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Skillspipedrive

pipedrive

Coding & development

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Updated 10-16 07:25

About this skill

Pipedrive

Pipedrive is a CRM built around sales pipelines. This skill covers deals, persons, organizations, activities, notes, pipelines, stages, and search.

Official docs: https://developers.pipedrive.com/docs/api/v1

When to Use

Use this skill when you need to:

  • Create or update deals in the sales pipeline
  • Manage contacts (persons) and organizations
  • Log activities (calls, meetings, tasks) against deals
  • Add notes to deals, persons, or organizations
  • Search for deals, persons, or organizations by keyword
  • Read pipeline and stage structure
  • Add deal participants

Prerequisites

Connect the Pipedrive connector at app.vm0.ai/connectors.

Troubleshooting: If requests fail, run zero doctor check-connector --env-name PIPEDRIVE_TOKEN or zero doctor check-connector --url https://api.pipedrive.com/v1/users/me --method GET

How to Use

Check Current User

curl -s "https://api.pipedrive.com/v1/users/me" --header "x-api-token: $PIPEDRIVE_TOKEN" | jq '{id, name, email, default_currency, company_name}'

Deals

List Deals

curl -s "https://api.pipedrive.com/v1/deals?limit=20&status=open" --header "x-api-token: $PIPEDRIVE_TOKEN" | jq '.data[] | {id, title, value, currency, status, stage_id, person_id, org_id}'

Params: limit (max 500), start (pagination offset), status (open, won, lost, all_not_deleted), stage_id, pipeline_id, filter_id.

Get a Deal

curl -s "https://api.pipedrive.com/v1/deals/<deal-id>" --header "x-api-token: $PIPEDRIVE_TOKEN" | jq '.data | {id, title, value, currency, status, stage_id, person_id, org_id, pipeline_id}'

Create a Deal

Write to /tmp/request.json:

{
  "title": "Acme Corp - Enterprise Plan",
  "value": 12000,
  "currency": "USD",
  "stage_id": 1,
  "person_id": "<person-id>",
  "org_id": "<org-id>",
  "expected_close_date": "2026-06-30"
}

curl -s -X POST "https://api.pipedrive.com/v1/deals" --header "x-api-token: $PIPEDRIVE_TOKEN" --header "Content-Type: application/json" -d @/tmp/request.json | jq '.data | {id, title, value, stage_id}'

Update a Deal

Write to /tmp/request.json:

{
  "stage_id": 3,
  "value": 15000,
  "expected_close_date": "2026-07-15"
}

curl -s -X PUT "https://api.pipedrive.com/v1/deals/<deal-id>" --header "x-api-token: $PIPEDRIVE_TOKEN" --header "Content-Type: application/json" -d @/tmp/request.json | jq '.data | {id, title, stage_id, value}'

Delete a Deal

curl -s -X DELETE "https://api.pipedrive.com/v1/deals/<deal-id>" --header "x-api-token: $PIPEDRIVE_TOKEN" | jq '.success'

Search Deals

curl -s "https://api.pipedrive.com/v1/deals/search?term=acme&limit=10" --header "x-api-token: $PIPEDRIVE_TOKEN" | jq '.data.items[] | .item | {id, title, value, status}'

Params: term (required, min 2 chars), exact_match (true/false), fields (comma-separated: title, notes, custom_fields), person_id, organization_id, stage_id, status, limit.

Add Participant to a Deal

Write to /tmp/request.json:

{
  "person_id": [42]
}

Replace 42 with the actual person ID. Then:

curl -s -X POST "https://api.pipedrive.com/v1/deals/<deal-id>/participants" --header "x-api-token: $PIPEDRIVE_TOKEN" --header "Content-Type: application/json" -d @/tmp/request.json | jq '.data[]'

Persons (Contacts)

List Persons

curl -s "https://api.pipedrive.com/v1/persons?limit=20" --header "x-api-token: $PIPEDRIVE_TOKEN" | jq '.data[] | {id, name, email, phone, org_id}'

Params: limit, start, filter_id.

Get a Person

curl -s "https://api.pipedrive.com/v1/persons/<person-id>" --header "x-api-token: $PIPEDRIVE_TOKEN" | jq '.data | {id, name, email, phone, org_id}'

Create a Person

Write to /tmp/request.json:

{
  "name": "Jane Smith",
  "email": [{"value": "jane@acme.com", "primary": true, "label": "work"}],
  "phone": [{"value": "+14155551234", "primary": true, "label": "work"}],
  "org_id": "<org-id>"
}

Replace "<org-id>" with the numeric org ID. Then:

curl -s -X POST "https://api.pipedrive.com/v1/persons" --header "x-api-token: $PIPEDRIVE_TOKEN" --header "Content-Type: application/json" -d @/tmp/request.json | jq '.data | {id, name, email, phone}'

Update a Person

Write to /tmp/request.json:

{
  "name": "Jane A. Smith",
  "phone": [{"value": "+14155559999", "primary": true, "label": "work"}]
}

curl -s -X PUT "https://api.pipedrive.com/v1/persons/<person-id>" --header "x-api-token: $PIPEDRIVE_TOKEN" --header "Content-Type: application/json" -d @/tmp/request.json | jq '.data | {id, name}'

Search Persons

curl -s "https://api.pipedrive.com/v1/persons/search?term=jane&limit=10" --header "x-api-token: $PIPEDRIVE_TOKEN" | jq '.data.items[] | .item | {id, name, email, phones, organization}'

Params: term (required), exact_match, fields (comma-separated: name, email, phone, notes, custom_fields), organization_id, limit.

Organizations

List Organizations

curl -s "https://api.pipedrive.com/v1/organizations?limit=20" --header "x-api-token: $PIPEDRIVE_TOKEN" | jq '.data[] | {id, name, address, owner_id}'

Get an Organization

curl -s "https://api.pipedrive.com/v1/organizations/<org-id>" --header "x-api-token: $PIPEDRIVE_TOKEN" | jq '.data | {id, name, address, people_count, open_deals_count}'

Create an Organization

Write to /tmp/request.json:

{
  "name": "Acme Corp",
  "address": "123 Main Street, San Francisco, CA 94105"
}

curl -s -X POST "https://api.pipedrive.com/v1/organizations" --header "x-api-token: $PIPEDRIVE_TOKEN" --header "Content-Type: application/json" -d @/tmp/request.json | jq '.data | {id, name}'

Update an Organization

Write to /tmp/request.json:

{
  "name": "Acme Corporation",
  "address": "456 Market Street, San Francisco, CA 94105"
}

curl -s -X PUT "https://api.pipedrive.com/v1/organizations/<org-id>" --header "x-api-token: $PIPEDRIVE_TOKEN" --header "Content-Type: application/json" -d @/tmp/request.json | jq '.data | {id, name}'

Activities

List Activities

curl -s "https://api.pipedrive.com/v1/activities?limit=20&done=0" --header "x-api-token: $PIPEDRIVE_TOKEN" | jq '.data[] | {id, type, subject, due_date, deal_id, person_id, done}'

Params: limit, start, done (0 = pending, 1 = done), user_id, type.

Create an Activity

Write to /tmp/request.json:

{
  "subject": "Follow-up call with Acme Corp",
  "type": "call",
  "due_date": "2026-04-25",
  "due_time": "14:00",
  "duration": "00:30",
  "deal_id": "<deal-id>",
  "person_id": "<person-id>",
  "note": "Discuss contract terms and Q2 timeline"
}

Replace "<deal-id>" and "<person-id>" with numeric IDs. Then:

curl -s -X POST "https://api.pipedrive.com/v1/activities" --header "x-api-token: $PIPEDRIVE_TOKEN" --header "Content-Type: application/json" -d @/tmp/request.json | jq '.data | {id, subject, type, due_date, done}'

Activity types: call, meeting, task, deadline, email, lunch.

Mark Activity as Done

Write to /tmp/request.json:

{
  "done": 1
}

curl -s -X PUT "https://api.pipedrive.com/v1/activities/<activity-id>" --header "x-api-token: $PIPEDRIVE_TOKEN" --header "Content-Type: application/json" -d @/tmp/request.json | jq '.data | {id, subject, done}'

Notes

List Notes

curl -s "https://api.pipedrive.com/v1/notes?limit=20" --header "x-api-token: $PIPEDRIVE_TOKEN" | jq '.data[] | {id, content, deal_id, person_id, org_id, add_time}'

Params: limit, start, deal_id, person_id, org_id.

Create a Note

Write to /tmp/request.json:

{
  "content": "Spoke with Jane — budget approved for Q3. They want a demo by May 1st.",
  "deal_id": "<deal-id>",
  "person_id": "<person-id>"
}

Replace "<deal-id>" and "<person-id>" with numeric IDs. Then:

curl -s -X POST "https://api.pipedrive.com/v1/notes" --header "x-api-token: $PIPEDRIVE_TOKEN" --header "Content-Type: application/json" -d @/tmp/request.json | jq '.data | {id, content, deal_id, add_time}'

Pipelines and Stages

List Pipelines

curl -s "https://api.pipedrive.com/v1/pipelines" --header "x-api-token: $PIPEDRIVE_TOKEN" | jq '.data[] | {id, name, order_nr, active}'

List Stages

curl -s "https://api.pipedrive.com/v1/stages?pipeline_id=<pipeline-id>" --header "x-api-token: $PIPEDRIVE_TOKEN" | jq '.data[] | {id, name, pipeline_id, order_nr, deal_probability}'

Omit pipeline_id to retrieve stages from all pipelines.

Guidelines

  1. All list endpoints return paginated results — use limit and start to page through; check data.additional_data.pagination.more_items_in_collection to detect more pages.
  2. The x-api-token header must be present on every request.
  3. For deal participants, the person_id field in the request body must be an array even when adding a single person.
  4. Activity types are fixed: call, meeting, task, deadline, email, lunch — do not use free-form strings.
  5. Custom fields are returned with machine-generated hash keys; use GET /v1/dealFields or GET /v1/personFields to map keys to labels before displaying them.