---
title: Pipedrive
slug: pipedrive
docTags: 
createdAt: 2025-08-19T02:05:56.938Z
---

## Objetivo

O conector Pipedrive permite integrar a plataforma Fluid com a API do Pipedrive, possibilitando o gerenciamento automatizado de funis, leads, atividades, negócios e muito mais.

## Criando um fluxo

Acesse a aba **Fluxos** na plataforma Fluid e clique em **Criar Fluxo**. Escolha o conector **Pipedrive** na etapa de configuração do fluxo.

## Criando conexão

Para autenticar com o Pipedrive, você precisa de um **Token de Acesso**.

### Campos obrigatórios:

- **Token**: Token de acesso gerado no painel do Pipedrive. Recomendado usar um token de uma conta com permissões administrativas.

## Configurando fluxo

Após selecionar o conector Pipedrive, defina:

- O **recurso** que deseja manipular (ex: Activities, Deals, Persons)
- A **operação** a ser executada (ex: Add an activity, Get details of a deal)

## Recursos e Operações

### Recurso: Activities

- **Add an activity**
- **Get details of an activity**
- **Update an activity**
- **Delete an activity**
- **Delete multiple activities in bulk**
- **Get all activities assigned to a particular user**
- **Get all activities collection**

### Recurso: ActivityTypes

- **Add new activity type**
- **Get all activity types**
- **Delete multiple activity types in bulk**
- **Update an activity type**

### Recurso: ActivityFields

- **Get all activity fields**

### Recurso: Deals

- **Add a deal**
- **Get details of a deal**
- **Update a deal**
- **Delete a deal**
- **Delete multiple deals in bulk**
- **Get all deals**
- **Search deals**
- **Add a product to a deal**
- **List products attached to a deal**
- **Update the product attached to a deal**
- **Delete an attached product from a deal**
- **Add a discount to a deal**
- **Update a discount added to a deal**
- **Delete a discount from a deal**
- **Add an installment to a deal**
- **Update an installment added to a deal**
- **Delete an installment from a deal**
- **List installments added to a list of deals**
- **Merge two deals**
- **List participants of a deal**
- **Add a participant to a deal**
- **Delete a participant from a deal**
- **List followers of a deal**
- **Add a follower to a deal**
- **Delete a follower from a deal**
- **List updates about a deal**
- **List updates about deal field values**
- **List updates about participants of a deal**
- **List permitted users**
- **List activities associated with a deal**
- **List files attached to a deal**
- **List mail messages associated with a deal**
- **List discounts added to a deal**
- **Get deals summary**
- **Get archived deals summary**
- **Get deals timeline**
- **Get archived deals timeline**

### Recurso: Persons

- **Add a person**
- **Get details of a person**
- **Update a person**
- **Delete a person**
- **Delete multiple persons in bulk**
- **Get all persons**
- **Search persons**
- **List activities associated with a person**
- **List followers of a person**
- **Add a follower to a person**
- **Delete a follower from a person**
- **List updates about a person**
- **List deals associated with a person**
- **List products associated with a person**

### Recurso: Organizations

- **Add an organization**
- **Get details of an organization**
- **Update an organization**
- **Delete an organization**
- **Delete multiple organizations in bulk**
- **Get all organizations**
- **Search organizations**
- **List activities associated with an organization**
- **List persons associated with an organization**
- **List deals associated with an organization**
- **List followers of an organization**
- **Add a follower to an organization**
- **Delete a follower from an organization**
- **List updates about an organization**

### Recurso: Leads

- **Add a lead**
- **Get details of a lead**
- **Update a lead**
- **Delete a lead**
- **Get all leads**
- **Search leads**
- **List followers of a lead**
- **Add a follower to a lead**
- **Delete a follower from a lead**

### Recurso: Notes

- **Add a note**
- **Get details of a note**
- **Update a note**
- **Delete a note**
- **Get all notes**
- **List notes associated with a deal**
- **List notes associated with a person**
- **List notes associated with an organization**
- **List notes associated with a lead**

### Recurso: CallLogs

- **Add a call log**
- **Get details of a call log**
- **Delete a call log**
- **Get all call logs assigned to a particular user**

### Recurso: Channels

- **Add a channel**
- **Delete a channel**
- **Delete a conversation**
- **Receives an incoming message**

### Recurso: Currencies

- **Get all supported currencies**

### Recurso: DealFields

- **Add a new deal field**
- **Get all deal fields**
- **Get one deal field**
- **Update a deal field**
- **Delete a deal field**
- **Delete multiple deal fields in bulk**

## Na prática

Você pode usar este conector para:

- Criar e atualizar atividades
- Obter ou excluir registros (atividades, negócios, pessoas, organizações, leads, notas)
- Gerenciar funil de vendas
- Sincronizar produtos, participantes, seguidores e registros associados

## Disparando o fluxo

Este conector pode ser usado com qualquer tipo de gatilho da plataforma Fluid: Webhook, Agendado, Manual ou Eventos externos.

## Observações adicionais

- As operações suportam corpo dinâmico para flexibilidade.
- A estrutura de arrays como attendees, participants e followers requer validação JSON.
- O token usado deve ser mantido seguro e atualizado em caso de revogação.

## Conclusão

O conector Pipedrive é ideal para automatizar processos comerciais e gerenciar atividades, leads, negócios e contatos com precisão, aproveitando o poder da API da ferramenta CRM dentro dos fluxos da Fluid.