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Pipedrive CRM

Getting Started with Pipedrive CRM


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

Refer to the Pipedrive CRM API documentation for a list of available endpoints.


Connecting Pipedrive CRM to Integrator

To establish the connection:

  1. Log in to your Make account, add a Pipedrive CRM module to your scenario, and click Create a connection.
  2. Optional: In the Connection name field, enter a name for the connection.
  3. 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.
  4. Click Save.
  5. 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.

Build Pipedrive CRM Scenarios

After connecting the app, you can perform the following actions:


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


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

Files in a Deal

List Files in a Deal

Activities in a Deal

List Activities in a Deal


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


Caution: 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


New Product Event

Watch Products

Create a Product

Update a Product

Delete a Product

Get a Product

List Products

Search Products


New Note Event

Watch Notes

Create a Note

Update a Note

Delete a Note

Get a Note

List Notes


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


Add a Follower

Delete a Follower

List Followers


Get a User

List Users


Upload a File

Download a File


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


List Pipelines

List Stages

Search for Items

Make an API Call