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Pipedrive is a sales CRM designed to help small teams manage leads and deals with visual pipelines and smart automation. Cargo’s native integration with Pipedrive allows you to manage organizations, persons, deals, and leads directly from your workflows.

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How to set up Pipedrive

To connect Pipedrive, you’ll need your company domain and an API token.

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Connection details

Find your API token in Pipedrive under Settings → Personal preferences → API.
Once the connector is created, you can:
  • Set up a Pipedrive data model — Create data models from your Pipedrive objects to trigger Plays and power model search actions.
  • Use Pipedrive in workflows — Choose Pipedrive from the node catalog within a Play, Tool, or Agent.

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Pipedrive actions

All Pipedrive actions support Organizations, Persons, Deals, and Leads, giving you full control over your sales pipeline from Cargo.

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Get record

Retrieve a single record from Pipedrive by its ID. Use cases
  • Data lookup – Fetch record details for use in workflows
  • Conditional logic – Retrieve data to make routing decisions
  • Enrichment context – Get existing data before updating
Configuration

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Insert record

Create a new record in Pipedrive. Use cases
  • Lead capture – Create new leads from inbound sources
  • Organization creation – Add new companies to your pipeline
  • Deal creation – Create deals for new opportunities
Configuration

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Update records

Update existing records that match specified criteria. Use cases
  • Data enrichment – Update records with enriched information
  • Status updates – Update deal stages or lead statuses
  • Field updates – Bulk update specific fields
Configuration
Use the Skip if exist option to preserve existing data and only fill in missing fields.

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Upsert records

Insert new records or update existing ones based on matching criteria. Use cases
  • Data sync – Sync records from external systems without duplicates
  • Idempotent operations – Safely retry operations
  • Master data management – Maintain a single source of truth
Configuration

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Delete records

Delete records from Pipedrive that match specified criteria. Use cases
  • Data cleanup – Remove outdated or invalid records
  • GDPR compliance – Delete personal data upon request
  • Pipeline hygiene – Remove unqualified leads
Configuration
Deleting records is permanent and cannot be undone. Verify your matching criteria before executing this action.

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Search records

Retrieve multiple records from Pipedrive based on search criteria. Use cases
  • Data retrieval – Find records matching specific terms
  • Duplicate detection – Search for existing records before creating new ones
  • Bulk operations – Retrieve records for processing in group nodes
Configuration

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Pipedrive data models

Cargo allows you to create data models on top of your Pipedrive data that can be used to trigger Plays and power workflows.

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Creating Pipedrive data models

Configure the following when creating a data model:

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Object types available

Use cases - Track company records with custom fields - Trigger workflows when organizations are created or updated - Build account-based workflows
Use cases - Manage contact information and relationships - Trigger workflows on contact changes - Power contact enrichment workflows
Use cases - Track opportunities through your pipeline - Trigger workflows on deal stage changes - Monitor deal velocity and conversion
Use cases - Manage early-stage prospects - Trigger qualification workflows - Track lead conversion rates