Pipedrive
Pipedrive is a CRM tool for sales teams to manage and track contacts, leads and deals.
Overview
Pipedrive is a powerful CRM platform designed to help businesses better manage their sales and customer relationships. Its intuitive interface and comprehensive features allow users to quickly and easily track leads, close deals, and keep up with customer interactions. Pipedrive also offers powerful analytics and reporting tools to help businesses better understand their customers and performance. **Who uses Pipedrive?** * Over 100,000 companies use Pipedrive. * Pipedrive is used in over 170 countries. * Over 200 million deals were added to pipelines. Of those, over 70 million were won. **What can I do with Pipedrive by Bird?** Bird's integration with Pipedrive will help you keep track of customer interactions and closely monitor customer relationships. **Use Pipedrive by Bird to:** * Manage your deals and the associated customer interactions. * Create and manage incoming leads. * Create and manage persons & users. * Get notified when a new deal, lead or person is created. * Synchronise your persons with the Bird contacts app.
Triggers
Note added
Note deleted
Note updated
Deal added
Deal deleted
Deal updated
Activity added
Activity deleted
Activity updated
Organization added
Organization deleted
Organization updated
Person added
Person deleted
Person updated
Actions
Get users
Returns data about all users within the company.
Search users
Finds users by their name or email.
Get deal details
Returns the details of a specific deal.
Search deals
Searches all deals by title, notes and/or custom fields.
Add a deal
Adds a new deal.
Update a deal
Updates the properties of a deal.
Add product to a deal
Adds a product to a deal, creating a new item called a deal-product.
Get lead details
Returns details of a specific lead.
Search leads
Searches all leads by title, notes and/or custom fields.
Add a lead
Adds a new lead.
Update a lead
Updates one or more properties of a lead.
Get person details
Returns the details of a person.
Search persons
Searches all persons by name, email, phone, notes and/or custom fields.
Add a person
Adds a new person.
Update a person
Updates the properties of a person.
List person deals
Lists deals associated with a person.
List person products
Lists products associated with a person.
Get organization details
Returns the details of an organization.
Search organizations
Searches all organizations by name, address, notes and/or custom fields.
Add an organization
Adds a new organization.
Update an organization
Updates the properties of an organization.
Add a note
Adds a new note.