Pipedrive
Get started with the Pipedrive connector!
Description
Pipedrive is the global sales-first CRM and intelligent revenue platform for small businesses
Connector Details
Name | Value |
---|---|
Platform | Pipedrive |
Auth Type | OAuth |
Direction | Bidirectional |
Unified Schema | Supported in Sales Unified Schema |
Triggers
See the table below for the list of real-time triggers supported by the Pipedrive connector.
Name | Description |
---|---|
Person added | Triggered when a person is added |
Deal added | Triggered when a deal is added |
Deal updated | Triggered when a deal is updated |
Supported Data
See the table below for the list of data you can read with the Pipedrive connector.
Table Name | Fields |
---|---|
currency | active_flag, code, name, symbol, is_custom_flag, decimal_points, id |
activity_types | id, order_nr, name, key_string, icon_key, active_flag, color, is_custom_flag, add_time, update_time |
stages | id, order_nr, name, active_flag, deal_probability, pipeline_id, rotten_flag, rotten_days, add_time, update_time, pipeline_name |
filters | id, name, active_flag, type, temporary_flag, user_id, add_time, update_time, visible_to, custom_view_id |
pipelines | id, name, url_title, order_nr, active, add_time, update_time, selected |
notes | id, user_id, deal_id, person_id, org_id, content, add_time, update_time, active_flag, pinned_to_deal_flag, pinned_to_person_flag, pinned_to_organization_flag, last_update_user_id, organization, person, deal, user, lead_id, pinned_to_lead_flag |
users | id, name, default_currency, locale, lang, email, phone, activated, last_login, created, modified, signup_flow_variation, has_created_company, is_admin, timezone_name, timezone_offset, active_flag, role_id, icon_url, is_you |
activities | id, company_id, user_id, done, type, reference_type, reference_id, due_date, due_time, duration, add_time, marked_as_done_time, subject, deal_id, org_id, person_id, active_flag, update_time, gcal_event_id, google_calendar_id, google_calendar_etag, note, participants, person_name, org_name, deal_title, assigned_to_user_id, created_by_user_id, owner_name, person_dropbox_bcc, deal_dropbox_bcc, last_notification_time, location, location_subpremise, location_street_number, location_route, location_sublocality, location_locality, location_admin_area_level_1, location_admin_area_level_2, location_country, location_postal_code, location_formatted_address, busy_flag, public_description, lead_id, project_id |
deals | id, creator_user_id, user_id, person_id, org_id, stage_id, title, value, currency, add_time, update_time, stage_change_time, active, deleted, status, probability, next_activity_date, next_activity_time, next_activity_id, last_activity_id, last_activity_date, lost_reason, visible_to, close_time, pipeline_id, won_time, first_won_time, lost_time, products_count, files_count, notes_count, followers_count, email_messages_count, activities_count, done_activities_count, undone_activities_count, reference_activities_count, participants_count, expected_close_date, last_incoming_mail_time, last_outgoing_mail_time, stage_order_nr, person_name, org_name, next_activity_subject, next_activity_type, next_activity_duration, next_activity_note, formatted_value, rotten_time, weighted_value, formatted_weighted_value, owner_name, cc_email, org_hidden, person_hidden, weighted_value_currency, pipeline, label, product_quantity, product_amount |
files | id, user_id, deal_id, person_id, org_id, product_id, email_message_id, activity_id, note_id, log_id, add_time, update_time, file_name, file_type, file_size, active_flag, inline_flag, remote_location, remote_id, cid, s3_bucket, mail_message_id, deal_name, person_name, people_name, org_name, product_name, url, name, description |
organizations | id, company_id, owner_id, name, open_deals_count, related_open_deals_count, closed_deals_count, related_closed_deals_count, email_messages_count, people_count, activities_count, done_activities_count, undone_activities_count, reference_activities_count, files_count, notes_count, followers_count, won_deals_count, related_won_deals_count, lost_deals_count, related_lost_deals_count, active_flag, category_id, picture_id, country_code, first_char, update_time, add_time, visible_to, next_activity_date, next_activity_time, next_activity_id, last_activity_id, last_activity_date, timeline_last_activity_time, timeline_last_activity_time_by_owner, address, address_subpremise, address_street_number, address_route, address_sublocality, address_locality, address_admin_area_level_1, address_admin_area_level_2, address_country, address_postal_code, address_formatted_address, cc_email, owner_name, label |
persons | id, company_id, owner_id, org_id, name, first_name, last_name, open_deals_count, related_open_deals_count, closed_deals_count, related_closed_deals_count, participant_open_deals_count, participant_closed_deals_count, email_messages_count, activities_count, done_activities_count, undone_activities_count, reference_activities_count, files_count, notes_count, followers_count, won_deals_count, related_won_deals_count, lost_deals_count, related_lost_deals_count, active_flag, phone, email, first_char, update_time, add_time, visible_to, picture_id, next_activity_date, next_activity_time, next_activity_id, last_activity_id, last_activity_date, timeline_last_activity_time, timeline_last_activity_time_by_owner, last_incoming_mail_time, last_outgoing_mail_time, org_name, cc_email, owner_name, label |
products | id, name, code, unit, tax, active_flag, selectable, first_char, visible_to, owner_id, files_count, followers_count, add_time, update_time, prices, owner_name, price, category, description, unit_prices |
dealflow | id, item_id, user_id, field_key, old_value, new_value, is_bulk_update_flag, log_time, change_source, additional_data |
deal_products | id, deal_id, product_id, order_nr, product_variation_id, item_price, discount_percentage, duration, sum_no_discount, sum, currency, enabled_flag, add_time, last_edit, comments, active_flag, name, sum_formatted, quantity_formatted, quantity |
Credentials Setup
Follow the steps below to get the credentials you need to use the Pipedrive connector.
The first thing you need to do is log in to the Pipedrive.
Enter the credentials and click on Sign in button.
You will land on the home page. Click on the name of the account on the top right and select Tools and integration from the drop-down menu.
Select Marketplace manager from right nav-pane. You can Create new app from the button "Create new app". Once app is added it is shown in Marketplace manager. As I added app Hotglue it is shown here. Click on the name of the app to get the credentials.
You will land on the app page and scroll down. You should add the Redirect URL https://hotglue.xyz/callback. Once you do, you can also get your Client ID and Client Secret. Now you can go ahead and copy the credentials into hotglue.
Updated about 1 month ago