Pipedrive action

Search All Persons (Pipedrive)

Find persons in Pipedrive by name, email, phone, notes, or custom fields using the v2 Search API.

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Pipedrive logoPipedrive
pipedrive-search-persons
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 a specific field to search within. Leave empty to search across all fields.
    nullableselect
  • exact_match
    When set to true, only exact matches against the given term are returned (Not case sensitive).
    nullableboolean
  • organization_id
    If supplied, only persons from the given organization ID will be returned.
    nullablenumber
  • limit
    Items shown per page
    nullablenumber

When to use this.

The "Search All Persons (Pipedrive)" action enables users to efficiently locate individuals within the Pipedrive CRM by utilizing various search criteria such as name, email, phone number, notes, or custom fields through the v2 Search API. Key input parameters include the search term (minimum of 2 characters), optional fields for targeted searches, an exact match boolean for precise results, an organization ID to filter by specific organizations, and a limit on the number of results displayed per page. The output provides comprehensive details, including result scores, person IDs, names, primary emails, phone numbers, organization details, custom fields, and notes. This action is particularly useful for sales teams and customer relationship managers seeking to streamline their contact management processes, enhance lead tracking, and improve customer interactions within the CRM category.

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
    number
  • id
    Id
    number
  • type
    Type
    nullabletext
  • unique_name
    Unique Name
    nullabletext
  • primary_email
    Primary Email
    text
  • email
    Email
    nullabletext
  • mobile_number
    Mobile Number
    nullabletext
  • visible_to
    Visible To
    nullablenumber
  • owner_id
    Owner Id
    nullablenumber
  • organization_id
    Organization Id
    nullablenumber
  • organization_name
    Organization Name
    nullabletext
  • organization_address
    Organization Address
    nullabletext
  • custom_fields
    Custom Fields
    nullabletext
  • note
    Note
    nullabletext
  • open_deal_count
    Open Deal Count
    nullablenumber
  • picture
    Picture
    nullabletext
  • update_time
    Update Time
    nullabletext
Workflow

How this fits a workflow.

Trigger → Search All Persons (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 All Persons (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 All Persons (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 All Persons (Pipedrive) in 60 seconds.

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

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