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Domo

Pipedrive Connector

Version 2

 

Important: When referencing this page outside of Knowledge Base, use this link: http://knowledge.domo.com?cid=pipedrive

Intro

Pipedrive is a tool for visually depicting the status of your sales pipeline. Use Domo's Pipedrive connector to compile reports about users, products, activities, deals, assignments, and the like. To learn more about the Pipedrive API, visit their website (https://developers.pipedrive.com/docs/api/v1/).

The Pipedrive connector is a "Cloud App" connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking Cloud App in the toolbar at the top of the window.

You connect to your Pipedrive account in the Data Center. This topic discusses the fields and menus that are specific to the Pipedrive connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Primary Use Cases

Tracking and monitoring your entire sales pipeline.

Primary Metrics

  • Sales

  • Leads

  • Sales conversion rates

Primary Company Roles

Analytics and sales roles

Average Implementation Time

Less than 1 hour

Ease of Use (on a 1-to-10 scale with 1 being easiest)

4

Training Video - Connecting to Pipedrive

Learn how to power up a Pipedrive DataSet.

 

 

Note: The product training videos are for Domo customers and clients only.

Best Practices

Using reports that do NOT require specific IDs will generally make life easier.

Prerequisites

To connect to your Pipedrive account and create a DataSet, you must have a Pipedrive API key. You can find the API key for your account by doing the following:

  1. Log into Pipedrive using your username and password.

  2. Click your username in the top right corner and select Settings.

  3. Select API.

Your API token appears on the screen.

Connecting to Your Pipedrive Account

This section enumerates the options in the Credentials and Details panes in the Pipedrive Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains a single field in which you can enter your Pipedrive API token. For more information about finding your token, see "Prerequisites," above.

Once you have entered a valid API token, you can use the same account any time you go to create a new Pipedrive DataSet. You can manage connector accounts in the Accounts tab in the Data Center . For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a Report menu in which you can select a Pipedrive report type. Other menus and fields may appear, depending on the report type you select.

Menu

Description

Report

Select a Pipedrive report. The following reports are available:

Activities Assigned to User

Returns a list of activities assigned to the specified user. 

Activities Associated with Deals

Returns a list of activities associated with the specified deal.

Activities Associated with a Person

Returns a list of activities associated with the specified customer.

Activities Associated with an Organization

Returns a list of activities associated with the specified organization.

All Activities

Returns a list of all of your scheduled activities for the specified timeframe. 

All Activity Types

Returns a list of activity types.

All Currencies

Returns a list of all world currencies with codes.  

All Deal Fields

Returns a list of all deal fields, with name, key, field type, etc.

All Deals 

Returns a list of all ongoing lost or won sales in your pipeline.

All Files

Returns a list of documents uploaded to Pipedrive.

All Filters

Returns a list of filters in your Pipedrive.

All Goals

Returns a list of all goals you have set.  

All Notes

Returns a list of notes for the specified timeframe.  

All Organization Fields

Returns a list of organization fields, with name, key, field type, etc.

All Organizations 

Returns a list of organizations you are making deals with.

All Permission Sets

Returns a list of permission sets.

All Person Fields

Returns a list of person fields, with name, key, field type, etc. 

All Persons

Returns a list of customers you are dealing with.

All Pipelines

Returns a list of pipelines in your Pipedrive. 

All Product Fields

Returns a list of product fields, with name, key, field type, etc. 

All Products

Returns a list of products in your Pipedrive.

All Roles

Returns a list of roles in your Pipedrive.

All Users

Returns a list of people with access to your Pipedrive account.

Blacklisted Email Addresses of a User

Returns a list of blacklisted email addresses for a specified user.

Deals Associated with a Person

Returns a list of deals associated with the specified customer. 

Deals Associated with an Organization

Returns a list of deals associated with the specified organization. 

Emails Associated with a Deal 

Returns a list of email messages associated with the specified deal. 

Emails Associated with a Person 

Returns a list of email messages associated with the specified person. 

Files Attached to a Deal 

Returns a list of files associated with the specified deal. 

Files Attached to a Person 

Returns a list of files associated with the specified person. 

Files Attached to an Organization 

Returns a list of files associated with the specified organization. 

Followers of a Deal 

Returns a list of people following a specified deal. 

Followers of a Person 

Returns a list of people following the specified customer. 

Followers of a User 

Returns a list of people following the specified user. 

Followers of an Organization 

Returns a list of people following the specified organization. 

Get Activity Details 

Returns details of the specified activity subject (usually the subject heading of an activity). 

Get Deal Details 

Returns details of the specified deal. 

Get Deal Field 

Returns data about the specified deal field. 

Get Deal Movements in Pipeline 

Returns statistics for deal movements for the given timeframe.  

Get Deals Attached to Product 

Returns a list of deals attached to a specified product. 

Get Deal Conversion Rates in Pipeline 

Returns all stage-to-stage conversion and pipeline-to-close rates for the specified pipeline.

Get Deals in Pipeline 

Returns a list of deals for all stages in the specified pipeline. 

Get Deals in Stage 

Returns a list of deals in the specified stage. 

Get File Details 

Returns data about a specified file.  

Get Files Attached to Product 

Returns a list of files attached to a specified product.

Get Filter Details 

Returns data about a specified filter. 

Get Global Messages 

Returns data about global messages. 

Get Goal Details 

Returns data about a specified goal. 

Get Goal Result 

Returns result data for a specified goal. 

Get Note Details

Returns data about the specified note. 

Get Notes Pinned to a Deal 

Returns a list of notes attached to a specified deal. 

Get Notes Pinned to a Person 

Returns a list of notes attached to a specified person. 

Get Notes Pinned to an Organization 

Returns a list of notes attached to a specified organization. 

Get Organization Details 

Returns data about the specified organization. 

Get Organization Field 

Returns data about the specified organization field. 

Get Permission Set Assignments 

Returns a list of assignments for the specified permission set. 

Get Permission Set 

Returns data about the specified permission set. 

Get Person Details 

Returns data about the specified customer. 

Get Person Field 

Returns data about the specified person field. 

Get Pipeline Details 

Returns data about the specified pipeline. 

Get Product Details 

Returns data about the specified product. 

Get Product Field 

Returns data about the specified product field. 

Get Role Assignments 

Returns a list of assignments for a specified role. 

Get Role Details 

Returns data about the specified role. 

Get Role Settings 

Returns a list of settings for the specified role. 

Get Stage Details 

Returns data about the specified stage. 

Get Sub-Roles within a Role 

Returns a list of sub-roles within a specified role. 

Get Subscription Details 

Returns data for the specified push notification. 

Get User Details 

Returns data about the specified user. 

Participants of a Deal 

Returns a list of participants associated with a specified deal. 

Permission Set Assignments for User 

Returns a list of permission set assignments for a specified user. 

Permitted Items for a User 

Returns a list of items the specified user can access. 

Permitted Users for an Organization 

Returns a list of users with access to the specified organization. 

Permitted Users for a Person 

Returns a list of users with access to the specified customer. 

Permitted Users for a Product 

Returns a list of users with access to the specified product.  

Permitted Users for a Deal 

Returns a list of users with access to the specified deal. 

Persons of an Organization 

Returns a list of customers associated with the specified organization. 

Products Associated with a Person 

Returns a list of products associated with the specified customer. 

Products Attached to a Deal 

Returns a list of products attached to the specified deal. 

Push Notifications 

Returns a list of subscribed push notifications.  

Role Assignments for User 

Returns a list of role assignments for the specified user. 

Search Deals 

Returns data for the specified deal.

Search Everything 

Returns information for the specified search string. 

Search Organizations

Returns data for the specified organization.

Search Persons 

Returns data for the specified customer.

Search Products 

Returns data for the specified product. 

Search Users 

Returns data for the specified user. 

Updates About a Deal 

Returns a list of updates for a specified deal. 

Updates About an Organization 

Returns a list of updates for a specified organization. 

Updates About a User 

Returns a list of updates about and/or by a specified user. 

Updates About a Person 

Returns a list of updates for a specified customer. 

User Connections 

Returns a list of connections for the authenticated user. 

User Permissions 

Returns permissions data for the specified user. 

User Role Settings 

Returns user role settings for the specified user. 

User Settings 

Returns settings information for the authenticated user. 

 

Activity Subject 

Enter the subject heading for the activity you want to retrieve information for. 

Deal Title 

Enter the title of the deal you want to retrieve information for. 

End Days 

Enter the number of the most recent day back that should be represented in the report. Combine with Start Days to create a range of represented days. For example, if you entered 10 for Start Days and 5 for End Days, the report would contain data for 10 days ago up until 5 days ago. Enter 0 for today. 

File Name 

Enter the name of the file you want to retrieve information for. 

Filter Name 

Enter the name of the filter you want to retrieve information for. 

Goal Name 

Enter the name of the goal you want to retrieve information for. 

Note Content

Enter the content for the note you want to retrieve information for. 

Organization Field 

Enter the name of the organization field you want to retrieve information for. 

Organization Name 

Enter the name of the organization you want to retrieve information for. 

Permission Set Name

Enter the name of the permission set you want to retrieve information for.  

Person Name 

Enter the name of the customer you want to retrieve information for. 

Pipeline Name 

Enter the name of the pipeline you want to retrieve information for. 

Product Name 

Enter the name of the product you want to retrieve information for. 

Push Notification Name 

Enter the name of the push notification you want to receive information for. 

Role Name 

Enter the name of the role you want to retrieve information for. 

Search Term 

Enter the search term you want to retrieve data for.  

Stage Name 

Enter the name of the stage you want to retrieve information for. 

Start Days 

Enter the number of the farthest day back that should be represented in the report. Combine with End Days to create a range of represented days. For example, if you entered 10 for Start Days and 5 for End Days, the report would contain data for 10 days ago up until 5 days ago. Enter 0 for today. 

Username 

Enter the name of the user you want to retrieve information for.

 

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

Troubleshooting

Double-check to make sure you are using the right report type.