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API not executing in sync
Hi, In the past 2 weeks we noticed that API is not executing requests in order of sending. A sample code is found here: Expected behaviour (worked this way for the last 10 years): 1. existing products are removed from a deal 2. new products are added to a deal 3. a deal status is set to won Actual behaviour (since 2 weeks…
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Need Write-Only API for the form submission
I am trying to connect my Webflow website's contact form to pipedrive but I am unable to fine Write-Only API for the form submission. Can any one help me with this?
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Need Write-Only API for the form submission
I am trying to connect my Webflow website's contact form to the pipedrive, but I am unable to find Write-Only API for the form submission. Can someone help me with this?
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API - Get linked projects from Deal
Am using the API and am trying to return any projects linked to a specific deal. e.g. from a known deal, return details and get a list of linked project id's. It is in the web interface, so it must be there, just not yet included in the API. The Project API does an array with the linked deals, but this does not seem to be…
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Automate / API export insights data
Hello community, I'm interested in knowing if there's a method to automate the export of insight data or if there's an API available for this purpose, allowing exports on a periodic basis such as weekly or monthly. Could anyone provide guidance or share their experiences with this? Thank you!
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Pipedrive API leads custom fields or hidden fields in web to lead forms
We want that whenever a lead form is submitted on our website, we are able to get UTM values in Lead as hidden fields. We tried following: 1. Lead booster web forms are not an option because they do not have hidden fields through which I can send UTM values to track lead source. 2. We tried Contact Form 7 and Advanced…
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Action needed: Save your durations data
Did you also receive this email? Pipedrive is currently making changes to the product duration feature. If you've been using this feature (for example, with monthly subscriptions or multi-year contracts), you'll need to transfer your data by June 11th, otherwise, it will be lost. Pipedrive recommends two methods for this:…
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3rd party creating an API into our Pipedrive has 2 questions I can't answer, please help!!
Hi, A third party setting up an API to push records to us has asked me for two things which I can't find where to get. He has asked me the following: A) I don’t see the posting url, in other words the endpoint where we post leads - Where can I obtain that info please? B) Regarding the parameters, or variables, for each…
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Documentation: missing filter project_id for notes endpoint
Hi! I've found the project_id query string filter is missing in the Notes endpoint documentation
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API `v1/recents` returns unexpected results
API: https://api.pipedrive.com/v1/recents?limit=2&start=2&since_timestamp=2024-03-27%2014%3A16%3A00&items=person' This API returning same item in different pages. I have 22 items in Person list. Here are results for query params: since_timestamp = 2024-01-01 00:00:00, items = person For start = 0, limit = 2, it returns…
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GMail Add-On Needs Email Logging for Essential Users
I want the GMail Add-On to display a "Log Email" Button on all inbound and outbound emails. How this would work, is within the Add-On settings, you enter in your unique Pipedrive BCC Email Logging Address. Then, when I click "Log Email", the Add-On will automatically use that address and forward the email to Pipedrive AND…
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API: When did a project moved to a specific phase?
Hi, I would like to know when a project moved to a specific phase, using the API. Thanks
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API Endpoint Dealflow does not deliver all mailMessage objects on the deal
Hello, I have a deal that was converted from a lead 5 days ago. When I open the deal in Pipedrive, I do get to see all the emails that were exchanged when the deal was still a lead. When I ask for the deal flow through the https://api.pipedrive.com/v1/deals/22/flow API endpoint, I don't get those mailMessages. Is this a…
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Does getRecents API endpoint have any limitations?
Can I use any datetime for /v1/recents endpoint as a since_timestamp ? Like can I request all changes from the creation of Pipedrive account? Or I have some restrictions?
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Create email draft via automation or API or {else}?
Has anyone found a solution for creating email drafts via automations, API or some other way? Automations does not seem to be able to create drafts, but rather just send emails directly. The API does not allow you to either create drafts or send email. The draft folder does not seem to sync via IMAP. Any other ideas? Or…
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Does anyone know why I have suddenly started to have Leads generated by API
These leads are for the same organisation and are being generated roughly every 15 minutes. Screenshots attached.
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PipeDrive Client PHP doesn't update custom field value for person
We have created a custom field using "Data Fields" for Person which name is "Contact Address" and Now we are trying to create a person using php-client(https://github.com/pipedrive/client-php) api with custom fields. Custom fields are not updating values to the Contact Address(custom field) when trying to create person.…
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Getting difficulty in submitting form's data in Leads.
I'm encountering an issue where form submissions from my production server are not successfully saving data to Pipedrive leads, despite receiving a 200 OK response from the Pipedrive API. Could anyone assist in troubleshooting why the data isn't getting saved after deployment?
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Organization Service Account For API Access
The API now is tied to the user accessing it. If I was accessing it and I ended up leaving, the flows would be obsolete after my license is deleted. I would like for their to be an organization service account used only for API access and maybe as a global reader. I know this can happen by buying an extra license but we…
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Creating emails via API
We're in the process of building an app for Pipedrive, but I was shocked to find out that we could not create an email nor email templates via the API. We can neither create an email as a draft nor auto-send it. We also cannot create email templates via the API. Combine those two and it's obvious that we also can't trigger…
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Getting Payment Plan Information from Pipedrive APIs
One of our customers uses the payment schedule feature to estimate the revenue profile associated with a deal when they are in the process of closing out the deal. As forecast revenue typically varies by month they use this function rather than setting up a subscription (recurring monthly payments of the same amount) as…
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API archive lead
Hello, I've been reviewing the API documentation and couldn't find a way to set a lead to archive status. I only see a way to delete a lead.. Has anyone found a solution for this? I am looking to archive a lead when a deal has been created via a scheduling link. If you have any insights, please let me know. Thank you.
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Challenge for lead assignation using round robin
We are working with a startup that is integrating leads from forms from social media (facebook, instagram) and creating deals in the CRM using the Pipedrive API. We have facing a challenge to assign the leads to 3 branches, each one with 6-7 users, using round robin, but there are some limitations to follow: 1.- All leads…
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Crunchbase integration
Hello there From what I can tell there isn't a direct Crunchbase <> Pipedrive integration? I've seen Bardeen has created something using the API with triggers. Same with Tray.io. Any recommendations or thoughts? We're looking for triggers based on a company closing a funding round amongst other things. Look forward to…
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404: Not Found (undefined) - On Make.com
Hello, I'm trying to set up the "Make an API Call" module on Make to update a person's settings, specifically the "label" field. Here's what I'm using: I'm using the following URL: https://api.pipedrive.com/v1/persons/<id> with a body like this: { "label": "8" <or other ID> } I can successfully perform the operation using…
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Pipedrive and Google Sheets Integration (HIPAA Compliant)
I have a large amount of HIPAA sensitive data on Google Sheets. I want to integrate and automate relationships between the data on Google Sheets and the data I have in Pipedrive, but Zapier is not HIPAA compliant. Does anyone know of an alternative to Zapier for these needs? Or, has anyone found any creative work-arounds…
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[CLOSED] Improving API: Would you help us understand your needs?
UPDATE: This survey is now closed; thank you for participating! Hello! It’s Katerina from Product Research. We’re in the midst of improving our API, and would love some inputs from developers. We have a few questions we’d really want to ask you to help us understand how you use our API. Could you help us out? It shouldn't…
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Setting up an API in make.com
Hi, can anyone help me figure out how to make an API call using make.com? I am trying to add a note to a Lead using make.com. They don't have this feature, but it seems possible using the 'make an API call' with Pipedrive. This is as far as I got, but I don't think it is correct. Make.com has documentation, but the fields…
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Partner / Affiliale model – variable recurring revenue
Hi, we're running an E-commerce strategy consulting business which entails a big network of partners. Our (potential) customers are often times referred directly to our partner network. Those referrals then generate recurring revenue. Pipedrive offers the possibility to set up subscription plans for fixed revenues streams,…
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How do i get custom fields for all organizations.
Hey folks, I'm in the process of collecting data from all organizations. My initial plan is to fetch a list of all organizations and then loop through each to retrieve their details. However, this approach involves making thousands of requests, leading to prolonged waiting times. Is there a method to obtain all…