Pipedrive Integration — Automate Pipedrive with AI on Beauto
Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing
Category: crm, sales & crm · 399 actions available
What you can automate with Pipedrive
Beauto connects Pipedrive with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Pipedrive events, enrich Pipedrive data with AI, or sync Pipedrive with the rest of your stack — without writing code.
- Sync Pipedrive data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new Pipedrive events and route the output anywhere
- Schedule recurring Pipedrive tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
Pipedrive actions Beauto supports
- Add new activity type — Adds a new activity type.
- Add a deal — Add a new deal to Pipedrive with any custom fields, which vary by account and are identified by long hash keys. Check dealFields for existing custom fields. For details, visit the tutorial on adding a deal.
- Add an activity — New activity added. Response includes `more_activities_scheduled_in_context` to show if more are planned with the same entity. See tutorial on adding activities [here](https://pipedrive.readme.io/docs/adding-an-activity)
- Add an organization — Creates a new organization in Pipedrive. The 'name' parameter is required and represents the organization's name (e.g., 'Acme Corp'). Optionally specify 'owner_id' to assign an owner and 'visible_to' for visibility setti
- Add a person — Add a new contact in Pipedrive with optional custom fields unique to each account found using the `personFields` endpoint. The endpoint also handles `data.marketing_status` for Campaigns product users.
- Add a call log — Adds a new call log.
- Add Call Log Audio File — Tool to attach an audio recording to an existing call log in Pipedrive. Use when you need to add audio evidence to a call log. Only one recording per call log is allowed.
- Add a channel — New messaging channel added; registration limited to admins. Utilizes getConversations endpoint for data retrieval. Requires Messengers integration OAuth scope and a prepared Messaging app extension manifest.
- Add discount to deal — Tool to add a discount to a deal in Pipedrive. Use when you need to apply a percentage-based or fixed amount discount to an existing deal.
- Add a new deal field — Adds a new deal field. For more information, see the tutorial for <a href=\
- Add deal field options — Tool to add new options to a deal custom field atomically. Use when you need to add options to enum or set type deal fields.
- Add a follower to a deal — Adds a follower to a deal.
- Add a participant to a deal — Adds a participant to a deal.
- Add product to deal — Tool to add a product to a deal in Pipedrive. Use when you need to attach a product to an existing deal with custom pricing, quantity, duration, discount, and tax settings.
- Bulk add products to deal — Tool to bulk add products to a Pipedrive deal. Use when attaching multiple products simultaneously, with maximum 100 products per request.
- Add file — Upload and link files to deals, people, organizations, activities, products, or leads in Pipedrive. See the \
- Add a new filter — New filter creation returns an ID. Only one primary condition group with 'AND' and two secondary groups (one 'AND', one 'OR') are supported. Future syntax expansion possible. See tutorial for details.
- Add a new goal — Adds a new goal. Along with adding a new goal, a report is created to track the progress of your goal.
- Receives an incoming message — Adds a message to a conversation. To use the endpoint, you need to have **Messengers integration** OAuth scope enabled and the Messaging manifest ready for the [Messaging app extension](https://pipedrive.readme.io/docs/m
- Add an installment subscription — Adds a new installment subscription. Note: Subscriptions endpoints may not be available on the company-specific base URL. To avoid 404s, this action overrides the default request behavior and uses the public API host (ap
- Add a lead — Pipedrive API lets you add leads linked to people or organizations and tags them with 'API' source. Custom fields from deals apply to leads and appear in responses if set. Details are in the tutorials for adding and upda
- Add a lead label — Creates a lead label.
- Add Note — Tool to add a note to a deal, person, organization, lead, or project in Pipedrive. Use when you need to create a note attached to an entity. At least one entity ID (lead_id, deal_id, person_id, org_id, or project_id) mus
- Add comment to note — Tool to add a comment to an existing note in Pipedrive. Use when you need to add commentary or updates to notes linked to deals, persons, or organizations.
- Add a new organization field — Adds a new organization field. For more information, see the tutorial for <a href=\
- Add Organization Field Options — Tool to add new options to an organization field in Pipedrive. Use when you need to add new choices to enum or set type organization fields. This is an atomic operation where all options are added or none.
- Add organization follower — Tool to add a follower to an organization in Pipedrive. Use when you need to create a follower relationship between a user and an organization entity.
- Add or update role setting — Adds or updates the visibility setting for a role. Notes: - Roles endpoints require the `admin` OAuth scope. - OAuth calls must target the company domain with `/api/v1` path, e.g., https://{COMPANY}.pipedrive.com/api/v1/
- Add a new person field — Adds a new person field. For more information, see the tutorial for <a href=\
- Add person field options — Tool to bulk add options to enum/set person fields atomically. Use when you need to add new options to a person field.
- Add a follower to a person — Tool to add a follower to a person in Pipedrive. Use when you need to create a follower relationship between a user and a person entity.
- Add person picture — This service allows adding a photo to a person's profile, replacing any existing one. Images must be square with a minimum size of 128 pixels and in GIF, JPG, or PNG formats. They will be resized to 128 and 512 pixels.
- Add a new pipeline — Adds a new pipeline (v2).
- Add a product — Adds a new product to the Products inventory. For more information, see the tutorial for <a href=\
- Add a new product field — Adds a new product field. For more information, see the tutorial for <a href=\
- Add product field options — Tool to add new options to a product custom field that supports options (enum or set field types). Use when you need to expand the available choices for a product field. This operation is atomic - all options are added o
- Add follower to product — Tool to add a follower to a product in Pipedrive. Use when you need to have a user follow a specific product for updates and notifications.
- Add Product Image — Tool to upload an image for a product in Pipedrive. Use when you need to add a visual representation to a product.
- Create product variation — Tool to create a new product variation for an existing product. Use when you need to add a variation with customizable name and prices in multiple currencies.
- Add a project — Adds a new project. Note that you can supply additional custom fields along with the request that are not described here. These custom fields are different for each Pipedrive account and can be recognized by long hashes
Pipedrive triggers
- New Deal Received Trigger — Triggered when a new deal is created in Pipedrive
- New Note Received Trigger — Triggered when a new note is created in Pipedrive
- New Organization Received Trigger — Triggered when a new organization is created in Pipedrive