Pipedrive Connector

Intro

Pipedrive is a tool for visually depicting the status of your sales pipeline. Use Domo's Pipedrive connector to compile reports about users, products, activities, deals, assignments, and the like. To learn more about the Pipedrive API, visit their website (https://developers.pipedrive.com/docs/api/v1/).

The Pipedrive connector is a "Cloud App" connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking Cloud App in the toolbar at the top of the window.

You connect to your Pipedrive account in the Data Center. This topic discusses the fields and menus that are specific to the Pipedrive connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Primary Use Cases	Tracking and monitoring your entire sales pipeline.
Primary Metrics	Sales Leads Sales conversion rates
Primary Company Roles	Analytics and sales roles
Average Implementation Time	Less than 1 hour
Ease of Use (on a 1-to-10 scale with 1 being easiest)	4

Best Practices

Using reports that do NOT require specific IDs will generally make life easier.

Prerequisites

To connect to your Pipedrive account and create a DataSet, you must have a Pipedrive API key. You can find the API key for your account by doing the following:

Log into Pipedrive using your username and password.
Click your username in the top right corner and select Settings.
Select API.

Your API token appears on the screen.

Connecting to Your Pipedrive Account

This section enumerates the options in the Credentials and Details panes in the Pipedrive Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains a single field in which you can enter your Pipedrive API token. For more information about finding your token, see "Prerequisites," above.

Once you have entered a valid API token, you can use the same account any time you go to create a new Pipedrive DataSet. You can manage connector accounts in the Accounts tab in the Data Center . For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a Report menu in which you can select a Pipedrive report type. Other menus and fields may appear, depending on the report type you select.

Description

Report

Select a Pipedrive report. The following reports are available:

Activities Assigned to User	Returns a list of activities assigned to the specified user.
Activities Associated with Deals	Returns a list of activities associated with the specified deal.
Activities Associated with a Person	Returns a list of activities associated with the specified customer.
Activities Associated with an Organization	Returns a list of activities associated with the specified organization.
All Activities	Returns a list of all of your scheduled activities for the specified timeframe.
All Activity Types	Returns a list of activity types.
All Currencies	Returns a list of all world currencies with codes.
All Deal Fields	Returns a list of all deal fields, with name, key, field type, etc.
All Deals	Returns a list of all ongoing lost or won sales in your pipeline.
All Files	Returns a list of documents uploaded to Pipedrive.
All Filters	Returns a list of filters in your Pipedrive.
All Goals	Returns a list of all goals you have set.
All Notes	Returns a list of notes for the specified timeframe.
All Organization Fields	Returns a list of organization fields, with name, key, field type, etc.
All Organizations	Returns a list of organizations you are making deals with.
All Permission Sets	Returns a list of permission sets.
All Person Fields	Returns a list of person fields, with name, key, field type, etc.
All Persons	Returns a list of customers you are dealing with.
All Pipelines	Returns a list of pipelines in your Pipedrive.
All Product Fields	Returns a list of product fields, with name, key, field type, etc.
All Products	Returns a list of products in your Pipedrive.
All Roles	Returns a list of roles in your Pipedrive.
All Users	Returns a list of people with access to your Pipedrive account.
Blacklisted Email Addresses of a User	Returns a list of blacklisted email addresses for a specified user.
Deals Associated with a Person	Returns a list of deals associated with the specified customer.
Deals Associated with an Organization	Returns a list of deals associated with the specified organization.
Emails Associated with a Deal	Returns a list of email messages associated with the specified deal.
Emails Associated with a Person	Returns a list of email messages associated with the specified person.
Files Attached to a Deal	Returns a list of files associated with the specified deal.
Files Attached to a Person	Returns a list of files associated with the specified person.
Files Attached to an Organization	Returns a list of files associated with the specified organization.
Followers of a Deal	Returns a list of people following a specified deal.
Followers of a Person	Returns a list of people following the specified customer.
Followers of a User	Returns a list of people following the specified user.
Followers of an Organization	Returns a list of people following the specified organization.
Get Activity Details	Returns details of the specified activity subject (usually the subject heading of an activity).
Get Deal Details	Returns details of the specified deal.
Get Deal Field	Returns data about the specified deal field.
Get Deal Movements in Pipeline	Returns statistics for deal movements for the given timeframe.
Get Deals Attached to Product	Returns a list of deals attached to a specified product.
Get Deal Conversion Rates in Pipeline	Returns all stage-to-stage conversion and pipeline-to-close rates for the specified pipeline.
Get Deals in Pipeline	Returns a list of deals for all stages in the specified pipeline.
Get Deals in Stage	Returns a list of deals in the specified stage.
Get File Details	Returns data about a specified file.
Get Files Attached to Product	Returns a list of files attached to a specified product.
Get Filter Details	Returns data about a specified filter.
Get Global Messages	Returns data about global messages.
Get Goal Details	Returns data about a specified goal.
Get Goal Result	Returns result data for a specified goal.
Get Note Details	Returns data about the specified note.
Get Notes Pinned to a Deal	Returns a list of notes attached to a specified deal.
Get Notes Pinned to a Person	Returns a list of notes attached to a specified person.
Get Notes Pinned to an Organization	Returns a list of notes attached to a specified organization.
Get Organization Details	Returns data about the specified organization.
Get Organization Field	Returns data about the specified organization field.
Get Permission Set Assignments	Returns a list of assignments for the specified permission set.
Get Permission Set	Returns data about the specified permission set.
Get Person Details	Returns data about the specified customer.
Get Person Field	Returns data about the specified person field.
Get Pipeline Details	Returns data about the specified pipeline.
Get Product Details	Returns data about the specified product.
Get Product Field	Returns data about the specified product field.
Get Role Assignments	Returns a list of assignments for a specified role.
Get Role Details	Returns data about the specified role.
Get Role Settings	Returns a list of settings for the specified role.
Get Stage Details	Returns data about the specified stage.
Get Sub-Roles within a Role	Returns a list of sub-roles within a specified role.
Get Subscription Details	Returns data for the specified push notification.
Get User Details	Returns data about the specified user.
Participants of a Deal	Returns a list of participants associated with a specified deal.
Permission Set Assignments for User	Returns a list of permission set assignments for a specified user.
Permitted Items for a User	Returns a list of items the specified user can access.
Permitted Users for an Organization	Returns a list of users with access to the specified organization.
Permitted Users for a Person	Returns a list of users with access to the specified customer.
Permitted Users for a Product	Returns a list of users with access to the specified product.
Permitted Users for a Deal	Returns a list of users with access to the specified deal.
Persons of an Organization	Returns a list of customers associated with the specified organization.
Products Associated with a Person	Returns a list of products associated with the specified customer.
Products Attached to a Deal	Returns a list of products attached to the specified deal.
Push Notifications	Returns a list of subscribed push notifications.
Role Assignments for User	Returns a list of role assignments for the specified user.
Search Deals	Returns data for the specified deal.
Search Everything	Returns information for the specified search string.
Search Organizations	Returns data for the specified organization.
Search Persons	Returns data for the specified customer.
Search Products	Returns data for the specified product.
Search Users	Returns data for the specified user.
Updates About a Deal	Returns a list of updates for a specified deal.
Updates About an Organization	Returns a list of updates for a specified organization.
Updates About a User	Returns a list of updates about and/or by a specified user.
Updates About a Person	Returns a list of updates for a specified customer.
User Connections	Returns a list of connections for the authenticated user.
User Permissions	Returns permissions data for the specified user.
User Role Settings	Returns user role settings for the specified user.
User Settings	Returns settings information for the authenticated user.

Activity Subject

Enter the subject heading for the activity you want to retrieve information for.

Deal Title

Enter the title of the deal you want to retrieve information for.

End Days

Enter the number of the most recent day back that should be represented in the report. Combine with Start Days to create a range of represented days. For example, if you entered 10 for Start Days and 5 for End Days, the report would contain data for 10 days ago up until 5 days ago. Enter 0 for today.

File Name

Enter the name of the file you want to retrieve information for.

Filter Name

Enter the name of the filter you want to retrieve information for.

Goal Name

Enter the name of the goal you want to retrieve information for.

Note Content

Enter the content for the note you want to retrieve information for.

Organization Field

Enter the name of the organization field you want to retrieve information for.

Organization Name

Enter the name of the organization you want to retrieve information for.

Permission Set Name

Enter the name of the permission set you want to retrieve information for.

Person Name

Enter the name of the customer you want to retrieve information for.

Pipeline Name

Enter the name of the pipeline you want to retrieve information for.

Product Name

Enter the name of the product you want to retrieve information for.

Push Notification Name

Enter the name of the push notification you want to receive information for.

Role Name

Enter the name of the role you want to retrieve information for.

Search Term

Enter the search term you want to retrieve data for.

Stage Name

Enter the name of the stage you want to retrieve information for.

Start Days

Enter the number of the farthest day back that should be represented in the report. Combine with End Days to create a range of represented days. For example, if you entered 10 for Start Days and 5 for End Days, the report would contain data for 10 days ago up until 5 days ago. Enter 0 for today.

Username

Enter the name of the user you want to retrieve information for.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

Troubleshooting

Double-check to make sure you are using the right report type.

Knowledge Base

Intro

Best Practices

Prerequisites

Connecting to Your Pipedrive Account

Credentials Pane

Details Pane

Other Panes

Troubleshooting

Comments

Knowledge Base

Intro

Best Practices

Prerequisites

Connecting to Your Pipedrive Account

Credentials Pane

Details Pane

Other Panes

Troubleshooting

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