Create Deal

Description

Add a deal to Pipedrive.

Project compatibility

Windows | Cross-platform

Configuration

• Connection ID - The connection established in Integration Service. Access the dropdown menu to choose, add, or manage connections.

• Title - The title of the deal. This field supports String type input.
• Value - The amount of the deal. This field supports Int64 type input.
• Currency - The currency of the deal. Accepts a 3-character currency code. Select an option from the available drop-down list.
• Expected close date - The expected close date of the deal. Use the calendar widget to set a date. This field supports DateTimeOffset type input.
• Organization ID - Start typing three characters of the organization name to select it from the drop-down list or enter a custom organization ID. This field supports String type input.
• Person ID - Start typing three characters of the person name to select it from the drop-down list or enter a custom person ID. This field supports String type input.
• Pipepline - Select the pipeline from the available drop-down list.
• Stage - Select the pipeline stage from the available drop-down list.

Manage Properties

Use the Manage Properties wizard to configure or use any of the object's standard or custom fields. You can select fields to add them to the activity canvas. The added standard or custom fields are available in the Properties panel (in Studio Desktop) or under Show additional properties (in Studio Web).

Custom fields i.e. account specific fields (to capture custom data) are supported for this activity.

Additional properties

• Status - The status of the deal: Open, Won, Lost, or Deleted.
• Labels - Select the label from the drop-down list or enter a custom label ID. This field supports String type input.
• Visible to - Select the visibility from the drop-down list: Owner & followers / Owner only, Entire company / Owner's visibility group, Owner's visibility group and sub-groups, Entire company.
• Probability - The success probability percentage of the deal. Used only when the deal probability for the pipeline is enabled. This field supports Int64 type input.

Output

• Deal - Automatically generated output variable.
• Deal ID - The new deal's ID. Automatically generated output variable.