-
Email template that use the Liquid Engine.
Hi there :) I really love Piepdrive, but the email templating is a bit weak. I really wish to have more flexibility and have fallback for custom fields if they are not set like in Close.com who uses the Liquid engine syntax : With those, maybe we can then hope to have email draft and / or direct sending via API... Have a…
-
Is there any possibilty to get the bulk organization using id's
I want to get the organization with custom fields as a bulk by passing array of Id or name. If it's not possible, then is there any way to get the organization custom fields through PERSON API. Because in a related_objects, I can see the organization detail without custom fields
-
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
-
Is it possible to add data to the Details fields in a Deal using the API?
If yes, could you share the endpoint to it?
-
How to find the deal automatically on the computer screen, when there is a inbound call to my phone.
We integreted to outbound call to pipedrive from our crm system. When we click the call button on the deal cart, it send to call to our own crm system and start the call. My questions is, let say we called someone and the person did not answer the phone. 10 minutes later the person called back. When the call comes, I want…
-
Is there a way to pass multiple stage ids to the /stages API endpoint?
It would be very useful for that endpoint to accept an array of IDs and to return all deals that were in any of those stages. At the moment it seems as though the only way to do this is to make multiple calls, and then assemble the deals through our own code.
-
Api for requesting person's permissions for subscription
Hello. I need to automatically ask a person to agree or not agree for marketing status as SUBSCRIBED. I know that it's impossible to set this status through API without sending email to a User. So, I need to call some Pipedrive Api endpoint to force the Pipedrive to send email to an User. And if an User will agree,…
-
Read-only custom fields
We have custom field for persons in Pipedrive that indicate their subscription status in mailchimp. This field is automatically updated using the API. I wish I could mark the field as read-only for users so that it can only be updated using the API and not modified by accident by users.
-
How to implement OAUTH2 on my local python script?
I want to implement OAUTH2 auth on my local python script that gets a lot of info from my company's pipedrive, I don't want to post it on DEB HUB or anything like that, only use it on my local script.
-
Pipedrive API. Create a person with the Marketing status set to SUBSCRIBED
Hello. I have a problem with creating an user with `Marketing status` set to subscribed through API. The email is valid, so why Pipedrive does not want to create user correctly? If I try to update created user the Pipedrive updates this field to null , which is also strange.
-
Problems with the PHP upgrade to 8.2
I'm having an issue with the Pipedrive API on my system after we did a PHP update to 8.2. The calls are returning the following error: Utils/CamelCaseHelper.php:41 - [Creation of dynamic property Pipedrive\Utils\JsonSerializer::$relatedObjects is deprecated] Utils/CamelCaseHelper.php:41 - [Creation of dynamic property…
-
Receiving multiple webhook calls for single deal creation action, Do we have any way to avoid this
I tried configuring two webhook with the below configuration with same endpoint Webhook 1 : Events: added.deal Webhook 2 : Events: updated.deal After this configuration, on every new deal creation I am receiving 3 webhook(1 create event call & 2 update event call) calls which was supposed to be one(create event call) since…
-
Auto update status.pipedrive.com when there is a delay in webhook queue processing
Today my team experienced a delay in webhook events being delivered to our registered webhook endpoints, which we use to drive a custom integration with our own internal systems. Normally there's no issue with webhook events being delivered near real time, which is great, so when we experienced this delay that seemed to…
-
webhook: products in deal
Is it possible to add an additional type of webhook that will send the updated content of the products in the deal. I need to set up the transfer of information about products added to a deal to my system and I would not like to regularly poll the API endpoint GET /v1/deals/{id}/products
-
Automation Frequency Limit should match API Rate Limit
I'm using the API to post deals to Pipedrive; I've tuned my queue concurrency so it's below API rate limit. This is working great. But then I found that Automations have a lower rate limit and some of my automations are "stopped due to frequency limits". My automations are very simple, just business rules (if deal title…
-
Help us help you BUILD BETTER APPS: Share your feedback in our survey! (CLOSED)
EDIT: This survey is now closed, thank you all for your input. 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…
-
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…
-
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…
-
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…
-
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…
-
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
-
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 =…
-
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.)
-
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?
-
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…
-
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…
-
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…
-
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.
-
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…
-
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?