Pipedrive

Customize Pipedrive

Customize Pipedrive to fit how you work. Create add-ons, tools and notification that streamline complex processes and supercharge productivity. No coding required.

Pipedrive
Pipedrive
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Supported custom features for Pipedrive

From simple hacks, to full-blown operating systems

Pipedrive Add-Ons

Create your own buttons, custom UI and business logic right inside Pipedrive.

Supported contexts:
What's a context?
Contexts define where you can add buttons and what data is returned when they are clicked
contact
contact
Add buttons to contact
Pipedrive Tools

Build tools you can access anywhere based on Pipedrive data

Supported contexts:
Command bar
Command bar
Anywhere in the browser with a keyboard shortcut
Pipedrive Notifications

Create actionable notifications with custom post click functionality

Supported contexts:
Ply
Ply
Anywhere in the browser or in Ply’s home page in user mode
Pipedrive Portals

Build a customer portal that works with Pipedrive

Supported contexts:
URL
URL
Standalone url

Supported actions

Pipedrive
Create a deal
Pipedrive
Add a Lead
Pipedrive
Add a note
Pipedrive
Add a person
Pipedrive
Add an activity
Pipedrive
Add an organization
Pipedrive
(Advanced) Custom API Call
Pipedrive
Get a deal by ID
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Get an organization
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Get a person
Pipedrive
List activity types
Pipedrive
List deals
Pipedrive
List leads
Pipedrive
List mail messages associated with a person
Pipedrive
List notes
Pipedrive
List organizations
Pipedrive
List persons
Pipedrive
List stages
Pipedrive
List users
Pipedrive
New Lead
Pipedrive
Search deals
Pipedrive
Search persons
Pipedrive
Update a deal
Pipedrive
Update a person

Live search support

Add a search block in interfaces that lets users search directly for the following items

Pipedrive
List activity types
Pipedrive
List organizations
Pipedrive
List stages
Pipedrive
List users
Pipedrive
Search deals
Pipedrive
Search persons

Better tools, better work.

“The best thing you can do for your company right now is clear out your schedule and spend a few days building with Ply”

Rom Hirsh, Director of Operations, Optimove.
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