Using our Pipedrive integration it is possible to display:
Supports Custom Fields?
Supports deleted registrations?
Yes (for Deals only)
Limitations: Currently Plecto do not support Pipedrive fields of the type "Multiple options". So currently we only import the first option when these fields are imported. Single option fields are fully supported.
If you delete a deal in Pipedrive, the deal will also be deleted in Plecto and will disappear from your datasource. However, if you delete an activity or an organisation, it will remain in your datasource in Plecto.
Instead, the deleted activities and organisations can be filtered out using formulas to make them disappear from your dashboards.
Using Pipedrive Activities you can import a field named "Active" that is set to "true" by default, indicating that the activity has not been deleted. All deleted activities will be set to "false" in this field.
Pipedrive Organisations has a similar field named "Active flag" that functions in the same way. The organisation has been deleted or merged into another organisation if this field is set to "false".
A formula for sorting out inactive or deleted activities could look like this in the simple formula editor:
Or when shown in the advanced formula editor: