CRM
Connect Pipedrive to Sortment
Connect Pipedrive to Sortment so its AI agents can keep contacts, deals and lifecycle stages in sync with your campaigns and journeys. You approve every change.
- Actions
- 403
- Triggers
- 3
- Authentication
- OAuth2, API Key
- Category
- CRM
What Sortment's agents can do in Pipedrive
403 actions. The ones lifecycle programs use most are shown first.
- Add a deal
- Add discount to deal
- Add a new deal field
- Add deal field options
- Add a follower to a deal
- Add a participant to a deal
- Add product to deal
- Add an installment subscription
- Add a lead
- Add a lead label
- Add a product
- Add a new product field
- Add product field options
- Add follower to product
- Add Product Image
- Create product variation
- Add a recurring subscription
- Add users to a team
- Add a new user
- Update deal product
- Find users by name
- Find subscription by deal
- Update product field
- Search deals
- Search leads
- Search products
- Update a deal
- Update a deal field
- Update a lead
- Update a lead label
- Update a product
- Update a product field
- Update a deal
- Update deal discount
- Update a deal field
- Update deal field options
Show all 403 actionsShow fewer actions
- Update Deal Product
- Update the product attached to a deal
- Update deal (v2 API)
- Update an installment subscription
- Update a lead
- Update Lead Label
- Update a product
- Update product field
- Update product field options
- Update product image
- Update product variation
- Update a recurring subscription
- Update user details
- Update user details
- Add new activity type
- Add an activity
- Add an organization
- Add a person
- Add a call log
- Add Call Log Audio File
- Add a channel
- Add file
- Add a new filter
- Add a new goal
- Add Note
- Add comment to note
- Add a new organization field
- Add Organization Field Options
- Add organization follower
- Add or update role setting
- Add a new person field
- Add person field options
- Add a follower to a person
- Add person picture
- Add a new pipeline
- Add a project
- Add a role
- Add role assignment
- Add a new stage
- Add a task
- Add a new team
- Create an organization relationship
- Create a remote file and link it to an item
- Create a new webhook
- Find goals
- Update organization field (v2)
- Update Person Field Configuration
- Search Item By Field
- Search organizations
- Search persons
- Update stage
- Update a comment related to a note
- Update an activity
- Update activity in project plan
- Update activity type
- Update a filter
- Update an activity
- Update an activity type
- Update an organization
- Update an organization field
- Update an organization relationship
- Update a note
- Update a person
- Update a person field
- Update a pipeline
- Update comment for note
- Update file details
- Update file details
- Update filter
- Update existing goal
- Update mail thread details
- Update Note
- Update Organization
- Update organization field
- Update organization field options
- Update organization relationship
- Update a person
- Update person field
- Update person field options
- Update person (v2)
- Update a pipeline
- Update pipeline visibility for a role
- Update a project
- Update role details
- Update role pipelines
- Update stage details
- Update stage details
- Update a task
- Update task in project plan
- Update a team
- Bulk add products to deal
- Get all activities assigned to a particular user
- Get all deal fields
- Get all deals
- Get all deals beta
- Get all lead labels
- Get all leads
- Get all lead sources
- Get all product fields
- Get all products
- Get all teams of a user
- Get all user connections
- Get all users
- Get all users in a team
- Get archived deals
- Get archived leads
- Get conversations for a channel
- Get current user data
- Get Deal Details
- Get Deal Changelog
- Get one deal field
- Get Deal Files
- Get deal followers
- Get deal followers changelog
- Get Deal Mail Messages
- Get Deal Participants
- Get Deal Participants Changelog
- Get Deal Products
- Get deals conversion rates in pipeline
- Get deal conversion status
- Get deals discounts
- Get deals in a pipeline
- Get deals in a stage
- Get Deals Products
- Get deals summary
- Get archived deals summary
- Get deals timeline
- Get deals where a product is attached to
- Get deal updates
- Get Deal Permitted Users
- Get lead conversion status by ID
- Get all lead fields
- Get Lead Permitted Users
- Get one mail message
- Get all mail messages of mail thread
- Get one lead
- Get organization deals
- Get Organization Mail Messages
- Get organization permitted users
- Get person deals
- Get Person Mail Messages
- Get Person Products
- Get Person Permitted Users
- Get one product
- Get Product Deals
- Get one product field
- Get Product Files
- Get product followers
- Get Product Followers Changelog
- Get product images
- List permitted users for product
- Get product variations
- Get details of a subscription
- Get all payments of a subscription
- Get one user
- Get all call logs assigned to a particular user
- Get User Followers
- List user permissions
- Get User Role Assignments
- Get user role settings
- List activities
- List activities associated with a deal
- List files attached to a deal
- List followers of a deal
- List mail messages associated with a deal
- List all persons associated with a deal
- List products attached to a deal
- List deals
- List updates about a deal
- List permitted users
- List all files
- List activities associated with an organization
- List deals associated with an organization
- List files attached to an organization
- List followers of an organization
- List mail messages associated with an organization
- List persons of an organization
- List participants of a deal
- List permission set assignments
- List activities associated with a person
- List deals associated with a person
- List files attached to a person
- List followers of a person
- List mail messages associated with a person
- List products associated with a person
- List persons
- List Person Access Users
- List files attached to a product
- List followers of a product
- List Product Permitted Users
- List role assignments
- List pipeline visibility for a role
- List role settings
- List updates about an organization
- List updates about a person
- List updates about participants of a deal
- List followers of a user
- List user permissions
- List User Role Assignments
- List user role settings
- List settings of an authorized user
- Get all ActivityFields
- Download one file
- Get details of an activity
- Get one activity field
- Get all activities beta
- Get all activity fields
- Get all activity types
- Get all files
- Get all filter helpers
- Get all filters
- Get all note fields
- Get all notes
- Get all organization fields
- Get all organizations
- Get all organizations beta
- Get all permission sets
- Get all person fields
- Get all persons
- Get all persons beta
- Get all pipelines
- Get all project boards
- Get all projects
- Get all project templates
- Get all relationships for organization
- Get all roles
- Get all stages
- Get all supported currencies
- Get all tasks
- Get all teams
- Get all webhooks
- Get call log details
- Get one comment
- Get all add ons for a single company
- Get details of an organization
- Get one file
- Get one filter
- Get result of a goal
- Get one mail thread
- Get mail threads
- Get Marketplace Client ID
- Get one note
- Get all comments for a note
- Get Organization Details
- Get Organization Changelog
- Get one organization field
- Get Organization Files
- Get Organization Followers
- Get Organization Followers Changelog
- Get Organization Persons
- Get one organization relationship
- Get Organization Updates
- Get one permission set
- Get Permission Set Assignments
- Get Person Details
- Get Person Changelog
- Get one person field
- Get Person Files
- Get Person Followers
- Get person followers changelog
- Get Person Picture
- Get person updates
- Get one pipeline
- Get Pipeline Conversion Statistics
- Get Pipeline Movement Statistics
- Get details of a project
- Get details of a board
- Get details of a phase
- Get project phases
- Get recents
- Get one role
- Get role assignments
- Get role pipelines
- Get role settings
- Get one stage
- Get details of a task
- Get a single team
- Get details of a template
- Get templates for a channel
- Receives an incoming message
- Convert deal to lead
- Convert Lead to Deal
- Duplicate deal
- Duplicate Product
- Enumerate accessible users for lead
- Link User Video Integration
- Merge Deals
- Merge two deals
- Organization accessible user list
- Patch deal fields
- Returns project activities
- Returns project groups
- Returns project plan
- Returns project tasks
- Link a remote file to an item
- Merge Organizations
- Merge two persons
- Merge two organizations
- Merge two persons
- Refreshing the tokens
- Requesting authorization
- Perform a search from multiple item types
- Unlinkuserfromvideocallintegration
- Who Am I
- Cancel a recurring subscription
- Delete a conversation
- Delete Deal
- Delete Deal Discount
- Delete a deal field
- Delete deal field options
- Delete multiple deal fields in bulk
- Delete deal follower
- Delete a participant from a deal
- Delete Deal Product
- Delete Deals Products
- Delete multiple deals in bulk
- Delete a lead
- Delete lead label
- Delete multiple product fields in bulk
- Delete a product
- Delete a product field
- Delete product field options
- Delete a follower from a product
- Delete Product Image
- Delete Product Variation
- Delete a subscription
- Delete users from a team
- Archive a project
- Delete multiple activities in bulk
- Delete Activity
- Delete Activity Type
- Delete multiple activity types in bulk
- Delete an activity
- Delete a person
- Delete a person field
- Delete a stage
- Delete a call log
- Delete a channel
- Delete comment from note
- Delete a file
- Delete Pipedrive Filter
- Delete multiple filters in bulk
- Delete existing goal
- Delete mail thread
- Delete multiple stages in bulk
- Delete a note
- Delete an organization
- Delete an organization field
- Delete organization field options
- Delete multiple organization fields in bulk
- Delete organization follower
- Delete an organization relationship
- Delete multiple organizations in bulk
- Delete a person
- Delete a person field
- Delete person field options
- Delete multiple person fields in bulk
- Delete a follower from a person
- Delete person picture
- Delete multiple persons in bulk
- Delete a pipeline
- Delete a project
- Delete a role
- Delete a role assignment
- Delete a stage
- Delete a task
- Delete existing webhook
How it works
- 1
Connect
Connect it in Settings › Connectors. Most tools take one click to authorise.
- 2
Put agents to work
Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.
- 3
Approve and measure
You review every change before it goes live, and Sortment measures the lift.
Related integrations
All integrations
See Sortment work with Pipedrive.
Book a 30-minute call. We'll walk you through Sortment with your goals, your data and your stack in mind.
No migration · Works alongside your existing stack