deals_create
Add a deal to Pipedrive with a required title, and optionally set value, currency, associated person or organization, pipeline stage, custom fields, and expected close date.
Instructions
Create a new deal in Pipedrive.
Creates a new deal with the specified information. Only title is required.
Custom fields:
Pass display names: { "custom_fields": { "Industria": "Tech", "Budget": 5000 } }
Or hash keys directly: { "custom_fields": { "abc123...": "raw value" } }
For enum/set fields, pass option labels (not ids).
Workflow tips:
Title is the only required field
Use persons/search or organizations/search to get person_id or org_id
Use pipelines/list to get pipeline_id and stage_id
Set expected_close_date in YYYY-MM-DD format
Probability should be 0-100 (percentage)
Currency must be a 3-letter code (e.g., USD, EUR, GBP)
Common use cases:
Simple deal: { "title": "New Deal", "value": 5000, "currency": "USD" }
Deal with person: { "title": "Deal", "value": 1000, "person_id": 123 }
Deal with organization: { "title": "Deal", "org_id": 456, "stage_id": 1 }
Full deal: { "title": "Big Deal", "value": 50000, "currency": "USD", "person_id": 123, "org_id": 456, "pipeline_id": 1, "stage_id": 2, "expected_close_date": "2024-12-31" }
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | Yes | Deal title (required) | |
| value | No | Deal value | |
| org_id | No | ID of the organization this deal is associated with | |
| status | No | Deal status (default: open) | |
| user_id | No | ID of the user who will own this deal | |
| add_time | No | Creation time in ISO 8601 format | |
| currency | No | 3-letter currency code (e.g., USD, EUR) | |
| stage_id | No | ID of the stage this deal will be in | |
| person_id | No | ID of the person this deal is associated with | |
| visible_to | No | Visibility: 1=Owner, 3=Owner's group, 5=Owner's group and sub-groups, 7=Entire company | |
| lost_reason | No | Reason why the deal was lost | |
| pipeline_id | No | ID of the pipeline this deal will be in | |
| probability | No | Deal success probability (0-100) | |
| custom_fields | No | Custom field values keyed by display name or hash. See description for format. | |
| expected_close_date | No | Expected close date in YYYY-MM-DD format |