Pipedrive action

Search Deals (Pipedrive)

Searches all deals by title, notes, and/or custom fields using Pipedrive API v2

Run in Studio →All Pipedrive actions
Pipedrive logoPipedrive
pipedrive-search-deals
crmReturns in secondsLight tier
Input

What it needs.

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

FieldType
  • term
    The search term to look for. Minimum 2 characters (or 1 if using exact_match).
    text
  • field
    Select the fields to perform the search from. Defaults to all.
    nullableselect
  • exact_match
    When enabled, only full exact matches against the given term are returned. Not case sensitive.
    nullableselect
  • person_id
    Filter deals by the provided person ID
    nullablenumber
  • organization_id
    Filter deals by the provided organization ID
    nullablenumber
  • status
    Filter deals by a specific status.
    nullableselect
  • limit
    Items per page
    nullablenumber

When to use this.

The "Search Deals (Pipedrive)" action enables users to efficiently search for deals within the Pipedrive CRM by utilizing the Pipedrive API v2. This action allows for searches based on various criteria, including deal title, notes, and custom fields, with the option to filter results by person ID, organization ID, or deal status. Key input parameters include the search term (minimum 2 characters), optional fields for specific searches, and filters for person ID, organization ID, and deal status. The action returns comprehensive output data, such as deal ID, title, value, currency, status, and associated person and organization details, ensuring users have access to relevant information. Use cases include sales tracking, deal management, and customer relationship optimization, making this action essential for businesses looking to streamline their CRM processes.

Output

What it returns.

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

FieldType
  • success
    Success
    nullableboolean
  • result_score
    Result Score
    nullablenumber
  • id
    Id
    number
  • type
    Type
    nullabletext
  • title
    Title
    text
  • value
    Value
    number
  • currency
    Currency
    text
  • status_out
    Status Out
    nullabletext
  • visible_to
    Visible To
    nullablenumber
  • owner_id
    Owner Id
    nullablenumber
  • stage_id
    Stage Id
    number
  • stage_name
    Stage Name
    nullabletext
  • pipeline_id
    Pipeline Id
    number
  • person_id_out
    Person Id Out
    nullablenumber
  • person_name
    Person Name
    text
  • organization_id_out
    Organization Id Out
    nullablenumber
  • organization_name
    Organization Name
    text
  • organization_address
    Organization Address
    nullabletext
  • is_archived
    Is Archived
    nullableboolean
  • cc_email
    Cc Email
    nullabletext
Workflow

How this fits a workflow.

Trigger → Search Deals (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 2Search Deals (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:

Search Deals (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 Search Deals (Pipedrive) in 60 seconds.

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

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