Pipedrive helps you manage and improve your sales pipeline, so you’re always on top of things. With Grow, you can more clearly visualize what’s happening with your sales team alongside data imported from other sources, so you’re never driving blind.
How to Connect
- Click on the Data tab at the top left of the global navigation. Then click on "Connections" in the Data Library section.
- Click on the blue "Connect" button and search for Pipedrive.
- Click on the Pipedrive logo.
- When you connect your Pipedrive account in Grow, it will ask you for an API token.
- The following GIF shows you how to get your API token from your Pipedrive account.
- First, go to your account settings in Pipedrive. In the second panel on the left side, click on API. (You can find this under the Personal tab in your account settings.) Your API token will be on that page.
- Go ahead and copy it into Grow.
And that’s it. You are good to go!
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.
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.