Pipedrive

Pipedrive is a sales platform that allows sales persons and marketers to automate sales, manage their leads, and derive insights into data.

Hevo fetches data from your Pipedrive account using the Pipedrive REST API. This is achieved by installing the Hevo app in the account from which you wish to transfer data to your Destination.

The transfer of data from your Pipedrive account to the Destination location comprises the following one-time setup steps:

1. Installing the Hevo app using the account from which you wish to replicate data.

2. Granting the permissions requested by the app to read and transform the data.

3. Creating a Pipeline in Hevo for replicating data from your Pipedrive account to a Destination database or data warehouse.

Refer to section, Configuring Pipedrive as a Source for the steps to do this.

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Prerequisites

• An active Pipedrive account from which data is to be ingested exists.

• The required permissions are assigned while installing the Hevo app.

• You are assigned the Team Administrator, Team Collaborator, or Pipeline Administrator role in Hevo to create the Pipeline.

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Configuring Pipedrive as a Source

Perform the following steps to configure Pipedrive as the Source in your Pipeline:

1. Click PIPELINES in the Navigation Bar.

2. Click + CREATE PIPELINE in the Pipelines List View.

3. In the Select Source Type page, select Pipedrive.

4. In the Configure your Pipedrive account page, do one of the following:

   • Select a previously configured account and click CONTINUE.

   • Click + ADD PIPEDRIVE ACCOUNT and perform the following steps to configure an account:

     

     1. Log in to your Pipedrive account.

        

     2. Click Allow and Install to install your Pipedrive app in Hevo.

        

5. In the Configure your Pipedrive Source page, specify the following:

   

   • Pipeline Name: A unique name for your Pipeline, not exceeding 255 characters.

   • Historical Sync Duration: The duration for which you want to ingest the existing data from the Source. Default duration: 1 Year.

     Note: If you select All Available Data, Hevo ingests all the data available in your Pipedrive account since January 01, 1970.

6. Click TEST & CONTINUE.

7. Proceed to configuring the data ingestion and setting up the Destination.

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Data Replication

For Teams Created	Default Ingestion Frequency	Minimum Ingestion Frequency	Maximum Ingestion Frequency	Custom Frequency Range (in Hrs)
Before Release 2.21	3 Hrs	1 Hr	24 Hrs	1-24
After Release 2.21	6 Hrs	30 Mins	24 Hrs	1-24

Note: The custom frequency must be set in hours as an integer value. For example, 1, 2, or 3 but not 1.5 or 1.75.

• Historical Data: The first run of the Pipeline ingests historical data for the selected objects on the basis of the historical sync duration specified at the time of creating the Pipeline and loads it to the Destination. Default duration: 1 Year.

• Incremental Data: Once the historical load is complete, data is ingested as per the ingestion frequency in Full Load or Incremental mode, as mentioned in the table below.

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Schema and Primary Keys

Hevo uses the following schema to upload the records in the Destination database:

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Data Model

The following is the list of tables (objects) that are created at the Destination when you run the Pipeline:

Note: All objects other than Activities, Activity Types, Deals, Files, Leads, Notes, Organizations, Persons, Pipelines, Products, and Stages are Full Load objects.

Object	Mode	Description
Activities	Incremental	Contains the details of all the activities, such as appointments, tasks, and events that are scheduled or have occurred in a Pipedrive account.
Activity Types	Incremental	Contains the details of all the types of activities that are available or can be created in Pipedrive. For example, a call, meeting, and lunch.
Call Logs	Full Load	Contains the details of the phone calls managed by a telecom provider.
Currencies	Full Load	Contains the list of currencies supported in Pipedrive, through which a deal or recurring subscription value is tracked.
Deals	Incremental	Contains the details of all the sales that are ongoing, won, or lost. It also includes the value of a deal, its aging, and current status.
Files	Incremental	Contains the details of any documents, such as images, spreadsheets, and text files associated with a deal, person, organization, product, note, or activity in your Pipedrive account.
Filters	Full Load	Contains the details of the conditions applied to a list of objects in the Pipedrive pipeline, to retrieve the results as per your requirements.
Global Messages	Full Load	Contains the details of the messages displayed to users while using the Pipedrive app.
Goals	Full Load	Contains the details of the targets set for the company, teams, and users. These could be the deal value, deal progress, number of activities added or completed.
Leads	Incremental	Contains the details of the potential deals. These leads may be archived, or converted into deals later.
Lead Sources	Full Load	Contains the details of the sources that the leads arrived from. These leads may arrive from either of the following sources: Manually created, Deal, Web forms, Prospector, Leadbooster, Live chat, Import, Website visitors, Workflow automation, and API.
Legacy Teams	Full Load	Contains the details of user groups in an organization.
Mail Box	Full Load	Contains the details of the emails sent or received through an email service, such as Gmail, and Outlook that is integrated in your Pipedrive account.
Notes	Incremental	Contains the details of the text added to deals, persons, or organizations to provide any updates regarding them.
Organizations	Incremental	Contains the details of the organizations with which you are making a deal. An organization can contain more than one persons.
Permission Sets	Full Load	Contains the details of the permissions that can be or are granted to the users in their Pipedrive account. These permissions define the features that the user can access, and the actions that they can do in their account.
Persons	Incremental	Contains the details of the customers with whom you are making a deal.
Pipelines	Incremental	Contains the details of the stages in a Pipedrive pipeline.
Products	Incremental	Contains the details of the products associated with your deals. These products can have variations within themselves, and each variation may have a different price in each currency.
Roles	Full Load	Contains the details of the features and items that the users in a Pipedrive account are allowed to access. These accesses are granted by the admin users of your Pipedrive account.
Stages	Incremental	Contains the details of the current status of deals in a Pipedrive pipeline.
Subscriptions	Full Load	Contains the details of recurring or installment subscriptions, such as value, billing cycle, and payment date.
Users	Full Load	Contains the details of the persons who can access your Pipedrive account. One user may have access to multiple Pipedrive accounts.
User Connections	Full Load	Contains the details of all the accounts linked by a user to their Pipedrive account. For example, contacts, emails, and G-Suite applications.
User Settings	Full Load	Contains the details of the various settings of a user in their Pipedrive account.

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Limitations

• None.