Pipedrive

Turn the profile or company page you are viewing into a Pipedrive contact, and log the page as a note on it.

Needs a Pipedrive connection — 

Pick a saved connection in the Credential field, or create one from there. It signs in with a Bearer Token.

Connect Pipedrive →

What it does

The Pipedrive node works on three kinds of things (Resource):

• Person: create or update a contact, or search contacts.
• Organization: create or update a company, or search companies.
• Note: add a note, linked to a person, an organization, or both.

Create or update never makes a duplicate on purpose. It first looks for an exact match: by Email for a person, by Name for an organization. If it finds one, it updates that record; if not, it creates a new one. The result tells you which happened (created: true or false). Fields you leave empty are not sent, so an update never wipes a value you did not fill.

Note → Create builds the note from Note, then the Selection in quotes, then a Source: line with the Source URL.

Search returns 10 matches unless you set Limit.

When to use it

• Log the LinkedIn-style profile you are viewing as a person, with the page attached as a note.
• Add a company you found on the web as an organization, with its address.
• Check whether someone is already in your CRM before reaching out.
• Keep a trail of the pages and quotes that led to a deal.

For HubSpot or Attio, use HubSpot or Attio.

Inputs and settings

Für jede Auswahl

Einstellung	Typ	Was es bewirkt
Credential PFLICHT(erforderlich)	Credential	A Pipedrive API token (Settings → Personal preferences → API). It is account-wide — it acts with your full user access. Keep it secret.

5 Auswahlmöglichkeiten · wählen Sie Resource and Operation, um die Einstellungen zu sehen

Person

Create or updateSearch

Organization

Create or updateSearch

Note

Create

Einstellungen für Person · Create or update

Einstellung	Typ	Was es bewirkt
Email PFLICHT(erforderlich)	Text	The person’s email — the unique key used to find an existing person.
Name	Text
Phone	Text

Einstellungen für Person · Create or update werden angezeigt

Need an operation that isn't listed? — 

Call the Pipedrive API yourself with the HTTP Request node, and pick the same connection in its Credential field.

Use HTTP Request →

• When a person is new, fill Name as well: Pipedrive needs a name to create a person.
• On an update, Phone replaces the person’s phone list with the one number you give.
• Person ID and Organization ID are numbers. Take them from the id of a Create or update result, for example {{ $('Pipedrive').id }}, or from items[0].item.id of a Search.
• Link each note to at least one record (Person ID or Organization ID); Pipedrive refuses notes that are linked to nothing.

Outputs

• Output

• Create or update returns the person or organization as Pipedrive stores it, including its id and name, plus created (true for a new record, false for an update).
• Search returns one item with an items list. Each entry has a result_score and the matching record under item (with its id and name).
• Note → Create returns the new note, including its id and content.

Dependencies and credentials

• Credential (connection, Bearer Token): required. See Connect Pipedrive.

Use your Pipedrive API token, saved as a Bearer Token credential. In Pipedrive, open Settings → Personal preferences → API and copy the token. See Create a credential.

The token is account-wide: it can do anything your Pipedrive user can, and it has no per-record limits. Keep it like a password.

Example workflow

1. A Context Menu trigger with Menu Contexts Selection: highlight the contact details on a profile page and pick “Save to Pipedrive”. It passes on selectionText and pageUrl.
2. Information Extractor with Text {{ $input.selectionText }}, an OpenAI model and a Structured Output Parser whose JSON Output Example is { "name": "Jane Doe", "email": "jane@example.com", "phone": "+33 6 12 34 56 78" }.
3. Pipedrive, Person → Create or update, Email {{ $input.extracted.email }}, Name {{ $input.extracted.name }}, Phone {{ $input.extracted.phone }}.
4. Pipedrive, Note → Create, Note Found while browsing, Person ID {{ $input.id }}, Source URL {{ $('Context Menu').pageUrl }}.

Common issues

• “Pipedrive API Error: 401 … the API token is missing or invalid”. Copy the token again from Settings → Personal preferences → API and update the credential. A regenerated token makes the old one stop working.
• “Pipedrive API Error: …” when creating a person. Often the Name is empty for a new person. Fill it.
• A duplicate record appeared. Two runs created the same email or name a moment apart, before Pipedrive’s search caught up. Run them one after another, or search first.
• The run is blocked in the web app. Pipedrive runs through the browser extension. Install the extension and allow Pipedrive for this workflow when asked, or run the workflow from the extension. See Running extension-only integrations in the web app.

Related nodes

• Information Extractor: pull name, email and company out of a page.
• HubSpot and Attio: other CRMs.
• Http Request: deals, activities and other Pipedrive objects this node does not cover.