> ## Documentation Index
> Fetch the complete documentation index at: https://docs.atako.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipedrive

> Connect Pipedrive to your Atako agents — 24 read and 21 write actions.

Let your agents work your Pipedrive CRM — deals, contacts, organizations, activities, leads, notes and pipelines.

## Connection

* **Authentication**: OAuth 2.0 (you authorize Atako via Pipedrive's consent screen; no key to copy) — or a Personal API token you paste in directly, if you prefer not to use OAuth.
* **Required settings** (personal API token option only):
  * **Company domain** — yourcompany in yourcompany.pipedrive.com

<Note>
  Pipedrive → Personal preferences → API → copy the "personal API token".

  See [Pipedrive's documentation](https://pipedrive.readme.io/docs/how-to-find-the-api-token).
</Note>

## Read actions (24)

| Action                 | Description                                                               |
| ---------------------- | ------------------------------------------------------------------------- |
| `get_activity`         | Fetch a single activity by id.                                            |
| `get_deal`             | Fetch a single deal by id.                                                |
| `get_lead`             | Fetch a single lead by id.                                                |
| `get_note`             | Fetch a single note by id.                                                |
| `get_organization`     | Fetch a single organization by id.                                        |
| `get_person`           | Fetch a single person by id.                                              |
| `get_pipeline`         | Fetch a single pipeline by id.                                            |
| `get_product`          | Fetch a single product by id.                                             |
| `get_stage`            | Fetch a single pipeline stage by id.                                      |
| `get_user`             | Fetch a single user by id.                                                |
| `list_activities`      | List activities (calls, meetings, tasks…), optionally filtered.           |
| `list_deals`           | List deals, optionally filtered by owner, person, org, pipeline or stage. |
| `list_leads`           | List leads in the Leads Inbox, optionally filtered.                       |
| `list_notes`           | List notes, optionally filtered by the record they are attached to.       |
| `list_organizations`   | List organizations, optionally filtered by owner.                         |
| `list_persons`         | List persons (contacts), optionally filtered by owner or organization.    |
| `list_pipelines`       | List sales pipelines.                                                     |
| `list_products`        | List products in the catalog.                                             |
| `list_stages`          | List pipeline stages, optionally for a single pipeline.                   |
| `list_users`           | List users within the company account.                                    |
| `search`               | Search across deals, persons, organizations, products and leads at once.  |
| `search_deals`         | Search deals by title, notes or custom fields.                            |
| `search_organizations` | Search organizations by name, address or notes.                           |
| `search_persons`       | Search persons by name, email, phone or notes.                            |

## Write actions (21)

| Action                | Description                                                            |
| --------------------- | ---------------------------------------------------------------------- |
| `create_activity`     | Create an activity (call, meeting, task…).                             |
| `create_deal`         | Create a deal.                                                         |
| `create_lead`         | Create a lead (must reference an existing person and/or organization). |
| `create_note`         | Add a note, attached to a deal, person, organization or lead.          |
| `create_organization` | Create an organization.                                                |
| `create_person`       | Create a person (contact).                                             |
| `create_product`      | Create a product.                                                      |
| `delete_activity`     | Delete an activity.                                                    |
| `delete_deal`         | Delete a deal.                                                         |
| `delete_lead`         | Delete a lead.                                                         |
| `delete_note`         | Delete a note.                                                         |
| `delete_organization` | Delete an organization.                                                |
| `delete_person`       | Delete a person.                                                       |
| `delete_product`      | Delete a product.                                                      |
| `update_activity`     | Update an activity (e.g. mark done, reschedule).                       |
| `update_deal`         | Update a deal (e.g. move stage, change value, mark won/lost).          |
| `update_lead`         | Update a lead's fields.                                                |
| `update_note`         | Update a note's content.                                               |
| `update_organization` | Update an organization's fields.                                       |
| `update_person`       | Update a person's fields.                                              |
| `update_product`      | Update a product's fields.                                             |

## Permissions

Every action above must be explicitly granted to an agent before it can be used. See [Permissions](/integrations/permissions) for the grant model and [Security](/integrations/security) for how credentials are protected.