Pipedrive integration

What it does

The Pipedrive integration lets you run sales-pipeline automations for any client whose Pipedrive account you manage. Connect an account once, and you can create, find, update and delete deals, leads, persons, organizations, activities, notes and products. Your workflows also react the moment something changes in the CRM. Every action runs against the client's own Pipedrive company, so a workflow you build for one client runs unchanged for the next one you onboard.

Connect a Pipedrive account

1. In TaskJuice, add the connection from any Pipedrive node in your workflow and choose Connect.
2. Enter the client's company domain. This is the subdomain of their Pipedrive URL, for example acme for acme.pipedrive.com.
3. Sign in to Pipedrive and approve the TaskJuice app. To receive trigger events for every record in the account, sign in as an admin user. Pipedrive only sends events for records the authorizing user can see.
4. TaskJuice returns you to the workflow with the connection ready to use.

Your Pipedrive OAuth app needs the deals, contacts, activities, leads, products, projects, search and users scopes. It also needs webhooks:full, which TaskJuice uses to register the webhooks behind Pipedrive triggers. These webhooks belong to the app, so they don't appear in Pipedrive's webhook settings, and Pipedrive removes them if the app is uninstalled. To revoke access, the account owner removes the app under Settings → Tools and apps → Marketplace apps in Pipedrive.

Triggers

Pipedrive triggers are instant, and you don't set anything up in Pipedrive. When you publish a workflow, TaskJuice registers a webhook for each event the workflow listens to. It removes the webhook when no published workflow needs it anymore.

Every event carries Pipedrive's webhook envelope:

• meta: which event fired and who caused it.
• data: the record after the change.
• previous: the fields that changed, with their old values. For a delete event, data is empty and previous holds the deleted record.

Deals

• Deal Added: a new deal is created. You can pick a Pipeline to fire only for deals added to that pipeline.
• Deal Updated: a deal changes. You can pick a Stage to fire only for deals in that stage. When a deal moves between stages, previous.stage_id holds the stage it left. Add a Filter node on previous.stage_id to catch the move itself.
• Deal Deleted: a deal is deleted.

Leads, persons and organizations

• Lead Added, Lead Updated, Lead Deleted
• Person Added, Person Updated, Person Deleted
• Organization Added, Organization Updated, Organization Deleted

Activities, notes, products and projects

• Activity Added, Activity Updated. Activity Updated also fires when an activity is marked done.
• Note Added, Note Updated
• Product Added, Product Updated
• Project Added

Actions

Deals

• Create Deal, Update Deal, Get Deal, Delete Deal. Pick the owner, pipeline and stage from dropdowns.
• List Deals filters by owner, person, organization, pipeline, stage, status or a saved filter. Search Deals finds deals by title, notes or a custom field.
• Duplicate Deal, Add Deal Follower, Add Deal Participant
• Add Product to Deal, List Deal Products, Update Deal Product, Remove Product from Deal

Leads

• Create Lead, Update Lead, Get Lead, Delete Lead, Search Leads
• Convert Lead to Deal moves a lead into a pipeline and stage you pick. Pipedrive converts in the background, so the action returns a conversion_id rather than the new deal.

Persons and organizations

• Create Person, Update Person, Get Person, Delete Person, List Persons, Search Persons. Search matches name, email, phone or notes.
• Create Organization, Update Organization, Get Organization, Delete Organization, List Organizations, Search Organizations

Activities, notes and files

• Create Activity, Update Activity, Get Activity, Delete Activity, List Activities. Pick the activity type from your account's own list.
• Add Note, Get Note, Update Note, Delete Note
• Attach File uploads a file from an earlier step and attaches it to a deal, person, organization, product, activity or lead.

Products, projects and everything else

• Create Product, Update Product, Get Product, Delete Product, List Products, Search Products
• Create Project, Create Task
• Search Items searches across every record type at once. Find Users looks up Pipedrive users by name or email.

Known limitations

• One webhook per event, 40 per user. Pipedrive allows an app at most 40 webhooks per user, and TaskJuice registers one per event your published workflows use. A single account can use all 19 trigger events and stay under the limit.
• Pipedrive pauses failing webhooks. After 10 failed first attempts in a row, Pipedrive pauses a webhook for 30 minutes, and events sent while it's paused are lost.
• Triggers only see what the authorizing user can see. Connect as an admin user to receive events for the whole company.
• Rate limits. Pipedrive limits each company's API usage per plan. See the Pipedrive rate-limiting reference. When Pipedrive answers 429 Too Many Requests, TaskJuice retries the step.
• Some deletes can be undone for 30 days. Deleting a deal, person, organization, activity or product marks it deleted, and Pipedrive removes it for good after 30 days. Deleting a lead or note is permanent.
• One connection per company. A connection is tied to a single Pipedrive company domain. Create one connection per client account.