Mandala
Tools

Pipedrive

Interact with Pipedrive CRM

Usage Instructions

Integrate Pipedrive into your workflow. Manage deals, contacts, sales pipeline, projects, activities, files, and communications with powerful CRM capabilities.

Tools

pipedrive_get_all_deals

Retrieve all deals from Pipedrive with optional filters

Input

ParameterTypeRequiredDescription
statusstringNoOnly fetch deals with a specific status. Values: open, won, lost. If omitted, all not deleted deals are returned
person_idstringNoIf supplied, only deals linked to the specified person are returned
org_idstringNoIf supplied, only deals linked to the specified organization are returned
pipeline_idstringNoIf supplied, only deals in the specified pipeline are returned
updated_sincestringNoIf set, only deals updated after this time are returned. Format: 2025-01-01T10:20:00Z
limitstringNoNumber of results to return (default: 100, max: 500)

Output

ParameterTypeDescription
dealsarrayArray of deal objects from Pipedrive
metadataobjectOperation metadata
successbooleanOperation success status

pipedrive_get_deal

Retrieve detailed information about a specific deal

Input

ParameterTypeRequiredDescription
deal_idstringYesThe ID of the deal to retrieve

Output

ParameterTypeDescription
dealobjectDeal object with full details
metadataobjectOperation metadata
successbooleanOperation success status

pipedrive_create_deal

Create a new deal in Pipedrive

Input

ParameterTypeRequiredDescription
titlestringYesThe title of the deal
valuestringNoThe monetary value of the deal
currencystringNoCurrency code (e.g., USD, EUR)
person_idstringNoID of the person this deal is associated with
org_idstringNoID of the organization this deal is associated with
pipeline_idstringNoID of the pipeline this deal should be placed in
stage_idstringNoID of the stage this deal should be placed in
statusstringNoStatus of the deal: open, won, lost
expected_close_datestringNoExpected close date in YYYY-MM-DD format

Output

ParameterTypeDescription
dealobjectThe created deal object
metadataobjectOperation metadata
successbooleanOperation success status

pipedrive_update_deal

Update an existing deal in Pipedrive

Input

ParameterTypeRequiredDescription
deal_idstringYesThe ID of the deal to update
titlestringNoNew title for the deal
valuestringNoNew monetary value for the deal
statusstringNoNew status: open, won, lost
stage_idstringNoNew stage ID for the deal
expected_close_datestringNoNew expected close date in YYYY-MM-DD format

Output

ParameterTypeDescription
dealobjectThe updated deal object
metadataobjectOperation metadata
successbooleanOperation success status

pipedrive_get_files

Retrieve files from Pipedrive with optional filters

Input

ParameterTypeRequiredDescription
deal_idstringNoFilter files by deal ID
person_idstringNoFilter files by person ID
org_idstringNoFilter files by organization ID
limitstringNoNumber of results to return (default: 100, max: 500)

Output

ParameterTypeDescription
filesarrayArray of file objects from Pipedrive
metadataobjectOperation metadata
successbooleanOperation success status

pipedrive_get_mail_messages

Retrieve mail threads from Pipedrive mailbox

Input

ParameterTypeRequiredDescription
folderstringNoFilter by folder: inbox, drafts, sent, archive (default: inbox)
limitstringNoNumber of results to return (default: 50)

Output

ParameterTypeDescription
messagesarrayArray of mail thread objects from Pipedrive mailbox
metadataobjectOperation metadata
successbooleanOperation success status

pipedrive_get_mail_thread

Retrieve all messages from a specific mail thread

Input

ParameterTypeRequiredDescription
thread_idstringYesThe ID of the mail thread

Output

ParameterTypeDescription
messagesarrayArray of mail message objects from the thread
metadataobjectOperation metadata including thread ID
successbooleanOperation success status

pipedrive_get_pipelines

Retrieve all pipelines from Pipedrive

Input

ParameterTypeRequiredDescription
sort_bystringNoField to sort by: id, update_time, add_time (default: id)
sort_directionstringNoSorting direction: asc, desc (default: asc)
limitstringNoNumber of results to return (default: 100, max: 500)
cursorstringNoFor pagination, the marker representing the first item on the next page

Output

ParameterTypeDescription
pipelinesarrayArray of pipeline objects from Pipedrive
metadataobjectOperation metadata
successbooleanOperation success status

pipedrive_get_pipeline_deals

Retrieve all deals in a specific pipeline

Input

ParameterTypeRequiredDescription
pipeline_idstringYesThe ID of the pipeline
stage_idstringNoFilter by specific stage within the pipeline
statusstringNoFilter by deal status: open, won, lost
limitstringNoNumber of results to return (default: 100, max: 500)

Output

ParameterTypeDescription
dealsarrayArray of deal objects from the pipeline
metadataobjectOperation metadata including pipeline ID
successbooleanOperation success status

pipedrive_get_projects

Retrieve all projects or a specific project from Pipedrive

Input

ParameterTypeRequiredDescription
project_idstringNoOptional: ID of a specific project to retrieve
statusstringNoFilter by project status: open, completed, deleted (only for listing all)
limitstringNoNumber of results to return (default: 100, max: 500, only for listing all)

Output

ParameterTypeDescription
projectsarrayArray of project objects (when listing all)
projectobjectSingle project object (when project_id is provided)
metadataobjectOperation metadata
successbooleanOperation success status

pipedrive_create_project

Create a new project in Pipedrive

Input

ParameterTypeRequiredDescription
titlestringYesThe title of the project
descriptionstringNoDescription of the project
start_datestringNoProject start date in YYYY-MM-DD format
end_datestringNoProject end date in YYYY-MM-DD format

Output

ParameterTypeDescription
projectobjectThe created project object
metadataobjectOperation metadata
successbooleanOperation success status

pipedrive_get_activities

Retrieve activities (tasks) from Pipedrive with optional filters

Input

ParameterTypeRequiredDescription
deal_idstringNoFilter activities by deal ID
person_idstringNoFilter activities by person ID
org_idstringNoFilter activities by organization ID
typestringNoFilter by activity type (call, meeting, task, deadline, email, lunch)
donestringNoFilter by completion status: 0 for not done, 1 for done
limitstringNoNumber of results to return (default: 100, max: 500)

Output

ParameterTypeDescription
activitiesarrayArray of activity objects from Pipedrive
metadataobjectOperation metadata
successbooleanOperation success status

pipedrive_create_activity

Create a new activity (task) in Pipedrive

Input

ParameterTypeRequiredDescription
subjectstringYesThe subject/title of the activity
typestringYesActivity type: call, meeting, task, deadline, email, lunch
due_datestringYesDue date in YYYY-MM-DD format
due_timestringNoDue time in HH:MM format
durationstringNoDuration in HH:MM format
deal_idstringNoID of the deal to associate with
person_idstringNoID of the person to associate with
org_idstringNoID of the organization to associate with
notestringNoNotes for the activity

Output

ParameterTypeDescription
activityobjectThe created activity object
metadataobjectOperation metadata
successbooleanOperation success status

pipedrive_update_activity

Update an existing activity (task) in Pipedrive

Input

ParameterTypeRequiredDescription
activity_idstringYesThe ID of the activity to update
subjectstringNoNew subject/title for the activity
due_datestringNoNew due date in YYYY-MM-DD format
due_timestringNoNew due time in HH:MM format
durationstringNoNew duration in HH:MM format
donestringNoMark as done: 0 for not done, 1 for done
notestringNoNew notes for the activity

Output

ParameterTypeDescription
activityobjectThe updated activity object
metadataobjectOperation metadata
successbooleanOperation success status

pipedrive_get_leads

Retrieve all leads or a specific lead from Pipedrive

Input

ParameterTypeRequiredDescription
lead_idstringNoOptional: ID of a specific lead to retrieve
archivedstringNoGet archived leads instead of active ones
owner_idstringNoFilter by owner user ID
person_idstringNoFilter by person ID
organization_idstringNoFilter by organization ID
limitstringNoNumber of results to return (default: 100, max: 500)

Output

ParameterTypeDescription
leadsarrayArray of lead objects (when listing all)
leadobjectSingle lead object (when lead_id is provided)
metadataobjectOperation metadata
successbooleanOperation success status

pipedrive_create_lead

Create a new lead in Pipedrive

Input

ParameterTypeRequiredDescription
titlestringYesThe name of the lead
person_idstringNoID of the person (REQUIRED unless organization_id is provided)
organization_idstringNoID of the organization (REQUIRED unless person_id is provided)
owner_idstringNoID of the user who will own the lead
value_amountstringNoPotential value amount
value_currencystringNoCurrency code (e.g., USD, EUR)
expected_close_datestringNoExpected close date in YYYY-MM-DD format
visible_tostringNoVisibility: 1 (Owner & followers), 3 (Entire company)

Output

ParameterTypeDescription
leadobjectThe created lead object
metadataobjectOperation metadata
successbooleanOperation success status

pipedrive_update_lead

Update an existing lead in Pipedrive

Input

ParameterTypeRequiredDescription
lead_idstringYesThe ID of the lead to update
titlestringNoNew name for the lead
person_idstringNoNew person ID
organization_idstringNoNew organization ID
owner_idstringNoNew owner user ID
value_amountstringNoNew value amount
value_currencystringNoNew currency code (e.g., USD, EUR)
expected_close_datestringNoNew expected close date in YYYY-MM-DD format
is_archivedstringNoArchive the lead: true or false

Output

ParameterTypeDescription
leadobjectThe updated lead object
metadataobjectOperation metadata
successbooleanOperation success status

pipedrive_delete_lead

Delete a specific lead from Pipedrive

Input

ParameterTypeRequiredDescription
lead_idstringYesThe ID of the lead to delete

Output

ParameterTypeDescription
dataobjectDeletion confirmation data
metadataobjectOperation metadata
successbooleanOperation success status

Notes

  • Category: tools
  • Type: pipedrive
Pipedrive