Pipedrive
+
Konnectify
Pipedrive Integration with Konnectify
Automate your sales pipelines, sync contact details, and orchestrate customer activities seamlessly across your entire business stack.
Deals
Persons
Organizations
Leads
Activities
Products
Notes
25 Triggers
43 Actions
What is Pipedrive?
Pipedrive is a sales-focused customer relationship management (CRM) platform designed to help sales teams manage complex pipelines, track conversations, and automate repetitive tasks. By integrating Pipedrive with Konnectify, you can instantly sync deal progressions, automate contact creation, and align your sales activities with your marketing, finance, and support tools.
New to Pipedrive?
Set up your visual sales pipelines, track deals, and optimize your sales process.
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What you can automate with Pipedrive and Konnectify:
• Sync won deals directly to your invoicing or accounting software.
• Create or update contacts in email marketing tools when people are added to Pipedrive.
• Log customer support tickets as activities directly inside Pipedrive deal records.
• Move qualified leads smoothly into active sales pipelines upon conversion.
• Update inventory or product catalogs automatically when product details change.
• Add detailed notes and files to deals automatically from external form submissions.
API & Authentication
Secure Connection via OAuth 2.0
Pipedrive uses the OAuth 2.0 protocol to securely authorize Konnectify to access your sales data. This means you can connect your Pipedrive account in just a few clicks without ever sharing your password, and you can revoke access at any time from your Pipedrive settings.
During setup, you will be prompted to grant Konnectify permission to manage your deals, contacts, activities, and product data. These permissions are strictly mapped to the triggers and actions you configure in your workflows.
Plan Restrictions & Rate Limits
Pipedrive API rate limits vary depending on your Pipedrive subscription plan (Essential, Advanced, Professional, or Enterprise). Check Pipedrive's developer documentation for detailed rate limit tiers.
How to Connect
Prerequisites:
- An active Pipedrive account (admin permissions recommended to authorize all scopes).
- An active Konnectify account.
Add Pipedrive to a Workflow
- Log in to your Konnectify dashboard.
- Click Create Workflow or edit an existing workflow.
- Select Pipedrive from the list of available apps.
Authorize via OAuth 2.0
- Click Connect Account in the authorization panel.
- A secure Pipedrive login window will appear. Enter your credentials.
- Review the permissions requested by Konnectify and click Allow and Install.
Configure the Trigger or Action
- Choose a trigger event (e.g., "New Deal") or an action (e.g., "Create Person").
- Map data fields from your source app directly to Pipedrive fields.
Important Mapping Tip:
When creating deals, always ensure you provide a valid Deal Title and associate it with a Person or Organization to maintain clean, searchable data in your CRM.
Test the Workflow
- Click Test Step to send sample data through the integration.
- Verify that the test record appears correctly in your Pipedrive sandbox or live account.
Activate the Workflow
- Once the test is successful, switch the workflow toggle to Active.
- Konnectify will now run your integration automatically in the background.
Supported Triggers
25
Pipedrive triggers notify your workflows in real time whenever deals are won, contacts are updated, or activities are completed, ensuring your other business systems are always in sync.
Deals
6 triggers
▾
New Deal
Fires when a new deal is created in Pipedrive.
Updated Deal
Fires when an existing deal is updated.
Won Deal
Fires when a deal's status transitions to won.
Lost Deal
Fires when a deal's status transitions to lost.
Deleted Deal
Fires when a deal is deleted.
Deal Stage Changed
Fires when a deal moves to a different stage.
Persons
3 triggers
▾
New Person
Fires when a new person is created in Pipedrive.
Updated Person
Fires when an existing person is updated.
Deleted Person
Fires when a person is deleted.
Organizations
3 triggers
▾
New Organization
Fires when a new organization is created in Pipedrive.
Updated Organization
Fires when an organization is updated.
Deleted Organization
Fires when an organization is deleted.
Leads
4 triggers
▾
New Lead
Fires when a new lead is created in Pipedrive.
Updated Lead
Fires when a lead is updated.
Deleted Lead
Fires when a lead is deleted.
Lead Converted to Deal
Fires when a deal is created as the result of a lead conversion.
Activities
4 triggers
▾
New Activity
Fires when a new activity is created in Pipedrive.
Updated Activity
Fires when an activity is updated.
Activity Completed
Fires when an activity's done flag transitions to true.
Deleted Activity
Fires when an activity is deleted.
Products
3 triggers
▾
New Product
Fires when a new product is created in Pipedrive.
Updated Product
Fires when a product is updated.
Deleted Product
Fires when a product is deleted.
Notes
2 triggers
▾
New Note
Fires when a new note is created in Pipedrive.
Updated Note
Fires when a note is updated.
Supported Actions
43
Pipedrive actions allow your workflows to write, update, and search data in Pipedrive, such as creating new deals, updating contact details, and logging activities.
Deals
8 actions
▾
Create Deal
Creates a new deal, optionally pre-linked to a Person, Organization, Pipeline, and Stage.
Update Deal
Partial update of a deal's properties, such as stage progression, value change, reassignment, or marking won/lost.
Delete Deal
Marks a deal as deleted. Recoverable for 30 days before permanent removal.
Get Deal
Fetches full details of one deal for display, editing, or synchronization.
Search Deals
Searches all deals by title, notes, and/or custom fields. Can be filtered by person, organization, and status.
Add Product to Deal
Attaches a product to a deal with its own price, quantity, and discount, creating a deal-product.
Update Deal Product
Adjusts price, quantity, discount, or enablement of a product already attached to a deal.
Remove Product from Deal
Deletes a product attachment from a deal, using the product_attachment_id. Recalculates the deal's total value automatically.
Persons
7 actions
▾
Create Person
Creates a new person, optionally linked to an Organization.
Update Person
Partial update of a person's properties.
Delete Person
Marks a person as deleted. Recoverable for 30 days before permanent removal.
Get Person
Fetches full details of one person.
Search Persons
Searches all persons by name, email, phone, notes, and/or custom fields.
Search Person by Email
Searches persons scoped to the email field — the primary retrieval pattern for contact dedup/matching.
Search Person by Phone
Searches persons scoped to the phone field.
Organizations
5 actions
▾
Create Organization
Creates a new organization/company record.
Update Organization
Partial update of an organization's properties.
Delete Organization
Marks an organization as deleted. Recoverable for 30 days before permanent removal.
Get Organization
Fetches full details of one organization.
Search Organizations
Searches all organizations by name, address, notes, and/or custom fields.
Leads
6 actions
▾
Create Lead
Creates a lead in the Leads Inbox before it is qualified/converted into a deal. Uses the Pipedrive v1 API.
Update Lead
Partial update of a lead's properties, including archiving. Uses the Pipedrive v1 API.
Delete Lead
Permanently deletes a lead. Unlike Deals/Persons/Organizations, lead deletion is immediate, not a 30-day soft delete. Uses the Pipedrive v1 API.
Get Lead
Fetches full details of one lead. Uses the Pipedrive v1 API.
Search Leads
Searches all leads by title, notes, and/or custom fields. Can be filtered by person or organization. This is the only Leads endpoint in this connector that is v2, not v1.
Convert Lead to Deal
Initiates async conversion of a lead into a deal; related notes/files/emails/activities transfer to the new deal. Returns a conversion_id to poll for the resulting deal ID.
Activities
6 actions
▾
Create Activity
Creates a new activity, optionally linked to a Deal, Lead, Person, Organization, or Project.
Update Activity
Partial update of an activity's properties.
Delete Activity
Marks an activity as deleted. Recoverable for 30 days before permanent removal.
Get Activity
Fetches full details of one activity.
Search Activities
Lists activities filtered by owner/deal/lead/person/org/completion/date. Pipedrive does not document a dedicated keyword-search endpoint for Activities — this is filter-parameter based, not a text search.
Mark Activity Completed
Marks an activity done. Not a distinct endpoint — a conventional, documented usage of Update Activity.
Products
6 actions
▾
Create Product
Adds a new product to the Products inventory, optionally with per-currency pricing.
Update Product
Updates product data, including pricing.
Delete Product
Marks a product as deleted. Recoverable for 30 days before permanent removal.
Get Product
Returns data about a specific product, including its price list.
Search Products
Searches all products by name, code, and/or custom fields.
Search Product by Name
Searches products scoped to the name field — the primary retrieval pattern for catalog matching/dedup before attaching a product to a deal.
Notes
5 actions
▾
Add Note
Creates an HTML-formatted note. Uses the Pipedrive v1 API — Notes do not yet have a v2 endpoint.
Update Note
Updates a note's content or its entity link. Notes use PUT, not PATCH, unlike every v2 update endpoint in this connector. Uses the Pipedrive v1 API.
Delete Note
Permanently deletes a note. No 30-day recovery window is documented for Notes. Uses the Pipedrive v1 API.
Get Note
Fetches full details of one note. Uses the Pipedrive v1 API.
Search Notes
Lists notes filtered by linked entity, author, or date window — the documented mechanism for locating notes, since Pipedrive does not expose a keyword/content search parameter for Notes. Uses the Pipedrive v1 API.
Popular Automations
Deploy these highly effective automation blueprints to connect Pipedrive with your other operational tools.
Instantly Create Invoices for Won Deals
Trigger a billing workflow automatically as soon as a sales rep transitions a deal's status to won.
Won Deal
→
Create Invoice (Accounting App)
Sync New Leads to Email Marketing Lists
Instantly add newly added leads from your Pipedrive Leads Inbox to email marketing nurture campaigns.
New Lead
→
Create Contact (Marketing App)
Log Support Tickets as Sales Activities
Keep your sales team aligned with client success by automatically logging incoming support tickets as activities in Pipedrive.
New Support Ticket (Support App)
→
Create Activity
Notify Sales Team on Deal Stage Transitions
Keep stakeholders updated by automatically sending a team channel message whenever a deal changes stages.
Deal Stage Changed
→
Send Message (Chat App)
Frequently Asked Questions
How does Konnectify authenticate with Pipedrive?
▾
Konnectify connects securely to Pipedrive using OAuth 2.0 authorization. You simply click to log in and authorize the integration through Pipedrive's official interface. This eliminates the need to expose your master password or API key, and you can revoke the connection instantly from your Pipedrive settings at any time.
Which Pipedrive plans are compatible with this integration?
▾
All subscription tiers of Pipedrive (Essential, Advanced, Professional, and Enterprise) are compatible with this integration. However, please note that Pipedrive enforces different API rate limits per plan. Advanced and Professional plans enjoy higher API request limits compared to the Essential tier.
Are Pipedrive triggers real-time or do they use polling?
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All triggers in this Pipedrive connector are webhook-based. This means Pipedrive sends instant, event-driven updates to Konnectify the moment an action occurs (such as a deal transitioning to won), ensuring your automated workflows fire in real time without any polling delays.
How does the integration handle converted leads?
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When you use the "Lead Converted to Deal" trigger or the "Convert Lead to Deal" action, the transition is initiated asynchronously. Pipedrive automatically transfers all pre-existing notes, linked files, emails, and activities from the original lead record to the newly generated deal, keeping your sales history completely intact.
What happens if Pipedrive API rate limits are exceeded?
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If your workflow triggers a volume of API calls that exceeds Pipedrive's rate limits, Konnectify handles the rate limit responses gracefully. The system will automatically queue and retry failed requests using an exponential backoff strategy to ensure your data is processed successfully without manual intervention.
Can I connect multiple Pipedrive accounts to Konnectify?
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Yes, you can authorize and connect multiple independent Pipedrive accounts to Konnectify. During the connection setup phase, ensure you assign a distinct, recognizable name to each Pipedrive connection so you can easily reference the correct sales pipeline in your workflows.
What is the difference between deleting a Deal and deleting a Lead?
▾
In Pipedrive, Deals, Persons, and Organizations are subject to a 30-day soft-delete period during which they can be recovered. Leads and Notes, however, are processed via Pipedrive's v1 API endpoints where deletion is immediate and permanent. Ensure your workflow logic accounts for this difference before triggering delete actions.
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