| Active |
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| This application does not need additional settings. So you can make connection only by using your login credentials or by following the instructions below . |
The Pipedrive CRM modules allow you to monitor deals, organizations, persons, products, notes, and activities and create, update, list, or delete deals, products in deals, persons in deals, files in deals, activities in deals, organizations, persons, products, notes, activities, emails, followers, or users in your Pipedrive CRM account.
To get started with Pipedrive CRM, create an account at pipedrive.com/register.
Refer to the Pipedrive CRM API documentation for a list of available endpoints.
Boost.space Integrator provides two ways to connect the Pipedrive CRM app:
To establish the connection:
- Log in to your Boost.space Integrator account, add a Pipedrive CRM module to your scenario, and click Create a connection.
- Optional: In the Connection name field, enter a name for the connection.
- Optional: Click Show advanced settings and manually add scopes or enter your custom app client credentials. For more information regarding creating a custom app and retrieving client credentials, refer to the Pipedrive Creating an app documentation.
If requested, use the following Redirect URI when creating your custom app:
https://integrator.boost.space/oauth/cb/pipedrive-auth. - Click Save.
- If prompted, authenticate your account and confirm access.
You have successfully established the connection. You can now edit your scenario and add more Pipedrive CRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
![[Note]](https://docs.boost.space/wp-content/themes/bsdocs/docs-parser/HTML/css/image/note.png) |
Note |
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| The date and time values are converted to the UTC time zone for input and returned in output as a value in the user’s time zone. |
To establish the connection:
- Log in to your Pipedrive account.
- In the top right corner, click your Profile picture > Personal preferences.
- Click API.
- Copy the Your personal API token field and store it in a safe place. If you want to create a new API key, click Generate new token.
- Log in to your Boost.space Integrator account, add a Pipedrive CRM module to your scenario, and click Create a connection.
Note: If you add a module with an
instanttag, click Create a webhook, then Create a connection. - In the Connection type field, select Pipedrive API token.
- Optional: In the Connection name field, enter a name for the connection.
- In the API token field, enter the API token copied in Step 4.
- Optional: Click Show advanced settings and manually add scopes or enter your custom app client credentials. For more information regarding creating a custom app and retrieving client credentials, refer to the Pipedrive Creating an app documentation.
If requested, use the following Redirect URI when creating your custom app:
https://integrator.boost.space/oauth/cb/pipedrive-auth. - Click Save.
You have successfully established the connection. You can now edit your scenario and add more Pipedrive CRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
After connecting the app, you can perform the following actions:
Deals
- New Deal Event
- Watch Deals
- Create a Deal
- Update a Deal
- Delete a Deal
- Get a Deal
- List Deals
- Search Deals
- List Deals in a Pipeline
- List Deals in a Stage
- List Deals for a Person
- List Deals for a Product
- List Deals in an Organization
Leads
- Watch Leads
- Search Leads
- List Leads
- Get a Lead
- Create a Lead
- Update a Lead
- Delete a Lead
Product in a Deal
- Add a Product to a Deal
- Update Product Attachment Details
- Delete an Attached Product
- List Products in a Deal
Persons in a Deal
- Add a Participant to a Deal
- List Persons in a Deal
Participants in a Deal
- List Participants of a Deal
Files in a Deal
- List Files in a Deal
Activities in a Deal
- List Activities in a Deal
Organizations
- New Organization Event
- Watch Organizations
- Create an Organization
- Update an Organization
- Delete an Organization
- Get an Organization
- List Organizations
- Search Organizations
- Update an Organization Field Value
Persons
![[Caution]](https://docs.boost.space/wp-content/themes/bsdocs/docs-parser/HTML/css/image/caution.png) |
Caution |
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| Persons are the customers you are doing deals with – not users. |
- New Person Event
- Watch Persons
- Create a Person
- Update a Person
- Delete a Person
- Get a Person
- List Persons
- Search Persons
Products
- New Product Event
- Watch Products
- Create a Product
- Update a Product
- Delete a Product
- Get a Product
- List Products
- Search Products
Notes
- New Note Event
- Watch Notes
- Create a Note
- Update a Note
- Delete a Note
- Get a Note
- List Notes
Activities
- New Activity Event
- Watch Activities
- Create an Activity
- Update an Activity
- Delete an Activity
- Get an Activity
- List Activities
- Update a Mail Thread Details
- Delete a Mail Thread
- Get a Mail Thread
- Get a Message
- List Mail Threads
- List Messages in a Thread
Followers
- Add a Follower
- Delete a Follower
- List Followers
Users
- Get a User
- List Users
Files
- Upload a File
- Download a File
Subscriptions
- Add a Recruiting Subscription
- Add an Installment Subscription
- Update an Installment Subscription
- Update a Recurring Subscription
- Get a Subscription
- Find Subscription by Deal
- List Payments of a Subscription
- Cancel a Recurring Subscription
- Delete a Subscription
Other
- List Pipelines
- List Stages
- Search for Items
- Make an API Call
- Watch Emails