Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM.
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.
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.
Docs ↗Lists projects in your Pipedrive account. Use the returned IDs with Get Project, Update Project, Delete Project, or Create Task.
Docs ↗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.
Docs ↗Lists all active project boards. Run this first to obtain a valid board ID for Create Project, Update Project, and List Project Phases.
Docs ↗List persons in your Pipedrive account.
Docs ↗List organizations in your Pipedrive account.
Docs ↗List filters in your Pipedrive account, optionally scoped to a single entity type.
Docs ↗Gets a single task by its ID (BETA). Run List Tasks first to obtain a valid task ID.
Docs ↗Gets a single project by its ID. Run List Projects first to obtain a valid project ID.
Docs ↗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 for notes in Pipedrive.
Docs ↗Search for leads by name or email.
Docs ↗Retrieves available options for the User ID field.
Retrieves available options for the Person Label IDs field.
Retrieves available options for the Organization Label IDs field.
Retrieves available options for the Lead Label IDs field.
List deals in your Pipedrive account.
Docs ↗Get details of a person by their ID.
Docs ↗Get a lead by its ID.
Docs ↗Get a deal by its ID.
Docs ↗Get all leads from Pipedrive.
Docs ↗Updates an existing task (BETA). Run List Tasks first to obtain a valid task ID.
Docs ↗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.
Docs ↗Permanently deletes a task and all of its subtasks (BETA). This is irreversible. Run List Tasks first to obtain a valid task ID.
Docs ↗Permanently deletes a project. This is irreversible. Run List Projects first to obtain a valid project ID.
Docs ↗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.
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.
Updates an existing person in Pipedrive.
Docs ↗Updates a lead in Pipedrive.
Docs ↗Updates the properties of a deal. See the Pipedrive API docs for Deals here
Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact.
Docs ↗Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes
Merge two persons in Pipedrive.
Docs ↗Merge two deals in Pipedrive.
Docs ↗Adds a new person. See the Pipedrive API docs for People here
Adds a new organization. See the Pipedrive API docs for Organizations here
Adds a new note. For info on adding an note in Pipedrive
Create a new lead in Pipedrive.
Docs ↗Adds labels to a lead, person, deal, or organization in Pipedrive.
Docs ↗Adds a new deal. See the Pipedrive API docs for Deals here
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
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.
Authorize Pipedrive once, in a couple of clicks. Leo only gets the permissions you grant.
In plain language: the dashboard, portal or agent you want across Pipedrive and your ERP. No code, no mapping spreadsheets.
Leo builds it, you review, it goes live. Agents run on a schedule or on events, under the guardrails you set.