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Email API : How To Send In Deals Using A Web Form

Last Updated: Jan 24, 2014 10:15AM PST
NOTE: THE RESULTING EMAIL MUST BE SENT IN PLAIN TEXT MODE

How does the email API work?
 
Email API gives your company a special email address you can use to automate lead generation and adding of new contacts and organizations.
 
Whenever a formatted email is sent to the email API target address, it is parsed by Pipedrive and required actions will be taken.

What syntax do I need to use?

The email API takes in a JSON-formatted email. The subject of the email is not used but the body of the email should be a valid JSON with any of the following data structures:

Formatting
Formatting is obviously important, and MUST BE DONE IN PLAIN TEXT FORM
Below, is a basic format. Let's go over what each field means.
 
	{
    "item_type": "deal", < Defines the import type. This can be deal, person, or organization
    "stage_id": "11", < Optional. Defines what stage in what pipeline you're importing a deal.
    "title": "Title of the deal", < Defines the title of the imported deal
    "organization": "Organization Name", < Links deal and person to an organization
    "value": "110", < Defines the number of currency units with the deal
    "currency": "USD", < Defines the currency being used. So in this example it's $110
    "owner": "pipedrive-user@email.com", < Who in your company owns the deal
    "visible_to": "0", < Who sees the deal. 0 is everyone, 1 is owner, 2 is followers only
    "person": { < This is just making sure the info to follow, is attached to the contact 
        "name": "John Doe", < Name of the Person
        "email": "api-person@org.com", < Defines the email of the Person
        "organization": "Organization Name", < Defines the Organization to link to the Person
        "phone": "12345656" < Defines the phone number of the Person
    }
}

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Canned Formats
These are some canned formats that you can use every day.
They still require your input, but these will give you a better idea of how to use this feature.


Basic Deal Format:

Use this format if you'd like your deals to simply land in the first stage of your first pipeline.
Black Text is standard and does not change.
Green Text are simply examples; means that it's up to you to define the value of the fields.

 
	{
    "item_type": "deal",
    "title": "Title of the deal",
    "organization": "Organization Name",
    "value": "110",
    "currency": "USD",
    "owner": "pipedrive-user@email.com",
    "visible_to": "0",
    "person": {
        "name": "John Doe",
        "email": "api-person@org.com",
        "organization": "Organization Name",
        "phone": "12345656"
    }
}

______________________________________________________

Person Only Deal Format:

Use this format if your deals need only to be linked to People, and no Organizations need to be defined.
Notice the only difference between this format and the Basic Format is that 
"organization": "Organization Name" is removed.
Black Text is standard and does not change.
Green Text are simply examples; means that it's up to you to define the value of the fields.

 
	{
    "item_type": "deal",
    "title": "Title of the deal",
    "value": "110",
    "currency": "USD",
    "owner": "pipedrive-user@email.com",
    "visible_to": "0",
    "person": {
        "name": "John Doe",
        "email": "api-person@org.com",
        "phone": "12345656"
    }
}


______________________________________________________

Stage/Pipeline Specific Deal Format:

Use this format if you'd like each deal to be placed into a specific stage of a specific pipeline.
This requires a little more work, but all that is needed is your "stage ID".
To get your Stage ID navigate to Settings > Pipelines.

Find the stage in whichever pipeline you want, and hover the mouse over this stage.
Then look at the browser status bar in the bottom of the page. The NUMBER ONLY in the end of the URL is the Stage ID.

See example below:



So in this example, our Stage ID is 11
Below is an example of how this stage ID is added to the Basic Format.
Black Text is standard and does not change.
Green Text are simply examples; means that it's up to you to define the value of the fields.

 
	{
    "item_type": "deal",
    "stage_id": "11",
    "title": "Title of the deal",
    "organization": "Organization Name",
    "value": "110",
    "currency": "USD",
    "owner": "pipedrive-user@email.com",
    "visible_to": "0",
    "person": {
        "name": "John Doe",
        "email": "api-person@org.com",
        "organization": "Organization Name",
        "phone": "12345656"
    }
}


______________________________________________________
 
You can keep track of the emails received by the API from the Log tab.
 
If the emails do not appear in the log
  1. Make sure the sender's email address is in the allowed addresses list on the Set-up tab.
  2. Check if you have sent the email to the correct address.

If the email is shown as failed
  1. Make sure the email body conforms to the email API syntax.
  2. Make sure you are sending a plain-text email that does not contain any extra metadata, such as rich formatting.

Rest API

If you need much more raw power you might want to consider the REST API. It requires more development on your end, but you'll be able to do many more things with it. The email API is good for quickly adding deals, but not much else.
Rest API: https://developers.pipedrive.com/v1

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