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Pipedrive 

Pipedrive is a sales pipeline CRM designed to help small businesses manage leads, track sales activities and close more deals.

For more information about the API, see the Pipedrive REST API.

See the Schema section for a list of objects available for replication.

Preparing for authentication

To access your data, you need to authenticate the connection with your account credentials.

Примечание к информацииУбедитесь, что используемая учетная запись имеет доступ для чтения к таблицам, которые требуется получить.

To obtain the API token:

  1. Make sure you have the Admin permissions in Pipedrive.

    You need them to ensure Qlik can access and replicate all your data. It is recommend that you create a separate Pipedrive Admin user for Qlik, but this is not mandatory to use the integration. Creating a dedicated user makes the activities easier to distinguish in logs and audits.

    If you do not want to create a dedicated user, make sure that the credentials you use to connect to Qlik have Admin permissions. If the API token associated with a non-Admin user is used to set up the integration, Qlik may be unable to access and replicate all of your data.

    Users are counted at the account-level in Pipedrive, not the company level. If you want to create a user for Qlik and are concerned about the cost of your Pipedrive subscription, you will not be charged twice.

  2. If you created a Pipedrive user for Qlik, log into Pipedrive as the Qlik user. If you did not, log into Pipedrive as an Admin user.
  3. Click the user menu (where your avatar is) in the top-right corner of the screen.
  4. Click Settings > API.
  5. Copy the API token:

    Personal API token in the Pipedrive app

Connecting multiple Pipedrive companies

If you want to connect more than one Pipedrive company, repeat the entire procedure above for every company you want to add. You must create a separate Pipedrive integration for each company.

Our Pipedrive integration uses an API Token to authenticate. Pipedrive API tokens are unique not only at the user level, but the company level as well. This means that a user’s API Token will vary from company to company, even if everything is housed in the same Pipedrive account.

Creating the connection

Для получения дополнительной информации см. раздел Подключение к приложениям SaaS.

  1. Заполните необходимые свойства подключения.
  2. Заполните поле Имя подключения.

  3. Установите флажок Открыть метаданные подключения, чтобы определить метаданные для подключения, когда оно будет создано.

  4. Щелкните Создать.

Connection settings
SettingDescription
Data gateway

Выберите шлюз Шлюз движения данных, если этого требует текущий сценарий использования.

Примечание к информации

Это поле недоступно при использовании подписки Qlik Talend Cloud Starter, так как она не поддерживает Шлюз движения данных. Если используется другой уровень подписки или не требуется использовать Шлюз движения данных, выберите Нет.

Для получения информации о преимуществах Шлюз движения данных и о сценариях, требующих его использования, см. раздел Шлюз данных Qlik — движение данных.

Start Date

Введите дату в формате MM/DD/YYYY, начиная с которой данные должны реплицироваться из источника в цель.

API TokenAPI token.

Schema

Примечание к информации

Schemas and naming conventions can change from version to version. It is recommended to verify your version before continuing.

The schema and info displayed below is for version 1.

Depending on your destination, table and column names may not appear as they are outlined below.

activities

The activities table contains info about recent activities - calls, tasks, lunches, etc. - recorded in your Pipedrive account.

Replication Method

CDC

Primary Key

id

Replication Key

update_time

Useful links

Pipedrive API method

activity_types

The activity_types table contains info about the different kinds of activities in your Pipedrive account.

Replication Method

Full Table

Primary Key

id

Useful links

Pipedrive documentation

Pipedrive API method

currency

The currency table contains info about the currencies listed in your Pipedrive account.

Replication Method

Full Table

Primary Key

id

Useful links

Pipedrive API method

deal_fields

The deal_fields table contains info about all deal fields.

Replication Method

CDC

Primary Key

id

Replication Key

update_time

Useful links

Pipedrive API method

deal_products

The deal_products table contains info about the products attached to deals.

Replication Method

Full Table

Primary Key

id

Useful links

Pipedrive documentation

Pipedrive API method

dealflow

The dealflow table contains info about the updates made to a deal.

Replication Method

CDC

Primary Key

id

Replication Key

log_time

Useful links

Pipedrive API method

deals

The deals table contains info about updates made recently to the deals in your Pipedrive account.

Replication Method

CDC

Primary Key

id

Replication Key

update_time

Useful links

Pipedrive API method

files

The files table contains info about the recently updated files in your Pipedrive account.

Replication Method

CDC

Primary Key

id

Replication Key

update_time

Useful links

Pipedrive API method

filters

The filters table contains info about the filters, or data validation conditions, used in your Pipedrive account.

Replication Method

Full Table

Primary Key

id

Useful links

Pipedrive API method

notes

The notes table contains info about recent notes in your Pipedrive account. Notes are pieces of textual (HTML-formatted) information that can be attached to deals, persons and organizations.

Replication Method

CDC

Primary Key

id

Replication Key

update_time

Useful links

Pipedrive API method

organizations

The organizations table contains info about the recent organizations in your Pipedrive account. Organizations are companies and other types of organizations you are making deals with.

Replication Method

Primary Key

id

Replication Key

update_time

Useful links

Pipedrive API method

persons

The persons table contains info about the recent persons in your Pipedrive account. In Pipedrive, a person represents a contact, or a customer you’re doing a deal with.

Replication Method

CDC

Primary Key

id

Replication Key

update_time

Useful links

Pipedrive API method

pipelines

The pipelines table contains info about the pipelines in your Pipedrive account.

Replication Method

Full Table

Primary Key

id

Useful links

Pipedrive API method

products

The products table contains info about the recent products in your Pipedrive account.

Replication Method

CDC

Primary Key

id

Replication Key

update_time

Useful links

Pipedrive API method

stages

The stages table contains info about the pipeline stages in your Pipedrive account.

Replication Method

Full Table

Primary Key

id

Useful links

Pipedrive API method

users

The users table contains info about the users associated with your Pipedrive account. Note: This table contains info about the people with access to your Pipedrive account - they should not be confused with persons.

Replication Method

Full Table

Primary Key

id

Useful links

Pipedrive API method

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