Links

Pipedrive

1. Connect to Pipedrive

1. Go to the Resources page and click the
button.
2. Select Pipedrive.
3. Enter your account credentials and click Connect.
  • API Token:Visit here to get the Access Token
  • Start Date: Retrieve data starting from this date. The date should be in the format of YYYY-MM-DD in UTC.
4. Choose tables to import and click Finish Setup.
5. You will see a
icon next to your resource. It may take a few minutes to several hours depending on the data size and the number of your tables. Once your data is ready, you will receive a notification email.
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2. Get API token from Pipedrive

This connector supports only authentication with API Token. To obtain API Token follow the instructions below:

Enable API:

  1. 1.
    Click Manage users from the left-side menu.
  2. 2.
    Click on the Permission sets tab.
  3. 3.
    Choose the set where the user (who needs the API enabled) belongs to.
  4. 4.
    Lastly, click on "use API" on the right-hand side section (you need to scroll down a bit).
    Now all users who belong in the set that has the API enabled can find their API token under
    Settings > Personal Preferences > API in their Pipedrive web app.

How to find the API token:

  1. 1.
    Account name (on the top right)
  2. 2.
    Company settings
  3. 3.
    Personal preferences
  4. 4.
    API
  5. 5.
    Copy API Token
See How to find the API token for more info.

3. Available Tables

Last modified 5mo ago