Pipedrive walkthrough

Pipedrive is a sales CRM and pipeline management tool that enables businesses to track leads, manage deals, and organize activities across teams.

Resources

When setting up Pipedrive as a source, you can extract data from a wide range of resources, which correspond to Pipedrive entities and their supported fields.

Supported Resources include:

Deals

• All deals
• Deal flow
• Deal fields

Organizations

• All organizations
• Organization flow
• Organization fields

Products

• All products
• Products deals
• Product fields

Pipelines

• All pipelines
• Pipeline’s deals

Activities

• All activities
• Activity fields
• Activity types

Users

• All users

Persons

• All persons
• Person flow
• Person fields

Stages

• All stages
• Stage’s deals

Others

• Recents

Configuring Pipedrive integration

You can configure a River with Pipedrive as the source.

Procedure

Step 1: creating a Pipedrive connection

1. Log in to the Data Integration console.
2. Click + Create River on the left-hand menu.
3. Select Source to Target River.
4. Choose Pipedrive from the list of available sources.
5. Under Source Connection:
   • Choose an existing connection (or)
   • Click + New Connection to create a new one.
6. Click Test Connection to verify that your Pipedrive account is successfully connected.
7. Under Resource, select the report you want to extract.

Step 2: choosing your Target

After connecting to Pipedrive, configure the Target where the extracted data loads.

1. Select your Target Connection.
2. Refresh and choose the Database, Schema Name, and Table Name where you want to store the data.
3. Choose the Loading Mode for your migration. To learn more, refer to the Targets topic.
4. In Additional Options, you can toggle features such as:
   • Truncate Columns
   • Replace Invalid UTF-8 Characters
   • Replace values with NULL
   • Add Metadata To learn more, refer to advanced-settings topic.

Step 3: configuring the schema

The Schema tab lets you map fields from your Pipedrive source objects to your target system.

1. Navigate to the Schema tab.
2. Click Auto Mapping to automatically match source and target fields.
3. Review the Columns Mapping table, which displays:
   • Source Field: Click Source Field to view the original field from Pipedrive.
   • Target Field: Click Target Field to map it to the corresponding field in your target system. For example, Snowflake.
   • Type: Click Type to select the data type.
   • Mode: Click Mode to set the field as NULLABLE, REQUIRED, or REPEATED.
   • Cluster Key: Select Cluster Key to mark the field for clustering in the target.
   • Expression : Enter an Expression to apply transformation logic, if required.
4. Use the search bar to find a specific field.
5. Click + Add Field to add custom fields.
6. Use Clear All to reset the mappings.
7. Click Save to store Schema settings.

Step 4: configuring settings

1. Navigate to the Settings tab.
2. Configure scheduling, timeouts, and notifications:
   • Schedule Me!: Set when and how often the River runs.
   • Timeout: Maximum runtime (default: 12 hours).
   • Notifications:
     • On Failure
     • On Warnings
     • On Run Time Threshold
3. Click Save to apply your settings.

Step 5: running your river

1. After configuration is complete, click Save.
2. Click Run to execute the River.
3. Monitor execution logs to validate successful extraction and loading.