Pipedrive

Pipedrive is a customer relationship management (CRM) platform designed for sales teams. It provides tools for managing leads, tracking deals, and optimizing the sales pipeline, helping sales professionals streamline their processes and improve their overall efficiency.

Refer to our website for the list of metrics and attributes available in Dataddo.

Refer to Pipedrive's official documentation to see all available endpoints from the Pipedrive API.

A) Authorize Connection to Pipedrive

In Pipedrive

To authorize your Pipedrive account, you will need an API token and your company domain.

In your Pipedrive account, click on your account profile and select Company settings.
Continue to Personal preferences and switch to the API tab.
Copy the API Token.

In Dataddo

On the Authorizers page, click on Authorize New Service and select Pipedrive.
Fill in the following fields:
1. API Token: Your Pipedrive API key.
2. Company domain: Full URL from the Pipedrive app, e.g. https://dataddo.pipedrive.com.
Rename your authorizer for easier identification and click on Save.

B) Authorize Connection Using Pipedrive OAuth Connector

To authorize this service, use OAuth 2.0 to share specific data with Dataddo while keeping usernames, passwords, and other information private.

On the Authorizers page, click on Authorize New Service and select your service.
Follow the on-screen prompts to grant Dataddo the necessary permissions to access and retrieve your data.
[Optional] Once your authorizer is created, click on it to change the label for easier identification.

Ensure that the account you're granting access to holds at least admin-level permissions. If necessary, assign a team member with the required permissions with the authorizer role to authenticate the service for you.

For more information, see our article on authorizers.

How to Create a Pipedrive Data Source

On the Sources page, click on the Create Source button.
Select the connector from the list and name your data source.
On the Dataset step, select your dataset.

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If you're unsure which dataset to select, use the search bar to look for datasets with the desired attributes or metrics.
On the Account step select your authorizer from the drop-down menu.

Didn't find your authorizer?

Click on Add new Account at the bottom of the drop-down and follow the on-screen prompts. You can also go to the Authorizers tab and click on Add New Service.
On the Attributes and Metrics step, select the metrics and attributes you want to extract.
On the Metadata step, select which metadata fields such as extraction time to add to your data.
On the Snapshot step:
1. Configure your sync frequency or click Show advanced settings to set the exact synchronization time.
  
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  To load historical data, refer to the Data Backfilling article.
2. [Optional] Enable the Allow Empty Data Extractions toggle to allow the extraction when no data is available.
In the top-right corner, click Test Data button to preview extracted data. Adjust the date range for specific time frame.
Click on Save and congratulations, your new data source is ready!

Troubleshooting

Data Preview Unavailable

No data preview when you click on Test Data might be caused by an issue with your source configuration. The most common causes are:

Date range: Try a smaller date range. You can load the rest of your data afterward via manual data load.
Insufficient permissions: Please make sure your authorized account has at least admin-level permissions.

No API Token Available

To obtain your API token, make sure you first enabled your Pipedrive API. See Pipedrive's official documentation for more information.

Now that you have successfully created a data source, see how you can connect your data to a dashboarding app or a data storage.

Sending Data to Dashboarding Apps

Sending Data to Data Storages

Other Resources