Pipedrive

Connect to Pipedrive CRM. Manage deals, contacts, organizations, activities, leads, and notes to streamline your sales pipeline.

Supports authentication: OAuth 2.0

Set up the agent 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:

     Scope	Access granted
     deals:full	Read and write deals
     contacts:full	Read and write persons and organizations
     leads:full	Read and write leads
     activities:full	Read and write activities
     products:full	Read and write products
     users:read	Read user information
     webhooks:full	Manage webhooks

   • Click Save.

   

   Use the minimum scopes

   Request only the scopes your agent actually uses. Narrow scopes reduce the blast radius if credentials are compromised and make it easier for users to consent.

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.

   

   Connection name is your identifier

   The connection name you set here (e.g., pipedrive) is the string you pass to connection_name in every SDK call. It must match exactly — including case.

Tool list

pipedrive_activities_list

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

Name	Type	Required	Description
cursor	string	No	Cursor for pagination from a previous response.
deal_id	integer	No	Filter activities by deal ID.
done	boolean	No	Filter by completion status: true for done, false for undone.
limit	integer	No	Number of activities to return per page (max 500).
org_id	integer	No	Filter activities by organization ID.
owner_id	integer	No	Filter activities by owner user ID.
person_id	integer	No	Filter activities by person ID.
updated_since	string	No	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.

Name	Type	Required	Description
deal_id	integer	No	ID of the deal to associate this activity with.
due_date	string	No	Due date of the activity in YYYY-MM-DD format.
due_time	string	No	Due time of the activity in HH:MM format.
note	string	No	Note or description for the activity.
org_id	integer	No	ID of the organization to associate this activity with.
owner_id	integer	No	ID of the user responsible for this activity.
person_id	integer	No	ID of the person to associate this activity with.
subject	string	Yes	Subject/title of the activity.
type	string	No	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.

Name	Type	Required	Description
id	integer	Yes	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.

Name	Type	Required	Description
deal_id	integer	No	ID of the deal to associate this activity with.
done	boolean	No	Mark the activity as done (true) or undone (false).
due_date	string	No	Updated due date in YYYY-MM-DD format.
due_time	string	No	Updated due time in HH:MM format.
id	integer	Yes	The ID of the activity to update.
note	string	No	Updated note or description for the activity.
subject	string	No	Updated subject/title of the activity.
type	string	No	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.

Name	Type	Required	Description
currency	string	No	Currency code for the deal value (e.g., USD, EUR).
expected_close_date	string	No	Expected close date in YYYY-MM-DD format.
org_id	integer	No	ID of the organization to associate with this deal.
owner_id	integer	No	ID of the user who owns this deal.
person_id	integer	No	ID of the person to associate with this deal.
pipeline_id	integer	No	ID of the pipeline to place this deal in.
stage_id	integer	No	ID of the pipeline stage for this deal.
title	string	Yes	Title of the deal.
value	number	No	Monetary value of the deal.

pipedrive_deal_delete

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

Name	Type	Required	Description
id	integer	Yes	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.

Name	Type	Required	Description
id	integer	Yes	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.

Name	Type	Required	Description
currency	string	No	Currency code for the deal value (e.g., USD, EUR).
expected_close_date	string	No	Expected close date in YYYY-MM-DD format.
id	integer	Yes	The ID of the deal to update.
org_id	integer	No	ID of the organization to associate with this deal.
owner_id	integer	No	ID of the user who owns this deal.
person_id	integer	No	ID of the person to associate with this deal.
pipeline_id	integer	No	ID of the pipeline for this deal.
stage_id	integer	No	ID of the pipeline stage for this deal.
status	string	No	Status of the deal: open, won, or lost.
title	string	No	New title for the deal.
value	number	No	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.

Name	Type	Required	Description
cursor	string	No	Cursor for pagination from a previous response.
filter_id	integer	No	ID of a saved filter to apply.
limit	integer	No	Number of deals to return per page (max 500).
org_id	integer	No	Filter deals by organization ID.
owner_id	integer	No	Filter deals by owner user ID.
person_id	integer	No	Filter deals by person ID.
pipeline_id	integer	No	Filter deals by pipeline ID.
stage_id	integer	No	Filter deals by stage ID.
status	string	No	Filter deals by status: open, won, lost, or all_not_deleted.

pipedrive_deals_search

Search for deals in Pipedrive by a search term across title and other fields. Supports filtering by person, organization, and status.

Name	Type	Required	Description
cursor	string	No	Cursor for pagination from a previous response.
exact_match	boolean	No	When true, only results with exact case-insensitive match are returned.
fields	string	No	Comma-separated list of fields to search in (e.g., title,notes,custom_fields).
limit	integer	No	Number of results per page (max 500).
organization_id	integer	No	Filter results by organization ID.
person_id	integer	No	Filter results by person ID.
status	string	No	Filter by deal status: open, won, or lost.
term	string	Yes	Search term to find matching deals. Minimum 2 characters.

pipedrive_file_delete

Delete a file from Pipedrive by its ID.

Name	Type	Required	Description
id	integer	Yes	The ID of the file to delete.

pipedrive_file_get

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

Name	Type	Required	Description
id	integer	Yes	The ID of the file to retrieve.

pipedrive_files_list

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

Name	Type	Required	Description
limit	integer	No	Number of files per page.
sort	string	No	Field and direction to sort by (e.g., id DESC, add_time ASC).
start	integer	No	Pagination start offset.

pipedrive_goal_create

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

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

pipedrive_goal_delete

Delete a goal from Pipedrive by its ID.

Name	Type	Required	Description
id	string	Yes	The ID of the goal to delete.

pipedrive_goal_update

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

Name	Type	Required	Description
assignee_id	integer	No	Updated assignee user or team ID.
assignee_type	string	No	Updated assignee type: person or team.
duration_end	string	No	Updated goal end date in YYYY-MM-DD format.
duration_start	string	No	Updated goal start date in YYYY-MM-DD format.
id	string	Yes	The ID of the goal to update.
interval	string	No	Updated tracking interval: weekly, monthly, quarterly, or yearly.
target	number	No	Updated target value.
title	string	No	Updated title of the goal.

pipedrive_goals_find

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

Name	Type	Required	Description
assignee_id	integer	No	Filter goals by assignee user or team ID.
assignee_type	string	No	Type of assignee: person or team.
is_active	boolean	No	Filter by active status: true for active, false for inactive.
period_end	string	No	Goal period end date in YYYY-MM-DD format.
period_start	string	No	Goal period start date in YYYY-MM-DD format.
title	string	No	Filter goals by title.
type_name	string	No	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.

Name	Type	Required	Description
organization_id	integer	No	ID of the organization to associate this lead with.
owner_id	integer	No	ID of the user who owns this lead.
person_id	integer	No	ID of the person to associate this lead with.
title	string	Yes	Title of the lead.

pipedrive_lead_delete

Delete a lead from Pipedrive by its ID.

Name	Type	Required	Description
id	string	Yes	The UUID of the lead to delete.

pipedrive_lead_get

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

Name	Type	Required	Description
id	string	Yes	The UUID of the lead to retrieve.

pipedrive_lead_update

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

Name	Type	Required	Description
id	string	Yes	The UUID of the lead to update.
is_archived	boolean	No	Whether to archive this lead.
organization_id	integer	No	ID of the organization to associate this lead with.
owner_id	integer	No	ID of the user who owns this lead.
person_id	integer	No	ID of the person to associate this lead with.
title	string	No	Updated title of the lead.

pipedrive_leads_list

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

Name	Type	Required	Description
filter_id	integer	No	ID of a saved filter to apply.
limit	integer	No	Number of leads per page.
organization_id	integer	No	Filter leads by organization ID.
owner_id	integer	No	Filter leads by owner user ID.
person_id	integer	No	Filter leads by person ID.
start	integer	No	Pagination start offset.

pipedrive_leads_search

Search for leads in Pipedrive by title, notes, or custom fields.

Name	Type	Required	Description
cursor	string	No	Cursor for pagination from a previous response.
exact_match	boolean	No	When true, only exact case-insensitive matches are returned.
fields	string	No	Comma-separated fields to search in (e.g., title,notes,custom_fields).
limit	integer	No	Number of results per page (max 500).
organization_id	integer	No	Filter results by organization ID.
person_id	integer	No	Filter results by person ID.
term	string	Yes	Search term. Minimum 2 characters.

pipedrive_note_create

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

Name	Type	Required	Description
content	string	Yes	HTML content of the note.
deal_id	integer	No	ID of the deal to attach this note to.
lead_id	string	No	UUID of the lead to attach this note to.
org_id	integer	No	ID of the organization to attach this note to.
person_id	integer	No	ID of the person to attach this note to.

pipedrive_note_delete

Delete a note from Pipedrive by its ID.

Name	Type	Required	Description
id	integer	Yes	The ID of the note to delete.

pipedrive_note_update

Update the content of an existing note in Pipedrive.

Name	Type	Required	Description
content	string	Yes	Updated HTML content of the note.
id	integer	Yes	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.

Name	Type	Required	Description
deal_id	integer	No	Filter notes by deal ID.
lead_id	string	No	Filter notes by lead UUID.
limit	integer	No	Number of notes per page.
org_id	integer	No	Filter notes by organization ID.
person_id	integer	No	Filter notes by person ID.
start	integer	No	Pagination start offset.
user_id	integer	No	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.

Name	Type	Required	Description
address	string	No	Physical address of the organization.
name	string	Yes	Name of the organization.
owner_id	integer	No	ID of the user who owns this organization.

pipedrive_organization_delete

Delete an organization from Pipedrive by its ID.

Name	Type	Required	Description
id	integer	Yes	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.

Name	Type	Required	Description
id	integer	Yes	The ID of the organization to retrieve.

pipedrive_organization_update

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

Name	Type	Required	Description
address	string	No	Updated physical address of the organization.
id	integer	Yes	The ID of the organization to update.
name	string	No	Updated name of the organization.
owner_id	integer	No	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.

Name	Type	Required	Description
cursor	string	No	Cursor for pagination from a previous response.
filter_id	integer	No	ID of a saved filter to apply.
limit	integer	No	Number of organizations to return per page (max 500).
owner_id	integer	No	Filter organizations by owner user ID.

pipedrive_organizations_search

Search for organizations in Pipedrive by a search term across name, address, and custom fields.

Name	Type	Required	Description
cursor	string	No	Cursor for pagination from a previous response.
exact_match	boolean	No	When true, only exact case-insensitive matches are returned.
fields	string	No	Comma-separated fields to search in (e.g., name,address,custom_fields).
limit	integer	No	Number of results per page (max 500).
term	string	Yes	Search term. Minimum 2 characters.

pipedrive_person_create

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

Name	Type	Required	Description
email	string	No	Email address of the person.
name	string	Yes	Full name of the person.
org_id	integer	No	ID of the organization to associate this person with.
owner_id	integer	No	ID of the user who owns this person record.
phone	string	No	Phone number of the person.

pipedrive_person_delete

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

Name	Type	Required	Description
id	integer	Yes	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.

Name	Type	Required	Description
id	integer	Yes	The ID of the person to retrieve.

pipedrive_person_update

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

Name	Type	Required	Description
email	string	No	Updated email address of the person.
id	integer	Yes	The ID of the person to update.
name	string	No	Updated full name of the person.
org_id	integer	No	ID of the organization to associate this person with.
owner_id	integer	No	ID of the user who owns this person record.
phone	string	No	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.

Name	Type	Required	Description
cursor	string	No	Cursor for pagination from a previous response.
deal_id	integer	No	Filter persons by associated deal ID.
filter_id	integer	No	ID of a saved filter to apply.
limit	integer	No	Number of persons to return per page (max 500).
org_id	integer	No	Filter persons by organization ID.
owner_id	integer	No	Filter persons by owner user ID.

pipedrive_persons_search

Search for persons (contacts) in Pipedrive by name, email, phone, or custom fields.

Name	Type	Required	Description
exact_match	boolean	No	When true, only results with exact case-insensitive match are returned.
fields	string	No	Comma-separated list of fields to search in (e.g., name,email,phone,custom_fields).
limit	integer	No	Number of results per page (max 500).
organization_id	integer	No	Filter results by organization ID.
term	string	Yes	Search term to find matching persons. Minimum 2 characters.

pipedrive_pipeline_create

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

Name	Type	Required	Description
is_deal_probability_enabled	boolean	No	Whether deal probability is enabled for this pipeline.
name	string	Yes	Name of the pipeline.

pipedrive_pipeline_delete

Delete a sales pipeline from Pipedrive by its ID.

Name	Type	Required	Description
id	integer	Yes	The ID of the pipeline to delete.

pipedrive_pipeline_get

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

Name	Type	Required	Description
id	integer	Yes	The ID of the pipeline to retrieve.

pipedrive_pipeline_update

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

Name	Type	Required	Description
id	integer	Yes	The ID of the pipeline to update.
is_deal_probability_enabled	boolean	No	Whether deal probability is enabled for this pipeline.
name	string	No	Updated name of the pipeline.

pipedrive_pipelines_list

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

Name	Type	Required	Description
cursor	string	No	Cursor for pagination from a previous response.
limit	integer	No	Number of pipelines per page (max 500).
sort_by	string	No	Field to sort results by: id, update_time, or add_time.
sort_direction	string	No	Sort direction: asc or desc.

pipedrive_product_create

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

Name	Type	Required	Description
code	string	No	Product code or SKU.
description	string	No	Description of the product.
name	string	Yes	Name of the product.
owner_id	integer	No	ID of the user who owns this product.
tax	number	No	Tax rate for this product (percentage).
unit	string	No	Unit of measurement for this product.

pipedrive_product_delete

Delete a product from Pipedrive by its ID.

Name	Type	Required	Description
id	integer	Yes	The ID of the product to delete.

pipedrive_product_get

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

Name	Type	Required	Description
id	integer	Yes	The ID of the product to retrieve.

pipedrive_product_update

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

Name	Type	Required	Description
code	string	No	Updated product code or SKU.
description	string	No	Updated description of the product.
id	integer	Yes	The ID of the product to update.
name	string	No	Updated name of the product.
owner_id	integer	No	Updated owner user ID.
tax	number	No	Updated tax rate (percentage).
unit	string	No	Updated unit of measurement.

pipedrive_products_list

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

Name	Type	Required	Description
cursor	string	No	Cursor for pagination from a previous response.
filter_id	integer	No	ID of a saved filter to apply.
limit	integer	No	Number of products per page (max 500).
owner_id	integer	No	Filter products by owner user ID.
sort_by	string	No	Field to sort by (e.g., id, update_time, add_time, name).
sort_direction	string	No	Sort direction: asc or desc.

pipedrive_products_search

Search for products in Pipedrive by name, code, or custom fields.

Name	Type	Required	Description
cursor	string	No	Cursor for pagination from a previous response.
exact_match	boolean	No	When true, only exact case-insensitive matches are returned.
fields	string	No	Comma-separated fields to search in (e.g., name,code,description).
limit	integer	No	Number of results per page (max 500).
term	string	Yes	Search term. Minimum 2 characters.

pipedrive_stage_create

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

Name	Type	Required	Description
days_to_rotten	integer	No	Number of days a deal stays in this stage before it’s marked as rotten.
deal_probability	integer	No	Deal success probability for this stage (0-100).
is_deal_rot_enabled	boolean	No	Whether rotten flag is enabled for deals in this stage.
name	string	Yes	Name of the stage.
pipeline_id	integer	Yes	ID of the pipeline this stage belongs to.

pipedrive_stage_delete

Delete a pipeline stage from Pipedrive by its ID.

Name	Type	Required	Description
id	integer	Yes	The ID of the stage to delete.

pipedrive_stage_get

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

Name	Type	Required	Description
id	integer	Yes	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.

Name	Type	Required	Description
days_to_rotten	integer	No	Number of days before a deal is marked as rotten.
deal_probability	integer	No	Deal success probability for this stage (0-100).
id	integer	Yes	The ID of the stage to update.
is_deal_rot_enabled	boolean	No	Whether rotten flag is enabled for deals in this stage.
name	string	No	Updated name of the stage.
pipeline_id	integer	No	ID of the pipeline this stage belongs to.

pipedrive_stages_list

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

Name	Type	Required	Description
cursor	string	No	Cursor for pagination from a previous response.
limit	integer	No	Number of stages per page (max 500).
pipeline_id	integer	No	Filter stages by pipeline ID.
sort_by	string	No	Field to sort by (e.g., id, update_time, add_time).
sort_direction	string	No	Sort direction: asc or desc.

pipedrive_user_get

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

Name	Type	Required	Description
id	integer	Yes	The ID of the user to retrieve.

pipedrive_user_me

Retrieve the profile of the currently authenticated user in Pipedrive.

pipedrive_users_find

Search for Pipedrive users by name or email address.

Name	Type	Required	Description
search_by_email	boolean	No	When true, the search term is matched against email addresses instead of names.
term	string	Yes	Search term to match against user name or email.

pipedrive_users_list

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.

Name	Type	Required	Description
event_action	string	Yes	Action to trigger the webhook: added, updated, deleted, or * for all.
event_object	string	Yes	Object type to watch: deal, person, organization, activity, lead, note, pipeline, product, stage, user, or * for all.
http_auth_password	string	No	Password for HTTP Basic Auth on the subscription URL.
http_auth_user	string	No	Username for HTTP Basic Auth on the subscription URL.
name	string	No	Display name for this webhook.
subscription_url	string	Yes	The URL to send webhook notifications to.
version	string	No	Webhook payload version: 1 or 2.

pipedrive_webhook_delete

Delete a webhook from Pipedrive by its ID.

Name	Type	Required	Description
id	integer	Yes	The ID of the webhook to delete.

pipedrive_webhooks_list

Retrieve all webhooks configured in the Pipedrive account.