Bold BI dashboard designer supports connecting Pipedrive web services through REST API.
To configure the Pipedrive data source, follow the below steps:
Click the Data Sources button in the configuration panel to add a new data connection.
Click CREATE NEW to launch a new connection from the connection panel.
Select the Pipedrive connection in the connection panel.
NOTE: You can also create a data source from the home page by clicking the Data Sources menu from left menu panel and Create Data Source from the data sources page.
Once you click the data source, the NEW DATA SOURCE configuration panel opens. Follow the below steps to create Pipedrive data source.
You can also edit the connection information set here using the Edit Connection option.
To access endpoints in Pipedrive, you need API Token to be a part of your query.
NOTE: If you could not see API in Other section, refer How to enable API for Company Users.
|Max Rows||Most of the REST APIs return only fewer data on a single API request. To pull the amount of data you need, set a value in this field. Pagination is handled internally and will fetch the amount of data you need.|
|Refresh Settings||Period of time before next refresh call is triggered. This will automatically trigger a call for the API configured in the data source to keep the data up to date. If you do not want to sync your new data, choose ‘Never’.|
Replace it in the URL to query a particular deal:
Click Preview & Connect to connect with the configurations set.
The Choose Schema(s) dialog opens. The schema represents the key fields of JSON data retrieved from Pipedrive Rest API request. This dialog displays a list of schemas in treeview and its corresponding values in grid for preview. Select required schema(s) from treeview to use in designer and click Connect.
Now, the data design view page with selected table schema opens. Drag and drop the table.
Click Save to save the data source with a relevant name.