Pipedrive

Pipedrive is a cloud-based sales Customer Relationship Management (CRM) tool designed to help businesses manage leads and deals, track communication, and automate sales processes.

Grab API Token

To obtain the API token for Pipedrive, follow these steps:

1. Set up a Pipedrive account.
2. In Pipedrive, go to your name (in the top right corner).
3. Select company settings.
4. Go to personal preferences.
5. Select the API tab.
6. Copy your API token.

Connection Properties

The config section in a YAML file includes the following properties:

Connectorname: Pipedrive
Pipedrive_api_key: Pipedrive API key

Example Configuration

version: 1
encrypt_credentials: false
plugins:
  extractors:
    - name: Pipedrive_data
      connectorname: Pipedrive
      config:
        pipedrive_api_key: <PIPEDRIVE API KEY>
      select:
        - TABLE1
        - TABLE2
      properties:
        since_timestamp: <SINCE TIME STAMP>

Configure the Data Hub to connect Pipedrive

1. To start, Click the Bold Data Hub icon on the Navigation Pane.

2. Click Add Pipeline and provide the name for the new pipeline.

3. Select the newly created pipeline and add the Pipedrive template.

4. Update the pipedrive api key in the template. Also, Update the resources on the select property and Click Save, choose the desired destination to save the pipeline.

5. Creating a Pipeline in Bold Data Hub automatically creates a Data Source in Bold BI. The Bold BI Data Source is a live data source to the destination database used in Bold Data Hub. For more information on the relationship between Bold Data Hub Pipeline and the associated Data Sources in Bold BI , please refer to Relationship between Bold Data Hub Pipeline and Associated Data Sources in Bold BI

The available resources are supported in Pipedrive
- activity 
- organization 
- person 
- product 
- deal 
- pipeline 
- stage 
- user

Warning:

1. The `Encrypt_Credentials` property should be set to false when updating the new access token on the template. If you have modified other properties, such as 'select' or 'account id', the `Encrypt_Credentials` property must be set to true.  
2. The default lifetime of the access token is 1 hour. Therefore, you need to convert it to a long-lived access token in order to use the same token for 60 days. Existing tables should be maintained even if the token has expired or is being used as an invalid token. 

Schedule Data Hub Job

1. To configure interval-based scheduling, click on the schedules tab and select the created pipeline and click on the schedule icon and configure it.

2. For on-demand refresh, click Run Now button.

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3. The Schedule history can be checked using the history option as well as logs.

4. Click on Logs to see if the run is completed and data source is created in Bold BI.

5. Click Edit DataSource Option to view the created tables.