Import from Pipedrive
import_from_pipedriveImport a Pipedrive account: organizations (as companies), persons (as contacts, linked to their organization), deals (won, lost or the open stage, value, currency, expected close date, organization and person), notes (on their person's timeline, else added to their deal or organization) and activities (as tasks on their person, open or done, with their due time). Needs the API token of a Pipedrive user who can see the records. The API token is in Pipedrive under Settings > Personal preferences > API. Called without its token, it answers at once with a link for the owner, who types the token on a Conecto page, so it never passes through the chat (from_a_terminal does the same from a terminal); account.credential_added says when the import started, with its call_id. company_domain (the acme in acme.pipedrive.com) is optional. Wrong credentials are refused before anything is reserved or charged; the token is kept only encrypted while the import runs, then erased. Contacts match existing ones by email, companies by domain, then name. Runs in the background for up to 15 minutes and imports up to max_records records; when more remain, the result has next_cursor: call again with the same arguments plus next_cursor to continue. Running it again never duplicates anything: changed records are updated, unchanged ones skipped. Unchanged records are free, and 1,000 imported records cost $1. max_records x $0.001 is reserved while it runs and only what was imported is charged; lower max_records if your balance is smaller. Costs $0.001 per record imported (created or updated); nothing if none are found. Runs in the background: the reply has a call_id; poll it with the account_get_call tool or GET /v1/calls/.
Tool call template
This tool declares no required parameters. Add optional parameters from the input schema as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {},
"name": "import_from_pipedrive"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| api_token | No | The Pipedrive API token. Leave it out to get the link instead. | |
| max_records | No | The most records this run may create or update (and reserve $0.001 each for). | |
| next_cursor | No | The next_cursor a previous run of this import returned, to continue where it stopped. | |
| company_domain | No | Optional: the "acme" in acme.pipedrive.com. |