canonical: https://jentic.com/apis/pipedrive.com/pipedrive-api

# Pipedrive API

Track sales deals through customizable pipeline stages, manage person and organization contacts, log activities, and automate sales workflows in Pipedrive's activity-based CRM. The API provides full access to deals, persons, organizations, activities, leads, products, notes, files, webhooks, and custom fields - enabling programmatic control over the entire sales process from lead capture to deal closure.

## For AI agents

Create and move deals through pipeline stages, manage person and organization contacts, log sales activities, and track leads in Pipedrive CRM. Supports 35 endpoints covering the full sales lifecycle.

## Scope

Does not handle email marketing, marketing automation, customer support tickets, or accounting - use for sales pipeline and contact management only.

## Capabilities

- Move deals through custom pipeline stages and track win/loss outcomes with monetary values
- Log calls, emails, meetings, and tasks as activities linked to deals or contacts
- Search and filter persons and organizations by custom fields and relationship data
- Capture and qualify leads before converting them to deals in the pipeline
- Attach products with pricing to deals for revenue forecasting and line-item tracking
- Register webhooks to receive real-time notifications when deals, persons, or activities change
- Upload and attach files to deals, persons, or organizations for document management

## Use cases

### AI Agent Sales Pipeline Automation

AI agents use Pipedrive through Jentic to automate deal progression, activity logging, and contact enrichment without manual CRM data entry. An agent discovers deal and activity endpoints via Jentic's intent search, creates deals from inbound leads, logs follow-up activities, and moves deals through stages based on customer interactions - all programmatically and in real time.

Example prompt: Create a new deal titled 'Enterprise License - Acme Corp' with value $50,000 in the 'Qualified' stage, then log a 'call' activity noting the initial discovery call was completed

### Deal Pipeline Reporting and Forecasting

Pull deal data across all pipeline stages to build real-time sales forecasts, conversion rate analyses, and revenue projections. The API returns deal values, stage positions, expected close dates, and win probabilities. Combined with the pipelines and stages endpoints, agents can map the full pipeline structure and calculate stage-by-stage conversion metrics.

Example prompt: Retrieve all deals from the default pipeline, group them by stage, and calculate total weighted value per stage using deal values and stage probabilities

### Contact and Organization Management

Synchronize person and organization records between Pipedrive and external systems such as marketing platforms, support tools, or data enrichment services. The API supports creating, updating, and searching contacts by email, phone, name, or custom fields. Organization records link multiple persons to a single company entity for account-based selling.

Example prompt: Search for a person by email address 'john@acme.com', and if found, update their phone number and link them to the organization 'Acme Corp'

### Lead Capture and Qualification

Ingest leads from web forms, chatbots, or partner referrals into Pipedrive's lead inbox for qualification before pipeline entry. Leads sit in a separate inbox until qualified and converted to deals, preventing unvetted entries from polluting pipeline metrics. The API supports creating leads with title, value, labels, and associated person or organization.

Example prompt: Create a new lead titled 'Inbound Demo Request - Beta Corp' with expected value $25,000 and associate it with a newly created person contact

## Key endpoints

| Method | Path | Description |
| --- | --- | --- |
| POST | /api/v1/deals | Create a new deal in a pipeline stage |
| GET | /api/v1/deals | List all deals with filtering |
| PUT | /api/v1/deals/{id} | Update a deal's stage, value, or properties |
| POST | /api/v1/persons | Create a new person contact |
| POST | /api/v1/activities | Log a sales activity |
| POST | /api/v1/leads | Create a new lead |
| POST | /api/v1/webhooks | Register a webhook for event notifications |
| GET | /api/v1/pipelines | List all sales pipelines |

## Key resources

- **Deals** — Create, update, list, and delete deals with values, stages, and ownership
- **Persons** — Manage person contacts with email, phone, organization links, and custom fields
- **Organizations** — Create and query company records that group person contacts
- **Activities** — Log and track calls, meetings, emails, tasks, and deadlines
- **Leads** — Capture and manage pre-qualified leads before pipeline conversion
- **Products** — Define products with pricing that can be attached to deals
- **Webhooks** — Register HTTP callbacks for real-time event notifications

## Why Jentic

- **Setup:** Wiring Pipedrive by hand means appending its api_token query parameter to every call, paging through deals and persons, and handling retries yourself. Through Jentic you install once, import Pipedrive from the API Directory, store the token once, and your agent calls it.
- **Permission scoping:** You limit the agent to the operations it needs, such as creating a deal, adding a person, or logging an activity. Because you choose the allowed operations, updating a deal or registering a webhook stays out of scope unless you add it.
- **Credential handling:** Your Pipedrive api_token is stored once, encrypted, by your own Jentic One instance and injected at execution time. It never enters the agent's prompt, logs, or context, including the query string.
- **Discovery method:** Agents search Jentic by intent such as 'create a deal in Pipedrive' or 'add a person', and Jentic returns the matching Pipedrive operation with its input schema so the agent calls the right endpoint without browsing the reference docs.

## Related APIs

- **HubSpot CRM Deals** — HubSpot's deal pipeline API with deeper marketing integration and custom objects
- **Zoho CRM API** — Full-featured CRM with modules for deals, contacts, leads, and custom entities
- **HubSpot CRM Contacts** — HubSpot's contact management with lifecycle stages and marketing attribution
- **ClickUp API** — Project management platform for tracking tasks related to deal deliverables

## FAQ

### What authentication does the Pipedrive API use?

The API uses an API token passed as the 'api_token' query parameter on every request. Each Pipedrive user has a unique API token found in Settings > Personal preferences > API. Through Jentic, API tokens are stored encrypted in your Jentic One instance and agents receive authenticated requests without the raw token appearing in their context.

### Can I move a deal to a different pipeline stage via the API?

Yes. Use PUT /api/v1/deals/{id} with the 'stage_id' parameter set to the target stage. You can retrieve available stages and their IDs from GET /api/v1/stages. Each stage belongs to a pipeline, and deals can only be moved to stages within their current pipeline unless you also update the pipeline_id.

### What are the rate limits for the Pipedrive API?

Pipedrive applies rate limits per API token: 80 requests per 2 seconds for most endpoints on standard plans, with higher limits on Advanced and Enterprise tiers. Rate limit headers (X-RateLimit-Limit, X-RateLimit-Remaining, X-RateLimit-Reset) are included in every response for monitoring usage.

### How do I create a deal through Jentic for an AI agent?

Install the SDK with pip install jentic, then search for 'create a deal in Pipedrive'. Jentic returns the POST /api/v1/deals operation with its input schema including title, value, currency, stage_id, and person_id fields. Load the schema and execute - the api_token authentication is handled automatically by your Jentic One instance.

### Can I log different types of activities against deals?

Yes. POST /api/v1/activities creates activities of types including call, meeting, task, email, and lunch. Each activity requires a type, subject, and can be linked to a deal_id, person_id, or org_id. You can mark activities as done (done: 1) or schedule them for future dates with due_date and due_time fields.

### Does Pipedrive support webhooks for real-time notifications?

Yes. POST /api/v1/webhooks registers a callback URL that receives HTTP POST notifications when specified events occur. Supported events include deal creation, deal stage changes, person updates, activity completion, and more. Each webhook receives a JSON payload with the full object data and the event type.

### Is the Pipedrive API free to use?

API access is included with all paid Pipedrive plans (Essential, Advanced, Professional, Enterprise) starting at $14/user/month. There is no separate API fee, but rate limits increase with higher plan tiers. The free trial includes API access for evaluation.

### Can I limit what my agent is allowed to do with the Pipedrive API?

Yes. Because Jentic One is self-hosted, you set the rules that decide which Pipedrive operations and credentials your agent may use, so you can allow only what a task needs, such as creating a deal, adding a person, or logging an activity. Higher-impact operations like updating an existing deal or registering a webhook stay out of scope unless you explicitly add them. Your Pipedrive api_token is held by your own instance and injected at execution time, so it never enters the agent's prompt or context.