Pipedrive

Certain information in this article may be missing or out of date. We are in the process of updating the content.

Pipedrive helps you manage and improve your sales pipeline, so you are always on top of things. With Grow, you can more clearly visualize what is happening with your sales team alongside data imported from other sources, so you are never driving blind.

Connecting to Pipedrive

1. Click on the Data tab at the top left of the global navigation. Then click on Connections in the Data Library section.
2. Click on the blue Connect button.
3. Search and select the Pipedrive logo.
4. When you connect your Pipedrive account in Grow, it will ask you for an API token.
5. The following GIF shows you how to get your API token from your Pipedrive account.

   

6. First, go to your account settings in Pipedrive. In the second panel on the left side, select API. You can find this under the Personal tab in your account settings. Your API token will be on that page.
7. Go ahead and copy it into Grow.

Data Warehousing

We recommend you use the tables available on the Grow Data warehouse to configure Pipedrive. For more information about warehousing your data, visit the Data Warehouse Help Article.

Tables

The list of tables available will depend on your unique Pipedrive project. You can expect to see one table per dataset associated with the project ID in your connection.

SuggestedTables

Activities

• Activities (Formatted)
• Activities - Participants

Deals

• Deals (Formatted)
• Deals - Person Email Addresses
• Deals - Person Phone Numbers
• Deals - Time in Stages

Leads

Organizations

• Organizations (Formatted)

Persons

• Persons - Email Addresses
• Persons (Formatted)
• Persons - Phone Numbers

Pipelines

Products

• Products (Formatted)
• Products - Prices

Products by Deal (Alpha)

Stages

Users

Other Tables

• Deals by Product

Warehousing your Data

1. Starting with the Connections Overview Page, navigate to your Pipedrive connection and click on it to open the Connection Details page.
2. Select the Manage Connection button inside the Connection Details section to open the warehouse table selection flow.
3. After selecting the data that you want stored in the Data Warehouse, click the Sync & Store button at the bottom of the Manage Connection page.
   This will begin the initial population of your warehouse with the tables you defined. Populating your data warehouse for the first time may take a while, even up to several hours.

You may continue working within the app while your data is In Queue or Processing.

If your data source is not already connected, refer to the Connecting to a Data Source for more details.

Sync Interval

Full Sync

The default sync interval is 1 week.

Full sync intervals is 12 hours for Custom and Other tables.

Incremental Sync

Incremental sync is not supported for Other tables.

To learn more about sync intervals and how to adjust the default settings, please visit the Sync section of the Data Warehouse help article.

Endpoints

Here are the endpoints that the Pipedrive/Grow integration offers, along with a short description of each one.

• Activities: Type of task, due date, assignee, deal name, etc.
• Deals: Details about the deals: status, date, count of activities, organization information, pipeline stage, assignee
• Organizations: Organizations contacted or not contacted, activity information, etc.
• Persons: Contact info for individuals associated with deal
• Pipelines: The ids and names for each of the pipelines
• Stages: The ids and names for pipelines stages, probability info

Grow also includes data from any custom fields set up on your account.

FAQs + Tips and Tricks

Appending Time in Stage slows the Deals report

The Pipedrive Deals report has an option to Include Time in Stage Information. This precisely calculates the time spent in each stage for each opportunity. Since this does multiple calculations on each row, selecting this option slows down the report very significantly. Data warehousing this report is recommended.

This adds a column for each stage and gives the time elapsed in each stage in seconds. You can use the Calculated Columns transform to convert the number into hours or days.

Using Custom Pipedrive Filters in Grow

If you have created any filters in Pipedrive (as explained in this article), you can use those same filters in the Grow reports for the Deals, Contacts, Activities, and Products endpoints. Remember that the logic used for those filters will still be in place for the data being used in Grow.

Activity Notes

The Activities report includes a column that has the notes associated with each activity. However, the notes come from Pipedrive as straight HTML which can make them more challenging to work with than plain text.