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search_for_related_items does not return leads
I'm trying to search all people and related leads by email. GET /itemSearch { term: "test@acme.com", item_types: ['person', 'lead'], fields: 'email', search_for_related_items: true }); Searching for a "lead" item type will return only lead that is not attached to a person. But by using search_for_related_items I should get…
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Pipedrive and Mintsoft.com API connection
Hi, I've made a connection between Pipedrive and Mintsoft.com. It is based on an API. Script is in Python. It Synchronizes products from Mintsoft with Pipedrive for 3 warehouses on two continents. Our script imports products from Mintsoft to Pipedrive. Only products with specified categories are synchronized. Name, sku,…
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KVK- koppeling Pipedrive / invoerhulp
Goedendag, T.a.v. een koppeling tussen kamer van koophandel- Pipedrive, wil ik jullie graag eens raadplegen. Ik heb een paar vragen: 1) Kennen jullie marktpartijen die reeds een KVK- Pipedrive koppeling op de plank hebben liggen? 2) Idealiter zoek ik een invoerhulp vooraf: een salesmedewerker vult een relatienaam in;…
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Documents and cloud services in PD
I have taken a deeper look at PD’s handling of cloud integration and documents and would like product managers and engineers have a deeper look at this issue. We all need to deliver lawful, sustainable, and user-friendly services. To meet these goals, some work seems necessary. * By default, PD stores any documents created…
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Products associated with a deal
I am trying to have a more granulated analysis when it comes to deals that area expected to close within this quarter. This analysis includes zooming into the products each user is selling within a specific pipeline. The deals created have a lot of information including the "Product count" and value of the deal but I am…
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Does anyone know how we can get the product ID by looking up a deal with the API. I need to pull a d
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Pipedrive Integration
Hello all, I am currently trying to set up an automation that will be sending information of a client on Freshdesk to Pipedrive (I already have the Pipedrive extension installed on my Freshdesk account) but I am looking to send more information from what the current extension allows me to. For example when I am creating a…
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Does Pipedrive have the ability to integrate with Vicidial?
Does Pipedrive have the ability to integrate with Vicidial?
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Asking for Advice||Suggestion: Automatic translation of Single Option Values in API
Hello, I've noticed, that API call (/api/v1/deals) for Single Option Value custom fields doesn't return the original value, but some generated numer string like "12" or "13" or "14". It there any way to have the original values put in the API response automatically and don't have to map this generated numbers to original…
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🗣️ 💬 Campaigns: Q&A | volume 2
This week we're answering questions that we get from Campaigns users like you! 🗣️ Post your own in the comments below and we'll answer. 💬 Q: Will we be able to add a campaign for only when a client is within a specific Deal stage? A: This can be achieved today with filters that contain the deal stage as criteria. At the…
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Troca de API Key [Problema]
Pessoal, preciso de uma ajuda. Tenho uma landing page cujo o formulário de contato está integrado com o Pipedrive. Porém precisei trocar a API Key para a de outro usuário do Pipedrive. Fiz a troca, porém os leads continuam sendo enviados para o Pipedrive como se fosse da API anterior do outro usuário e não do novo usuário.…
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Unleashed API
HI There, I'm trying to integrate my Pipedrive with Unleashed. They have an API available but their support team came back with the below. I'm not sure how to go about this. Any help would be greatly appreciated. Thanks
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API integration between Pipedrive and Activecampaign
Hi, Please read it carefully. I am using Active Campaign and Pipedrive. I want to have an API communication between these applications. I don't want to use any 3rd Party software like ( Zapier, integromate, etc.). So, here is what I want and how the communication needs to be done between these apps. Pushing Leads and deals…
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Automated Deal Scores
Hi all I'm looking to add an automated "Deal Score" field which depends on some user-entered custom fields. Not a very complicated process, but after a bit of digging, it doesn't seem like it is going to be possible without some sort of added webhook integration from another service. Essentially, I need to take a few…
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API Token is not Valid
Hello. Our web developer is trying to use our API to integrate our website contact forms with Pipedrive, but when the API and Pipedrive URL is entered into the integration settings, he gets the error API Token is not Valid. Has anyone else come across this, and know how to resolve it? Thank you
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using "firstname" property in zapier with the "create person" action
Hi there, is someone know how to get access to the firstname property in the action create a person in Zapier ? I would like to create a person in pipedrive from information coming from the get response software. in zapier I have access to the firstname data coming from the "getreponse" software but I don't get acces to…
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Is there some way to revert an update that occurred?
The PieSync API did a crazy update last Friday changing all owners for our organizations. is there a way to somehow undo all those inside of Pipedrive. They are all marked in the Update column as being done by the API.
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Pipedrive API automation 'glitch.' - Changing deal stages
I have been having an issue with Pipedrives workflow automation tool. To me the rules here are straight forward - I have a deal which when moved to 'Check/Send Contract' AND the org name matches ANY of the listed organisations in the conditions then the deal will move to another stage called 'Under Consideration.' Now the…
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Planned: emailing in Leads 📨
Prototype subject to changes. We are proud to announce that we are building the possibility to send and receive emails without leaving your lead view, and also to link emails to leads. This way never you'll never lose the context of your work and all the emails are transferred once the lead is converted to deal and vice…
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Correct format for Zapier Webhook POST Leads OBJECT Value
Hi there I apologise in advance if this post is short. But I wrote up a lengthy explanation and somehow it didn't get posted. So what I am trying to do is take Gravity Form data and push into PD as a LEAD with as many fields filled. In particular I am wanting to add the value to the LEAD when it is created. I get an error…
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New: Leads API scope added by Zapier 🤖 🔛 🅿️
What does this mean, what do I need to do? If you're one of our 20,000 users who have installed the Zapier app you probably already received a notification about this from Zapier, but no harm in announcing it here too. To take advantage of this new API scope (building zaps that utilise Pipedrive's Leads), simply…
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Custom field needed to capture new organization name for a landing page
I have a developer that tells me I need to create a new custom field just to capture a new organization name when using a form on a landing page. It doesn’t make sense to me...Why can’t this information be saved in the existing field? and if it can’t I will get 2 fields for organizations....
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eSignature - Can Pipedrive support our process?
Start of process 1. Customer clicks ORDER NOW in a Powerpoint. (This powerpoint is shown to customer to select the option they want to go ahead with, we normally offer them option A, B and C) 3. By clicking ORDER NOW, Pipedrive API is called (i.e. Pass JASON), stores the status of document 4. Customer is redirected to the…
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Person login ability to update data
Could we use the PD database to store user profiles in the contacts, and allow the users via some APA interface, to log in and update their data/person record?
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I get leads from my site's webchat as emails. Any way to forward them or automatically create leads
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Smart Data Search, API
Is there a option for "Smart Data Search" in the pd API for developers :) ?
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Power BI
Hi All, Has anyone here a successful story of integrating Pipedrive and Power BI? We have multiple disparate systems in our business and MS Power BI is the best way to combine their output on functional dashboards for my colleagues to get a true picture of our performance. The last piece of our Power BI jigsaw is…
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איזה כיף להצטרף!
תודה רבה שצירפתם אותי לקהילה של PipeDrive. חברת BlueLion משתמשת במערכת כבר מעל שנה ואנחנו סופר-מרוצים, בייחוד לאחר שימוש קודם במערכות CRM שונות ומשונות, פחות מוצלחות עבורנו. מה שמעניין אותנו זה בעיקר חיבור API של המערכת למערכות אחרות שאנו משתמשים בהן - דיוור, חשבונות ועוד. בטוח שנוכל לתרום ולהיתרם.
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Pipedrive API : How to handle Persons existence?
hi, what is the general coding paradigm for handling the existence of a Person? What is the implementation in webforms? f.e.: First Person is a backer and the second one is a musician: John Smith email: j.smith@gmail.com phone: 1234567 John Smith email: smith_john@yahoo.com address: Some Street IN, London