Pipedrive

A guide on how to connect your Pipedrive account to Plecto.

Last updated: Feb. 25, 2022

We offer five data types that you can import from Pipedrive to Plecto. For each data type you add, Plecto will create one data source. Find the list of data sources under Data management > Data sources.
Here are all the data types you can currently import:

  • Activities
  • Deals
  • Leads
  • Organizations
  • People
Pipedrive technical details

Visit our Pipedrive integration page to find more detailed information on the available data types, update frequencies, custom field support, and more.

  1. Go to Data managementData sources > + New data source.
  2. Select Pipedrive from the integration list. You will be asked to log into your Pipedrive account. Click "Next" to continue.
  3. Give Plecto access to get your data from Pipedrive by clicking "Allow and Install."
pipedrive-data-source-authorize.png

4. Now select the Plecto organization you want to connect to Pipedrive and click "Continue." You will be redirected back to Plecto.

pipedrive-data-source-access.png

5. Select the data types you want to import and click "Next" to continue.

pipedrive-data-source-types.png

6. Last but not least! You can choose from a long list of KPIs that we, at Plecto, have predefined to help you create your first Pipedrive dashboard. Select up to nine KPIs or skip this step if you want to build your own custom dashboard.

pipedrive-data-source-kpis.png
Note on Leads

Leads is the most recent data type we added to Pipedrive. If you already have Pipedrive data sources and you want to add Leads, you will have to refresh your Pipedrive credentials. Go to Data management > Credentials, choose your Pipedrive credentials and click "Refresh." Refreshing credentials won't affect your existing data sources - it will simply give Plecto access to read your Leads' data.

  • Single Options: Single option fields are fully supported in Plecto.
  • Multiple Options: Currently, Plecto doesn't support the Multiple Options field type. When custom fields are imported, Plecto only imports the first option.

If you delete a deal in Pipedrive, it will also be deleted in Plecto. However, if you delete an activity or an organization, they will remain in your Plecto data source.

If you want to exclude the deleted activities and organizations from your dashboard, you can create formulas that only filter the relevant registrations. Here's what you can do:

  • Activities: Import a field called "Active." The default value in this field is "true," showing that the activity has not been deleted. All deleted activities will show "false" in this field.
  • Organizations: Import a field called "Active flag." It follows the same true-false principle as mentioned above. If an organization has been deleted or merged with another organization, this field will show "false."

Now you can create formulas that filter by the added fields.

pipedrive-example-formula.png

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