Updating a Person in Pipedrive via Pipedrive API
1. Get your API token and company domain
Follow our tutorials on how to find the API token and how to get the company domain. Then create a file updatePerson.php
and first give value to the $api_token
and $company_domain
variables:
<?php
// Content of updatePerson.php
// Pipedrive API token
$api_token = 'YOUR_API_TOKEN';
// Pipedrive company domain
$company_domain = 'YOUR_COMPANY_DOMAIN';
2. Prepare the data
In order to change the name
parameter, simply add the new name you wish to give to the Person.
To change the Person's organization, you'll need to know the org_id
of the new organization. You can fetch the org_id
of an Organization via GET /organizations
.
You can also find the org_id
manually within the Pipedrive web app. Head to Contacts > Organizations and click on the Organization you want, then the last digits shown in the URL will be the org_id
. An example URL would look like this https://{COMPANYDOMAIN}.pipedrive.com/organization/1
, which, in this case, means the org_id
would be 1. You can also find the Organization's ID by adding the ID column to the Organization List View.
Insert the values to the designated fields name
and org_id
:
// New name for the Person and new id of the organization they will belong to
$data = array(
'name' => 'Jane Doe',
'org_id'=> 1
);
3. Define Person's ID
In order to update a Person, you'll need the person_id
. You can fetch it via GET /persons
.
You can also find the person_id
manually within the Pipedrive web app by going to _Contacts > People _and clicking on the Person whose ID you're interested in. Once you're in the Person's detail page, check the last digit(s) of the URL, this is the Person's ID. An example URL would be like this https://{COMPANYDOMAIN}.pipedrive.com/person/13
which, in this example case, means the person_id
would be 13.
Insert a valid value to the $person_id
variable:
// Person's ID
$person_id = 13;
4. Define target URL
To make a request, you'll need the correct URL for updating the necessary Person. An example with the person_id
being 13 would look like this https://{COMPANYDOMAIN}.pipedrive.com/api/v1/persons/13?api_token=YOUR_API_TOKEN
.
You need to create a $url
variable which holds the correct URL for updating the Person:
// URL for updating a Person
$url = 'https://' . $company_domain . '.pipedrive.com/api/v1/persons/' . $person_id . '?api_token=' . $api_token;
5. Make a PUT request
This part of the code is more complex and you don't need to understand it right away, all you need to know is that it contains everything to make a PUT
request with your data against our API.
To make the PUT
request, simply copy and paste this:
$ch = curl_init();
curl_setopt($ch, CURLOPT_URL, $url);
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
curl_setopt($ch, CURLOPT_CUSTOMREQUEST, "PUT");
curl_setopt($ch, CURLOPT_POSTFIELDS, http_build_query($data));
echo 'Sending request...' . PHP_EOL;
$output = curl_exec($ch);
curl_close($ch);
6. Check the result
$output
variable holds the full response you get back from the server. As all responses from us are in JSON format, the first thing you'll want to do is to convert it into a proper PHP array:
// Create an array from the data that is sent back from the API
// As the original content from server is in JSON format, you need to convert it to a PHP array
$result = json_decode($output, true);
Then you can check if data returned in the result is not empty:
// Check if the data returned in the result is not empty
if (empty($result['data'])) {
exit('Updating failed' . PHP_EOL);
}
And now you can check if a person_id
came back:
// Check if Person ID came back, if it did then print out the new name and the new organization name.
if (!empty($result['data']['id'])) {
echo 'Person\'s data was updated. The new name is ' . $result['data']['name'] . ' who now belongs to an organization called ' . $result['data']['org_id']['name'].'.' . PHP_EOL;
}
7. Full working example (PHP)
Copy the full working example into updatePerson.php
. Don't forget to replace variables with your actual data:
<?php
// Content of updatePerson.php
// Pipedrive API token
$api_token = 'YOUR_API_TOKEN';
// Pipedrive company domain
$company_domain = 'YOUR_COMPANY_DOMAIN';
// New name for the Person and new id of the organization they will belong to
$data = array(
'name' => 'Jane Doe',
'org_id'=> 1
);
// Person's ID
$person_id = 13;
// URL for updating a Person
$url = 'https://' . $company_domain . '.pipedrive.com/api/v1/persons/' . $person_id . '?api_token=' . $api_token;
$ch = curl_init();
curl_setopt($ch, CURLOPT_URL, $url);
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
curl_setopt($ch, CURLOPT_CUSTOMREQUEST, "PUT");
curl_setopt($ch, CURLOPT_POSTFIELDS, http_build_query($data));
echo 'Sending request...' . PHP_EOL;
$output = curl_exec($ch);
curl_close($ch);
// Create an array from the data that is sent back from the API
// As the original content from server is in JSON format, you need to convert it to a PHP array
$result = json_decode($output, true);
// Check if the data returned in the result is not empty
if (empty($result['data'])) {
exit('Updating failed' . PHP_EOL);
}
// Check if Person ID came back, if it did then print out the new name and the new organization name.
if (!empty($result['data']['id'])) {
echo 'Person\'s data was updated. The new name is ' . $result['data']['name'] . ' who now belongs to an organization called ' . $result['data']['org_id']['name'].'.' . PHP_EOL;
}
8. Full working example (Node.js)
//All tutorial Node.Js code examples are for reference only and shouldn't be used in production code as is. In production, a new new pipedrive.ApiClient() instance should be initialised separately for each request.
const pipedrive = require('pipedrive');
const defaultClient = new pipedrive.ApiClient();
// Configure authorization by settings api key
// PIPEDRIVE_API_KEY is an environment variable that holds real api key
defaultClient.authentications.api_key.apiKey = process.env.PIPEDRIVE_API_KEY;
async function updatePerson() {
try {
console.log('Sending request...');
const api = new pipedrive.PersonsApi(defaultClient);
//required field(s): PERSON_ID
const PERSON_ID = 3;
const data = {
name: "est ut fugiat voluptate",
owner_id: 1,
org_id: 2,
email: [
{
value: "[email protected]",
primary: true,
label: "ut ut in nostrud"
}
],
phone: [
{
value: "123434",
primary: true,
label: "ipsum nisi nulla mollit nostrud"
},
{
value: "53509599",
primary: true,
label: "magna anim"
}
],
visible_to: "3"
}
const response = await api.updatePerson(PERSON_ID, data);
console.log(`Person updated successfully!`, response);
} catch (err) {
const errorToLog = err.context?.body || err;
console.log('Person update failed', errorToLog);
}
}
updatePerson();
}
9. To execute the code
Use php updatePerson.php
command to execute the code in the command line.
Here's an example output if the Person's data was updated:
Sending request...
Person's data was updated. The new name is Jane Doe who now belongs to an organization called Randomness.
Here's what you will see if the upgrade fails:
Sending request...
Updating failed