Pipedrive

Create Pipedrive Person

Adds a new person to Pipedrive with an email address and phone number.

Unverified

What the model is told

Create a new person in Pipedrive. Confirm the name, email address and phone number with the customer first. Check with Find Pipedrive Person by Email that they do not already exist. Returns the new person, including the ID to use for notes, deals and activities.

Request

POSThttps://YOUR_COMPANY_DOMAIN.pipedrive.com/api/v2/persons

Headers

  • x-api-tokenYOUR_PIPEDRIVE_API_TOKEN
  • Content-Typeapplication/json

Body

{
  "name": "{{name}}",
  "emails": [
    {
      "value": "{{email}}",
      "primary": true,
      "label": "work"
    }
  ],
  "phones": [
    {
      "value": "{{phone}}",
      "primary": true,
      "label": "mobile"
    }
  ]
}

Parameters

  • name stringThe customer's full name.
  • email stringThe customer's email address.
  • phone stringThe customer's phone number in international format.

Engage payload

{
  "source": "VOICE_AI",
  "tool": {
    "id": "9e40cff6-04cd-420b-97fa-ce5cb24e6430",
    "type": "HTTP_REQUEST",
    "label": "Create Pipedrive Person",
    "name": "create_pipedrive_person",
    "customName": false,
    "description": "Create a new person in Pipedrive. Confirm the name, email address and phone number with the customer first. Check with Find Pipedrive Person by Email that they do not already exist. Returns the new person, including the ID to use for notes, deals and activities.",
    "parameters": [
      {
        "name": "name",
        "type": "string",
        "description": "The customer's full name."
      },
      {
        "name": "email",
        "type": "string",
        "description": "The customer's email address."
      },
      {
        "name": "phone",
        "type": "string",
        "description": "The customer's phone number in international format."
      }
    ],
    "config": {
      "endpoint": {
        "method": "POST",
        "url": "https://YOUR_COMPANY_DOMAIN.pipedrive.com/api/v2/persons"
      },
      "headers": [
        {
          "name": "x-api-token",
          "value": "YOUR_PIPEDRIVE_API_TOKEN"
        },
        {
          "name": "Content-Type",
          "value": "application/json"
        }
      ],
      "body": "{\n  \"name\": \"{{name}}\",\n  \"emails\": [\n    {\n      \"value\": \"{{email}}\",\n      \"primary\": true,\n      \"label\": \"work\"\n    }\n  ],\n  \"phones\": [\n    {\n      \"value\": \"{{phone}}\",\n      \"primary\": true,\n      \"label\": \"mobile\"\n    }\n  ]\n}",
      "timeout": null
    }
  }
}

IDs are regenerated on every copy.