Pipedrive integration

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 settings. Custom fields can also be added using field keys from organizationFields.

Add a note (Deprecated)

DEPRECATED: Use PIPEDRIVE_PIPEDRIVE_ADD_NOTE instead. Add a note to a deal, person, organization, lead, or project in Pipedrive. At least one of deal_id, person_id, org_id, lead_id, or project_id must be provided.

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="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target="_blank" rel="noopener noreferrer">adding a new custom field</a>.

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.