Pipedrive

Pipedrive is a cloud-based sales Customer Relationship Management (CRM) tool designed to help businesses manage leads and deals, track communication, and automate sales processes.

ingestr supports pipedrive as a source.

URI format

The URI format for pipedrive is as follows:

pipedrive://?api_token=<api_token>

URI parameters:

• api_token: token used for authentication with the Pipedrive API

Setting up a pipedrive Integration

To get your Pipedrive API token:

1. Log in to your Pipedrive account
2. Click on your profile picture in the top right corner
3. Select Personal preferences
4. Go to the API tab
5. Copy your Personal API token

Alternatively, you can create a new API token by clicking Generate new token if you want a dedicated token for this integration.

Once you have the api_token, let's say your api_token is token_123, here's a sample command that will copy the data from Pipedrive into a DuckDB database:

ingestr ingest \
--source-uri 'pipedrive://?api_token=token' \
--source-table 'users' \
--dest-uri duckdb:///pipedrive.duckdb \
--dest-table 'dest.users'

pipedrive source allows ingesting the following resources into separate tables:

Table	PK	Inc Key	Inc Strategy	Details
activities	id	update_time	merge	Refers to scheduled events or tasks associated with deals, contacts, or organizations
deals	id	update_time	merge	Refers to potential sale or transaction that you can track through various stages
persons	id	update_time	merge	Refers individual contacts or leads that can be linked to sales deals
organizations	id	update_time	merge	Refers to company or entity with which you have potential or existing business dealings.
products	id	update_time	merge	Refers to items or services offered for sale that can be associated with deals
users	id	update_time	merge	Refers to Individual with a unique login credential who can access and use the platform

Use these as --source-table parameter in the ingestr ingest command.