Pipedrive

Create deal Create a new Pipedrive deal with title, value, currency, stage, pipeline, owner, person and organisation populated dynamically from upstream step data.

Update deal Update one or more properties on an existing Pipedrive deal — stage, value, owner, close date or any custom field.

Move deal to stage Move a Pipedrive deal from one pipeline stage to another — triggered by downstream workflow events or qualification score thresholds.

Mark deal won Mark a Pipedrive deal as won with a won value and close date — triggered by contract signature confirmation or payment received events.

Mark deal lost Mark a Pipedrive deal as lost with a reason — triggered by cancellation events, competitor selection notifications or inactivity thresholds.

Create person Create a new Pipedrive person record with name, email, phone, organisation and custom fields populated from upstream step data.

Update person Update one or more properties on an existing Pipedrive person — email, phone, organisation, title or custom fields.

Create organisation Create a new Pipedrive organisation record with name, address, industry and custom fields from upstream enrichment data.

Log activity Create a completed or scheduled activity on any Pipedrive deal, person or organisation — call, email, meeting or custom type — with subject, notes and timestamp from upstream steps.

Add note Add a note to any Pipedrive deal, person or organisation. Supports dynamic content from upstream steps — useful for logging AI scoring results, enrichment summaries or call notes.