Update a LeadUpdates a lead.
Update an ActivityUpdates an activity.
Update a NoteUpdates a note.
Update a ProjectUpdates a project.
Update a TaskUpdates a task.
Update DealUpdates an existing deal.
Update Deal DiscountUpdates deal discount.
Update Deal InstallmentUpdates deal installment.
Update Deal ProductUpdates deal product.
Update Existing GoalUpdates existing goal.
Update File DetailsUpdates file details.
Update Mail Thread DetailsUpdates mail thread details.
Update PersonUpdates an existing person.
Update ProductUpdates an existing product.
Update Product ImageUpdates product image.
Update Product VariationUpdates product variation.
Update Task in Project PlanUpdates task in project plan.
Update User DetailsUpdates user details.

When to use Pipedrive

Common scenarios where Pipedrive automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Activities" fires in Pipedrive — start multi-step automations without polling or manual checks.
Use "Find Users by Name" as an automated action in Pipedrive so records stay consistent whenever something changes elsewhere in your stack.
Combine "Watch Deal Installments" from Pipedrive with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

Use in workflow automation

Start from Pipedrive’s Watch Deal Products trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Add a Follower to a Deal as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 181 ready-made steps for CRM work, and every run records what went in and what came back.

Pipedrive workflow on the canvas: Watch Deal Products then Add a Follower to a Deal

Frequently asked questions

Common questions about automating Pipedrive in your workflows.

Pipedrive has 9 triggers, including "Watch Activities", "Watch Archived Deals", and "Watch Deal Installments", and more. Use them to start workflows the moment Pipedrive events fire — no polling required.

Use in workflow automation

Start from Pipedrive’s Watch Deal Products trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Add a Follower to a Deal as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 181 ready-made steps for CRM work, and every run records what went in and what came back.

Pipedrive Integrations

When to use Pipedrive

Use in workflow automation

Frequently asked questions

Pipedrive Integrations

When to use Pipedrive

Connect Pipedrive to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Pipedrive to any app in workflows

Connect Pipedrive to any app in workflows

Connect Pipedrive to any app in workflows

Pipedrive Integrations

Pipedrive triggers and actions

When to use Pipedrive

Use in workflow automation

Frequently asked questions

What triggers does Pipedrive support?

What actions can I run in Pipedrive?

Do I need to write code to automate this?

Is the integration secure?

Pipedrive Integrations

Pipedrive triggers and actions

When to use Pipedrive

Connect Pipedrive to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Pipedrive support?

What actions can I run in Pipedrive?

Do I need to write code to automate this?

Is the integration secure?

Connect Pipedrive to any app in workflows

Connect Pipedrive to any app in workflows

Connect Pipedrive to any app in workflows