Pipedrive CRM

The Pipedrive CRM modulesThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) More allow you to monitor deals, organizations, persons, products, notes, and activities and create, update, list, or delete deals, products in deals, persons in deals, files in deals, activities in deals, organizations, persons, products, notes, activities, emails, followers, or usersCan use the system on a limited basis based on the rights assigned by the admin. More in your Pipedrive CRM account.

To get started with Pipedrive CRM, create an account at www.pipedrive.com/en/register.

Refer to the Pipedrive CRM API documentation for a list of available endpoints.

Connect Pipedrive CRM to Boost.spaceCentralization and synchronization platform, where you can organize and manage your data. More IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. More

To establish the connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). More:

Log in to your Boost.space Integrator account, add a Pipedrive CRM moduleThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) More to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive. More, and click Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Optional: Click Show advanced settings and manually add scopes or enter your custom appCreate your own custom apps to be used in the integrator engine and share them with users in your organization. client credentials. For more information regarding creating a custom app and retrieving client credentials, refer to the Pipedrive Creating an app documentation.
Click Save.
If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your scenario and add more Pipedrive CRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Pipedrive CRM ScenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive. More

After connecting the app, you can perform the following actions:

Deals

New Deal Event
Watch Deals
Create a Deal
Update a Deal
Delete a Deal
Get a Deal
List Deals
Search Deals
List Deals in a Pipeline
List Deals in a Stage

Leads

Watch Leads
Search Leads
List Leads
Get a Lead
Create a Lead
Update a Lead
Delete a Lead

Product in a Deal

Add a Product to a Deal
Update Product Attachment Details
Delete an Attached Product
List Products in a Deal

Persons in a Deal

Add a Participant to a Deal
List Persons in a Deal

Files in a Deal

List Files in a Deal

Activities in a Deal

List Activities in a Deal

Organizations

New Organization Event
Watch Organizations
Create an Organization
Update an Organization
Delete an Organization
Get an Organization
List Organizations
Search Organizations
Update an Organization Field Value

Persons

	Caution
	Persons are the customers you are doing deals with – not users.

New Person Event
Watch Persons
Create a Person
Update a Person
Delete a Person
Get a Person
List Persons
Search Persons

Products

New Product Event
Watch Products
Create a Product
Update a Product
Delete a Product
Get a Product
List Products
Search Products

Notes

New Note Event
Watch Notes
Create a Note
Update a Note
Delete a Note
Get a Note
List Notes

Activities

New Activity Event
Watch Activities
Create an Activity
Update an Activity
Delete an Activity
Get an Activity
List Activities

Mail

Update a Mail Thread Details
Delete a Mail Thread
Get a Mail Thread
Get a Message
List Mail Threads
List Messages in a Thread

Followers

Add a Follower
Delete a Follower
List Followers

Users

Get a UserCan use the system on a limited basis based on the rights assigned by the admin. More
List Users

Files

Upload a File
Download a File

Subscriptions

Add a Recruiting Subscription
Add an Installment Subscription
Update an Installment Subscription
Update a Recurring Subscription
Get a Subscription
Find Subscription by Deal
List Payments of a Subscription
Cancel a Recurring Subscription
Delete a Subscription

Other

List Pipelines
List Stages
Search for ItemsItems are rows in records (order/request/invoice/purchase...)
Make an API Call