Pipedrive Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

What are you trying to do?
- A) Build an API integration — create/update deals, persons, organizations, leads, activities
- B) Set up webhooks to push CRM changes into a warehouse/CRM/Slack
- C) Migrate from API v1 to v2 (before the 2026-07-31 v1 shutdown)
- D) Fix a rate-limit / token-budget (429) problem
- E) Work with custom fields (the 40-char hash keys)
- F) Pick/understand a plan — Lite vs Growth vs Premium vs Ultimate, token multipliers, add-ons
Auth model? Single internal account/script → API token (x-api-token). Distributable Marketplace app installed by other accounts → OAuth 2.0.
Which API version? Default to v2 (cursor pagination, cheaper tokens). Use v1 only for resources not yet on v2 (Leads, Notes, Webhooks, Files, Filters, Goals, Projects).

Skip-ahead rule: if the user's prompt already provides enough context, skip to Step 2.