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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.

Pipedrive 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).

Pipedrive 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.

Pipedrive 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.

Pipedrive Add A Note

Adds a new note.

Pipedrive 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.

Pipedrive 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>.

Pipedrive Get All Leads

The api returns sorted leads by creation time, supporting pagination via `limit` and `start`. custom field values are included if set, mimicking the `deals` endpoint structure; unset fields are omitted. leads share custom fields with deals.

Pipedrive Get All Products

Returns data about all products.

Pipedrive Get One Lead

Api returns specific lead details with custom field values in the deals format. unset custom fields are omitted. leads share custom fields with deals, not having a unique set.

Pipedrive Update A Deal

Updates the properties of a deal. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/updating-a-deal" target=" blank" rel="noopener noreferrer">updating a deal</a>.

Pipedrive Update A Person

Modifies a person’s details in pipedrive. see the linked tutorial for guidance. if utilizing campaigns, the endpoint also handles `data.marketing status`.

Pipedrive Add An Installment Subscription

Adds a new installment subscription.

Pipedrive 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.

Pipedrive Add A Call Log

Adds a new call log.

Pipedrive 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.

Pipedrive Add A Comment To A Note

Adds a new comment to a note.

Pipedrive Add A Follower To An Organization

Adds a follower to an organization.

Pipedrive Add A Follower To A Deal

Adds a follower to a deal.

Pipedrive Add A Follower To A Person

Adds a follower to a person.

Pipedrive Add A Follower To A Product

Adds a follower to a product.

Pipedrive Add A Lead Label

Creates a lead label.

Pipedrive 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>.

Pipedrive 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.

Pipedrive 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.

Pipedrive 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>.

Pipedrive 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>.

Pipedrive Add A New Pipeline

Adds a new pipeline.

Pipedrive 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>.

Pipedrive Add A New Stage

Adds a new stage, returns the id upon success.

Pipedrive Add A New Team

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

Pipedrive Add A New User

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

Pipedrive Add A Participant To A Deal

Adds a participant to a deal.

Pipedrive Add A Product To A Deal

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

Pipedrive 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.

Pipedrive Add A Recurring Subscription

Adds a new recurring subscription.

Pipedrive Add A Role

Adds a new role.

Pipedrive Add A Task

Adds a new task.

Pipedrive Add File

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

Pipedrive Add New Activity Type

Adds a new activity type.

Pipedrive Add Or Update Role Setting

Adds or updates the visibility setting for a role.

Pipedrive 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.

Pipedrive Add Role Assignment

Assigns a user to a role.

Pipedrive Add Users To A Team

Adds users to an existing team.

Pipedrive Archive A Project

Archives a project.

Pipedrive 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.

Pipedrive Cancel A Recurring Subscription

Cancels a recurring subscription.

Pipedrive Create An Organization Relationship

Creates and returns an organization relationship.

Pipedrive 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.

Pipedrive 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.

Pipedrive Delete An Activity

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

Pipedrive Delete An Activity Type

Marks an activity type as deleted.

Pipedrive Delete An Attached Product From A Deal

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

Pipedrive Delete An Organization

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

Pipedrive Delete An Organization 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>.

Pipedrive Delete An Organization Relationship

Deletes an organization relationship and returns the deleted id.

Pipedrive 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.

Pipedrive Delete A Channel

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

Pipedrive Delete A Comment Related To A Note

Deletes a comment.

Pipedrive 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).

Pipedrive Delete A Deal

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

Pipedrive 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>.

Pipedrive Delete A File

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

Pipedrive Delete A Filter

Marks a filter as deleted.

Pipedrive 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.

Pipedrive Delete A Follower From A Deal

Deletes a follower from a deal.

Pipedrive Delete A Follower From A Person

Deletes a follower from a person.

Pipedrive Delete A Follower From A Product

Deletes a follower from a product.

Pipedrive Delete A Lead

Deletes a specific lead.

Pipedrive Delete A Lead Label

Deletes a specific lead label.

Pipedrive Delete A Note

Deletes a specific note.

Pipedrive Delete A Participant From A Deal

Deletes a participant from a deal.

Pipedrive Delete A Person

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

Pipedrive Delete A Person 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>.

Pipedrive Delete A Pipeline

Marks a pipeline as deleted.

Pipedrive Delete A Product

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

Pipedrive 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>.

Pipedrive Delete A Project

Marks a project as deleted.

Pipedrive Delete A Role

Marks a role as deleted.

Pipedrive Delete A Role Assignment

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

Pipedrive Delete A Stage

Marks a stage as deleted.

Pipedrive Delete A Subscription

Marks an installment or a recurring subscription as deleted.

Pipedrive Delete A Task

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

Pipedrive Delete Existing Goal

Marks a goal as deleted.

Pipedrive Delete Existing Webhook

Deletes the specified webhook.

Pipedrive Delete Mail Thread

Marks a mail thread as deleted.

Pipedrive Delete Multiple Activities In Bulk

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

Pipedrive Delete Multiple Activity Types In Bulk

Marks multiple activity types as deleted.

Pipedrive Delete Multiple Deals In Bulk

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

Pipedrive Delete Multiple Deal Fields In Bulk

Marks multiple deal fields as deleted.

Pipedrive Delete Multiple Filters In Bulk

Marks multiple filters as deleted.

Pipedrive Delete Multiple Organizations In Bulk

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

Pipedrive Delete Multiple Organization Fields In Bulk

Marks multiple fields as deleted.

Pipedrive Delete Multiple Persons In Bulk

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

Pipedrive Delete Multiple Person Fields In Bulk

Marks multiple fields as deleted.

Pipedrive Delete Multiple Product Fields In Bulk

Marks multiple fields as deleted.

Pipedrive Delete Multiple Stages In Bulk

Marks multiple stages as deleted.

Pipedrive Delete Person Picture

Deletes a person’s picture.

Pipedrive Delete Users From A Team

Deletes users from an existing team.

Pipedrive Download One File

Initializes a file download.

Pipedrive Duplicate Deal

Duplicates a deal.

Pipedrive Enumerate Accessible Users For Lead

Lists the users permitted to access a lead.

Pipedrive 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.

Pipedrive Find Subscription By Deal

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

Pipedrive Find Users By Name

Finds users by their name.

Pipedrive Get All Activities Assigned To A Particular User

Returns all activities assigned to a particular user.

Pipedrive Get All Activities Beta

This beta cursor-paginated endpoint returns all activities, accessible only to global admins, not regular users who get a 403 error. refer to pipedrive's documentation for pagination and global permissions.

Pipedrive Get All Activity Fields

Returns all activity fields.

Pipedrive Get All Activity Types

Returns all activity types.

Pipedrive Get All Add Ons For A Single Company

Returns the add-ons for a single company.

Pipedrive Get All Call Logs Assigned To A Particular User

Returns all call logs assigned to a particular user.

Pipedrive Get All Comments For A Note

Returns all comments associated with a note.

Pipedrive Get All Deals

Returns all deals. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/getting-all-deals" target=" blank" rel="noopener noreferrer">getting all deals</a>.

Pipedrive Get All Deals Beta

This endpoint returns all deals with cursor pagination (in beta). only global admins can access it; others get a 403 error. more info on pagination and permissions is available online.

Pipedrive Get All Deal Fields

Returns data about all deal fields.

Pipedrive Get All Files

Returns data about all files.

Pipedrive Get All Filters

Returns data about all filters.

Pipedrive Get All Filter Helpers

The text provides links to documentation for adding or updating filters, and information on all supported filter helpers in an api. it encourages consulting a tutorial for more details on adding a filter.

Pipedrive Get All Lead Labels

Returns details of all lead labels. this endpoint does not support pagination and all labels are always returned.

Pipedrive Get All Lead Sources

Returns all lead sources. please note that the list of lead sources is fixed, it cannot be modified. all leads created through the pipedrive api will have a lead source `api` assigned.

Pipedrive Get All Mail Messages Of Mail Thread

Returns all the mail messages inside a specified mail thread.

Pipedrive Get All Notes

Returns all notes.

Pipedrive Get All Note Fields

Returns data about all note fields.

Pipedrive Get All Organizations

Returns all organizations.

Pipedrive Get All Organizations Beta

This beta api endpoint lists all organizations with cursor pagination. only global admins have access; others get a 403 error. see docs for pagination and global permissions.

Pipedrive Get All Organization Fields

Returns data about all organization fields.

Pipedrive Get All Payments Of A Subscription

Returns all payments of an installment or recurring subscription.

Pipedrive Get All Permission Sets

Returns data about all permission sets.

Pipedrive Get All Persons

Returns all persons.

Pipedrive Get All Persons Beta

This beta endpoint returns all persons, using cursor pagination. only global admins have access; others get a 403 error. info on pagination and permissions is in the linked docs.

Pipedrive Get All Person Fields

Returns data about all person fields.<br>if a company uses the [campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint will also return the `data.marketing status` field.

Pipedrive Get All Pipelines

Returns data about all pipelines.

Pipedrive Get All Product Fields

Returns data about all product fields.

Pipedrive Get All Projects

Returns all projects. this is a cursor-paginated endpoint. for more information, please refer to our documentation on <a href="https://pipedrive.readme.io/docs/core-api-concepts-pagination" target=" blank" rel="noopener noreferrer">pagination</a>.

Pipedrive Get All Project Boards

Returns all projects boards that are not deleted.

Pipedrive Get All Project Templates

The endpoint retrieves all non-deleted project templates with cursor-based pagination. refer to the provided documentation link for more details on pagination.

Pipedrive Get All Relationships For Organization

Gets all of the relationships for a supplied organization id.

Pipedrive Get All Roles

Returns all the roles within the company.

Pipedrive Get All Stages

Returns data about all stages.

Pipedrive Get All Supported Currencies

Returns all supported currencies in given account which should be used when saving monetary values with other objects. the `code` parameter of the returning objects is the currency code according to iso 4217 for all non-custom currencies.

Pipedrive Get All Tasks

Returns all tasks. this is a cursor-paginated endpoint. for more information, please refer to our documentation on <a href="https://pipedrive.readme.io/docs/core-api-concepts-pagination" target=" blank" rel="noopener noreferrer">pagination</a>.

Pipedrive Get All Teams

Returns data about teams within the company.

Pipedrive Get All Teams Of A User

Returns data about all teams which have the specified user as a member.

Pipedrive Get All Users

Returns data about all users within the company.

Pipedrive Get All Users In A Team

Returns a list of all user ids within a team.

Pipedrive Get All User Connections

Returns data about all connections for the authorized user.

Pipedrive Get All Webhooks

Returns data about all the webhooks of a company.

Pipedrive Get A Single Team

Returns data about a specific team.

Pipedrive Get Current User Data

Returns data about an authorized user within the company with bound company data: company id, company name, and domain. note that the `locale` property means 'date/number format' in the pipedrive account settings, not the chosen language.

Pipedrive Get Deals Conversion Rates In Pipeline

Returns all stage-to-stage conversion and pipeline-to-close rates for the given time period.

Pipedrive Get Deals In A Pipeline

Lists deals in a specific pipeline across all its stages.

Pipedrive Get Deals In A Stage

Lists deals in a specific stage.

Pipedrive Get Deals Movements In Pipeline

Returns statistics for deals movements for the given time period.

Pipedrive Get Deals Summary

Returns a summary of all the deals.

Pipedrive Get Deals Timeline

Returns opened and won deals in time-based groups according to a specified dealfield, with examples of deals grouped by month over a 3-month period starting january 2012.

Pipedrive Get Deals Where A Product Is Attached To

Returns data about deals that have a product attached to it.

Pipedrive Get Details Of An Activity

Returns the details of a specific activity.

Pipedrive Get Details Of An Organization

Provides detailed information about an organization, including additional fields not shown when listing all organizations, and maps custom fields as long hashes to the 'key' value in organizationfields.

Pipedrive Get Details Of A Board

Returns the details of a specific project board.

Pipedrive Get Details Of A Call Log

Returns details of a specific call log.

Pipedrive Get Details Of A Deal

Fetches specific deal details, including exclusive fields like deal age and pipeline stage duration. custom fields show up as hashes, which can be matched using the 'key' from dealfields. see the deal details tutorial for more.

Pipedrive Get Details Of A Person

The text describes an api endpoint that returns detailed person information, including extra fields and custom fields as hashes. it also provides `data.marketing status` if the campaigns product is used.

Pipedrive Get Details Of A Phase

Returns the details of a specific project phase.

Pipedrive Get Details Of A Project

Returns the details of a specific project. also note that custom fields appear as long hashes in the resulting data. these hashes can be mapped against the `key` value of project fields.

Pipedrive Get Details Of A Subscription

Returns details of an installment or a recurring subscription.

Pipedrive Get Details Of A Task

Returns the details of a specific task.

Pipedrive Get Details Of A Template

Returns the details of a specific project template.

Pipedrive Get Mail Threads

Returns mail threads in a specified folder ordered by the most recent message within.

Pipedrive Get One Comment

Returns the details of a comment.

Pipedrive Get One Deal Field

Returns data about a specific deal field.

Pipedrive Get One File

Returns data about a specific file.

Pipedrive Get One Filter

Returns data about a specific filter. note that this also returns the condition lines of the filter.

Pipedrive Get One Mail Message

Returns data about a specific mail message.

Pipedrive Get One Mail Thread

Returns a specific mail thread.

Pipedrive Get One Note

Returns details about a specific note.

Pipedrive Get One Organization Field

Returns data about a specific organization field.

Pipedrive Get One Organization Relationship

Finds and returns an organization relationship from its id.

Pipedrive Get One Permission Set

Returns data about a specific permission set.

Pipedrive Get One Person Field

Returns data about a specific person field.

Pipedrive Get One Pipeline

Returns data about a specific pipeline. also returns the summary of the deals in this pipeline across its stages.

Pipedrive Get One Product

Returns data about a specific product.

Pipedrive Get One Product Field

Returns data about a specific product field.

Pipedrive Get One Role

Returns the details of a specific role.

Pipedrive Get One Stage

Returns data about a specific stage.

Pipedrive Get One User

Returns data about a specific user within the company.

Pipedrive Get Project Phases

Returns all active project phases under a specific board.

Pipedrive Get Recents

Returns data about all recent changes occurred after the given timestamp.

Pipedrive Get Result Of A Goal

Gets the progress of a goal for the specified period.

Pipedrive Link A Remote File To An Item

Links an existing remote file (`googledrive`) to the item you supply. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-remote-file" target=" blank" rel="noopener noreferrer">adding a remote file</a>.

Pipedrive Link User Video Integration

A video calling provider must call this endpoint after a user has installed the video calling app so that the new user's information is sent.

Pipedrive List Activities Associated With An Organization

Lists activities associated with an organization.

Pipedrive List Activities Associated With A Deal

Lists activities associated with a deal.

Pipedrive List Activities Associated With A Person

Lists activities associated with a person.

Pipedrive List All Persons Associated With A Deal

The endpoint lists every person linked to a deal, including primary contacts and participants, and provides a `data.marketing status` field for users of the campaigns product.

Pipedrive List Deals Associated With An Organization

Lists deals associated with an organization.

Pipedrive List Deals Associated With A Person

Lists deals associated with a person.

Pipedrive List Files Attached To An Organization

Lists files associated with an organization.

Pipedrive List Files Attached To A Deal

Lists files associated with a deal.

Pipedrive List Files Attached To A Person

Lists files associated with a person.

Pipedrive List Files Attached To A Product

Lists files associated with a product.

Pipedrive List Followers Of An Organization

Lists the followers of an organization.

Pipedrive List Followers Of A Deal

Lists the followers of a deal.

Pipedrive List Followers Of A Person

Lists the followers of a person.

Pipedrive List Followers Of A Product

Lists the followers of a product.

Pipedrive List Followers Of A User

Lists the followers of a specific user.

Pipedrive List Mail Messages Associated With An Organization

Lists mail messages associated with an organization.

Pipedrive List Mail Messages Associated With A Deal

Lists mail messages associated with a deal.

Pipedrive List Mail Messages Associated With A Person

Lists mail messages associated with a person.

Pipedrive List Participants Of A Deal

Lists the participants associated with a deal.<br>if a company uses the [campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint will also return the `data.marketing status` field.

Pipedrive List Permission Set Assignments

Returns the list of assignments for a permission set.

Pipedrive List Permitted Users

Lists the users permitted to access a deal.

Pipedrive List Persons Of An Organization

Lists persons associated with an organization.<br>if a company uses the [campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint will also return the `data.marketing status` field.

Pipedrive List Person Access Users

List users permitted to access a person.

Pipedrive List Pipeline Visibility For A Role

Returns a list of visible or hidden pipeline ids by role. see the "visibility groups article" for details on pipeline visibility.

Pipedrive List Products Associated With A Person

Lists products associated with a person.

Pipedrive List Products Attached To A Deal

Lists products attached to a deal.

Pipedrive List Product Permitted Users

Lists users permitted to access a product.

Pipedrive List Role Assignments

Returns all users assigned to a role.

Pipedrive List Role Settings

Returns the visibility settings of a specific role.

Pipedrive List Settings Of An Authorized User

Lists the settings of an authorized user. example response contains a shortened list of settings.

Pipedrive List Updates About An Organization

Lists updates about an organization.

Pipedrive List Updates About A Deal

Lists updates about a deal.

Pipedrive List Updates About A Person

Lists updates about a person.<br>if a company uses the [campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint's response will also include updates for the `marketing status` field.

Pipedrive List Updates About Participants Of A Deal

This endpoint provides cursor-paginated updates on deal participants. for pagination details, see the pipedrive documentation.

Pipedrive List User Permissions

Lists aggregated permissions over all assigned permission sets for a user.

Pipedrive List User Role Assignments

Lists role assignments for a user.

Pipedrive List User Role Settings

Lists the settings of user's assigned role.

Pipedrive Merge Two Deals

Merges a deal with another deal. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/merging-two-deals" target=" blank" rel="noopener noreferrer">merging two deals</a>.

Pipedrive Merge Two Organizations

Merges an organization with another organization. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/merging-two-organizations" target=" blank" rel="noopener noreferrer">merging two organizations</a>.

Pipedrive Merge Two Persons

Merges a person with another person. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/merging-two-persons" target=" blank" rel="noopener noreferrer">merging two persons</a>.

Pipedrive Organization Accessible User List

List users permitted to access an organization.

Pipedrive Perform A Search From Multiple Item Types

Performs a search from your choice of item types and fields.

Pipedrive Receives An Incoming Message

Adds a message to a 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).

Pipedrive Refreshing The Tokens

Access tokens expire after the time specified in `expires in`. to continue accessing the api, use the `refresh token` to obtain a new access token.

Pipedrive Requesting Authorization

Authorize a user by redirecting them to the pipedrive oauth authorization page and request their permissions to act on their behalf. this step is necessary to implement only when you allow app installation outside of the marketplace.

Pipedrive Returns Project Activities

Returns activities linked to a specific project.

Pipedrive Returns Project Groups

Returns all active groups under a specific project.

Pipedrive Returns Project Plan

Returns information about items in a project plan. items consists of tasks and activities and are linked to specific project phase and group.

Pipedrive Returns Project Tasks

Returns tasks linked to a specific project.

Pipedrive Search Deals

This api endpoint searches deals by title, notes, and custom fields, filters results by person or organization id, and is a specific use case of /v1/itemsearch with limited oauth scope.

Pipedrive Search Item By Field

Performs a search from the values of a specific field. results can either be the distinct values of the field (useful for searching autocomplete field values), or the ids of actual items (deals, leads, persons, organizations or products).

Pipedrive Search Leads

Endpoint searches leads by title, notes, custom fields, with options to filter by person and organization ids, and is a more specific use of the /v1/itemsearch with limited oauth scope.

Pipedrive Search Organizations

Searches all organizations by name, address, notes and/or custom fields. this endpoint is a wrapper of <a href="https://developers.pipedrive.com/docs/api/v1/itemsearch#searchitem">/v1/itemsearch</a> with a narrower oauth scope.

Pipedrive Search Persons

This endpoint searches for individuals by various identifiers and is a specific use case of /v1/itemsearch with limited oauth scope, allowing results filtering by organization id.

Pipedrive Search Products

Searches all products by name, code and/or custom fields. this endpoint is a wrapper of <a href="https://developers.pipedrive.com/docs/api/v1/itemsearch#searchitem">/v1/itemsearch</a> with a narrower oauth scope.

Pipedrive Unlink User From Video Call Integration

A video calling provider must call this endpoint to remove the link between a user and the installed video calling app.

Pipedrive Update Activity In Project Plan

Updates an activity phase or group in a project.

Pipedrive Update An Activity

Updates an activity. includes `more activities scheduled in context` property in response's `additional data` which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data).

Pipedrive Update An Activity Type

Updates an activity type.

Pipedrive Update An Installment Subscription

Updates an installment subscription.

Pipedrive Update An Organization

Updates the properties of an organization.

Pipedrive Update An Organization Field

Updates an organization field. for more information, see the tutorial for <a href=" https://pipedrive.readme.io/docs/updating-custom-field-value " target=" blank" rel="noopener noreferrer">updating custom fields' values</a>.

Pipedrive Update An Organization Relationship

Updates and returns an organization relationship.

Pipedrive Update A Comment Related To A Note

Updates a comment related to a note.

Pipedrive Update A Deal Field

Updates a deal field. for more information, see the tutorial for <a href=" https://pipedrive.readme.io/docs/updating-custom-field-value " target=" blank" rel="noopener noreferrer">updating custom fields' values</a>.

Pipedrive Update A Lead

Updating lead properties modifies only specified fields; use `null` to unset. custom field data matches `deals`. unset fields are omitted. leads share deals' custom fields. for examples, refer to the tutorial.

Pipedrive Update A Lead Label

Updates one or more properties of a lead label. only properties included in the request will be updated.

Pipedrive Update A Note

Updates a note.

Pipedrive Update A Person Field

Updates a person field. for more information, see the tutorial for <a href=" https://pipedrive.readme.io/docs/updating-custom-field-value " target=" blank" rel="noopener noreferrer">updating custom fields' values</a>.

Pipedrive Update A Pipeline

Updates the properties of a pipeline.

Pipedrive Update A Product

Updates product data.

Pipedrive Update A Product Field

Updates a product field. for more information, see the tutorial for <a href=" https://pipedrive.readme.io/docs/updating-custom-field-value " target=" blank" rel="noopener noreferrer">updating custom fields' values</a>.

Pipedrive Update A Project

Updates a project.

Pipedrive Update A Recurring Subscription

Updates a recurring subscription.

Pipedrive Update A Task

Updates a task.

Pipedrive Update A Team

Updates an existing team and returns the updated object.

Pipedrive Update Existing Goal

Updates an existing goal.

Pipedrive Update File Details

Updates the properties of a file.

Pipedrive Update Filter

Updates an existing filter.

Pipedrive Update Mail Thread Details

Updates the properties of a mail thread.

Pipedrive Update Pipeline Visibility For A Role

Updates pipeline visibility settings for different roles. for details, see the pipedrive visibility groups article.

Pipedrive Update Role Details

Updates the parent role and/or the name of a specific role.

Pipedrive Update Stage Details

Updates the properties of a stage.

Pipedrive Update Task In Project Plan

Updates a task phase or group in a project.

Pipedrive Update The Product Attached To A Deal

Updates the details of the product that has been attached to a deal.

Pipedrive Update User Details

Updates the properties of a user. currently, only `active flag` can be updated.