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:

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

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

  • 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.


Prerequisites

  • An active Pipedrive account.

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


Configuring Pipedrive as a Source

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

  1. Click PIPELINES in the Asset Palette.

  2. Click + CREATE in the Pipelines List View.

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

  4. In the Configure your Pipedrive account page, click + ADD PIPEDRIVE ACCOUNT. This redirects you to the Pipedrive login page.

    Add account

  5. Log in to your Pipedrive account.

    Log in to account

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

    Install App

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

    Pipedrive Config

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

    • Historical Sync Duration: The duration for which the existing data in the Source must be ingested. Default duration: 1 Year.

  8. Click TEST & CONTINUE.

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


Data Replication

Default Pipeline Frequency Minimum Pipeline Frequency Maximum Pipeline Frequency Custom Frequency Range (Hrs)
3 Hrs 1 Hr 24 Hrs 1-24 Hrs

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

  • Historical Data: In the first run of the Pipeline, Hevo ingests historical data for all the objects on the basis of the historical sync duration selected 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, all new and updated records for some objects are synchronized with your Destination as per the ingestion frequency, using the Pipedrive Recents API. Refer to section, Data Model for the list of incremental objects.


Schema and Primary Keys

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


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, Stages, and Users 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 Incremental 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.

Limitations

  • None.

Revision History

Refer to the following table for the list of key updates made to this page:

Date Release Description of Change
Oct-17-2022 1.99 New document.
Last updated on 25 Oct 2022

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