Pipedrive Deals
Tasks that create, retrieve, update, list, and delete deals in Pipedrive.
Pipedrive
CertifiedTasks that manage Pipedrive deals and persons.
Authenticate with your Pipedrive apiToken (and optional apiUrl) to create or update deals and create or fetch people records, returning the API payloads for routing to CRM or reporting steps.
Pipedrive
Certified
Tasks that manage Pipedrive deals and persons.
Authenticate with your Pipedrive apiToken (and optional apiUrl) to create or update deals and create or fetch people records, returning the API payloads for routing to CRM or reporting steps.
How to use the Pipedrive plugin
Manage deals and persons in Pipedrive from Kestra flows.
Authentication
Set apiToken to your Pipedrive API token. Store it in a secret and apply it globally with plugin defaults.
Tasks
Deals — deals.Create creates a deal with title (required) plus optional value, currency, stageId, status, expectedCloseDate, probability, personId, orgId, userId, and customFields. The output includes dealId. deals.Update updates a deal by dealId — set any of the same fields plus lostReason. deals.Get retrieves a deal by dealId — control result handling with fetchType (default FETCH_ONE). deals.List searches deals with field filters (filterId, personId, orgId, pipelineId, stageId, status, ownerId, limit, cursor) — fetchType is restricted to FETCH (default) or STORE, and the output's nextCursor can be fed back into cursor on a later run to page through results. deals.Delete removes a deal by dealId; Pipedrive only soft-deletes it (moved to trash, purged after 30 days), so for a normal close-out use deals.Update with status: "won" or status: "lost" instead — Delete is a cleanup tool.
Persons — persons.Create creates a person with name (required) plus optional orgId, ownerId, emails, phones, visibleTo, and customFields. The output includes personId. persons.Update updates a person by personId — set any of the same optional fields. persons.Get retrieves a person by personId — control result handling with fetchType (default FETCH_ONE). persons.List searches persons with field filters (filterId, orgId, ownerId, limit, cursor) — fetchType is restricted to FETCH (default) or STORE, with the same cursor-based pagination as deals.List. persons.Delete removes a person by personId; Pipedrive only soft-deletes it (moved to trash, purged after 30 days).
