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Pipedrive Pipe

Getting Started

Prerequisites

  • A Pipedrive account
 

In order to use Pipedrive with Tadabase, it is necessary to have a Pipedrive account. If you do not have one, you can create a Pipedrive account at https://www.pipedrive.com.

 

Install the Pipedrive Pipe

 

To connect your Pipedrive account to Tadabase, you need to obtain your Pipedrive API key and insert it in the dialog window that pops up when you install the pipe.

 

API Calls

The API Call section is divided into the following categories:

  1. Users
  2. Files
  3. Leads
  4. Person
  5. Deals
  6. Pipelines
  7. Stages
  8. Activities
  9. Notes
  10. Organizations
  11. Products

Users

Get All Users

Add New User

 

Files

Get All Files

Delete a File

 

Leads

Get All Leads

Create a Lead

Update a Lead

Delete a Lead

 

Person

Create a Person

Update a Person

Delete a Person

 

Deals

Get All Deals

Create a Deal

Update a Deal

Delete a Deal

 

Pipelines

Get All Pipelines

Add a New Pipeline

Update a Pipeline

Delete a Pipeline

 

Stages

Get All Stages

Add a New Stage

Update a Stage

Delete a Stage

 

Activities

Use these calls to access your activities. For more information, go to Pipedrive API documentation - Activities.

Get All Activities

Add an Activity

Use this call to add an activity. For more information, go to Pipedrive API documentation - Add an Activity.

Parameters
  • Due Date
  • Due Time
  • Duration
  • Deal ID*
  • Person ID*
  • Note
  • Public Description
  • Subject
  • User ID*

*Required

Update an Activity

Use this call to make changes to an existing activity. For more information, go to Pipedrive API documentation - Update an Activity.

Parameters
  • Due Date
  • Due Time
  • Duration
  • Deal ID*
  • Person ID*
  • Note
  • Public Description
  • Subject
  • User ID*
  • Activity ID*

*Required

Delete an Activity

 

Notes

Get All Notes

Delete a Note

 

Organizations

Get All Organizations

Add an Organization

Use this call to add an organization to your account. For more information, go to Pipedrive API documentation - Add an Organization.

Parameters
  • Name* - The name of the organization.
  • Owner ID
  • Visible To - The visibility of the organization. Visit the Pipedrive documentation for more guidance.
  • Add Time

*Required

Update an Organization

Delete an Organization

 

Products

Get All Products

Create a Product

Update a Product

Delete a Product

 

More Details

To learn more about this Pipe and the additional API calls, please see this article: https://developers.pipedrive.com/docs/api/v1

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