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Pipedrive

OAuth 2.0 crmsales

Pipedrive

What you can do

Section titled “What you can do”

Connect this agent connector to let your agent:

  • Update product, pipeline, activity — Update an existing product in Pipedrive
  • Get person, deal, lead — Retrieve details of a specific person (contact) in Pipedrive by their ID, including name, emails, phones, and associated organization
  • Me user — Retrieve the profile of the currently authenticated user in Pipedrive
  • Delete webhook, note, organization — Delete a webhook from Pipedrive by its ID
  • List stages, leads, organizations — Retrieve all stages in Pipedrive
  • Create person, product, pipeline — Create a new person (contact) in Pipedrive with name, email, phone, and optional organization association

Authentication

Section titled “Authentication”

This connector uses OAuth 2.0. Scalekit acts as the OAuth client: it redirects your user to Pipedrive, obtains an access token, and automatically refreshes it before it expires. Your agent code never handles tokens directly — you only pass a connectionName and a user identifier.

You supply your Pipedrive Connected App credentials (Client ID + Secret) once per environment in the Scalekit dashboard.

Set up the connector

Register your Scalekit environment with the Pipedrive connector so Scalekit handles the OAuth flow and token lifecycle on your behalf. The connection name you create is used to identify and invoke the connection in code.

  1. Create a connection in Scalekit

    • In Scalekit dashboard, go to Agent Auth → Create Connection. Find Pipedrive and click Create.

    • Click Use your own credentials and copy the Redirect URI. It looks like: https://<SCALEKIT_ENVIRONMENT_URL>/sso/v1/oauth/<CONNECTION_ID>/callback

    Keep this tab open — you’ll return to it in step 3.

  2. Create a Pipedrive OAuth app

    • Go to the Pipedrive Developer Hub and sign in with your Pipedrive account.

    • Create a new app and fill in the form:

      • App name — a name to identify your app (e.g., My Sales Agent)
      • Callback URL — paste the Redirect URI you copied from Scalekit

    • Under OAuth & Access Scopes, select the permissions your agent needs:

      ScopeAccess granted
      deals:fullRead and write deals
      contacts:fullRead and write persons and organizations
      leads:fullRead and write leads
      activities:fullRead and write activities
      products:fullRead and write products
      users:readRead user information
      webhooks:fullManage webhooks

    • Click Save.

  3. Copy your client credentials

    After saving your app, Pipedrive shows the Client ID and Client Secret.

    Copy both values now — you will need them in the next step.

  4. Add credentials in Scalekit

    • Return to Scalekit dashboard → Agent Auth → Connections and open the connection you created in step 1.

    • Enter the following:

      • Client ID — from Pipedrive
      • Client Secret — from Pipedrive
      • Permissions — the same scopes you selected in Pipedrive

    • Click Save.

Tool list

Section titled “Tool list”
pipedrive_activities_list Retrieve a list of activities from Pipedrive. Filter by owner, deal, person, organization, completion status, and date range. 8 params

Retrieve a list of activities from Pipedrive. Filter by owner, deal, person, organization, completion status, and date range.

Name Type Required Description
cursor string optional Cursor for pagination from a previous response.
deal_id integer optional Filter activities by deal ID.
done boolean optional Filter by completion status: true for done, false for undone.
limit integer optional Number of activities to return per page (max 500).
org_id integer optional Filter activities by organization ID.
owner_id integer optional Filter activities by owner user ID.
person_id integer optional Filter activities by person ID.
updated_since string optional Filter activities updated after this RFC3339 datetime.
pipedrive_activity_create Create a new activity in Pipedrive such as a call, meeting, email, or task. Associate it with a deal, person, or organization. 9 params

Create a new activity in Pipedrive such as a call, meeting, email, or task. Associate it with a deal, person, or organization.

Name Type Required Description
subject string required Subject/title of the activity.
deal_id integer optional ID of the deal to associate this activity with.
due_date string optional Due date of the activity in YYYY-MM-DD format.
due_time string optional Due time of the activity in HH:MM format.
note string optional Note or description for the activity.
org_id integer optional ID of the organization to associate this activity with.
owner_id integer optional ID of the user responsible for this activity.
person_id integer optional ID of the person to associate this activity with.
type string optional Type of activity (e.g., call, meeting, email, task, deadline, lunch).
pipedrive_activity_delete Delete an activity from Pipedrive by its ID. After 30 days it will be permanently removed. 1 param

Delete an activity from Pipedrive by its ID. After 30 days it will be permanently removed.

Name Type Required Description
id integer required The ID of the activity to delete.
pipedrive_activity_update Update an existing activity in Pipedrive. Modify subject, type, due date/time, note, completion status, or associations. 8 params

Update an existing activity in Pipedrive. Modify subject, type, due date/time, note, completion status, or associations.

Name Type Required Description
id integer required The ID of the activity to update.
deal_id integer optional ID of the deal to associate this activity with.
done boolean optional Mark the activity as done (true) or undone (false).
due_date string optional Updated due date in YYYY-MM-DD format.
due_time string optional Updated due time in HH:MM format.
note string optional Updated note or description for the activity.
subject string optional Updated subject/title of the activity.
type string optional Updated type of activity (e.g., call, meeting, email, task).
pipedrive_deal_create Create a new deal in Pipedrive with a title, value, currency, pipeline, stage, associated person and organization. 9 params

Create a new deal in Pipedrive with a title, value, currency, pipeline, stage, associated person and organization.

Name Type Required Description
title string required Title of the deal.
currency string optional Currency code for the deal value (e.g., USD, EUR).
expected_close_date string optional Expected close date in YYYY-MM-DD format.
org_id integer optional ID of the organization to associate with this deal.
owner_id integer optional ID of the user who owns this deal.
person_id integer optional ID of the person to associate with this deal.
pipeline_id integer optional ID of the pipeline to place this deal in.
stage_id integer optional ID of the pipeline stage for this deal.
value number optional Monetary value of the deal.
pipedrive_deal_delete Delete a deal from Pipedrive by its ID. This action marks the deal as deleted. 1 param

Delete a deal from Pipedrive by its ID. This action marks the deal as deleted.

Name Type Required Description
id integer required The ID of the deal to delete.
pipedrive_deal_get Retrieve details of a specific deal in Pipedrive by its ID, including title, value, status, pipeline stage, associated person and organization. 1 param

Retrieve details of a specific deal in Pipedrive by its ID, including title, value, status, pipeline stage, associated person and organization.

Name Type Required Description
id integer required The ID of the deal to retrieve.
pipedrive_deal_update Update an existing deal in Pipedrive. Modify title, value, status, pipeline stage, associated person, organization, or close date. 11 params

Update an existing deal in Pipedrive. Modify title, value, status, pipeline stage, associated person, organization, or close date.

Name Type Required Description
id integer required The ID of the deal to update.
currency string optional Currency code for the deal value (e.g., USD, EUR).
expected_close_date string optional Expected close date in YYYY-MM-DD format.
org_id integer optional ID of the organization to associate with this deal.
owner_id integer optional ID of the user who owns this deal.
person_id integer optional ID of the person to associate with this deal.
pipeline_id integer optional ID of the pipeline for this deal.
stage_id integer optional ID of the pipeline stage for this deal.
status string optional Status of the deal: open, won, or lost.
title string optional New title for the deal.
value number optional Monetary value of the deal.
pipedrive_deals_list Retrieve a list of deals from Pipedrive. Filter by owner, person, organization, pipeline, stage, and status with cursor-based pagination. 9 params

Retrieve a list of deals from Pipedrive. Filter by owner, person, organization, pipeline, stage, and status with cursor-based pagination.

Name Type Required Description
cursor string optional Cursor for pagination from a previous response.
filter_id integer optional ID of a saved filter to apply.
limit integer optional Number of deals to return per page (max 500).
org_id integer optional Filter deals by organization ID.
owner_id integer optional Filter deals by owner user ID.
person_id integer optional Filter deals by person ID.
pipeline_id integer optional Filter deals by pipeline ID.
stage_id integer optional Filter deals by stage ID.
status string optional Filter deals by status: open, won, lost, or all_not_deleted.
pipedrive_file_delete Delete a file from Pipedrive by its ID. 1 param

Delete a file from Pipedrive by its ID.

Name Type Required Description
id integer required The ID of the file to delete.
pipedrive_file_get Retrieve metadata of a specific file in Pipedrive by its ID. 1 param

Retrieve metadata of a specific file in Pipedrive by its ID.

Name Type Required Description
id integer required The ID of the file to retrieve.
pipedrive_files_list Retrieve a list of files attached to Pipedrive records with pagination and sorting. 3 params

Retrieve a list of files attached to Pipedrive records with pagination and sorting.

Name Type Required Description
limit integer optional Number of files per page.
sort string optional Field and direction to sort by (e.g., id DESC, add_time ASC).
start integer optional Pagination start offset.
pipedrive_goal_create Create a new goal in Pipedrive to track team or individual performance metrics. 9 params

Create a new goal in Pipedrive to track team or individual performance metrics.

Name Type Required Description
assignee_id integer required ID of the user or team assigned to this goal.
assignee_type string required Type of assignee: person or team.
duration_end string required Goal end date in YYYY-MM-DD format.
duration_start string required Goal start date in YYYY-MM-DD format.
interval string required Goal tracking interval: weekly, monthly, quarterly, or yearly.
target number required Target value for the goal.
title string required Title of the goal.
tracking_metric string required What to track: count or sum.
type_name string required Goal type: deals_won, deals_progressed, activities_completed, activities_added, or revenue_forecast.
pipedrive_goal_delete Delete a goal from Pipedrive by its ID. 1 param

Delete a goal from Pipedrive by its ID.

Name Type Required Description
id string required The ID of the goal to delete.
pipedrive_goal_update Update an existing goal in Pipedrive. Modify title, assignee, target, interval, or duration. 8 params

Update an existing goal in Pipedrive. Modify title, assignee, target, interval, or duration.

Name Type Required Description
id string required The ID of the goal to update.
assignee_id integer optional Updated assignee user or team ID.
assignee_type string optional Updated assignee type: person or team.
duration_end string optional Updated goal end date in YYYY-MM-DD format.
duration_start string optional Updated goal start date in YYYY-MM-DD format.
interval string optional Updated tracking interval: weekly, monthly, quarterly, or yearly.
target number optional Updated target value.
title string optional Updated title of the goal.
pipedrive_goals_find Search and filter goals in Pipedrive by type, title, assignee, and time period. 7 params

Search and filter goals in Pipedrive by type, title, assignee, and time period.

Name Type Required Description
assignee_id integer optional Filter goals by assignee user or team ID.
assignee_type string optional Type of assignee: person or team.
is_active boolean optional Filter by active status: true for active, false for inactive.
period_end string optional Goal period end date in YYYY-MM-DD format.
period_start string optional Goal period start date in YYYY-MM-DD format.
title string optional Filter goals by title.
type_name string optional Filter by goal type: deals_won, deals_progressed, activities_completed, activities_added, revenue_forecast.
pipedrive_lead_create Create a new lead in Pipedrive with a title and optional associations to a person or organization. 4 params

Create a new lead in Pipedrive with a title and optional associations to a person or organization.

Name Type Required Description
title string required Title of the lead.
organization_id integer optional ID of the organization to associate this lead with.
owner_id integer optional ID of the user who owns this lead.
person_id integer optional ID of the person to associate this lead with.
pipedrive_lead_delete Delete a lead from Pipedrive by its ID. 1 param

Delete a lead from Pipedrive by its ID.

Name Type Required Description
id string required The UUID of the lead to delete.
pipedrive_lead_get Retrieve details of a specific lead in Pipedrive by its ID. 1 param

Retrieve details of a specific lead in Pipedrive by its ID.

Name Type Required Description
id string required The UUID of the lead to retrieve.
pipedrive_lead_update Update an existing lead in Pipedrive. Modify title, owner, person, organization, or status. 6 params

Update an existing lead in Pipedrive. Modify title, owner, person, organization, or status.

Name Type Required Description
id string required The UUID of the lead to update.
is_archived boolean optional Whether to archive this lead.
organization_id integer optional ID of the organization to associate this lead with.
owner_id integer optional ID of the user who owns this lead.
person_id integer optional ID of the person to associate this lead with.
title string optional Updated title of the lead.
pipedrive_leads_list Retrieve a list of leads from Pipedrive with pagination. Filter by owner, person, or organization. 6 params

Retrieve a list of leads from Pipedrive with pagination. Filter by owner, person, or organization.

Name Type Required Description
filter_id integer optional ID of a saved filter to apply.
limit integer optional Number of leads per page.
organization_id integer optional Filter leads by organization ID.
owner_id integer optional Filter leads by owner user ID.
person_id integer optional Filter leads by person ID.
start integer optional Pagination start offset.
pipedrive_note_create Create a new note in Pipedrive and associate it with a deal, person, organization, or lead. 5 params

Create a new note in Pipedrive and associate it with a deal, person, organization, or lead.

Name Type Required Description
content string required HTML content of the note.
deal_id integer optional ID of the deal to attach this note to.
lead_id string optional UUID of the lead to attach this note to.
org_id integer optional ID of the organization to attach this note to.
person_id integer optional ID of the person to attach this note to.
pipedrive_note_delete Delete a note from Pipedrive by its ID. 1 param

Delete a note from Pipedrive by its ID.

Name Type Required Description
id integer required The ID of the note to delete.
pipedrive_note_update Update the content of an existing note in Pipedrive. 2 params

Update the content of an existing note in Pipedrive.

Name Type Required Description
content string required Updated HTML content of the note.
id integer required The ID of the note to update.
pipedrive_notes_list Retrieve a list of notes from Pipedrive. Filter by deal, person, organization, lead, or date range. 7 params

Retrieve a list of notes from Pipedrive. Filter by deal, person, organization, lead, or date range.

Name Type Required Description
deal_id integer optional Filter notes by deal ID.
lead_id string optional Filter notes by lead UUID.
limit integer optional Number of notes per page.
org_id integer optional Filter notes by organization ID.
person_id integer optional Filter notes by person ID.
start integer optional Pagination start offset.
user_id integer optional Filter notes by the user who created them.
pipedrive_organization_create Create a new organization (company) in Pipedrive with a name, address, and optional owner. 3 params

Create a new organization (company) in Pipedrive with a name, address, and optional owner.

Name Type Required Description
name string required Name of the organization.
address string optional Physical address of the organization.
owner_id integer optional ID of the user who owns this organization.
pipedrive_organization_delete Delete an organization from Pipedrive by its ID. 1 param

Delete an organization from Pipedrive by its ID.

Name Type Required Description
id integer required The ID of the organization to delete.
pipedrive_organization_get Retrieve details of a specific organization in Pipedrive by its ID, including name, address, and associated deals and contacts. 1 param

Retrieve details of a specific organization in Pipedrive by its ID, including name, address, and associated deals and contacts.

Name Type Required Description
id integer required The ID of the organization to retrieve.
pipedrive_organization_update Update an existing organization in Pipedrive. Modify name, address, or owner. 4 params

Update an existing organization in Pipedrive. Modify name, address, or owner.

Name Type Required Description
id integer required The ID of the organization to update.
address string optional Updated physical address of the organization.
name string optional Updated name of the organization.
owner_id integer optional ID of the user who owns this organization.
pipedrive_organizations_list Retrieve a list of organizations (companies) from Pipedrive with cursor-based pagination and optional filtering. 4 params

Retrieve a list of organizations (companies) from Pipedrive with cursor-based pagination and optional filtering.

Name Type Required Description
cursor string optional Cursor for pagination from a previous response.
filter_id integer optional ID of a saved filter to apply.
limit integer optional Number of organizations to return per page (max 500).
owner_id integer optional Filter organizations by owner user ID.
pipedrive_person_create Create a new person (contact) in Pipedrive with name, email, phone, and optional organization association. 5 params

Create a new person (contact) in Pipedrive with name, email, phone, and optional organization association.

Name Type Required Description
name string required Full name of the person.
email string optional Email address of the person.
org_id integer optional ID of the organization to associate this person with.
owner_id integer optional ID of the user who owns this person record.
phone string optional Phone number of the person.
pipedrive_person_delete Delete a person (contact) from Pipedrive by their ID. 1 param

Delete a person (contact) from Pipedrive by their ID.

Name Type Required Description
id integer required The ID of the person to delete.
pipedrive_person_get Retrieve details of a specific person (contact) in Pipedrive by their ID, including name, emails, phones, and associated organization. 1 param

Retrieve details of a specific person (contact) in Pipedrive by their ID, including name, emails, phones, and associated organization.

Name Type Required Description
id integer required The ID of the person to retrieve.
pipedrive_person_update Update an existing person (contact) in Pipedrive. Modify name, email, phone, organization, or owner. 6 params

Update an existing person (contact) in Pipedrive. Modify name, email, phone, organization, or owner.

Name Type Required Description
id integer required The ID of the person to update.
email string optional Updated email address of the person.
name string optional Updated full name of the person.
org_id integer optional ID of the organization to associate this person with.
owner_id integer optional ID of the user who owns this person record.
phone string optional Updated phone number of the person.
pipedrive_persons_list Retrieve a list of persons (contacts) from Pipedrive. Filter by owner, organization, or deal with cursor-based pagination. 6 params

Retrieve a list of persons (contacts) from Pipedrive. Filter by owner, organization, or deal with cursor-based pagination.

Name Type Required Description
cursor string optional Cursor for pagination from a previous response.
deal_id integer optional Filter persons by associated deal ID.
filter_id integer optional ID of a saved filter to apply.
limit integer optional Number of persons to return per page (max 500).
org_id integer optional Filter persons by organization ID.
owner_id integer optional Filter persons by owner user ID.
pipedrive_pipeline_create Create a new sales pipeline in Pipedrive with a name and optional deal probability setting. 2 params

Create a new sales pipeline in Pipedrive with a name and optional deal probability setting.

Name Type Required Description
name string required Name of the pipeline.
is_deal_probability_enabled boolean optional Whether deal probability is enabled for this pipeline.
pipedrive_pipeline_delete Delete a sales pipeline from Pipedrive by its ID. 1 param

Delete a sales pipeline from Pipedrive by its ID.

Name Type Required Description
id integer required The ID of the pipeline to delete.
pipedrive_pipeline_get Retrieve details of a specific sales pipeline in Pipedrive by its ID. 1 param

Retrieve details of a specific sales pipeline in Pipedrive by its ID.

Name Type Required Description
id integer required The ID of the pipeline to retrieve.
pipedrive_pipeline_update Update an existing sales pipeline in Pipedrive. Modify name or deal probability settings. 3 params

Update an existing sales pipeline in Pipedrive. Modify name or deal probability settings.

Name Type Required Description
id integer required The ID of the pipeline to update.
is_deal_probability_enabled boolean optional Whether deal probability is enabled for this pipeline.
name string optional Updated name of the pipeline.
pipedrive_pipelines_list Retrieve all sales pipelines from Pipedrive with their stages and configuration. 4 params

Retrieve all sales pipelines from Pipedrive with their stages and configuration.

Name Type Required Description
cursor string optional Cursor for pagination from a previous response.
limit integer optional Number of pipelines per page (max 500).
sort_by string optional Field to sort results by: id, update_time, or add_time.
sort_direction string optional Sort direction: asc or desc.
pipedrive_product_create Create a new product in Pipedrive with name, price, description, and other attributes. 6 params

Create a new product in Pipedrive with name, price, description, and other attributes.

Name Type Required Description
name string required Name of the product.
code string optional Product code or SKU.
description string optional Description of the product.
owner_id integer optional ID of the user who owns this product.
tax number optional Tax rate for this product (percentage).
unit string optional Unit of measurement for this product.
pipedrive_product_delete Delete a product from Pipedrive by its ID. 1 param

Delete a product from Pipedrive by its ID.

Name Type Required Description
id integer required The ID of the product to delete.
pipedrive_product_get Retrieve details of a specific product in Pipedrive by its ID. 1 param

Retrieve details of a specific product in Pipedrive by its ID.

Name Type Required Description
id integer required The ID of the product to retrieve.
pipedrive_product_update Update an existing product in Pipedrive. Modify name, code, description, unit, tax, or owner. 7 params

Update an existing product in Pipedrive. Modify name, code, description, unit, tax, or owner.

Name Type Required Description
id integer required The ID of the product to update.
code string optional Updated product code or SKU.
description string optional Updated description of the product.
name string optional Updated name of the product.
owner_id integer optional Updated owner user ID.
tax number optional Updated tax rate (percentage).
unit string optional Updated unit of measurement.
pipedrive_products_list Retrieve a list of products from Pipedrive with cursor-based pagination and optional filtering. 6 params

Retrieve a list of products from Pipedrive with cursor-based pagination and optional filtering.

Name Type Required Description
cursor string optional Cursor for pagination from a previous response.
filter_id integer optional ID of a saved filter to apply.
limit integer optional Number of products per page (max 500).
owner_id integer optional Filter products by owner user ID.
sort_by string optional Field to sort by (e.g., id, update_time, add_time, name).
sort_direction string optional Sort direction: asc or desc.
pipedrive_stage_create Create a new stage in a Pipedrive pipeline with a name and optional deal probability settings. 5 params

Create a new stage in a Pipedrive pipeline with a name and optional deal probability settings.

Name Type Required Description
name string required Name of the stage.
pipeline_id integer required ID of the pipeline this stage belongs to.
days_to_rotten integer optional Number of days a deal stays in this stage before it's marked as rotten.
deal_probability integer optional Deal success probability for this stage (0-100).
is_deal_rot_enabled boolean optional Whether rotten flag is enabled for deals in this stage.
pipedrive_stage_delete Delete a pipeline stage from Pipedrive by its ID. 1 param

Delete a pipeline stage from Pipedrive by its ID.

Name Type Required Description
id integer required The ID of the stage to delete.
pipedrive_stage_get Retrieve details of a specific pipeline stage in Pipedrive by its ID. 1 param

Retrieve details of a specific pipeline stage in Pipedrive by its ID.

Name Type Required Description
id integer required The ID of the stage to retrieve.
pipedrive_stage_update Update an existing pipeline stage in Pipedrive. Modify name, pipeline, deal probability, or rotten settings. 6 params

Update an existing pipeline stage in Pipedrive. Modify name, pipeline, deal probability, or rotten settings.

Name Type Required Description
id integer required The ID of the stage to update.
days_to_rotten integer optional Number of days before a deal is marked as rotten.
deal_probability integer optional Deal success probability for this stage (0-100).
is_deal_rot_enabled boolean optional Whether rotten flag is enabled for deals in this stage.
name string optional Updated name of the stage.
pipeline_id integer optional ID of the pipeline this stage belongs to.
pipedrive_stages_list Retrieve all stages in Pipedrive. Filter by pipeline ID with cursor-based pagination. 5 params

Retrieve all stages in Pipedrive. Filter by pipeline ID with cursor-based pagination.

Name Type Required Description
cursor string optional Cursor for pagination from a previous response.
limit integer optional Number of stages per page (max 500).
pipeline_id integer optional Filter stages by pipeline ID.
sort_by string optional Field to sort by (e.g., id, update_time, add_time).
sort_direction string optional Sort direction: asc or desc.
pipedrive_user_get Retrieve details of a specific user in Pipedrive by their ID. 1 param

Retrieve details of a specific user in Pipedrive by their ID.

Name Type Required Description
id integer required The ID of the user to retrieve.
pipedrive_user_me Retrieve the profile of the currently authenticated user in Pipedrive. 0 params

Retrieve the profile of the currently authenticated user in Pipedrive.

pipedrive_users_find Search for Pipedrive users by name or email address. 2 params

Search for Pipedrive users by name or email address.

Name Type Required Description
term string required Search term to match against user name or email.
search_by_email boolean optional When true, the search term is matched against email addresses instead of names.
pipedrive_users_list Retrieve all users in the Pipedrive company account. 0 params

Retrieve all users in the Pipedrive company account.

pipedrive_webhook_create Create a new webhook in Pipedrive to receive real-time notifications when objects are created, updated, or deleted. 7 params

Create a new webhook in Pipedrive to receive real-time notifications when objects are created, updated, or deleted.

Name Type Required Description
event_action string required Action to trigger the webhook: added, updated, deleted, or * for all.
event_object string required Object type to watch: deal, person, organization, activity, lead, note, pipeline, product, stage, user, or * for all.
subscription_url string required The URL to send webhook notifications to.
http_auth_password string optional Password for HTTP Basic Auth on the subscription URL.
http_auth_user string optional Username for HTTP Basic Auth on the subscription URL.
name string optional Display name for this webhook.
version string optional Webhook payload version: 1 or 2.
pipedrive_webhook_delete Delete a webhook from Pipedrive by its ID. 1 param

Delete a webhook from Pipedrive by its ID.

Name Type Required Description
id integer required The ID of the webhook to delete.
pipedrive_webhooks_list Retrieve all webhooks configured in the Pipedrive account. 0 params

Retrieve all webhooks configured in the Pipedrive account.