Beyond-Bot.ai + pipedrive

Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing

What You Can Do with this Integration

Automate Data Entry

Automatically sync new contacts or deals from Beyond-Bot.ai to pipedrive.

Enrich Customer Profiles

Use Beyond-Bot.ai to find and add new information to your records in pipedrive.

Trigger Workflows

Start automated workflows in pipedrive based on conversations with your virtual expert.

Available Actions

Here are the specific actions your virtual expert can perform within pipedrive.

Add A Call Log

Adds a new call log.

Add A Channel

New messaging channel added; registration limited to admins. utilizes getconversations endpoint for data retrieval. requires messengers integration oauth scope and a prepared messaging app extension manifest.

Add A Comment To A Note

Adds a new comment to a note.

Add A Deal

Add a new deal to pipedrive with any custom fields, which vary by account and are identified by long hash keys. check dealfields for existing custom fields. for details, visit the tutorial on adding a deal.

Add A Follower To A Deal

Adds a follower to a deal.

Add A Follower To An Organization

Adds a follower to an organization.

Add A Follower To A Person

Adds a follower to a person.

Add A Follower To A Product

Adds a follower to a product.

Add A Lead

Pipedrive api lets you add leads linked to people or organizations and tags them with 'api' source. custom fields from deals apply to leads and appear in responses if set. details are in the tutorials for adding and updating leads.

Add A Lead Label

Creates a lead label.

Add An Activity

New activity added. response includes `more activities scheduled in context` to show if more are planned with the same entity. see tutorial on adding activities [here](https://pipedrive.readme.io/docs/adding-an-activity).

Add A New Deal Field

Adds a new deal field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target=" blank" rel="noopener noreferrer">adding a new custom field</a>.

Add A New Filter

New filter creation returns an id. only one primary condition group with 'and' and two secondary groups (one 'and', one 'or') are supported. future syntax expansion possible. see tutorial for details.

Add A New Goal

Adds a new goal. along with adding a new goal, a report is created to track the progress of your goal.

Add A New Organization Field

Adds a new organization field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target=" blank" rel="noopener noreferrer">adding a new custom field</a>.

Add A New Person Field

Adds a new person field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target=" blank" rel="noopener noreferrer">adding a new custom field</a>.

Add A New Pipeline

Adds a new pipeline.

Add A New Product Field

Adds a new product field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target=" blank" rel="noopener noreferrer">adding a new custom field</a>.

Add A New Stage

Adds a new stage, returns the id upon success.

Add A New Team

Adds a new team to the company and returns the created object.

Add A New User

Adds a new user to the company, returns the id upon success.

Add An Installment Subscription

Adds a new installment subscription.

Add An Organization

Set up a new pipedrive organization using custom fields with unique key hashes. retrieve `organizationfields` for configuration. check the linked tutorial for guidance.

Add A Note

Add a note to a deal, person, organization, lead, or project in pipedrive. at least one of deal id, person id, org id, lead id, or project id must be provided.

Add A Participant To A Deal

Adds a participant to a deal.

Add A Person

Add a new contact in pipedrive with optional custom fields unique to each account found using the `personfields` endpoint. the endpoint also handles `data.marketing status` for campaigns product users.

Add A Product

Adds a new product to the products inventory. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-product" target=" blank" rel="noopener noreferrer">adding a product</a>.

Add A Product To A Deal

Adds a product to a deal, creating a new item called a deal-product.

Add A Project

Adds a new project. note that you can supply additional custom fields along with the request that are not described here. these custom fields are different for each pipedrive account and can be recognized by long hashes as keys.

Add A Recurring Subscription

Adds a new recurring subscription.

Add A Role

Adds a new role.

Add A Task

Adds a new task.

Add File

Upload and link files to deals, people, organizations, activities, products, or leads in pipedrive. see the "adding a file" tutorial for details.

Add New Activity Type

Adds a new activity type.

Add Or Update Role Setting

Adds or updates the visibility setting for a role.

Add Person Picture

This service allows adding a photo to a person's profile, replacing any existing one. images must be square with a minimum size of 128 pixels and in gif, jpg, or png formats. they will be resized to 128 and 512 pixels.

Add Role Assignment

Assigns a user to a role.

Add Users To A Team

Adds users to an existing team.

Archive A Project

Archives a project.

Attach An Audio File To The Call Log

Adds an audio recording to the call log. that audio can be played by those who have access to the call log object.

Cancel A Recurring Subscription

Cancels a recurring subscription.

Create A New Webhook

Creates and returns details of a new webhook. trigger events combine `event action` and `event object`, like `*.*` for all events or `added.deal`, `deleted.persons` for specific actions. more info in the webhooks guide.

Create An Organization Relationship

Creates and returns an organization relationship.

Create A Remote File And Link It To An Item

Creates an empty file on google drive linked to an item. for details, refer to the pipedrive remote file adding tutorial.

Delete A Call Log

Deletes a call log. if there is an audio recording attached to it, it will also be deleted. the related activity will not be removed by this request. if you want to remove the related activities, please use the endpoint which is specific for activities.

Delete A Channel

The endpoint removes a messenger channel along with conversations and messages. requires messengers integration oauth and messaging app extension manifest.

Delete A Comment Related To A Note

Deletes a comment.

Delete A Conversation

Deletes an existing conversation. to use the endpoint, you need to have **messengers integration** oauth scope enabled and the messaging manifest ready for the [messaging app extension](https://pipedrive.readme.io/docs/messaging-app-extension).

Delete A Deal

Marks a deal as deleted. after 30 days, the deal will be permanently deleted.

Delete A Deal Field

Marks a field as deleted. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target=" blank" rel="noopener noreferrer">deleting a custom field</a>.

Delete A File

Marks a file as deleted. after 30 days, the file will be permanently deleted.

Delete A Filter

Marks a filter as deleted.

Delete A Follower From A Deal

Deletes a follower from a deal.

Delete A Follower From An Organization

Deletes a follower from an organization. you can retrieve the `follower id` from the <a href="https://developers.pipedrive.com/docs/api/v1/organizations#getorganizationfollowers">list followers of an organization</a> endpoint.

Delete A Follower From A Person

Deletes a follower from a person.

Delete A Follower From A Product

Deletes a follower from a product.

Delete A Lead

Deletes a specific lead.

Delete A Lead Label

Deletes a specific lead label.

Delete An Activity

Marks an activity as deleted. after 30 days, the activity will be permanently deleted.

Delete An Activity Type

Marks an activity type as deleted.

Delete An Attached Product From A Deal

Deletes a product attachment from a deal, using the `product attachment id`.

Delete An Organization

Marks an organization as deleted. after 30 days, the organization will be permanently deleted.

Delete An Organization Field

Delete An Organization Relationship

Deletes an organization relationship and returns the deleted id.

Delete A Note

Deletes a specific note.

Delete A Participant From A Deal

Deletes a participant from a deal.

Delete A Person

Marks a person as deleted. after 30 days, the person will be permanently deleted.

Delete A Person Field

Delete A Pipeline

Marks a pipeline as deleted.

Delete A Product

Marks a product as deleted. after 30 days, the product will be permanently deleted.

Delete A Product Field

Marks a product field as deleted. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target=" blank" rel="noopener noreferrer">deleting a custom field</a>.

Delete A Project

Marks a project as deleted.

Delete A Role

Marks a role as deleted.

Delete A Role Assignment

Removes the assigned user from a role and adds to the default role.

Delete A Stage

Marks a stage as deleted.

Delete A Subscription

Marks an installment or a recurring subscription as deleted.

Delete A Task

Marks a task as deleted. if the task has subtasks then those will also be deleted.

Delete Existing Goal

Marks a goal as deleted.

Delete Existing Webhook

Deletes the specified webhook.

Delete Mail Thread

Marks a mail thread as deleted.

Delete Multiple Activities In Bulk

Marks multiple activities as deleted. after 30 days, the activities will be permanently deleted.

Delete Multiple Activity Types In Bulk

Marks multiple activity types as deleted.

Delete Multiple Deal Fields In Bulk

Marks multiple deal fields as deleted.

Delete Multiple Deals In Bulk

Marks multiple deals as deleted. after 30 days, the deals will be permanently deleted.

Delete Multiple Filters In Bulk

Marks multiple filters as deleted.

Delete Multiple Organization Fields In Bulk

Marks multiple fields as deleted.

Delete Multiple Organizations In Bulk

Marks multiple organizations as deleted. after 30 days, the organizations will be permanently deleted.

Delete Multiple Person Fields In Bulk

Marks multiple fields as deleted.

Delete Multiple Persons In Bulk

Marks multiple persons as deleted. after 30 days, the persons will be permanently deleted.

Delete Multiple Product Fields In Bulk

Marks multiple fields as deleted.

Delete Multiple Stages In Bulk

Marks multiple stages as deleted.

Delete Person Picture

Deletes a person’s picture.

Delete Users From A Team

Deletes users from an existing team.

Download One File

Initializes a file download.

Duplicate Deal

Duplicates a deal.

Enumerate Accessible Users For Lead

Lists the users permitted to access a lead.

Find Goals

Query goal data by appending `{searchfield}={searchvalue}` to the url with dot-notation fields and values. include `is active` to filter by goal status and specify both `period.start` and `period.end` for time-based searches.

Find Subscription By Deal

Returns details of an installment or a recurring subscription by the deal id.

Find Users By Name

Finds users by their name.

Get All Activities Assigned To A Particular User

Returns all activities assigned to a particular user.