How to Setup Pipedrive Integration

This integration will allow you to connect with Pipedrive and start collecting your data. It is a matter of minutes to send your customer data (like deals, or customer details) data to feed your BI, your data warehouse, or your custom analytics stack.

Here are the steps involved:

  1. Connecting Pipedrive
  2. Set the Replication Frequency
  3. Load your Pipedrive data into your data warehouse
  4. Pipedrive expected Data Model and schema

Getting Started – Setup Pipedrive integration at Blendo

1. To add this integration, go to Blendo dashboard. Click “Add a Source“.

Setup Pipedrive integration to load your data into your data warehouse

Settings you need from Pipedrive

We will need the Pipedrive API Key. Here is how to get it.

1. Open a new tab in your browser. Login to your Pipedrive dashboard.

2. On the top bar, at the top right of your browser window, click on the down arrow next to your name.

Connect to Pipedrive API

3. Click on Settings.

4. In the new window, click as follows. Click on Personal > API. Copy the PersonalAPI Token (or create a new if you want).

Import your Pipedrive data to your data warehouse

Copy your Pipedrive API Token

Add your Pipedrive API Token to Blendo

5. Let’s go back to our web browser tab with Blendo. Paste your API Token into the API Key box at Blendo. Click Validate & Save.

Import your pipedrive data to your data warehouse with our pipedrive integration

Expected Pipedrive Data

Getting your Pipedrive data is one thing. What about these data, though? Let’s see:

  1. How Blendo syncs Pipedrive data
  2. The tables with Pipedrive data that we create in your destination data warehouse

How Blendo syncs Pipedrive data

Historical Data

When Blendo first connects to Pipedrive Data source, will pull all your historical data.

Sync Schedule

Blendo syncs Pipedrive data based on the schedule and frequency you choose. The default setting is every 1 hour but is configurable from inside the app.

Replication Process

The first time Blendo syncs your Pipedrive data performs a full replication. Then your Pipedrive data is replicated incrementally. Meaning that Blendo will replicate only new and updated rows to your destination data warehouse.

What Pipedrive data do I have available?

Bellow are some of the tables with Pipedrive data that we create in your target data warehouse.

Download the Pipedrive Schema in CSV format

For a complete view of the data model of your expected data click here.

Activities

Table Name: activities

The table contains information about Activities in Pipedrive

Primary Key: id

Columns of this table include: assigned_to_user_id, company_id, deal_id, duration, subject.

Deals

Table Name: deals

The table contains information about the Deals in Pipedrive.

Primary Key: id

Columns of this table include: close_time, lost_reason, lost_time, org_id, person_id, stage_id, title.

Notes

Table Name: notes

The table contains information about the Notes in Pipedrive.

Primary Key: id

Columns of this table include: add_time, deal_id, org_id, person_id, update_time, user_id.

Organizations

Table Name: organizations

This table contains information about Organizations in Pipedrive.

Primary Key: id

Columns of this table include: address, owner_id, reference_activities_count, undone_activities_count.

Persons

Table Name: persons

This table contains information about Persons in Pipedrive.

Primary Key: id

Columns of this table include: company_id, first_name, last_activity_date, lost_deals_count, org_id, Postal address, won_deals_count.

Pipelines

Table Name: pipelines

This table contains information about Pipelines in Pipedrive.

Primary Key: id

Columns of this table include: name, add_time, update_time.

Stages

Table Name: stages

The table contains information about the deal Stages in Pipedrive.

Primary Key: id

Columns of this table include: add_time, pipeline_id, type, rotten_flag.

Users

Table Name: users

The table contains information about the users in Pipedrive.

Primary Key: id

Columns of this table include: created, modified, last_login.

Download the full Pipedrive Schema in CSV format

For a complete view of the data model of your expected data click here.

Questions? Contact us!

in Connecting SaaS Data Sources