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Connecting Bold BI to Pipedrive data source

Bold BI dashboard designer supports connecting Pipedrive web services through REST API.

Choose Pipedrive data source

To configure the Pipedrive data source, follow the below steps:

  1. Click the Data Sources button in the configuration panel to add a new data connection.

    Data source icon

  2. Click CREATE NEW to launch a new connection from the connection panel.

  3. Select the Pipedrive connection in the connection panel.

    Choose data source

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.

Choose data source

Create Pipedrive data source

Once you click the data source, the NEW DATA SOURCE configuration panel opens. Follow the below steps to create Pipedrive data source.

  1. Enter a name and description (optional) for the data source.
  2. Enter the HostName for the connected account.
  3. Click the API Endpoints dropdown box and choose the required endpoint.
  4. Enter a valid Pipedrive API Token to access the endpoints.
  5. Click the Custom Url to enter the URL manually. Refer to the Pipedrive API documentation for more details.
  6. Select the GET method for the REST API in the Method combo box.
  7. In Max Rows, enter the maximum number of rows to be fetched from the Pipedrive data source. This value is used to fetch the data from the Pipedrive data source using the pagination.
  8. Choose a time interval for the Refresh Settings using the combo box to trigger the Rest API request periodically to keep the data in sync with your dashboard.
  9. Select the JSON data type in the Data Format combo box.
  10. Choose None in the Authentication Type combo box.

Data source preview

You can also edit the connection information set here using the Edit Connection option.

How do I get API Token for connecting Pipedrive data source?

To access endpoints in Pipedrive, you need API Token to be a part of your query.

  1. Login to your Pipedrive account.
  2. Go to Settings -> Personal -> Other -> API. Refer Pipedrive Documentation.

NOTE: If you could not see API in Other section, refer How to enable API for Company Users.

Additional information

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’.

Setting up the URL

  1. For instance, to query the specific deal detail, query the /deals endpoint.
  2. From the listed information, get the ID of the specific deal.

Replace it in the URL to query a particular deal:

https://api.pipedrive.com/v1/deals/<:id>

Sample queries

All Activities

https://api.pipedrive.com/v1/activities

WebHooks

https://api.pipedrive.com/v1/webhooks

Stages

https://api.pipedrive.com/v1/stages

Files

https://api.pipedrive.com/v1/files

Preview and data import

  • 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.

    Preview

  • Now, the data design view page with selected table schema opens. Drag and drop the table. Query Editor

  • Click Save to save the data source with a relevant name.

Data Transformation

Editing a Data Connection

Dashboard Designer Walkthrough

Pipedrive Requests Limitations

Pipedrive Integration