Persons
Persons are your contacts, the customers you are doing deals with. Each person can belong to an organization. Persons should not be confused with users.
Get all persons
/v1/persons
Returns all persons.
Query parameters
user_id
integer
If supplied, only persons owned by the given user will be returned. However, filter_id takes precedence over user_id when both are supplied.
filter_id
integer
The ID of the filter to use
first_char
string
If supplied, only persons whose name starts with the specified letter will be returned (case insensitive)
start
integer
Pagination start
Default
0
limit
integer
Items shown per page
sort
string
The field names and sorting mode separated by a comma (field_name_1 ASC, field_name_2 DESC). Only first-level field keys are supported (no nested keys).
Response
OK
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Search persons
/v1/persons/search
Searches all persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found persons can be filtered by organization ID.
Query parameters
term
string
required
The search term to look for. Minimum 2 characters (or 1 if using exact_match).
fields
string
A comma-separated string array. The fields to perform the search from. Defaults to all of them.
Values
custom_fields
notes
phone
name
exact_match
boolean
When enabled, only full exact matches against the given term are returned. It is not case sensitive.
Values
true
false
organization_id
integer
Will filter persons by the provided organization ID. The upper limit of found persons associated with the organization is 2000.
include_fields
string
Supports including optional fields in the results which are not provided by default
Values
person.picture
start
integer
Pagination start. Note that the pagination is based on main results and does not include related items when using search_for_related_items parameter.
Default
0
limit
integer
Items shown per page
Response
OK
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Get details of a person
/v1/persons/{id}
Returns the details of a person. Note that this also returns some additional fields which are not present when asking for all persons. Also note that custom fields appear as long hashes in the resulting data. These hashes can be mapped against the key value of personFields.
If a company uses the Campaigns product, then this endpoint will also return the data.marketing_status field.
Path parameters
id
integer
required
The ID of the person
Response
OK
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List activities associated with a person
/v1/persons/{id}/activities
Lists activities associated with a person.
Path parameters
id
integer
required
The ID of the person
Query parameters
start
integer
Pagination start
Default
0
limit
integer
Items shown per page
done
number
Whether the activity is done or not. 0 = Not done, 1 = Done. If omitted, returns both Done and Not done activities.
Values
0
1
exclude
string
A comma-separated string of activity IDs to exclude from result
Response
OK
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List deals associated with a person
/v1/persons/{id}/deals
Lists deals associated with a person.
Path parameters
id
integer
required
The ID of the person
Query parameters
start
integer
Pagination start
Default
0
limit
integer
Items shown per page
status
string
Only fetch deals with a specific status. If omitted, all not deleted deals are fetched.
Default
all_not_deleted
Values
open
won
lost
deleted
all_not_deleted
sort
string
The field names and sorting mode separated by a comma (field_name_1 ASC, field_name_2 DESC). Only first-level field keys are supported (no nested keys).
Response
OK
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List files attached to a person
/v1/persons/{id}/files
Lists files associated with a person.
Path parameters
id
integer
required
The ID of the person
Query parameters
start
integer
Pagination start
Default
0
limit
integer
Items shown per page
include_deleted_files
number
When enabled, the list of files will also include deleted files. Please note that trying to download these files will not work.
Values
0
1
sort
string
The field names and sorting mode separated by a comma (field_name_1 ASC, field_name_2 DESC). Only first-level field keys are supported (no nested keys). Supported fields: id, user_id, deal_id, person_id, org_id, product_id, add_time, update_time, file_name, file_type, file_size, comment.
Response
OK
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List updates about a person
/v1/persons/{id}/flow
Lists updates about a person.
If a company uses the Campaigns product, then this endpoint's response will also include updates for the marketing_status field.
Path parameters
id
integer
required
The ID of the person
Query parameters
start
integer
Pagination start
Default
0
limit
integer
Items shown per page
all_changes
string
Whether to show custom field updates or not. 1 = Include custom field changes. If omitted returns changes without custom field updates.
items
string
A comma-separated string for filtering out item specific updates. (Possible values - call, activity, plannedActivity, change, note, deal, file, dealChange, personChange, organizationChange, follower, dealFollower, personFollower, organizationFollower, participant, comment, mailMessage, mailMessageWithAttachment, invoice, document, marketing_campaign_stat, marketing_status_change)
Response
OK
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List followers of a person
/v1/persons/{id}/followers
Lists the followers of a person.
Path parameters
id
integer
required
The ID of the person
Response
OK
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List mail messages associated with a person
/v1/persons/{id}/mailMessages
Lists mail messages associated with a person.
Path parameters
id
integer
required
The ID of the person
Query parameters
start
integer
Pagination start
Default
0
limit
integer
Items shown per page
Response
OK
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List permitted users
/v1/persons/{id}/permittedUsers
List users permitted to access a person.
Path parameters
id
integer
required
The ID of the person
Response
OK
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List products associated with a person
/v1/persons/{id}/products
Lists products associated with a person.
Path parameters
id
integer
required
The ID of the person
Query parameters
start
integer
Pagination start
Default
0
limit
integer
Items shown per page
Response
OK
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Add a person
/v1/persons
Adds a new person. Note that you can supply additional custom fields along with the request that are not described here. These custom fields are different for each Pipedrive account and can be recognized by long hashes as keys. To determine which custom fields exists, fetch the personFields and look for key values.
If a company uses the Campaigns product, then this endpoint will also accept and return the data.marketing_status field.
Body parameters
application/json
name
string
required
The name of the person
owner_id
integer
The ID of the user who will be marked as the owner of this person. When omitted, the authorized user ID will be used.
org_id
integer
The ID of the organization this person will belong to
array
List of email data related to the person
primary_email
string
The primary email of the person
phone
array
List of phone data related to the person
visible_to
string
The visibility of the person. If omitted, the visibility will be set to the default visibility setting of this item type for the authorized user. Read more about visibility groups here.
Essential / Advanced plan
| Value | Description |
|---|---|
1 | Owner & followers |
3 | Entire company |
Professional / Enterprise plan
| Value | Description |
|---|---|
1 | Owner only |
3 | Owner's visibility group |
5 | Owner's visibility group and sub-groups |
7 | Entire company |
Values
1
3
5
7
marketing_status
If the person does not have a valid email address, then the marketing status is not set and no_consent is returned for the marketing_status value when the new person is created. If the change is forbidden, the status will remain unchanged for every call that tries to modify the marketing status. Please be aware that it is only allowed once to change the marketing status from an old status to a new one.
| Value | Description |
|---|---|
no_consent | The customer has not given consent to receive any marketing communications |
unsubscribed | The customers have unsubscribed from ALL marketing communications |
subscribed | The customers are subscribed and are counted towards marketing caps |
archived | The customers with subscribed status can be moved to archived to save consent, but they are not paid for |
Values
no_consent
unsubscribed
subscribed
archived
add_time
string
The optional creation date & time of the person in UTC. Requires admin user API token. Format: YYYY-MM-DD HH:MM:SS
Response
Created
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Add a follower to a person
/v1/persons/{id}/followers
Adds a follower to a person.
Path parameters
id
integer
required
The ID of the person
Body parameters
application/json
user_id
integer
required
The ID of the user
Response
OK
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Add person picture
/v1/persons/{id}/picture
Adds a picture to a person. If a picture is already set, the old picture will be replaced. Added image (or the cropping parameters supplied with the request) should have an equal width and height and should be at least 128 pixels. GIF, JPG and PNG are accepted. All added images will be resized to 128 and 512 pixel wide squares.
Path parameters
id
integer
required
The ID of the person
Body parameters
multipart/form-data
file
string
required
One image supplied in the multipart/form-data encoding
Format
binary
crop_x
integer
X coordinate to where start cropping form (in pixels)
crop_y
integer
Y coordinate to where start cropping form (in pixels)
crop_width
integer
The width of the cropping area (in pixels)
crop_height
integer
The height of the cropping area (in pixels)
Response
OK
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Update a person
/v1/persons/{id}
Updates the properties of a person. For more information, see the tutorial for updating a person.
If a company uses the Campaigns product, then this endpoint will also accept and return the data.marketing_status field.
Path parameters
id
integer
required
The ID of the person
Body parameters
application/json
name
string
The name of the person
owner_id
integer
The ID of the user who will be marked as the owner of this person. When omitted, the authorized user ID will be used.
org_id
integer
The ID of the organization this person will belong to
array
List of email data related to the person
primary_email
string
The primary email of the person
phone
array
List of phone data related to the person
visible_to
string
The visibility of the person. If omitted, the visibility will be set to the default visibility setting of this item type for the authorized user. Read more about visibility groups here.
Essential / Advanced plan
| Value | Description |
|---|---|
1 | Owner & followers |
3 | Entire company |
Professional / Enterprise plan
| Value | Description |
|---|---|
1 | Owner only |
3 | Owner's visibility group |
5 | Owner's visibility group and sub-groups |
7 | Entire company |
Values
1
3
5
7
marketing_status
If the person does not have a valid email address, then the marketing status is not set and no_consent is returned for the marketing_status value when the new person is created. If the change is forbidden, the status will remain unchanged for every call that tries to modify the marketing status. Please be aware that it is only allowed once to change the marketing status from an old status to a new one.
| Value | Description |
|---|---|
no_consent | The customer has not given consent to receive any marketing communications |
unsubscribed | The customers have unsubscribed from ALL marketing communications |
subscribed | The customers are subscribed and are counted towards marketing caps |
archived | The customers with subscribed status can be moved to archived to save consent, but they are not paid for |
Values
no_consent
unsubscribed
subscribed
archived
add_time
string
The optional creation date & time of the person in UTC. Requires admin user API token. Format: YYYY-MM-DD HH:MM:SS
Response
OK
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Merge two persons
/v1/persons/{id}/merge
Merges a person with another person. For more information, see the tutorial for merging two persons.
Path parameters
id
integer
required
The ID of the person
Body parameters
application/json
merge_with_id
integer
required
The ID of the person that will not be overwritten. This person’s data will be prioritized in case of conflict with the other person.
Response
OK
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Delete multiple persons in bulk
/v1/persons
Marks multiple persons as deleted.
Query parameters
ids
string
required
The comma-separated IDs that will be deleted
Response
OK
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Delete a person
/v1/persons/{id}
Marks a person as deleted.
Path parameters
id
integer
required
The ID of the person
Response
OK
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Delete a follower from a person
/v1/persons/{id}/followers/{follower_id}
Deletes a follower from a person.
Path parameters
id
integer
required
The ID of the person
follower_id
integer
required
The ID of the follower
Response
OK
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Delete person picture
/v1/persons/{id}/picture
Deletes a person’s picture.
Path parameters
id
integer
required
The ID of the person
Response
OK
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