Automations
Pipedrive Node
5 min readnode-pipedrive
Push leads into Pipedrive as persons, organisations, and deals — keep your sales pipeline in sync with FlowMaticX lead generation.
Pipedrive Node
Connects to Pipedrive via OAuth to create or update persons (contacts), organisations (companies), and deals.
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Setup
- Settings → Credentials → Connect Pipedrive
- Authorise FlowMaticX for your Pipedrive workspace
- The credential appears as
Pipedrive — [your email]
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Actions
| Action | Description |
|---|---|
upsert_person | Create or update a person matched by email |
create_deal | Create a deal linked to a person |
update_stage | Move a deal to a different pipeline stage |
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Fields — upsert_person
| Field | Required | Description |
|---|---|---|
email | Yes | Used to find existing person |
name | Yes | Full name |
phone | No | Phone number |
orgName | No | Organisation name — auto-creates if it doesn't exist |
Output: {{variables.pipedrivePersonId}} — numeric Pipedrive person ID
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Fields — create_deal
| Field | Required | Description |
|---|---|---|
title | Yes | Deal title |
personId | Yes | Use {{variables.pipedrivePersonId}} |
value | No | Deal value (number) |
currency | No | ISO currency code (default: GBP) |
stageId | No | Pipedrive stage ID — find in Pipedrive → Pipeline settings |