- Get started
- Build
- HTTP Request
- How connector nodes work
- Create a connection
- Sales and customer relationships
- Customer support and help desk
- Messaging and meetings
- Email
- Marketing
- Social media
- Files, documents, and e-signature
- Projects, collaboration, and code
- People and recruiting
- Finance and commerce
- AI models and agents
- Speech, vision, and language
- Data and location
- Cloud, identity, and security
- Deploy and run
- Examples
- Reference
Pipedrive
Look up the Pipedrive connector: its actions and events in alphabetical order, and the sign-in methods of a Pipedrive connection.
The Pipedrive connector lets a workflow manage people, organizations, deals, leads, and activities. In the Add node panel, it's in the Connector category, under Pipedrive. How connector nodes work describes how a connector node is set up.
This page lists what the connector can do in Maestro Automate. Select an action or event to see how to configure it.
Actions
Each action is a node that does one thing in Pipedrive.
| Action | What it does |
|---|---|
| Create Activity | Schedule and create activities in Pipedrive. |
| Create Deal | Add a new deal to Pipedrive. |
| Create Lead | Add a new lead in Pipedrive. |
| Create Organization | Create a new organization in Pipedrive. |
| Create Person | Add a new contact in Pipedrive. |
| Delete Record | Deletes a record in Pipedrive. |
| Get Record | Retrieves a record in Pipedrive. |
| Insert Record | Insert a new record in Pipedrive. |
| List Records | List records in Pipedrive. |
| Replace Record | Replace a record in Pipedrive. |
| Update Person | Update contact information in Pipedrive. |
| Update Record | Updates a record in Pipedrive. |
| Upload File | Upload files to Pipedrive. |
Events
Each event can start a workflow, as a Connector trigger, or pause a run until it happens, as a Connector event. In the connector's list, events have the WAIT tag.
| Event | What it does |
|---|---|
| Deal Created or Updated | Trigger actions when a deal is created or updated in Pipedrive. |
| Organization Created or Updated | Trigger when an organization is created or updated in Pipedrive. |
| Person Created or Updated | Trigger when a person is created or updated in Pipedrive. |
| Record Updated | Triggers when you update a record. |
Connection
A Pipedrive node signs in through a connection. Create a connection describes how to create one from the node. On the Connect to page, you sign in with this method:
| Sign-in method | What you need |
|---|---|
| OAuth 2.0 | Client ID; Client secret. |
Pipedrive authentication in the Integration Service guide describes the full connection setup, including prerequisites and advanced settings.
Next steps
- Connector: every connector, grouped by area.
- Create a connection: sign a workflow in to an app.
- Community: ask questions and share workflows with other builders on the UiPath Forum.