Integration spotlight: Pipedrive

Overview

With our Pipedrive integration, you can easily manage your Pipedrive CRM straight from dashdash. That includes the activities, deals, organizations, and people!

Pipedrive API limits

Due to the Pipedrive API rate limits, you can only send up to 10000 requests every 24 hours. This limit resets at midnight UTC.

Functions

The dashdash Pipedrive integration has the following functions:

Function Description

Activities
ADD_ACTIVITY_PIPEDRIVE Create a new activity.
EDIT_ACTIVITY_PIPEDRIVE Update an existing activity.
GET_ACTIVITY_PIPEDRIVE Get the details about a specific activity.
GET_ACTIVITIES_PIPEDRIVE Get details about all your activities.
GET_DEAL_ACTIVITIES_PIPEDRIVE Get the activities connected to a deal.
GET_ORGANIZATION_ACTIVITIES_PIPEDRIVE Get the activities connected to an organization.
REMOVE_ACTIVITIES_PIPEDRIVE Delete one or more activities.

Deals
ADD_OR_UPDATE_DEAL_PIPEDRIVE Create or update a deal.
SEARCH_DEALS_PIPEDRIVE Find a deal based on keywords.
GET_ORGANIZATION_DEALS_PIPEDRIVE Get the deals connected to an organization.
GET_DEAL_PERSONS_PIPEDRIVE Get the pdeals connected to a person.
REMOVE_DEALS_PIPEDRIVE Delete one or more deals.

Organizations
ADD_OR_UPDATE_ORGANIZATION_PIPEDRIVE Create or update an organization.
SEARCH_ORGANIZATIONS_PIPEDRIVE Find an organization based on keywords.
REMOVE_ORGANIZATIONS_PIPEDRIVE Delete one or more organizations.

Persons
ADD_OR_UPDATE_PERSON_PIPEDRIVE Create or update a person.
SEARCH_PERSONS_PIPEDRIVE Find a person based on keywords.
GET_PERSON_ACTIVITIES_PIPEDRIVE Get people connected to an activity.
GET_PERSON_DEALS_PIPEDRIVE Get the people connected to a deal.
GET_ORGANIZATION_PERSONS_PIPEDRIVE Get people connected to an organization.
REMOVE_PERSONS_PIPEDRIVE Delete one or more people.

ADD_ACTIVITY_PIPEDRIVE

ADD_ACTIVITY_PIPEDRIVE() lets you create new activities on Pipedrive with custom properties.

Syntax

ADD_ACTIVITY_PIPEDRIVE(subject, type, [property1, value1], [..., ...]

Parameter Mandatory Description
subject Yes The name of the activity. For example: "Call with Head of Marketing".
type Yes The activity type. Choose either:
-"call"
-"meeting"
-"task"
- "deadline"
- "email"
- "lunch"
- "user_defined"
property1 No Custom Pipedrive field to set. For example: "note".
value1 No Value for the property1 custom field. For example: "Client frowns upon tardiness".

:memo: Note : You can only set a custom field property or value if you have already have the field in your Pipedrive account. If you want to the full list of default properties, see Pipedrive’s API documentation.

Example

To create a new lunch activity with dashdash:

=ADD_ACTIVITY_PIPEDRIVE("Lunch with dashdash","lunch")

To create a new lunch activity with dashdash but with a note to not let the dashdash representative eat too much:

=ADD_ACTIVITY_PIPEDRIVE("Lunch with dashdash","lunch","note","Don't be late!")

Add activity example

EDIT_ACTIVITY_PIPEDRIVE

EDIT_ACTIVITY_PIPEDRIVE() lets you edit an existing Pipedrive activity.

Syntax

EDIT_ACTIVITY_PIPEDRIVE(id, [property1], [value1])

Parameter Mandatory Description
ID Yes Activity ID. For example: 232. You can use GET_ACTIVITIES_PIPEDRIVE to find the activity ID.
property1 No Custom Pipedrive field to set. For example: "note".
value1 No Value for the property1 custom field. For example: "Client frowns upon tardiness".

:memo: Note : You can only set a custom field property or value if you have already have the field in your Pipedrive account. If you want the full list of default properties you can set, see Pipedrive’s API documentation.

Examples

To add the due_date, duration, location, and associate the activity to a deal_id as well as person_id to activity 8:

=EDIT_ACTIVITY_PIPEDRIVE(8,"due_date","2020-08-30","duration","02:00","location","Berlin","deal_id",3,"person_id",1)

Edit activity example

GET_ACTIVITY_PIPEDRIVE

GET_ACTIVITY_PIPEDRIVE() lets you retrieve all the details for a given activity.

Syntax

GET_ACTIVITY_PIPEDRIVE(id)

Parameter Mandatory Description
id Yes Activity ID. For example: 232. You can use GET_ACTIVITIES_PIPEDRIVE to find the activity ID.

Examples

To get the details for activity 8:

=GET_ACTIVITY_PIPEDRIVE(8)

Get activity example

GET_ACTIVITIES_PIPEDRIVE

GET_ACTIVITIES_PIPEDRIVE() lets you get all of your activities in Pipedrive or just the ones that are either have a to-do or done status.

Syntax

GET_ACTIVITIES_PIPEDRIVE([status])

Parameter Mandatory Description
status No The status of the activities to return. Leave empty to get all activities, or choose either:
- "0" to get activities with a “to-do” status
- "1" fo get activities with a “done” status.

Examples

To get all your activities, regardless of their status:

=GET_ACTIVITIES_PIPEDRIVE()

To get all your done activities:

=GET_ACTIVITIES_PIPEDRIVE(1)

Get all done activities example

GET_DEAL_ACTIVITIES_PIPEDRIVE

Use GET_DEAL_ACTIVITIES_PIPEDRIVE() to retrieve all the activities associated with a deal, or just ones that have either a to-do or done status.

Syntax

GET_DEAL_ACTIVITIES_PIPEDRIVE(id, [status])

Parameter Mandatory Description
id Yes Deal ID. For example: 16.
status No The status of the activities to return. Leave empty to get all activities, or choose either:
- "0" to get activities with a “to-do” status
- "1" fo get activities with a “done” status.

Examples

To get all the activities associated to deal 3:

=GET_DEAL_ACTIVITIES_PIPEDRIVE(3)

To get all the to-do activities associate to deal 3:

=GET_DEAL_ACTIVITIES_PIPEDRIVE(3,0)

Get to-do activities for a deal example

GET_ORGANIZATION_ACTIVITIES_PIPEDRIVE

Use GET_ORGANIZATION_ACTIVITIES_PIPEDRIVE() to retrieve all the activities associated with an organization, or just ones that have either a to-do or done status.

Syntax

GET_ORGANIZATION_ACTIVITIES_PIPEDRIVE(id, [status])

Parameter Mandatory Description
id Yes Organization ID. For example: 2.
status No The status of the activities to return. Leave empty to get all activities, or choose either:
- "0" to get activities with a “to-do” status
- "1" fo get activities with a “done” status.

Examples

To get all the activities associated with organization 2:

=GET_ORGANIZATION_ACTIVITIES_PIPEDRIVE(2)

To get all the done activities associated with organization 2:

=GET_ORGANIZATION_ACTIVITIES_PIPEDRIVE(2,1)

Get done activities for an organization example

REMOVE_ACTIVITIES_PIPEDRIVE

Use REMOVE_ACTIVITIES_PIPEDRIVE() to delete activities from your Pipedrive account.

Syntax

REMOVE_ACTIVITIES_PIPEDRIVE(ids)

Parameter Mandatory Description
ids Yes The activity ID or IDs. To remove more than one ID at a time, use a comma-separated list. For example: 6 or "6, 78, 94".

Examples

To remove activity 1:

=REMOVE_ACTIVITIES_PIPEDRIVE(1)

To remove activities 2, 3, and 4:

=REMOVE_ACTIVITIES_PIPEDRIVE("2,3,4")

Removing activities example

ADD_OR_UPDATE_DEAL_PIPEDRIVE

ADD_OR_UPDATE_DEAL_PIPEDRIVE() let you create or update an existing deal in your Pipedrive CRM.

Syntax

ADD_OR_UPDATE_DEAL_PIPEDRIVE(title, pipeline, stage, [property1], [value1])

Parameter Mandatory Description
title Yes The deal title. For example: "Chocolate milk acquisition 2020".
pipeline Yes The pipeline name. For example: "Summer 2020".
stage Yes The pipeline stage name. For example: "Contact Made".
property1 No Custom Pipedrive field to set. For example: "value".
value1 No Value for the property1 custom field. For example: "10900".

:memo: Note : You can only set a custom field property or value if you have already have the field in your Pipedrive account. If you want the full list of default properties you can set, see Pipedrive’s API documentation.

Examples

To create a deal called Underground water park in the Lead In stage of the Summer 2020 pipeline, with a value of 9500000 AUD:

=ADD_OR_UPDATE_DEAL_PIPEDRIVE("Underground water park","Summer 2020","Lead In","value","10500000","currency","AUD")

To update the pipeline stage to Contact Made and change the currency to EUR:

=ADD_OR_UPDATE_DEAL_PIPEDRIVE("Underground water park","Summer 2020","Contact Made","currency","EUR")

Update a deal example

SEARCH_DEALS_PIPEDRIVE

SEARCH_DEALS_PIPEDRIVE() lets you query your Pipedrive CRM for deals matching certain criteria.

Syntax

SEARCH_DEALS_PIPEDRIVE(query, [pipeline], [stage], [status])

Parameter Mandatory Description
query Yes A term to search for in order to return deals connected to it. For example: "Water park". If empty, returns all deals on Pipedrive.
pipeline No The pipeline name. For example: "Summer 2020".
stage No The pipeline stage name. For example: "Contact Made".
status No The status of the deals to return. Choose either:
-"all_not_deleted"
-"open"
-"won"
-"lost"
-"deleted"

Examples

To get all your deals:

=SEARCH_DEALS_PIPEDRIVE()

To get all deals connected with water and that are open :

=SEARCH_DEALS_PIPEDRIVE("water",,,"open")

Search deals example

GET_ORGANIZATION_DEALS_PIPEDRIVE

Use GET_ORGANIZATION_DEALS_PIPEDRIVE() to retrieve all the deals associated with an organization.

Syntax

GET_ORGANIZATION_DEALS_PIPEDRIVE(id, [status])

Parameter Mandatory Description
id Yes The organization ID. For example: 77.
status No The status of the deals to return. Choose either:
-"all_not_deleted"
-"open"
-"won"
-"lost"
-"deleted"

Examples

To get all the deals associated with organization 2:

=GET_ORGANIZATION_DEALS_PIPEDRIVE(2)

To get all the deals that are open for organization 2:

=GET_ORGANIZATION_DEALS_PIPEDRIVE(2, "open")

Get open deals for an organization example

GET_PERSON_DEALS_PIPEDRIVE

With GET_PERSON_DEALS_PIPEDRIVE() you can get all the deals associated with a person.

Syntax

GET_PERSON_DEALS_PIPEDRIVE(id, [status])

Parameter Mandatory Description
id Yes The person ID. For example: 42.
status No The status of the deals to return. Choose either:
-"all_not_deleted"
-"open"
-"won"
-"lost"
-"deleted"

Examples

To get all the deals associated with person 1:

=GET_PERSON_DEALS_PIPEDRIVE(1)

To get all the open deals associated with person 1:

=GET_PERSON_DEALS_PIPEDRIVE(1, "open")

Get open deals for a person example

REMOVE_DEALS_PIPEDRIVE

Use REMOVE_DEALS_PIPEDRIVE() to remove a deal from your Pipedrive account.

Syntax

REMOVE_DEALS_PIPEDRIVE(ids)

Parameter Mandatory Description
ids Yes The deal ID or IDs. To remove more than one ID at a time, use a comma-separated list. For example: 6 or 6, 78, 94.

Examples

To remove deal 5:

=REMOVE_DEALS_PIPEDRIVE(5)

To remove deals 6, 7, and 8:

=REMOVE_DEALS_PIPEDRIVE("6,7,8")

Remove several deals example

ADD_OR_UPDATE_ORGANIZATION_PIPEDRIVE

ADD_OR_UPDATE_ORGANIZATION_PIPEDRIVE() lets you create or update an existing organization in your Pipedrive CRM.

Syntax

ADD_OR_UPDATE_ORGANIZATION_PIPEDRIVE(name, [property1], [value1])

Parameter Mandatory Description
name Yes The organization name or ID. For example: "dashdash" or 4872782.
property1 No Custom Pipedrive field to set. For example: "address".
value1 No Value for the property1 custom field. For example: "1 Infinite Loop, Cupertino, California".

:memo: Note : You can only set a custom field property or value if you have already have the field in your Pipedrive account. If you want the full list of default properties you can set, see Pipedrive’s API documentation.

Examples

To create an organization called Tesla Inc:

=ADD_OR_UPDATE_ORGANIZATION_PIPEDRIVE("Tesla Inc")

To update our Tesla entry with an address:

=ADD_OR_UPDATE_ORGANIZATION_PIPEDRIVE("Tesla Inc","address","3500 Deer Creek Rd, Palo Alto, CA 94304, United States")

Updating organization example

SEARCH_ORGANIZATIONS_PIPEDRIVE

SEARCH_ORGANIZATIONS_PIPEDRIVE() lets you query your Pipedrive CRM for organizations matching certain criteria.

Syntax

SEARCH_ORGANIZATIONS_PIPEDRIVE([query])

Parameter Mandatory Description
query No A term to search for in order to return companies connected to it. For example: "stripe". If empty, returns all organizations.

Examples

To get all the companies in your Pipedrive CRM:

=SEARCH_ORGANIZATIONS_PIPEDRIVE()

To get all organizations that have related to Tesla in your Pipedrive account:

=SEARCH_ORGANIZATIONS_PIPEDRIVE("tesla")

Search organizations example

REMOVE_ORGANIZATIONS_PIPEDRIVE

Use REMOVE_ORGANIZATIONS_PIPEDRIVE() to delete one or more organizations from your Pipedrive account.

Syntax

REMOVE_ORGANIZATIONS_PIPEDRIVE(ids)

Parameter Mandatory Description
ids Yes The deal ID or IDs. To remove more than one ID at a time, use a comma-separated list. For example: 72 or ”72, 73, 74”.

Examples

To remove an organization with an ID of 4:

=REMOVE_ORGANIZATIONS_PIPEDRIVE(4)

To remove organizations 5, 6, and 7:

=REMOVE_ORGANIZATIONS_PIPEDRIVE("5,6,7")

Summary

ADD_OR_UPDATE_PERSONS_PIPEDRIVE

ADD_OR_UPDATE_PERSONS_PIPEDRIVE() lets you create or update existing people in your Pipedrive account.

Syntax

ADD_OR_UPDATE_PERSONS_PIPEDRIVE(email, name, [property1], [value1])

Parameter Mandatory Description
email Yes The email address or Pipedrive ID for the person. For example: "john.doe@google.com" or 32.
name Yes The name of the person. For example: "John Doe".
property1 No Custom Pipedrive field to set. For example: "phone".
value1 No Value for the property1 custom field. For example: "+12890637082".

:memo: Note : You can only set a custom field property or value if you have already have the field in your Pipedrive account. If you want the full list of default properties you can set, see Pipedrive’s API documentation.

Examples

To create a John Doe contact with an email of john.doe@google.com:

=ADD_OR_UPDATE_PERSON_PIPEDRIVE("john.doe@google.com","John Doe")

To update our john.doe@google.com contact with a phone number of +1279872073:

=ADD_OR_UPDATE_PERSON_PIPEDRIVE("john.doe@google.com","John Doe","phone","+1279872073")

Update phone number for contact example

GET_DEAL_PERSONS_PIPEDRIVE

GET_DEAL_PERSONS_PIPEDRIVE() lets you retrieve any people associated with a deal.

Syntax

GET_DEAL_PERSONS_PIPEDRIVE(id)

Parameter Mandatory Description
id Yes The deal ID. For example: 165.

Examples

To get the people associated to deal 1:

=GET_DEAL_PERSONS_PIPEDRIVE(1)

Get the people associated with a deal

GET_ORGANIZATION_PERSONS_PIPEDRIVE

GET_ORGANIZATION_PERSONS_PIPEDRIVE lets you retrieve any people associated with an organization.

Syntax

GET_ORGANIZATION_PERSONS_PIPEDRIVE(id)

Parameter Mandatory Description
id Yes The organization ID. For example: 72.

Example

To get all the people associated with organization 1:

=GET_ORGANIZATION_PERSONS_PIPEDRIVE(1)

Get the people associated with an organization

SEARCH_PERSONS_PIPEDRIVE

SEARCH_PERSONS_PIPEDRIVE() lets you query your Pipedrive CRM for people matching certain criteria.

Syntax

SEARCH_PERSONS_PIPEDRIVE([query])

Parameter Mandatory Description
query Yes A term to search for in order to find people. For example: "John Doe". If empty, returns all people on Pipedrive.

Examples

To get results for all people matching the name John:

=SEARCH_PERSONS_PIPEDRIVE("John")

Person search example

REMOVE_PERSONS_PIPEDRIVE

Use REMOVE_PERSONS_PIPEDRIVE() to delete people from your Pipedrive account.

Syntax

REMOVE_PERSONS_PIPEDRIVE(ids)

Parameter Mandatory Description
ids Yes The person ID or IDs. To remove more than one ID at a time, use a comma-separated list. For example: 6 or 6, 78, 94.

Example

To delete one person with an ID of 4:

=REMOVE_PERSONS_PIPEDRIVE(4)

To delete several people with IDs of 5, 6, and 7:

=REMOVE_PERSONS_PIPEDRIVE("5, 6, 7")

Remove several people example

Now, manage away from the comfort of your dashdash spreadsheet

Now that you have a nice reference of our Pipedrive functions, you can build some pretty advanced apps to manage and automate your Pipedrive CRM.

What’s next? Well, that’s all up to you. Get building :rocket: !

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