Pipedrive

Dataddo's Pipedrive connector enables simple API data extraction without writing a single line of code.

Automatic Data Synchronization

Our Pipedrive connector gives you the ability to sync your data automatically in hourly, daily, weekly, or monthly increments.

Available Endpoints

All available endpoints from the Pipedrive API are listed here:

https://developers.pipedrive.com/docs/api/v1

Finding API Token

Your API token can be found in the Pipedrive Application under Settings > Personal preferences > API.
If you cannot find your API token here, it may be because the permission set you are in does not have that permission enabled. For more information on permission sets, click here.

API key

Creating a Pipedrive Data Source

To create a Pipedrive data source, navigate to Sources at the top left of the Dataddo app.

Top Bar Marked-png-1

Then click on New Sources from the top right corner.

Source Selection Page-png-1

From the list of connectors, choose the Pipedrive connector.

search

You will be redirected into the Pipedrive connector where you can select the required Dataset. If you are not sure which Dataset you need, but you, for example, know which metrics and attributes you are looking for, you can use the Search by name or attribute function on the right or you can browse through all the possible attributes and metrics for each Dataset by clicking on the right arrow Show attributes of each dataset.

dataset

Once you select a Dataset, you can start with the configuration by clicking on Start Configuration. First of all, you will need to give Dataddo authorization to connect with your Pipedrive account. 

Missing metric, attribute or custom fields?

If you feel like some metrics or attributes that you would like to use are missing, or want to add your company's custom fields, you can contact us or create a ticket and we will add it for you if possible.

configure account

Once you click on Authorize, you will be redirected to a new window to fill in information about your Pipedrive account such as Label, the API Token, or the Company Domain.

accountconf

If you happen to have any Pipedrive accounts already connected to Dataddo, you can select the one you would like to use from the drop-down menu. 

Having a problem with the authorization process?

You can contact us or create a ticket and we will add it for you if possible.

account

Next, you can name your data source, and select the required attributes.

attributos

On the snapshotting page, you will set up the destination configuration. To help you with the snapshot mapping, we make it easier for you to create a connection to the destination based on your preference.

  • Click on the option "Dashboarding App" if you want your data to connect to applications, like Google Data Studio, Power BI, or Tableau.
  • Click on the option "Data Warehouse", If you want your data to be sent to warehouse storage, like MySQL, Big Query, or PostgreSQL.
  • If you are already experienced with the snapshotting setup, you can go ahead and process without selecting the two options.

snapshotting options

Lastly, you configure your snapshotting preferences, choosing Date range (if available), Snapshotting frequency, and Snapshotting retention. 

snapshotting configuration

Now you are all set and ready. Click on See Preview to review all the selections made by you before saving the Data Source using the button in the top right corner Save source.

preview

Your new source is now created. You can click on Add source to a flow to bind the source with a flow. To create a flow, please follow our Creating a data flow guide.

Visual example

video