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Help us help you BUILD BETTER APPS: Share your feedback in our survey!
Hello! I want to invite you to participate in our first Developer Success survey📋️. We seek feedback from people who built, are currently building, or plan to build an app/integration with Pipedrive. The survey aims to understand how we at Pipedrive can better support you in building high-quality apps. It should take at…
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Entire automation workflow for Real Estate
Hello, We are a professional company based in Belgium that has set up an entire automation workflow for Real Estate. We give free consultations as a service solution provider partner of Pipedrive. We have created a database that synchronizes with Pipedrive to manage al your data. We push it to several workflows into…
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Looking at a Pipedrive+M-Files (leading EDMS solution). Who has a success story here to share?
There is one instance of a Pipedrive + M-Files (leading EDMS solution) integration from about 7 months ago that I am aware of in Finland. Who can attest to the success of this or any other successful, currently active Pipedrive+M-Files integrations out there in the community? Thanks in Advance
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Is there any API function to retrieve Enum/Set Custom Field Values
Hello everyone , I noticed that when we retrieve a deal using the API endpoint /v1/deals/{id}, the returned dictionary includes the custom fields and their values. I can retrieve the keys of custom_fields using /v1/dealFields, but I'm having trouble finding an API function that can provide me with the list of custom field…
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🆕 Campaigns: Feature Updates and Roadmap
Hey, Pipedrivers. It's been a quiet few weeks from our side, but we are back with some updates. 🚀 Feature Updates Live: 🌱 * Email personalization is a winning strategy! Now all Person custom fields are available inside the email drag and drop editor as merge fields. This way, you can make sure your email campaigns feel…
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Web Form should update only an existing DEAL
Hi, i´m searching for an option to use web forms, but only for existing Deals. I want to sent out a web form (Web forms, JotForm, Google Form...) to collect further standardized informations from allready existing deals/customer in PD. Up to now i did not find any feature to assign that webform feedback, to existing deals.…
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How to predict won dates?
I was wondering if any of the more technical users have implemented a helpful algorithm for predicting the Won date of a deal? My current draft: Remaining days in sales cycle = average # of days deals spend in each of the next stages in the pipeline + # of days usually spent in the current stage - # days spent in this…
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Increase PUT/POST 10.000 daily limit
We use Pipedrive API to automate our workflows and keep our sales team informed with up-to-date product information. However, we are facing an issue where we are approaching the daily limit of 10,000 PUT/POST requests. This limit is prohibiting us from updating our products as frequently as we need to keep our sales team…
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Deal Custom Fields Options
Hey. I have an issue with API custom field options in deals. I try to add ENUM custom fields to deals. And can't add correct options to fields. The system doesn't parse my options JSON string and add it as one option. What I mean, is see the screenshots: My request And What I have: Could you, please, help me? Where is the…
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How do I send data to a custom field when creating a new person via API
I am adding persons from my backend to pipedrive using API, I'd like to understand how can I send data to custom fields I defined in the company setting
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User Created App Panels / Sidebar Blocks
One thing that has little focus in the Pipedrive ecosystem is customization of sidebars by the user. Users can change the order of existing "system or app generated" sidebar panels and turn their visibility on or off. But organization admins are unable to create custom app panels from the settings UI in order to more…
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Post file binary does not work
As Im writing a post method to connect with PipeDrive api I encountered a convertion problem(or the lack of convertion). As documentation says the file should be send as a binary file.This is my code in c# to convert the file. Byte[] bytes = System.IO.File.ReadAllBytes(filePath); String file =…
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API: Consistently have an "id" field for linked entities
When working with the Pipedrive API for integration purposes, I often navigate to other entities via some of the ..._id fields, e.g. a Deal object has fields user_id and org_id for the owner, and the linked organization, repsectively. Currently the returned fields for User and Org in a Deal are: "user_id": { "id": 424242,…
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Integration between Apollo.io and Pipedrive
I work effectively with Apollo.io (sourcing and cold mailing) and Pipedrive (crm). However, a native integration between Apollo.io and Pipedrive is lacking. I would love to have all companies I outreached to automatically in Pipedrive (lead stage). Does anyone has a clear workaround? Or in case you make use of the native…
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Webhook for Leads?
I know leads inbox are still in beta, but do you plan to support webhook for leads? (We don't have any support for leads webhook as you can see in the attached screenshot.)
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Is there a way to create Leads through an API endpoint ?
We would like to create some leads in PipeDrive by sending the information through an APi endpoint. Is it possible without using a spreadsheet or Zapier and Facebook Together?
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API endpoint to send emails (or a way to add pipedrives open mail tracking to outlook msg)
Hi, so here's the situation, Pipedrive's tab gets lost pretty quickly in my browser, but everytime I get an email, there's a big notification from outlook overlayed over everything, so autopilot kicks in, I click the notification and reply. Problem is, I would like to track some of those responses, it seems to me that 2…
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LeadBooster proposal
Hi guys, LeadBooster such a great function, i really love it! But a very important thing that LeadBooster benefits from is the ability to receive instant alerts when a user requests LiveChat. I found an event in the API "conversationEnded". This is good, but there is a need for a missing event "conversationRequested". This…
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Export list of all organisation relationships
I need to get a list of all organisation relationships (for all applicable organisations). The goal is to load this into a BI platform for data analysis using parent/child rollups. However the Pipedrive api only provides organisation-relationship data when provided with a specific org_id - so not ideal. What other options…
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Product prices within deals
Hi all, Just wondering if there are any ways to get the prices of each product associated with delas. I am using API (Deals and Products tables). But if there are multiple products in each deal, the "value" is only the total value of the deal not the price of each individual product in that deal.
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Submit webform through API
Currently I have to make three API requests in order to submit a form (if I don't want to embed the Pipedrive webform on my site, and I don't) from my website to Pipedrive: create a contact create lead attach note with message content to the lead Hubspot handles this in a way that's easier than Pipedrive by allowing…
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Link email threads to Pipedrive via API
Can we please link email threads to Pipedrive deals via the API? Many of our users prefer to use Gmail as it is much more robust and familiar, they use BCC, but replies don't appear in Pipedrive- and every follow up email has to be BCC'd again, instead of the thread being linked once and for all. Additionally, we send out…
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CHANGE_SOURCE for webhooks is API for bulk edits (should be APP)
Hi, currently the CHANGE_SOURCE for webhooks returns "API" and not "APP" if an update by a user is done using a bulk edit (select muliple deals or persons and update a field value). Because the update is done NOT over API but by a user the CHANGE_SOURCE should be "APP". The current behavior causes unresovable issues using…
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Pipedrive data to Google sheets connector
Hi! I want to send pipedrive data (basically send the data from certain filters) over to google sheets for our sales database so that I can make a google datastudio dashboard that combines other datasets like marketing info. We can't build using the api bc it's too time costly for our engineers. any add-on recommendations?…
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Copying Multiple Option type fields to Multiple Option type fields via Workflow Automation
This would be helpful for syncing up data brought in via Pipedrive API to Person fields and getting that data copied onto the linked Organization.
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How to get all Email Messages from Pipedrive API
How to know the id of all email messages/threads so, we can pass that id's in Email/Threads APIs and get complete email message data from Pipedrive?
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Sometimes API gives a error : cURL error 6: Could not resolve host: api.pipedrive.com
cURL error 6: Could not resolve host: api.pipedrive.com (see libcurl - Error Codes) for https://api.pipedrive.com/v1/users/find?search_by_email=1&term=lisa%40buyrite.co.nz&api_token=MYAPITOKEN cURL error 6: Could not resolve host: api.pipedrive.com (see libcurl - Error Codes)…
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Excluding deleted Leads from reports
Hey Folks! I created ~50 test Leads while onboarding an SDR team. The team processed the tests and then I deleted the tests. However, the converted Leads still show up in Lead Performance reports and I can't seem to exclude them. I imagined that I could: delete the converted Leads (but this doesn't seem possible) exclude…
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Issue with custom field type of numbers in Pipedrive API
Lately we experienced an issue with Pipedrive API and custom field type of numbers. While performing a search from the values of a specific field with only full exact matches against the given term, the empty result was returned from Pipedrive API. The problem is that when we are trying to search for deal by custom field…
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Product reporting
Hi all, I was wondering if there are any possibilities to have a more detailed product reporting. I have a lot of deals which contains several products / variations and would love to have the opportunity to breakdown the total deal values into orderlines (quantities, value, number of products). If not available in…