Pipedrive action

Add Person to Deal (Pipedrive)

Adds an existing person as a participant to a specific deal.

Run in Studio →All Pipedrive actions
Pipedrive logoPipedrive
pipedrive-add-deal-participant
crmReturns in secondsLight tier
Input

What it needs.

Map each field to a column in your table. Optional fields can stay empty.

FieldType
  • deal_id
    The ID of the deal.
    number
  • person_id
    The ID of the person to add as a participant.
    number

When to use this.

The "Add Person to Deal" action in Pipedrive allows users to seamlessly integrate existing contacts into specific deals as participants, enhancing collaboration and tracking within the CRM system. This action requires two key input parameters: the deal_id, which identifies the specific deal, and the person_id, which identifies the individual being added as a participant. Upon execution, the action returns three output fields: success (boolean) indicating whether the addition was successful, id (id) representing the unique Participant Record ID, and add_time (date) marking when the participant was added. This functionality is particularly useful for sales teams looking to keep their deal records up-to-date and ensure that all relevant stakeholders are included in the deal process, thereby improving communication and efficiency in customer relationship management.

Output

What it returns.

Every field this action writes back to the row. Click a line to expand nested objects.

FieldType
  • success
    Success
    boolean
  • id
    Id
    number
  • add_time
    Add Time
    nullabletext
Workflow

How this fits a workflow.

Trigger → Add Person to Deal (Pipedrive) → enrich → push to your CRM. You set it up once; after that it runs without you.

  1. Step 1TriggerNew row, form submit, or schedule.
  2. Step 2Add Person to Deal (Pipedrive)The Pipedrive action runs.
  3. Step 3EnrichWaterfall fills missing fields.
  4. Step 4Push to CRMHubSpot / Pipedrive / Zoho CRM / GoHighLevel.

Two actions you can chain after this one:

Add Person to Deal (Pipedrive)Get Deals by Person (Pipedrive)Delete Lead (Pipedrive)
Reliability

Throughput & reliability.

How fast it drains a table, and what happens when the upstream provider has a bad day.

  • Per-minute limitNo public cap
  • Per-day limitPlan-defined
  • RetriesAutomatic w/ backoff
  • Failed lookupsZero credits

Who runs this

GTM EngineerRevOpsAgency

Light tier. See pricing; per-action credit cost is private.

Related

More Pipedrive actions.

FAQ.

Mostly. Fast actions fill the cell in a few seconds. Long-running ones run in the background and write back to the row when they finish, so you can close the tab.

No. A failed lookup costs zero credits. When a provider misses or times out, the waterfall moves to the next one and you only pay for the match you actually got.

No. Run it on one cell, on a selection, on the whole table, or on a schedule. Same action either way.

HubSpot, Pipedrive, Zoho, and GoHighLevel are bidirectional, with Salesforce coming soon. Smartlead, Instantly, Lemlist, HeyReach, Apollo Sequences, and Reply.io for outbound.

Run Add Person to Deal (Pipedrive) in 60 seconds.

Connect the account, drop the action on a column, run it on your rows.

Start free →All Pipedrive actions