> ## Documentation Index
> Fetch the complete documentation index at: https://docs.atako.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipedrive

> Connect Pipedrive to your Atako agents — 24 read and 21 write actions.

Let your agents work your Pipedrive CRM — deals, contacts, organizations, activities, leads, notes and pipelines.

## Connection

* **Authentication**: OAuth 2.0 (you authorize Atako via Pipedrive's consent screen; no key to copy) — or a Personal API token you paste in directly, if you prefer not to use OAuth.
* **Required settings** (personal API token option only):
  * **Company domain** — yourcompany in yourcompany.pipedrive.com

<Note>
  Pipedrive → Personal preferences → API → copy the "personal API token".

  See [Pipedrive's documentation](https://pipedrive.readme.io/docs/how-to-find-the-api-token).
</Note>

## Read actions (24)

| Action | Description |
| - | - |
| `get_activity` | Fetch a single activity by id. |
| `get_deal` | Fetch a single deal by id. |
| `get_lead` | Fetch a single lead by id. |
| `get_note` | Fetch a single note by id. |
| `get_organization` | Fetch a single organization by id. |
| `get_person` | Fetch a single person by id. |
| `get_pipeline` | Fetch a single pipeline by id. |
| `get_product` | Fetch a single product by id. |
| `get_stage` | Fetch a single pipeline stage by id. |
| `get_user` | Fetch a single user by id. |
| `list_activities` | List activities (calls, meetings, tasks…), optionally filtered. |
| `list_deals` | List deals, optionally filtered by owner, person, org, pipeline or stage. |
| `list_leads` | List leads in the Leads Inbox, optionally filtered. |
| `list_notes` | List notes, optionally filtered by the record they are attached to. |
| `list_organizations` | List organizations, optionally filtered by owner. |
| `list_persons` | List persons (contacts), optionally filtered by owner or organization. |
| `list_pipelines` | List sales pipelines. |
| `list_products` | List products in the catalog. |
| `list_stages` | List pipeline stages, optionally for a single pipeline. |
| `list_users` | List users within the company account. |
| `search` | Search across deals, persons, organizations, products and leads at once. |
| `search_deals` | Search deals by title, notes or custom fields. |
| `search_organizations` | Search organizations by name, address or notes. |
| `search_persons` | Search persons by name, email, phone or notes. |

## Write actions (21)

| Action | Description |
| - | - |
| `create_activity` | Create an activity (call, meeting, task…). |
| `create_deal` | Create a deal. |
| `create_lead` | Create a lead (must reference an existing person and/or organization). |
| `create_note` | Add a note, attached to a deal, person, organization or lead. |
| `create_organization` | Create an organization. |
| `create_person` | Create a person (contact). |
| `create_product` | Create a product. |
| `delete_activity` | Delete an activity. |
| `delete_deal` | Delete a deal. |
| `delete_lead` | Delete a lead. |
| `delete_note` | Delete a note. |
| `delete_organization` | Delete an organization. |
| `delete_person` | Delete a person. |
| `delete_product` | Delete a product. |
| `update_activity` | Update an activity (e.g. mark done, reschedule). |
| `update_deal` | Update a deal (e.g. move stage, change value, mark won/lost). |
| `update_lead` | Update a lead's fields. |
| `update_note` | Update a note's content. |
| `update_organization` | Update an organization's fields. |
| `update_person` | Update a person's fields. |
| `update_product` | Update a product's fields. |

## Permissions

Every action above must be explicitly granted to an agent before it can be used. See [Permissions](/integrations/permissions) for the grant model and [Security](/integrations/security) for how credentials are protected.

***

*Last reviewed against the provider API: August 2026.*


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