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Salesforce

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Microsoft Power BI

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Microsoft Dynamics 365

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ServiceNow

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Lever

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Agile CRM

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Qlik

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Aircall

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SalesforceIQ

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Mindbody

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Pipedrive

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Pipeliner

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Freshsales

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Dynamo

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Insightly

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ConnectWise

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Zoho CRM

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Copper

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ZoomInfo

Add user to group

Create API 3 credentials for the specified user.

Create API 3 credentials

Create SQL Runner query

Create a password reset token for a user.

Create password reset token

Create two factor login information for the specified user.

Create two factor login information

Create user

Add email credentials to an existing user.

Create user email credentials

Delete a user including all looks and other information owned by the user.

Delete user

Delete a user attribute value from a user’s account settings

Delete user attribute value

Delete user from group

Delete a web login session for a given user.

Delete web login session

Get SQL Runner query

Get current user

Get group

Get user

List all groups

List all groups DDL

Retrieve information about all the groups in a group.

List all groups in group

Retrieve information about all the users directly included in a group.

List all users in group

Retrieve user attribute values for a given user.

List attribute values

List attribute values DDL

Retrieve information about roles of a given user.

List user roles

List users

List users DDL

Retrieve information about web login sessions for a given user.

List web login sessions

List web login sessions DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Execute a SQL Runner query in a given "result format".

Run SQL Runner query

Return all user accounts where first name, last name, or email field values match a pattern based on SQL LIKE expression. Any additional search fields will be combined into a logical AND expression.

Search user names

Search all users on a given search criteria. Please provide a field to search by to return results or use list users to list all users.

Search users

Update user

Update email credentials of an existing user.

Update user email credentials

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Looker

Business Intelligence (BI)

Get box

Creates a comment associated with a particular box.

Create comment

Searches for box by name using an exact search.

List boxes

Assigns an email (thread) to a box.

Use the Gmail API to obtain the thread ID.

Assign email to box

Gets a contact by providing the contact key.

Get contact

List current user's teams

Assign organisation to box

Updates the message text of a specific comment.

Update comment

List comments (beta)

Gets a given organization by providing the contact key.

Get organization

List organizations

Moves boxes to a different pipeline (batch).

Update pipelines of boxes

Updates an organization by providing the organization key.

Update organization

Updates a pipeline.

To change the fields or the stages property, you must use different endpoints. The fields and stages are only provided as a convenience here. The necessary endpoints are specified in the Field and Stage section of this document.

Update pipeline

Deletes a pipeline. You can only delete pipelines that are empty and have no boxes in them.

Delete pipeline

Lists the field values for the box specified.

List field values for box

Lists all files associated with a particular box.

You can only get the contents of files that are of the type GMAIL_API.

List files in box

List pipelines

List teams

List fields in pipeline

Gets binary contents of file.

The mime type of the response contents is based on the file type.

Get file contents

List boxes in pipeline

Creates a field for a pipeline.

This defines the field in the pipeline so that you can add values for that field for each box in the pipeline.

Create field

Delete comment

Get task

Deletes a contact by providing the contact key.

Upon deleting a contact, the contact will also be removed from any associated boxes.

Delete contact

Deletes an organisation by providing the organisation key.

Upon deleting a organisation, the organisation will also be removed from any associated boxes.

Delete organisation

Updates multiple fields at once in a box.

Update fields in box

Creates a box based on the Pipeline Key you provide.

Create box

Lists all tasks associated with a particular box.

List tasks in box

Get comment

Get file

Gets a specific stage defined in a pipeline.

Get stage

Create stage

Update stage

Update box

Gets the public details for the user specified.

Deletes a particular box. Also deletes all of the relevant data such as files, emails, and tasks for that box.

Delete box

Get thread

Get team

Deletes a stage defined in a pipeline.

This call will only succeed if there are no boxes tagged with the key of this stage, else it throws a 400.

Delete stage

List fields in pipeline DDL

Deletes a field defined in a pipeline.

Note: this will also remove the values of this field for every box in the pipeline.

Delete field

Lists all the threads in a particular box.

List threads in box

Gets a specific field defined in a pipeline.

Get field

List stages

Delete task

List stages DDL

Update field

Updates the value of a field for a particular box.

Update field value

A search by query which returns results on orgs, boxes and contacts.

List boxes, contacts and organisations

Update task

Updates a contact by providing the contact key.

Update contact

Creates a new contact.

All contacts are scoped to a particular team so a Team Key is required. Contacts must have at least one of Name or Email Address set.

Create contact

Create pipeline

Creates a new organisation.

All organisations are scoped to a particular team so a Team Key is required. Must have at least one of Name or Domains set.

Create organisation

Get pipeline

Create task

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

Looker and Streak integration + automation

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Streak

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