Pipedrive integration

What the Pipedrive package does

Pipedrive integration

Pipedrive CRM integration for managing sales data. Supports CRUD operations on six entity types: activities, deals, notes, organizations, persons, and leads. Uses the Pipedrive Python SDK (pipedrive.client.Client). Two authentication modes: (1) Connect/Disconnect node pair that establishes a shared connection via company domain + API key, passing a connection ID through the flow, or (2) direct per-node credentials with API key + company domain on each CRUD node. All CRUD nodes (Create, Get, GetAll, Update, Delete) accept a Type option to select the entity type.

Namespace

Robomotion.Pipedrive

Latest version

0.1.10 (12 versions published)

Written in

Python

Categories

CRM

Pipedrive nodes (8)

These are the node IDs an agentic flow or an RPA bot uses, exactly as they appear in the Flow Designer and in flow code. The Toolkit node hands an agent several of the package operations at once.

Platforms

The Pipedrive package runs on Windows, macOS and Linux robots. Any Robomotion robot on these operating systems can run a flow that uses it.

How to install the Pipedrive package

1. Open Packages in the Robomotion Flow Designer.
2. Search for Pipedrive or Robomotion.Pipedrive, then click Install on its card.
3. The Pipedrive nodes appear in the node palette for everyone in the workspace, because installation is per workspace.

From a terminal, the Robomotion CLI installs the same package:

robomotion install Robomotion.Pipedrive

Templates that use Pipedrive

2 ready-made templates use Pipedrive nodes in their flows. Open one to start from a working flow.

• Pipedrive Lead Business Data

  Every 15 minutes, takes the leads Pipedrive has touched most recently, turns each website into a bare domain, looks the company up in the Google Business listings database, and writes the name, description, categories, address, rating and price level back onto the Pipedrive record.

• Pipedrive Lead Traffic Stats

  Every 15 minutes, takes the leads Pipedrive has touched most recently, turns each website into a bare domain, estimates how much organic search traffic that domain gets, and writes the numbers back onto the Pipedrive record.

Related integrations

Packages that share a category or keywords with Pipedrive. It is filed under CRM.

• ApolloConnect to Apollo.io to search, enrich, and manage contacts, accounts, organizations, and deals
• HubSpotConnect to HubSpot CRM and manage contacts, companies, deals, and tickets
• OdooConnect to Odoo ERP and manage contacts, sales orders, invoices, products, leads, and any model via XML-RPC
• SalesforceConnect to Salesforce CRM to create, read, update, delete records, run SOQL queries and SOSL searches across any sObject (Account, Contact, Lead, Opportunity, Case, custom objects, etc.)
• Zoho CRMManage leads, contacts, deals, and other records in Zoho CRM
• GoHighLevelConnect to GoHighLevel CRM to manage contacts, opportunities, and tasks

Pipedrive documentation

The Pipedrive package reference on docs.robomotion.io documents each node and its properties.