Pipedrive

Get started with the Pipedrive connector!

Description

Pipedrive is the global sales-first CRM and intelligent revenue platform for small businesses

Connector Details

NameValue
PlatformPipedrive
Auth TypeOAuth
DirectionBidirectional
Unified SchemaSupported in Sales Unified Schema

Triggers

See the table below for the list of real-time triggers supported by the Pipedrive connector.

NameDescription
Person addedTriggered when a person is added
Deal addedTriggered when a deal is added
Deal updatedTriggered when a deal is updated

Supported Data

See the table below for the list of data you can read with the Pipedrive connector.

Table NameFields
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.