Pipedrive

Pipedrive is a simple but powerful SaaS CRM for small teams.

This capability is provided by the Pipedrive Import plugin, which you need to install. Please see Installing plugins.

You can start analyzing your sales performance in a few minutes by retrieving the following information from Pipedrive:

  • Deals

  • Organizations

  • People

After installation:

  • Open a project (or create one).

  • Go to the Flow, click + ADD ITEM > Connect or create > Pipedrive Import

  • Create a new dataset with one of the Pipedrive connectors: Pipedrive deals, Pipedrive people, or Pipedrive organizations.

  • Fill the Pipedrive API key field (find it from Pipedrive account settings – Personal – API).

  • Click on Test & Get schema.

  • Click Create.