This article covers every workflow action available through the Pipedrive integration — creating and updating people, organizations, deals, and activities, plus searching across Pipedrive records.
Validation note legend
| Term | Meaning |
|---|---|
| Required | The workflow will not run this action if the field is missing or blank. |
| Optional | The field can be left empty; the action will still run. |
| Text | A plain text string. |
| Number | A numeric (integer) value, entered as a number. |
| Yes/No toggle | A boolean true/false switch. |
| List (multiple entries) | One or more structured objects or values. |
Person Actions
Add a Person in Pipedrive
Creates a new person (contact) record in Pipedrive. The only required detail is the person's name — all other contact fields are optional.
| Field | Description | Validation |
|---|---|---|
| Name | The full name of the person to create. | Required · Text |
| Owner ID | The ID of the Pipedrive user who will own this person record. | Optional · Number |
| Organization ID | The ID of the Pipedrive organization to link this person to. | Optional · Number |
One or more email addresses for this person. Each entry is an email object (for example, {"value": "[email protected]", "primary": true}). |
Optional · List (multiple entries) | |
| Phone | One or more phone numbers for this person. Each entry is a phone object (for example, {"value": "+1234567890", "primary": true}). |
Optional · List (multiple entries) |
| Visible To | Controls who can see this person record in Pipedrive. Accepted values: 1 (owner only) or 3 (everyone). |
Optional · Number |
| Extra Fields | Custom field values to set on the person record. Each entry maps a Pipedrive custom field key to its value. | Optional · List (multiple entries) |
Update a Person in Pipedrive
Updates an existing person record, identified by its ID. Only the fields you provide are changed; all other existing data is left untouched.
| Field | Description | Validation |
|---|---|---|
| ID | The Pipedrive ID of the person to update. | Required · Number |
| Name | The updated full name for the person. | Optional · Text |
| Owner ID | The ID of the Pipedrive user who should own this record. | Optional · Number |
| Organization ID | The ID of the organization to link this person to. | Optional · Number |
| Updated email address list for this person. Each entry is an email object. | Optional · List (multiple entries) | |
| Phone | Updated phone number list for this person. Each entry is a phone object. | Optional · List (multiple entries) |
| Visible To | Controls who can see this person record. Accepted values: 1 (owner only) or 3 (everyone). |
Optional · Number |
| Extra Fields | Custom field values to update on the person record. | Optional · List (multiple entries) |
Organization Actions
Add an Organization in Pipedrive
Creates a new organization record in Pipedrive. The organization's name is the only required field.
| Field | Description | Validation |
|---|---|---|
| Name | The name of the organization to create. | Required · Text |
| Owner ID | The Pipedrive user ID who will own this organization. | Optional · Text |
| Visible To | Controls who can see this organization. Accepted values: 1 (owner only) or 3 (everyone). |
Optional · Text |
| Extra Fields | Custom field values to set on the organization record. | Optional · List (multiple entries) |
Update an Organization in Pipedrive
Updates an existing organization record, identified by its ID. Only the fields you supply are changed.
| Field | Description | Validation |
|---|---|---|
| ID | The Pipedrive ID of the organization to update. | Required · Number |
| Name | The updated name for the organization. | Optional · Text |
| Owner ID | The ID of the Pipedrive user who should own this record. | Optional · Number |
| Visible To | Controls who can see this organization. Accepted values: 1 (owner only) or 3 (everyone). |
Optional · Number |
| Extra Fields | Custom field values to update on the organization record. | Optional · List (multiple entries) |
Deal Actions
Add a Deal in Pipedrive
Creates a new deal record in Pipedrive. Only the deal title is required — all other details are optional.
| Field | Description | Validation |
|---|---|---|
| Title | The name or title of the deal to create. | Required · Text |
| Value | The monetary value of the deal (for example, 5000). |
Optional · Text (numeric string) |
| Currency | The 3-letter ISO currency code for the deal value (for example, USD, EUR). |
Optional · Text |
| User ID | The ID of the Pipedrive user who will own this deal. | Optional · Number |
| Person ID | The ID of the person (contact) to link to this deal. | Optional · Number |
| Organization ID | The ID of the organization to link to this deal. | Optional · Number |
| Stage ID | The ID of the pipeline stage to place this deal in. | Optional · Number |
| Status | The current status of the deal. Typical values: open, won, lost, deleted. |
Optional · Text |
| Probability | The win probability of the deal as a percentage (0–100). | Optional · Text (numeric string) |
| Lost Reason | The reason the deal was lost. Relevant when Status is lost. |
Optional · Text |
| Visible To | Controls who can see this deal. Accepted values: 1 (owner only) or 3 (everyone). |
Optional · Number |
| Extra Fields | Custom field values to set on the deal record. | Optional · List (multiple entries) |
Update Deal in Pipedrive
Updates an existing deal record, identified by its ID. Only the fields you supply are changed; all other deal data remains as-is.
| Field | Description | Validation |
|---|---|---|
| ID | The Pipedrive ID of the deal to update. | Required · Number |
| Title | The updated title for the deal. | Optional · Text |
| Value | The updated monetary value of the deal. | Optional · Text (numeric string) |
| Currency | The updated 3-letter ISO currency code. | Optional · Text |
| User ID | The updated owner (Pipedrive user ID) for this deal. | Optional · Number |
| Person ID | The updated linked person ID. | Optional · Number |
| Organization ID | The updated linked organization ID. | Optional · Number |
| Stage ID | The updated pipeline stage ID. | Optional · Number |
| Status | The updated deal status. Typical values: open, won, lost, deleted. |
Optional · Text |
| Probability | The updated win probability (0–100). | Optional · Text (numeric string) |
| Lost Reason | The updated reason for losing the deal. | Optional · Text |
| Visible To | Controls who can see this deal. Accepted values: 1 (owner only) or 3 (everyone). |
Optional · Number |
| Extra Fields | Custom field values to update on the deal record. | Optional · List (multiple entries) |
Activity Actions
Add an Activity in Pipedrive
Creates a new activity — such as a call, meeting, email, or task — in Pipedrive. Both the subject and activity type are required; all other scheduling and association fields are optional.
| Field | Description | Validation |
|---|---|---|
| Subject | The title or subject of the activity. | Required · Text |
| Type | The activity type key (for example, call, meeting, email, task). Must match a valid activity type configured in your Pipedrive account. |
Required · Text |
| Done | Whether the activity is already completed. Accepted values: 0 (not done) or 1 (done). |
Optional · Text |
| Due Date | The date the activity is due (YYYY-MM-DD). |
Optional · Text |
| Due Time | The time the activity is due, in UTC (HH:MM). |
Optional · Text |
| Duration | How long the activity is expected to take (HH:MM). |
Optional · Text |
| User ID | The ID of the Pipedrive user responsible for this activity. | Optional · Number |
| Deal ID | The ID of the deal to link this activity to. | Optional · Number |
| Person ID | The ID of the person (contact) to link this activity to. | Optional · Number |
| Participants | Additional people involved in the activity. Each row includes person_id (the Pipedrive ID of the participant) and primary_flag (whether this participant is the primary contact). | Optional · List (multiple entries) |
| Organization ID | The ID of the organization to link this activity to. | Optional · Number |
| Note | A text note or description attached to the activity. | Optional · Text |
| Location | The physical or virtual location of the activity. | Optional · Text |
| Public Description | A description visible to all participants. | Optional · Text |
| Busy Flag | Whether the assigned user should be marked as busy during this activity. | Optional · Yes/No toggle |
| Attendees | People attending the activity (for example, for calendar events). Each entry is an attendee object. | Optional · List (multiple entries) |
| Extra Fields | Custom field values to set on the activity record. | Optional · List (multiple entries) |
Update an Activity in Pipedrive
Updates an existing activity, identified by its ID. The activity ID, subject, and type are all required; all other fields update only the values you provide.
| Field | Description | Validation |
|---|---|---|
| ID | The Pipedrive ID of the activity to update. | Required · Number |
| Subject | The updated subject/title of the activity. | Required · Text |
| Type | The updated activity type key. Must match a valid activity type in your Pipedrive account. | Required · Text |
| Done | Whether the activity should be marked as completed. Accepted values: 0 (not done) or 1 (done). |
Optional · Text |
| Due Date | The updated due date (YYYY-MM-DD). |
Optional · Text |
| Due Time | The updated due time in UTC (HH:MM). |
Optional · Text |
| Duration | The updated expected duration (HH:MM). |
Optional · Text |
| User ID | The updated responsible user ID. | Optional · Number |
| Deal ID | The updated linked deal ID. | Optional · Number |
| Person ID | The updated linked person ID. | Optional · Number |
| Participants | Updated list of people involved in the activity. Each row includes person_id and primary_flag. | Optional · List (multiple entries) |
| Organization ID | The updated linked organization ID. | Optional · Number |
| Note | An updated note for the activity. HTML formatting is accepted. | Optional · Text |
| Location | The updated location. | Optional · Text |
| Public Description | The updated public description. | Optional · Text |
| Busy Flag | Whether the user should be marked as busy during this activity. | Optional · Yes/No toggle |
| Attendees | Updated attendee list. | Optional · List (multiple entries) |
| Extra Fields | Custom field values to update on the activity record. | Optional · List (multiple entries) |
Search Actions
Perform a Search from Multiple Item Types
Searches across Pipedrive for items — deals, people, organizations, and more — matching a keyword or phrase, and returns a list of matching results.
| Field | Description | Validation |
|---|---|---|
| Term | The keyword or phrase to search for. Minimum 2 characters, or 1 character when Exact Match is enabled. | Required · Text |
| Item Types | The Pipedrive item types to search within, as a comma-separated string (for example, deal,person,organization,product,file,activity). |
Optional · Text |
| Fields | The specific fields to search within for each item type, as a comma-separated string. | Optional · Text |
| Search For Related Items | When enabled, Pipedrive also returns items related to the direct matches. | Optional · Yes/No toggle |
| Exact Match | When enabled, only items that match the term exactly (case-insensitive) are returned, and a single-character term is allowed. | Optional · Yes/No toggle |
| Include Fields | Additional fields to include in the result objects beyond the defaults, as a comma-separated string. | Optional · Text |
| Start | Pagination offset — the index of the first result to return (0-based). | Optional · Number |
| Limit | The maximum number of results to return in a single call. | Optional · Number |
Your workflow can now create, update, and search Pipedrive people, organizations, deals, and activities. Next, see how to add an action to a workflow to use one of these actions as a step in your workflow builder.