-
Pipedrive API: Error 401 Invalid token too often
I try to integrate Pipedrive with Zapier to run my own Automation. I use following API https://api.pipedrive.com/v1/filters unfortunately I got many times response: success: false error: Invalid token: access token is invalid errorCode: 401 error_info: Please check developers.pipedrive.com But sometimes I got OK response…
-
Creating Multiple API Keys with different permissions
I want to be able to create multiple API keys with different access permissions so that I can provide different keys to different external tools. E.g. one tool would access our data on a read only basis and the second on a read/write basis The current setup does not allow multiple API keys to be created and only maps the…
-
How can I see duplicated deals?
Hi guys, I had issue with my API and i have few of duplicated deals. There is 1 deal as "new lead" in the pipeline and then another deal with the same details in "won" How can i see all the duplicated deals? Thanks
-
Partnership with Zenchef
Hi ! We use Pipedrive to take care of our restaurants. We have a software called Zenchef, that we use to deal with table reservations. Pipedrive receives leads for events or privatisations only. However we would love to connect Zenchef to Pipedrive to sync our contacts database. Here is the person you have to contact to…
-
Reseller API - for creating new subscribtions
Hi all, we're Pipedrive Premier partner. I would like to ask regarding Reseller portal's API to create registration of new accounts automatically. We've launched our own landing page for registration to Pipedrive - so when someone is interested in Pipedrive, they fill out our form and we make qualification call and show…
-
pin note to deal via API request
Hi, Currently there is no option to pin a note to a deal via the add note, or update note API calls. Can this be added ? Thanks, Tzvi
-
How to add values on custom fields ?
I have created a personFields through a post request POST /v1/personFields It was successfully created. (I checked on person column in website ✅) When i was trying to add value on this custom field for a specific person through a patch request PATCH /api/v2/persons/{id} i am getting a validation error like this data: {…
-
Can Deal Custom Field value change history/log be extracted thru API?
I would like to see Deal Custom Field value changes in dealflows endpoint or changelog endpoint or another endpoint using API/JSON.
-
Is there a way to get a changelog data (via the API/JSON) for Deal Custom Field value changes?
Ideally would like to see this in either the dealflows or changelog endpoint.
-
Related Organizations function in import from file
It would be very useful if there would be a function for adding related organizations when importing data from a file. This could simply be done by connecting them via registration number, or even pipedrive ID, and it would not have to be done manually, one by one, or via API.
-
How to fetch conversion rates from Pipedrive API accurately?
Greetings everyone, I can already view insights on funnel-to-funnel conversion rates under the insights tab, as seen below: I intend to get the figures in between ("circled in red") using the Pipedrive API. Found in the docs that we can use the /pipelines/{id}/conversion_statistics endpoint to fetch this data, hence I'm…
-
Implement Magic Link Auto-Login Feature Using Admin API
I would like the Pipedrive team to introduce the capability to generate magic links that allow users to auto-login to their accounts. Utilizing the existing admin API, this feature would enable administrators to securely create and distribute magic links, streamlining the login process for users. This would enhance user…
-
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…
-
Calling pipedrive to display a record using a URL
HI, is it possible to call pipedrive to display a record? Our phone system can make a single call, it has to be a URL, not a program. I can call the API and get the JSON record, but can I call pipedrive just to display the record instead? Using this will call, will display the JSON. How do I call it to get it to dsiaply?…
-
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…
-
Campaign API to generate temaplates
I am missing extended possibilities to control the campaigns via API. The most important point for me would be to create a template via API and start the campaign. Use case: I publish blog posts on my homepage. I can retrieve these via a feed. Whenever a new article appears, I would like to send it to a fixed mailing list…
-
New: API usage dashboard 🚀
Happy Monday, community! You can now track your company’s API usage over time directly from the Company Settings page: Admin users have access to an API usage graph showing the number of requests over the past 30 days Detailed breakdown shows up to 10 applications with the most requests and 10 users with the most requests.…
-
Web Forms API filling
I didn't find a definitive answer to this in the documentation. If I create a Web Form, can it be filled out through the API? We have several highly customized forms on our site. We want to keep them as they are, but when someone submits them, send the answers to a 'sister' Web Form, this way we can map answers to specific…
-
Automatically create PipeDrive leads from other applications
We are looking for ways to automatically push leads into PipeDrive from other sources (other tools), not via an import, but via an API of maybe even Zapier. Is this already possible. If not , are there any plans to add this?
-
Possible limitations when using beta API endpoints?
Hi! I've reviewed the API reference and searched in the community, but haven't been able to find details about what "beta" means in the context of the Pipedrive API. What are the limitations or risks of using beta API endpoints such as "Get all deals (BETA)", "Get all persons (BETA)" and "Get all organizations (BETA)" in a…
-
How to automatically link a deal to a project
We create projects automatically via API based on end users purchasing a product through our website. Most of these end users will have had a deal in pipedrive already. Once the deal is closed won, it goes to our after sales team. After sales team uses projects. How can we automatically link the closed won deal to the…
-
Open API
I'm looking to integrate Dialpad with my Pipedrive account for calling and sms features. Has anyone else used Dialpad? Secondly, does Pipedrive have an open API as that was the only requirement for integration. I'm not technically inclined so it's all new to me
-
Error while creating user using users API
Hi, I am trying to create a new user on pipedrive using users post api according to mentioned in the documentation provided on "https://developers.pipedrive.com/docs/api/v1/Users" but all times it's throw error message " Required suites missing. ". Can anyone please help on this.
-
API Endpoints for SmartDocs
I'm working with a client that also has a M365 environment. I've created an automation that creates a unique M365 Teams for each customer when a Deal is won. I did that using Make.com next step is that ALL documents related to that customer are stored in that specific Client Environment and when a customer signs a document…
-
Custom Fields (Org & Person) In Zapier
How do I get Custom Field information for Organizations and People out of Pipedrive and into Zapier. The Pipedrive-Zapier integration does not look to these Custom Fields. So I need to use the API. But it is not clear how to do this. Does someone have experience with this that could help me out?
-
Business Value Calculator with API
Hi there, I want to program a business value calculator that creates a new lead in Pipedrive via API by entering the gathered information into the Lead Tab of Pipedrive. Now there is a lot of miscellaneous information about how to achieve that. However, when I execute a test node.js file, it always tells me that OAuth 2…
-
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.…
-
JustCall SMS Automations
Hello, Our community uses JustCall to reach out to prospects and we have been looking for a way to set up automations as we have a high lead count and not enough time to reach out to every prospect. I have seen other CRMs such as Active Campaign integrating their automations with JustCall, but unfortunately Pipedrive does…
-
Did pipedrive changed recently its SAML integration?
Hello We are an IDP vendor with support for pipedrive for a while, and recently we see that our SAML Response is not accepted anymore by pipedrive Is there any change in the SAML requirement? The KB is empty on any technical informations regarding the SAML Response requirements.
-
How to Use itemSearch for Multiple Options Custom Fields?
I’m trying to use the itemSearch to get all companies with a custom field of the "multiple options" type, but the request is returning no results. How can I search for companies that have a specific option set in a custom field of the "multiple options" type? For example, the custom field name is "category" and it has two…