Pipedrive Operation Types
The Pipedrive Connector supports a variety of operation types across different entities, allowing for comprehensive management of your sales data. Here’s a breakdown of the operation types and their specific operations:
- Activity Operations
- Create: Add a new activity (e.g., task, meeting).
- Delete: Remove an existing activity.
- Get: Retrieve a specific activity.
- Get Many: Retrieve multiple activities.
- Update: Modify an existing activity.
- Deal Operations
- Create: Add a new deal to your pipeline.
- Deal Product Operations
- Create: Add products associated with a deal.
- Lead Operations
- Create: Add a new lead.
- Note Operations
- Create: Add a new note linked to an entity.
- Delete: Remove an existing note.
- Get Many: Retrieve multiple notes.
- Update: Modify an existing note.
- Organization Operations
- Create: Add a new organization.
- Delete: Remove an existing organization.
- Get Many: Retrieve multiple organizations.
- Person Operations
- Create: Add a new person (contact).
- Delete: Remove an existing person.
- Get: Retrieve a specific person.
- Get Many: Retrieve multiple persons.
- Product Operations
- Create: Add a new product.
- Delete: Remove an existing product.
- Get: Retrieve a specific product.
- Get Many: Retrieve multiple products.
Summary
These operation types allow users to efficiently manage their sales processes, from tracking activities and leads to managing deals and products. By utilizing these operations, businesses can create streamlined workflows that enhance productivity and organization within Pipedrive.
Updated 3 months ago