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| This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below . |
The Pipedrive CRM modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. 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 usersCan use the system on a limited basis based on the rights assigned by the admin. 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.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. 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 modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., 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 appCreate your own custom apps to be used in the integrator engine and share them with users in your organization. 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) |
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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 tokenA secure code used to authenticate and authorize access to API endpoints, enabling users to connect with third-party applications. field and store it in a safe place. If you want to create a new API key, click Generate new tokenA secure code used to authenticate and authorize access to API endpoints, enabling users to connect with third-party applications..
- 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 webhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers., 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.
Build Pipedrive CRM ScenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.
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) |
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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 UserCan use the system on a limited basis based on the rights assigned by the admin.
- 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 ItemsItems are rows in records (order/request/invoice/purchase...)
- Make an API Call
- Watch Emails