Pipedrive action

Search Leads (Pipedrive)

Searches all leads by title, notes, and/or custom fields using the Pipedrive API v2.

Run in Studio →All Pipedrive actions
Pipedrive logoPipedrive
pipedrive-search-leads
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 exact match).
    text
  • field
    Comma-separated list of fields to search within. Defaults to all.
    nullableselect
  • exact_match
    If enabled, only full exact matches against the given term are returned.
    nullableboolean
  • person_id
    Filter leads by the provided Person ID
    nullablenumber
  • organization_id
    Filter leads by the provided Organization ID
    nullablenumber
  • limit
    Items per page
    nullablenumber

When to use this.

The "Search Leads (Pipedrive)" action enables users to efficiently search for leads within the Pipedrive CRM by utilizing various criteria such as title, notes, and custom fields through the Pipedrive API v2. Key input parameters include 'term', which specifies the search term (minimum of 2 characters), 'fields' for defining specific search areas, and 'exact_match' to filter results for full matches. Additional filters like 'person_id' and 'organization_id' allow for targeted searches based on associated individuals or organizations, while 'limit' controls the number of results returned per page. The output includes essential data points such as lead ID, title, owner ID, person and organization details, value amounts, and notes, all categorized under semantic types like id, text, number, boolean, and email. This action is particularly useful for sales teams and CRM users looking to streamline lead management, enhance customer engagement, and improve sales strategies by quickly locating relevant leads based on specific criteria.

Output

What it returns.

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

FieldType
  • result_score
    Result Score
    nullablenumber
  • id
    Id
    text
  • title
    Title
    text
  • type
    Type
    nullabletext
  • owner_id
    Owner Id
    nullablenumber
  • person_id
    Person Id
    number
  • person_name
    Person Name
    text
  • organization_id
    Organization Id
    number
  • organization_name
    Organization Name
    text
  • value_amount
    Value Amount
    number
  • value_currency
    Value Currency
    text
  • is_archived
    Is Archived
    nullableboolean
  • visible_to
    Visible To
    nullablenumber
  • mobile_number
    Mobile Number
    nullabletext
  • email
    Email
    nullabletext
  • custom_fields
    Custom Fields
    nullabletext
  • note
    Note
    nullabletext
Workflow

How this fits a workflow.

Trigger → Search Leads (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 Leads (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 Leads (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 Leads (Pipedrive) in 60 seconds.

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

Start free →All Pipedrive actions