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Pipedrive logo
Integration

Connect Pipedrive to your ERP

Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM.

CRM
Browse all integrations

What Leo can do with Pipedrive

41 actions Leo can use in the apps and agents it builds for you: 21 that read Pipedrive data, 20 that create or update it.

reads data writes data deletes data

Read from Pipedrive · 21

  • List Tasks

    Lists tasks in your Pipedrive account (BETA). Use List Projects to obtain a project ID to filter by. Use the returned IDs with Get Task, Update Task, or Delete Task.

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  • List Projects

    Lists projects in your Pipedrive account. Use the returned IDs with Get Project, Update Project, Delete Project, or Create Task.

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  • List Project Phases

    Lists the phases for a given board. Run List Project Boards first to obtain a board ID, then run this to obtain a valid phase ID for Create Project or Update Project.

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  • List Project Boards

    Lists all active project boards. Run this first to obtain a valid board ID for Create Project, Update Project, and List Project Phases.

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  • List Persons

    List persons in your Pipedrive account.

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  • List Organizations

    List organizations in your Pipedrive account.

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  • List Filters

    List filters in your Pipedrive account, optionally scoped to a single entity type.

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  • Get Task

    Gets a single task by its ID (BETA). Run List Tasks first to obtain a valid task ID.

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  • Get Project

    Gets a single project by its ID. Run List Projects first to obtain a valid project ID.

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  • Search persons

    Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

  • Search Notes

    Search for notes in Pipedrive.

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  • Search Leads

    Search for leads by name or email.

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  • List User ID Options

    Retrieves available options for the User ID field.

  • List Person Label IDs Options

    Retrieves available options for the Person Label IDs field.

  • List Organization Label IDs Options

    Retrieves available options for the Organization Label IDs field.

  • List Lead Label IDs Options

    Retrieves available options for the Lead Label IDs field.

  • List Deals

    List deals in your Pipedrive account.

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  • Get person details

    Get details of a person by their ID.

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  • Get Lead by ID

    Get a lead by its ID.

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  • Get Deal

    Get a deal by its ID.

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  • Get All Leads

    Get all leads from Pipedrive.

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Write to Pipedrive · 20

  • Update Task

    Updates an existing task (BETA). Run List Tasks first to obtain a valid task ID.

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  • Update Project

    Updates an existing project. Run List Projects first to obtain a valid project ID; use List Project Boards and List Project Phases for board and phase IDs.

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  • Delete Task

    Permanently deletes a task and all of its subtasks (BETA). This is irreversible. Run List Tasks first to obtain a valid task ID.

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  • Delete Project

    Permanently deletes a project. This is irreversible. Run List Projects first to obtain a valid project ID.

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  • Create Task

    Creates a new task under a project (BETA). Run List Projects first to obtain a valid project ID. Use List User ID Options for the assignee ID. Example: to add a task to a project, call with title="Draft kickoff agenda" and projectId="7" -> returns the created task with its numeric id.

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  • Create Project

    Creates a new project in Pipedrive. Use List Project Boards to obtain a valid Board ID and List Project Phases to obtain a valid Phase ID before running this action. Example: to open a project on the first board/phase, call with title="Q3 Website Redesign", status="open", boardId="1", phaseId="1" -> returns the created project with its numeric id.

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  • Update Person

    Updates an existing person in Pipedrive.

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  • Update Lead

    Updates a lead in Pipedrive.

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  • Update Deal

    Updates the properties of a deal. See the Pipedrive API docs for Deals here

  • Remove Labels

    Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact.

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  • Remove Duplicate Notes

    Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

  • Merge Persons

    Merge two persons in Pipedrive.

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  • Merge Deals

    Merge two deals in Pipedrive.

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  • Add Person

    Adds a new person. See the Pipedrive API docs for People here

  • Add Organization

    Adds a new organization. See the Pipedrive API docs for Organizations here

  • Add Note

    Adds a new note. For info on adding an note in Pipedrive

  • Add Lead

    Create a new lead in Pipedrive.

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  • Add Labels

    Adds labels to a lead, person, deal, or organization in Pipedrive.

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  • Add Deal

    Adds a new deal. See the Pipedrive API docs for Deals here

  • Add Activity

    Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

Pair Pipedrive with your ERP

Leo connects Pipedrive to the ERP your business already runs on: the records it reads in Pipedrive land in your ERP, and what changes in the ERP flows back.

Odoo logo
Pipedrive + Odoo
See Odoo →
NetSuite logo
Pipedrive + NetSuite
See NetSuite →

How it works

  1. 01
    Connect Pipedrive

    Authorize Pipedrive once, in a couple of clicks. Leo only gets the permissions you grant.

  2. 02
    Describe what you need

    In plain language: the dashboard, portal or agent you want across Pipedrive and your ERP. No code, no mapping spreadsheets.

  3. 03
    Run it

    Leo builds it, you review, it goes live. Agents run on a schedule or on events, under the guardrails you set.

Pipedrive integration: questions

What can Leo do in Pipedrive?
Leo has 41 Pipedrive actions available: 21 read data and 20 create or update it. Any of them can be combined with your ERP data in an app or an agent.
Which ERPs does the Pipedrive integration work with?
Odoo and NetSuite today, through connectors we build and maintain ourselves. Pipedrive connects through our connector network, so the same app or agent can use both sides.
Is my data safe?
You authorize Pipedrive yourself and choose the permissions. Leo acts within them, every action is logged, and you can revoke the connection at any time.

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