Pipedrive CRM Make integrationAutomate Pipedrive CRM with Make.

Checks your pipeline for the deals that fit what you are looking for, instead of pulling everything. As a search module, it can hand back zero, one or several bundles, one per deal found.

Pulls your deals out of Pipedrive in bulk, each one arriving as its own bundle, which is the raw material for a report or a copy in another tool.

Shows you which deals carry a given product, so you can reach every open opportunity touched by a change in that product.

Gives you the full inventory of fields on your deals, the standard ones and the ones your team added, so you know exactly what a scenario can read and write.

Fetches everything Pipedrive holds on one deal you already know, which fills the gaps when a previous module only passed along a reference.

Reads how a single deal field is set up in your account, useful when a scenario must write into it correctly instead of guessing.

Hands you a summary of your deals in one module run, instead of pulling every deal and adding them up yourself further down the scenario.

Adds a brand new field to every deal in your Pipedrive account, straight from a scenario, which helps when a setup must be repeated across several accounts.

Opens a new deal in your pipeline from whatever happened elsewhere, a form, a booked call or a signed quote, so no opportunity depends on someone remembering to type it in.

Changes an existing deal when the news comes from another tool, so the pipeline reflects reality without a rep editing it by hand.

Changes how a deal field is set up, found by its ID. The value stored in each deal stays as it is: that is the job of Update a Deal.

Clears out a field nobody fills in anymore, found by its ID, without a trip to the settings screen.

Keeps the pipeline free of test entries and duplicates that would skew your figures: the deal is erased for good.

Tracks down the leads that match your criteria, so a scenario can decide whether it is looking at someone new or someone already in your leads inbox.

Retrieves all your leads, one bundle each, which is what you need to export them, score them in another tool or review them in a sheet.

Loads one lead with its details, which is the step to add when a trigger or a search only told you which lead is concerned.

Drops a fresh lead into Pipedrive from any source Make can read, so prospects who are not ready for a deal still get recorded.

Brings a lead up to date with what another tool learned, a newly opened email, a filled survey, a changed company, without anyone retyping it.

Honors an erasure request or clears the junk left by spam forms: the lead is gone for good.

Shows the labels available for your leads, the tags your team uses to sort them, so a scenario can pick an existing one rather than inventing a new one.

Gives a campaign or an event its own tag on leads, without a detour through the Pipedrive settings.

Keeps your lead tags in line with the words the team uses today: the label is renamed or adjusted in place, found by its ID.

Tidies up the tag list once a campaign or a source no longer matters to the team: the label goes, found by its ID.

Attaches a product from your Pipedrive catalog to a deal, so the deal shows what the client is actually buying instead of a lone amount.

Adjusts a product that is already sitting on a deal, the deal-product link, without detaching and re-adding it.

Takes a product off a deal while leaving the product itself in your catalog, which keeps deals honest when an item drops out of the order.

Returns every product attached to a deal, one bundle per line, which is exactly what an invoice or a delivery order needs.

Tells you who else is involved in a deal beyond the main contact, so your messages reach the full buying group.

Links an extra person to a deal, which keeps the whole buying committee visible on the deal rather than scattered in notes.

Retrieves the files stored on a deal, each as a bundle, so contracts and quotes can be copied or archived somewhere else.

Finds the companies in your CRM that match your criteria, so a scenario links new data to the right client rather than creating a twin.

Brings every organization out of Pipedrive as separate bundles, a straightforward way to build an account list elsewhere.

Loads all the details of a single company you have already identified, handy when a deal or a person only points to it.

Registers a new company in Pipedrive from outside data, giving every future deal and contact a proper home.

Refreshes a company record with what another system knows, so the CRM keeps up after a move, a rename or a change of owner.

Writes a new value into one field of an organization, a targeted edit when you only have that one piece of information to change.

Clears the duplicates left by a merge of two lists or a spam wave on your forms, by taking the company out of the CRM.

Looks up contacts by your criteria, so a scenario can match an incoming email or phone call to someone already in Pipedrive. Persons are the customers you do deals with, not your account's users.

Exports your contact persons one bundle at a time, the base for syncing a whole address book into a newsletter or a support tool.

Returns the full record of one contact, which gives the next module the phone, email and company it needs to act.

Every new contact lands in Pipedrive as a proper person record, ready to be linked to a deal. In Pipedrive, a person is a customer you sell to, not a teammate who logs in.

Keeps a contact record current without anyone retyping it: a new phone number or a new job title flows straight into the existing person.

Handles the moment a contact record should no longer exist, for example after someone asks to be erased from your files.

Finds the products in your Pipedrive catalog that match what you type, so a scenario can pick the right item before building a quote.

Pulls your product catalog out of Pipedrive in one go, one bundle per product, so another tool can receive the whole list.

Hands you the full record of one product you already know, with everything Pipedrive stores about it ready to map into the next module.

Adds a new item to the Pipedrive catalog from outside the CRM, so sales can attach it to deals right away.

Aligns a catalog entry with the source you trust, changing the existing product instead of creating a second one next to it.

Takes a discontinued item out of the Pipedrive catalog so nobody adds it to a new deal by mistake.

Brings back the notes stored in Pipedrive, each one as its own bundle, ready to be copied, summarized or archived elsewhere.

Gives you the full content of one note when an earlier step only handed you its ID.

Writes context into Pipedrive automatically, so the story of a customer stays in the CRM instead of being scattered across inboxes.

Corrects or completes a note that already exists, so the CRM keeps one clean record instead of a pile of versions.

Clears out a note that should not stay in Pipedrive, such as a duplicate left behind by an earlier test.

Collects the activities your team logs in Pipedrive, one bundle each, so you can report on them outside the CRM.

Fetches the whole record of one activity you already point to, so the next module can use anything Pipedrive stores about it.

Puts the next step on a rep's Pipedrive agenda without them typing it, so no follow-up depends on memory.

Moves or completes an activity from another tool, so the Pipedrive agenda matches what really happened.

Wipes an activity that no longer has a reason to exist, keeping the agenda free of ghost tasks.

Shows you the email conversations of one Pipedrive mailbox folder, the most recent message first, each thread as a bundle.

Opens a conversation and returns each email inside it as its own bundle, so you can follow the exchange message by message.

Returns one email conversation as a single record, handy when the scenario already knows which thread matters.

Retrieves one specific email from Pipedrive, so a later module can read it, summarize it or save it elsewhere.

Changes the properties of an email conversation from a scenario, so inbox housekeeping happens without opening Pipedrive.

Clears a conversation out of sight: Pipedrive marks it as deleted instead of erasing it.

Tells you who keeps an eye on a deal, an organization, a person, a product or a user, one bundle per follower.

Subscribes a teammate to a deal, an organization or a person, so the updates reach them without anyone asking.

Stops a teammate from following a deal once it no longer concerns them, which keeps their feed focused.

Identifies one user of your Pipedrive company, meaning a teammate with an account, and gives the scenario their details.

Looks up a teammate in Pipedrive by name or email, or lists every user, so the scenario can reach the right colleague.

Attaches a document to the right Pipedrive record, whether a deal, a person, an organization, an activity or a product, straight from another app.

Turns a file stored in Pipedrive into data inside the scenario, so the next module can save it, send it or read it.

Reveals every saved filter of your Pipedrive account, which is where you find the ID another module asks for.

Explains what one saved Pipedrive filter selects, handy to document a view or check why a report looks off.

Covers whatever the ready-made modules leave out: it calls any endpoint of the Pipedrive API with the connection you already have.

Runs one search across several kinds of Pipedrive records at once, so you find a match without guessing whether it is a deal, a person or an organization.

Maps out the sales pipelines of your account and gives you the IDs other modules expect.

Translates stage IDs into names people understand by returning all the stages of your account.

Sets up a payment plan in Pipedrive, so revenue split into several payments is tracked where sales work.

Records repeating revenue on a deal, so the CRM reflects a customer who pays again and again rather than once.

When a customer leaves, Pipedrive stops expecting their next charges: the repeating plan on the deal comes to an end.

Cleans up a plan created by mistake or duplicated by an earlier scenario run: the subscription, installment or recurring, is flagged as deleted in Pipedrive.

Puts the whole picture of one subscription, installment or recurring, in your scenario, so the next modules reuse it without a second lookup.

Keeps the CRM matching what the customer actually agreed to pay: the split-payment plan on the deal changes without being rebuilt.

After an upgrade or a price change, the running plan follows, which keeps the deal's revenue in Pipedrive in line with reality.

Answers a common question in one step: does this deal carry a subscription, and what does it look like? You give it the deal ID, it returns the installment or recurring plan linked to it.

Brings back the calls, meetings and tasks logged on a single deal, each one as its own bundle (a single item passed to the next module).

Shows every deal a given contact is involved in, so you see the full relationship with one person instead of one deal at a time.

Gathers all deals tied to one company, which gives an account-level view: how many opportunities are open with that customer and where they stand.

Isolates one sales process: every deal in that pipeline comes out, whatever its stage. Handy when your team runs several pipelines and only one matters.

Targets a single column of your board: only the deals sitting in that stage come out, ready for a follow-up action.

Lays out the payment schedule of a subscription, installment or recurring, one bundle per payment, so you can compare what was planned with what reached your bank.

Fetches everyone attached to a deal, the main contact and the participants alike, so no stakeholder slips through when you notify or tag people.