Pipedrive

Pipedrive is one of the most used CRM (customer relationship management) software in the world. Kondado's Pipedrive data pipeline for the Data Warehouse makes it possible for you to have access to your sales data in your analytics cloud.

Adding the data source

Requirements

API access amust be enabled;

Preferably use an administrator account, with access to all system components

Instructions

To automate Pipedrive ETL with Kondado for your database, follow the steps below:

1) Log in to your Pipedrive account, go to “Settings” > “Personal Preferences” > “API” and copy the code in the bar below “Your personal API token”

2) On the Kondado platform, go to the add data sources page and select the Pipedrive data source;

3) Give your data source a name and enter the key copied in step (1) in “API Token”

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

Pipelines

Relationship Chart

Clique para ampliar

Organizations

The fields will be mirrored according to the fields available in your account, also considering custom fields. The format of the pipeline tables will be similar to the following:

Field	Type
id	int
update_time	timestamp
name	text
owner_id__id	text	Usuários > > id
organization_custom_property_x	text
organization_custom_property_y	float
organization_custom_property_z	boolean

Persons

The fields will be mirrored according to the fields available in your account, also considering custom fields. The format of the pipeline tables will be similar to the following:

Main Object

Field	Type
id	int
org_id__value	text	Organizações > > id
owner_id__id	text	Usuários > > id
update_time	timestamp
persons_custom_property_x	text
persons_custom_property_y	float
persons_custom_property_z	boolean

pipedrive_persons__email

Field	Type
email_primary	boolean
id	text
email_label	text
email_value	text

pipedrive_persons__phone

Field	Type
phone_primary	boolean
id	text
phone_label	text
phone_value	text

Deals

The fields will be mirrored according to the fields available in your account, also considering custom fields. The format of the pipeline tables will be similar to the following:

Main Object

Field	Type
id	int
org_id__value	text	Organizações > > id
user_id__id	text	Usuários > > id
update_time	timestamp
deal_custom_property_x	text
deal_custom_property_y	float
deal_custom_property_z	boolean
stage_id	text	Estágios > > id

pipedrive_deals_person_id_phone

Field	Type
person_id__phone__value	text
person_id__phone__label	text
person_id__phone__primary	boolean
id	text
person_id__value	text

pipedrive_dealsperson_id->email

Field	Type
id	text
person_id__value	text
person_id__email__value	text
person_id__email__label	text
person_id__email__primary	boolean

At each run, all deleted deals are merged and updates are merged 24 hours prior to the savepoint

Activities

The fields will be mirrored according to the fields available in your account, also considering custom fields. The format of the pipeline tables will be similar to the following:

Field	Type
id	int
subject	text
type	text
done	text
marked_as_done_time	timestamp
org_id	text	Organizações > > id
person_id	text
deal_id	text	Negócios > > id
due_date	timestamp
due_time	text
duration	text
note	text
add_time	timestamp
user_id	text	Usuários > > id
created_by_user_id	text	Usuários > > id
update_time	timestamp
last_notification_time	timestamp
busy_flag	text
public_description	text
lead_title	text
active_flag	boolean

Stages

Field	Type
id	text
order_nr	int
name	text
active_flag	boolean
deal_probability	float
pipeline_id	text
rotten_flag	boolean
rotten_days	float
add_time	timestamp
update_time	timestamp
pipeline_name	text
pipeline_deal_probability	boolean

This pipeline is free

Deals Flow (history)

Field	Type
deal_id	text	Negócios > > id
object	text
timestamp	timestamp
data	text

This pipeline is based on the business pipeline, inheriting the same update flow

Users

Field	Type
lang	text
active_flag	boolean
name	text
created	timestamp
locale	text
signup_flow_variation	text
timezone_offset	text
activated	boolean
modified	timestamp
email	text
phone	text
has_created_company	boolean
last_login	timestamp
timezone_name	text
is_admin	float
role_id	float
id	text
default_currency	text

Deal Fields

Main Object

Field	Type
active_flag	boolean
field_type	text
update_time	timestamp
sortable_flag	boolean
name	text
searchable_flag	boolean
important_flag	boolean
edit_flag	boolean
last_updated_by_user_id	float
bulk_edit_allowed	boolean
mandatory_flag	boolean
index_visible_flag	boolean
filtering_allowed	boolean
key	text
add_visible_flag	boolean
order_nr	float
id	text
details_visible_flag	boolean
add_time	timestamp

pipedrive_dealfields__options

Field	Type
field_id	text
options__id	text
options__label	text

Organization Fields

Main Object

Field	Type
active_flag	boolean
field_type	text
update_time	timestamp
sortable_flag	boolean
name	text
searchable_flag	boolean
important_flag	boolean
edit_flag	boolean
last_updated_by_user_id	float
bulk_edit_allowed	boolean
mandatory_flag	boolean
index_visible_flag	boolean
filtering_allowed	boolean
key	text
add_visible_flag	boolean
order_nr	float
id	text
details_visible_flag	boolean
add_time	timestamp

pipedrive_organizationfields__options

Field	Type
field_id	text
options__id	text
options__label	text

Deal products

Campo	Tipo
deal_id	float	Negócios > > id
item_price	float
active_flag	boolean
product_variation_id	text
discount	float
discount_type	text
duration_unit	text
sum_no_discount	float
tax	float
comments	text
name	text
enabled_flag	boolean
currency	text
last_edit	text
sum	float
duration	float
add_time	timestamp
order_nr	float
id	float
quantity	float
product_id	float

Notes

Field	Type
id	float
active_flag	boolean
add_time	timestamp
content	text
deal__title	text
deal_id	float	Negócios > > id
last_update_user_id	float
lead_id	float
org_id	float	Organizações > > id
organization__name	text
person__name	text
person_id	float
pinned_to_deal_flag	boolean
pinned_to_lead_flag	boolean
pinned_to_organization_flag	boolean
pinned_to_person_flag	boolean
update_time	timestamp
user__email	text
user__name	text
user_id	float	Usuários > > id

Activity Fields

Main Object

Field	Type
id	text
parent_id	text
active_flag	boolean
field_type	text
update_time	timestamp
sortable_flag	boolean
name	text
searchable_flag	boolean
important_flag	boolean
edit_flag	boolean
last_updated_by_user_id	float
bulk_edit_allowed	boolean
mandatory_flag	boolean
index_visible_flag	boolean
filtering_allowed	boolean
key	text
add_visible_flag	boolean
order_nr	float
details_visible_flag	boolean
add_time	timestamp

pipedrive_activityfields__options

Field	Type
field_id	text
options__id	text
options__label	text

Activity Types

Field	Type
id	text
active_flag	boolean
order_nr	float
name	text
key_string	text	Atividades > > type
icon_key	text
color	text
is_custom_flag	boolean
update_time	timestamp
add_time	timestamp

Products

Main object

Campo	Tipo
id	int
update_time	timestamp
name	text
price	float
tax	float
owner_id__id	text	Usuários > > id
organization_custom_property_x	text
organization_custom_property_y	float
organization_custom_property_z	boolean

pipedrive_products_prices

Campo	Tipo
id	int
price_id	int
price	float
cost	float
overhead_cost	float
currency	text

Teams

Main object

Campo	Tipo
id	text
active_flag	boolean
deleted_flag	boolean
name	text
description	text
created_by_user_id	text	Usuários > > id
manager_id	text	Usuários > > id
add_time	timestamp

pipedrive_teams_users

Campo	Tipo
team_id	text
user_id	text	Usuários > > id