Pipedrive

Creating the data source

Requirements

  • API access must be enabled
  • Preferably use an administrator account with access to all system components

Instructions

  1. Log in to your Pipedrive account and go to "Settings" > "Personal Preferences" > "API" and copy the code from the bar under "Your personal API token"
    1. Pipedrive API Token - Step 1
  2. In the Kondado platform, go to the connectors page and select the Pipedrive connector
  3. Give your connector a name and enter the API key copied in step (1) in the "API Token" field
    1. Pipedrive API Token - Step 2

Now just save the connector and start integrating your Pipedrive data into your Data Lake or Data Warehouse.

Pipelines

Summary

Relationship chart

Click to expand

Activities

Replication type: Incremental or Full (user configurable)

Relationships:

Tasks, calls, meetings, and other scheduled or completed activities.

Campo Tipo

id

text

[en] Unique identifier of the activity.

subject

text

[en] Subject or title of the activity.

type

text

[en] Type of activity (call, meeting, task, etc.).

done

text

[en] Indicates if the activity has been completed.

marked_as_done_time

timestamp

[en] Date and time when the activity was marked as done.

org_id

text

[en] Identifier of the organization linked to this activity.

    Organizations > > id

person_id

text

[en] Identifier of the person linked to this activity.

deal_id

text

[en] Identifier of the deal linked to this activity.

    Deals > > id

due_date

timestamp

[en] Due date scheduled for the activity.

due_time

text

[en] Due time scheduled for the activity.

duration

text

[en] Duration of the activity in minutes.

note

text

[en] Additional notes or description of the activity.

add_time

timestamp

[en] Date and time when the activity was created.

owner_id

text

[en] Identifier of the user responsible for this activity.

    Users > > id

creator_user_id

text

[en] Identifier of the user who created this activity.

    Users > > id

update_time

timestamp

[en] Date and time of the last update to this activity.

last_notification_time

timestamp

[en] Date and time of the last notification sent for this activity.

busy_flag

text

[en] Indicates if this activity marks the user as busy.

public_description

text

[en] Public description visible to all participants.

is_deleted

boolean

[en] Indicates if the activity has been deleted.

Activity fields

Replication type: Full

Main object

Metadata definitions for custom and system fields in activities.

Campo Tipo

id

text

[en] Unique identifier of the field.

parent_id

text

[en] Identifier of the parent field if grouped.

active_flag

boolean

[en] Indicates if the field is active.

field_type

text

[en] Data type of the field (text, number, date, etc.).

update_time

timestamp

[en] Date and time of the last update to this field.

sortable_flag

boolean

[en] Indicates if the field can be used for sorting.

name

text

[en] Display name of the field.

searchable_flag

boolean

[en] Indicates if the field is searchable.

important_flag

boolean

[en] Indicates if the field is marked as important.

edit_flag

boolean

[en] Indicates if the field is editable.

last_updated_by_user_id

float

[en] Identifier of the user who last updated this field.

bulk_edit_allowed

boolean

[en] Indicates if bulk editing is allowed for this field.

mandatory_flag

boolean

[en] Indicates if the field is mandatory.

index_visible_flag

boolean

[en] Indicates if the field is visible in list views.

filtering_allowed

boolean

[en] Indicates if filtering is allowed on this field.

key

text

[en] Internal key identifier for the field.

add_visible_flag

boolean

[en] Indicates if the field is visible in add forms.

order_nr

float

[en] Display order of the field.

details_visible_flag

boolean

[en] Indicates if the field is visible in detail views.

add_time

timestamp

[en] Date and time when the field was created.

pipedrive_activityfields__options

Available options for dropdown/selection type activity fields.

Campo Tipo

field_id

text

[en] Identifier of the field this option belongs to.

options__id

text

[en] Unique identifier of the option.

options__label

text

[en] Display label of the option.

Activity types

Replication type: Full

Relationships:

Types of activities that can be created (calls, meetings, tasks, etc.).

Campo Tipo

id

text

[en] Unique identifier of the activity type.

active_flag

boolean

[en] Indicates if the activity type is active.

order_nr

float

[en] Display order of the activity type.

name

text

[en] Name of the activity type.

key_string

text

[en] Internal key identifier that links to activity type field.

    Activities > > type

icon_key

text

[en] Key for the icon representing this activity type.

color

text

[en] Color code for the activity type.

is_custom_flag

boolean

[en] Indicates if this is a custom activity type.

update_time

timestamp

[en] Date and time of the last update to this activity type.

add_time

timestamp

[en] Date and time when this activity type was created.

Deal fields

Replication type: Full

Main object

Metadata definitions for custom and system fields in deals.

Campo Tipo

id

text

[en] Unique identifier of the field.

parent_id

text

[en] Identifier of the parent field if grouped.

active_flag

boolean

[en] Indicates if the field is active.

field_type

text

[en] Data type of the field (text, number, date, etc.).

update_time

timestamp

[en] Date and time of the last update to this field.

sortable_flag

boolean

[en] Indicates if the field can be used for sorting.

name

text

[en] Display name of the field.

searchable_flag

boolean

[en] Indicates if the field is searchable.

important_flag

boolean

[en] Indicates if the field is marked as important.

edit_flag

boolean

[en] Indicates if the field is editable.

last_updated_by_user_id

float

[en] Identifier of the user who last updated this field.

bulk_edit_allowed

boolean

[en] Indicates if bulk editing is allowed for this field.

mandatory_flag

boolean

[en] Indicates if the field is mandatory.

index_visible_flag

boolean

[en] Indicates if the field is visible in list views.

filtering_allowed

boolean

[en] Indicates if filtering is allowed on this field.

key

text

[en] Internal key identifier for the field.

add_visible_flag

boolean

[en] Indicates if the field is visible in add forms.

order_nr

float

[en] Display order of the field.

details_visible_flag

boolean

[en] Indicates if the field is visible in detail views.

add_time

timestamp

[en] Date and time when the field was created.

pipedrive_dealfields__options

Available options for dropdown/selection type deal fields.

Campo Tipo

field_id

text

[en] Identifier of the field this option belongs to.

options__id

text

[en] Unique identifier of the option.

options__label

text

[en] Display label of the option.

Deal products

Replication type: Incremental

Relationships:

Products attached to deals with pricing and quantity information.

Campo Tipo

id

text

[en] Unique identifier of the deal-product relationship.

deal_id

float

[en] Identifier of the deal this product is attached to.

    Deals > > id

item_price

float

[en] Unit price of the product item.

active_flag

boolean

[en] Indicates if the product attachment is active.

product_variation_id

text

[en] Identifier of the product variation if applicable.

discount

float

[en] Discount value applied to the product.

discount_type

text

[en] Type of discount (percentage or fixed amount).

duration_unit

text

[en] Unit of time for recurring billing (day, week, month, year).

sum_no_discount

float

[en] Total sum before applying discount.

tax

float

[en] Tax percentage applied to the product.

comments

text

[en] Additional comments about the product in this deal.

name

text

[en] Name of the product.

enabled_flag

boolean

[en] Indicates if the product is enabled in this deal.

currency

text

[en] Currency code for the product price.

last_edit

text

[en] Date and time of the last edit.

sum

float

[en] Total sum of this product line item.

duration

float

[en] Duration for recurring billing cycles.

add_time

timestamp

[en] Date and time when the product was added to the deal.

order_nr

float

[en] Display order of the product in the deal.

quantity

float

[en] Quantity of the product in the deal.

product_id

float

[en] Identifier of the product in the catalog.

    Products > > id

Deals

Replication type: Incremental or Full (user configurable)

Relationships:

On each run, all deleted deals are processed, and updates from the 24 hours prior to the savepoint are also processed

Replication type: Incremental or Full (user configurable)

Relationships:

Business opportunities and sales negotiations in progress or completed.

Campo Tipo

id

text

[en] Unique identifier of the deal.

org_id

text

[en] Identifier of the organization linked to this deal.

    Organizations > > id

creator_user_id

text

[en] Identifier of the user who created this deal.

    Users > > id

update_time

timestamp

[en] Date and time of the last update to this deal.

deal_custom_property_x

text

[en] Example of a custom text field configured in the account.

deal_custom_property_y

float

[en] Example of a custom numeric field configured in the account.

deal_custom_property_z

boolean

[en] Example of a custom boolean field configured in the account.

stage_id

text

[en] Identifier of the pipeline stage where this deal is located.

    Stages > > id

pipeline_id

text

[en] Identifier of the sales pipeline this deal belongs to.

    Stages > > pipeline_id

Deals flow (history)

Replication type: Incremental

Relationships:

 

On each run, all deleted deals are processed, and updates from the 24 hours prior to the savepoint are also processed

Replication type: Incremental

Relationships:

History of changes and events that occurred on deals.

Campo Tipo

deal_id

text

[en] Identifier of the deal this event relates to.

    Deals > > id

object

text

[en] Type of object modified in this event.

timestamp

timestamp

[en] Date and time when the event occurred.

data

text

[en] JSON data containing details of the change.

Notes

Replication type: Incremental with update window

Parameters:

  • Update window (days): How many days after the note has been created it can still be updated
  • Read start date (Savepoint): Initial date for data replication

Relationships:

Text notes attached to deals, persons, or organizations.

Campo Tipo

id

text

[en] Unique identifier of the note.

active_flag

boolean

[en] Indicates if the note is active.

add_time

timestamp

[en] Date and time when the note was created.

content

text

[en] Text content of the note.

deal__title

text

[en] Title of the deal associated with this note.

deal_id

float

[en] Identifier of the deal this note is attached to.

    Deals > > id

last_update_user_id

float

[en] Identifier of the user who last updated this note.

lead_id

float

[en] Identifier of the lead this note is attached to.

org_id

float

[en] Identifier of the organization this note is attached to.

    Organizations > > id

organization__name

text

[en] Name of the organization associated with this note.

person__name

text

[en] Name of the person associated with this note.

person_id

float

[en] Identifier of the person this note is attached to.

pinned_to_deal_flag

boolean

[en] Indicates if the note is pinned to the deal.

pinned_to_lead_flag

boolean

[en] Indicates if the note is pinned to the lead.

pinned_to_organization_flag

boolean

[en] Indicates if the note is pinned to the organization.

pinned_to_person_flag

boolean

[en] Indicates if the note is pinned to the person.

update_time

timestamp

[en] Date and time of the last update to this note.

user__email

text

[en] Email of the user who created this note.

user__name

text

[en] Name of the user who created this note.

user_id

float

[en] Identifier of the user who created this note.

    Users > > id

Organization fields

Replication type: Full

Main object

Metadata definitions for custom and system fields in organizations.

Campo Tipo

id

text

[en] Unique identifier of the field.

parent_id

text

[en] Identifier of the parent field if grouped.

active_flag

boolean

[en] Indicates if the field is active.

field_type

text

[en] Data type of the field (text, number, date, etc.).

update_time

timestamp

[en] Date and time of the last update to this field.

sortable_flag

boolean

[en] Indicates if the field can be used for sorting.

name

text

[en] Display name of the field.

searchable_flag

boolean

[en] Indicates if the field is searchable.

important_flag

boolean

[en] Indicates if the field is marked as important.

edit_flag

boolean

[en] Indicates if the field is editable.

last_updated_by_user_id

float

[en] Identifier of the user who last updated this field.

bulk_edit_allowed

boolean

[en] Indicates if bulk editing is allowed for this field.

mandatory_flag

boolean

[en] Indicates if the field is mandatory.

index_visible_flag

boolean

[en] Indicates if the field is visible in list views.

filtering_allowed

boolean

[en] Indicates if filtering is allowed on this field.

key

text

[en] Internal key identifier for the field.

add_visible_flag

boolean

[en] Indicates if the field is visible in add forms.

order_nr

float

[en] Display order of the field.

details_visible_flag

boolean

[en] Indicates if the field is visible in detail views.

add_time

timestamp

[en] Date and time when the field was created.

pipedrive_organizationfields__options

Available options for dropdown/selection type organization fields.

Campo Tipo

field_id

text

[en] Identifier of the field this option belongs to.

options__id

text

[en] Unique identifier of the option.

options__label

text

[en] Display label of the option.

Organizations

Replication type: Incremental or Full (user configurable)

Relationships:

Companies and business entities registered in the CRM.

Campo Tipo

id

text

[en] Unique identifier of the organization.

update_time

timestamp

[en] Date and time of the last update to this organization.

name

text

[en] Name of the organization.

owner_id

text

[en] Identifier of the user responsible for this organization.

    Users > > id

organization_custom_property_x

text

[en] Example of a custom text field configured in the account.

organization_custom_property_y

float

[en] Example of a custom numeric field configured in the account.

organization_custom_property_z

boolean

[en] Example of a custom boolean field configured in the account.

Persons

Replication type: Incremental or Full (user configurable)

Relationships:

Main object

Contact individuals registered in the CRM.

Campo Tipo

id

text

[en] Unique identifier of the person.

org_id

text

[en] Identifier of the organization this person belongs to.

    Organizations > > id

owner_id

text

[en] Identifier of the user responsible for this contact.

    Users > > id

update_time

timestamp

[en] Date and time of the last update to this person.

persons_custom_property_x

text

[en] Example of a custom text field configured in the account.

persons_custom_property_y

float

[en] Example of a custom numeric field configured in the account.

persons_custom_property_z

boolean

[en] Example of a custom boolean field configured in the account.

pipedrive_persons__emails

Email addresses associated with each contact person.

Campo Tipo

id

text

[en] Identifier of the person.

email_primary

boolean

[en] Indicates if this is the primary email address.

email_label

text

[en] Label classifying the email type (work, personal, etc.).

email_value

text

[en] Email address.

pipedrive_persons__phones

Phone numbers associated with each contact person.

Campo Tipo

phone_primary

boolean

[en] Indicates if this is the primary phone number.

id

text

[en] Identifier of the person.

phone_label

text

[en] Label classifying the phone type (work, mobile, home, etc.).

phone_value

text

[en] Phone number.

Products

Replication type: Incremental or Full (user configurable)

Relationships:

Main object

Product catalog with items that can be attached to deals.

Campo Tipo

id

text

[en] Unique identifier of the product.

update_time

timestamp

[en] Date and time of the last update to this product.

name

text

[en] Name of the product.

price

float

[en] Default price of the product.

tax

float

[en] Default tax percentage for the product.

owner_id

text

[en] Identifier of the user who owns this product.

    Users > > id

organization_custom_property_x

text

[en] Example of a custom text field configured in the account.

organization_custom_property_y

float

[en] Example of a custom numeric field configured in the account.

organization_custom_property_z

boolean

[en] Example of a custom boolean field configured in the account.

pipedrive_products_prices

Currency-specific prices for products.

Campo Tipo

id

text

[en] Identifier of the product.

product_id

int

[en] Identifier of the product.

direct_cost

float

[en] Direct cost of the product.

price

float

[en] Sale price of the product in this currency.

cost

float

[en] Cost of the product.

currency

text

[en] Currency code for this price.

notes

text

[en] Notes about this price entry.

Stages

Replication type: Full

Relationships:

Pipeline stages representing steps in the sales process.

Campo Tipo

id

text

[en] Unique identifier of the stage.

name

text

[en] Name of the stage.

deal_probability

float

[en] Probability percentage of closing deals in this stage.

pipeline_id

text

[en] Identifier of the pipeline this stage belongs to.

    Sales Pipelines > > id

add_time

timestamp

[en] Date and time when the stage was created.

update_time

timestamp

[en] Date and time of the last update to this stage.

is_deal_rot_enabled

boolean

[en] Indicates if deal aging alerts are enabled for this stage.

days_to_rotten

float

[en] Number of days until a deal in this stage is considered stale.

is_deleted

boolean

[en] Indicates if the stage has been deleted.

order_nr

int

[en] Order number of the stage in the pipeline sequence.

Teams

Main object

User groups for organizing and managing team members.

Campo Tipo

id

text

[en] Unique identifier of the team.

active_flag

boolean

[en] Indicates if the team is active.

deleted_flag

boolean

[en] Indicates if the team has been deleted.

name

text

[en] Name of the team.

description

text

[en] Description of the team.

created_by_user_id

text

[en] Identifier of the user who created this team.

    Users > > id

manager_id

text

[en] Identifier of the team manager.

    Users > > id

add_time

timestamp

[en] Date and time when the team was created.

pipedrive_teams_users

Association between teams and their member users.

Campo Tipo

team_id

text

[en] Identifier of the team.

user_id

text

[en] Identifier of the user who is a member of this team.

    Users > > id

Users

Replication type: Full

System users with access to the CRM account.

Campo Tipo

id

text

[en] Unique identifier of the user.

lang

text

[en] Interface language code used by the user.

active_flag

boolean

[en] Indicates if the user account is active.

name

text

[en] Full name of the user.

created

timestamp

[en] Date and time when the user was created.

locale

text

[en] Regional locale settings of the user.

signup_flow_variation

text

[en] Signup flow variation used during registration.

timezone_offset

text

[en] Timezone offset in hours from UTC.

activated

boolean

[en] Indicates if the user has been activated.

modified

timestamp

[en] Date and time of the last modification to the user.

email

text

[en] Email address of the user.

phone

text

[en] Phone number of the user.

has_created_company

boolean

[en] Indicates if the user has created a company account.

last_login

timestamp

[en] Date and time of the last login.

timezone_name

text

[en] Name of the timezone configured for the user.

is_admin

float

[en] Indicates if the user has administrator privileges.

role_id

float

[en] Identifier of the role assigned to the user.

default_currency

text

[en] Default currency code for the user.

Sales Pipelines

Replication type: Full

Sales pipelines (funnels) that organize stages in the sales process.

Campo Tipo

id

text

[en] Unique identifier of the pipeline.

name

text

[en] Name of the pipeline.

url_title

text

[en] URL-friendly title of the pipeline.

order_nr

int

[en] Order number of the pipeline.

active

boolean

[en] Indicates if the pipeline is active.

deal_probability

boolean

[en] Indicates if deal probability is enabled for this pipeline.

add_time

timestamp

[en] Date and time when the pipeline was created.

update_time

timestamp

[en] Date and time when the pipeline was last updated.

Notes

  • Part of this documentation was automatically generated by AI and may contain errors. We recommend verifying critical information