Pipedrive action

Create Deal (Pipedrive)

Create a new deal in Pipedrive with title, value, currency, expected close date, person, organization, pipeline, stage, and visibility options.

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

What it needs.

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

FieldType
  • person_id
    The ID of the person linked to the deal.
    nullablenumber
  • org_id
    The ID of the organization linked to the deal.
    nullablenumber
  • title
    The title of the deal.
    string
  • value
    The value of the deal.
    nullablenumber
  • currency
    Currency code for the deal value.
    nullableselect
  • pipeline_id
    ID of the pipeline where the deal will be created.
    nullableselect
  • stage_id
    ID of the stage within the pipeline where the deal will be placed.
    nullableselect
  • label_id
    Select a label ID to assign to the deal.
    nullabletext
  • expected_close_date
    Expected close date for the deal in YYYY-MM-DD format.
    nullablestring
  • channel
    The ID of the Marketing channel this deal was created from.
    nullableselect
  • channel_id
    The optional ID to further distinguish the Marketing channel.
    nullablestring
  • status
    Status of the deal.
    nullableselect
  • probability
    The success probability percentage of the deal.
    nullablenumber
  • lost_reason
    Reason for losing the deal. Only applicable if status is 'lost'.
    nullabletext
  • visible_to
    Visibility of the deal.
    nullableselect
  • is_deleted
    Whether the deal is deleted or not.
    nullableboolean
  • is_archived
    Whether the deal is archived or not.
    nullableboolean
  • archive_time
    The optional date and time of archiving the deal in UTC (YYYY-MM-DD HH:MM:SS).
    nullabletext
  • close_time
    The date and time of closing the deal (YYYY-MM-DD HH:MM:SS). Can only be set if status is won or lost.
    nullabletext
  • won_time
    The date and time of changing the deal status as won (YYYY-MM-DD HH:MM:SS). Can only be set if status is won.
    nullabletext
  • lost_time
    The date and time of changing the deal status as lost (YYYY-MM-DD HH:MM:SS). Can only be set if status is lost.
    nullabletext

When to use this.

The "Create Deal (Pipedrive)" action allows users to seamlessly create new deals within the Pipedrive CRM platform, enhancing sales management and tracking. Key input parameters include the deal title, value, currency, expected close date, and associations with persons and organizations, enabling tailored deal creation. Optional parameters such as pipeline ID, stage ID, and visibility options provide further customization. The output includes essential deal information such as deal ID, status, probability, and timestamps for creation and updates, facilitating effective deal monitoring. This action is ideal for sales teams looking to streamline their deal management processes and improve visibility into their sales pipeline, making it a valuable tool in the CRM category.

Output

What it returns.

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

FieldType
  • id
    Id
    number
  • title
    Title
    text
  • value
    Value
    number
  • currency
    Currency
    text
  • pipeline_id
    Pipeline Id
    number
  • stage_id
    Stage Id
    number
  • person_id
    Person Id
    number
  • org_id
    Org Id
    number
  • owner_id
    Owner Id
    nullablenumber
  • expected_close_date
    Expected Close Date
    nullabletext
  • creator_user_id
    Creator User Id
    nullablenumber
  • add_time
    Add Time
    nullabletext
  • update_time
    Update Time
    nullabletext
  • status
    Status
    text
  • probability_out
    Probability Out
    nullablenumber
  • lost_reason_out
    Lost Reason Out
    nullabletext
  • visible_to_out
    Visible To Out
    nullablenumber
  • close_time_out
    Close Time Out
    nullabletext
  • won_time_out
    Won Time Out
    nullabletext
  • lost_time_out
    Lost Time Out
    nullabletext
  • stage_change_time
    Stage Change Time
    nullabletext
  • local_won_date
    Local Won Date
    nullabletext
  • local_lost_date
    Local Lost Date
    nullabletext
  • local_close_date
    Local Close Date
    nullabletext
  • custom_field_out
    Custom Field Out
    nullableobject
  • label_id_output
    Label Id Output
    nullablearray
  • is_deleted
    Is Deleted
    nullableboolean
  • origin
    Origin
    nullabletext
  • origin_id
    Origin Id
    nullablenumber
  • channel_output
    Channel Output
    nullablenumber
  • channel_id_output
    Channel Id Output
    nullabletext
  • acv
    Acv
    nullablenumber
  • arr
    Arr
    nullablenumber
  • mrr
    Mrr
    nullablenumber
  • is_archived_output
    Is Archived Output
    nullableboolean
  • archive_time_output
    Archive Time Output
    nullabletext
Workflow

How this fits a workflow.

Trigger → Create 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 2Create 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:

Create 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 Create Deal (Pipedrive) in 60 seconds.

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

Start free →All Pipedrive actions