Skip to main content

Pipedrive

Pipedrive is a comprehensive customer relationship management (CRM) platform designed for sales teams to manage leads, deals, and customer interactions. The Pipedrive API enables integration with sales workflows, pipeline management, and customer data synchronization.

Pipedrive icon

Power end-to-end data operations for your Pipedrive API with Nexla. Our bi-directional Pipedrive connector is purpose-built for Pipedrive, making it simple to ingest data, sync it across systems, and deliver it anywhere — all with no coding required. Nexla turns API-sourced data into ready-to-use, reusable data products and makes it easy to send data to Pipedrive or any other destination. With comprehensive monitoring, lineage tracking, and access controls, Nexla keeps your Pipedrive workflows fast, secure, and fully governed.

Features

Type: API

SourceDestination

  • Seamless API Integration: Connect to any endpoint as source or destination without coding, with automatic data product creation
  • Visual Composition & Chaining: Build complex integrations using visual templates, chain API calls, and compose workflows with data validation and filtering
  • API Proxy: Expose curated slices of your data securely with a secure and customizable API proxy that validates and transforms data on the fly
  • Request optimization with intelligent batching, retry, and caching to minimize API calls and costs

Prerequisites​

Before configuring your Pipedrive credential, ensure you have:

  • A Pipedrive account with admin or developer permissions
  • Access to your Pipedrive account for API configuration
  • Understanding of OAuth2 authentication flow

For complete information about Pipedrive API authentication, see the official Pipedrive API documentation.

Important

Keep your OAuth2 credentials secure and never share them publicly. Your Pipedrive credentials provide access to your CRM data and should be treated as sensitive information.

Authenticate​

Create a credential in Nexla​

  1. After selecting the data source/destination type, click the Add Credential tile to open the Add New Credential overlay.

  2. Enter a name for the credential in the Credential Name field and a short, meaningful description in the Credential Description field.

  3. Complete the Pipedrive authentication method below.

Pipedrive Authentication Methods

Authenticate using OAuth2 for secure access to Pipedrive's CRM platform and sales management features.

  1. Sign in to your Pipedrive account.
  2. Navigate to **Settings** > **Personal preferences** > **API**.
  3. Click **Generate new token** to create an API token.
  4. Copy the generated API token (you won't be able to see it again).
  5. In Nexla, click **Authorize** to start the OAuth2 flow.
  6. You will be redirected to Pipedrive's authorization page.
  7. Sign in to your Pipedrive account and grant permissions to Nexla.
  8. You will be redirected back to Nexla with your authorization complete.

OAuth2 provides enhanced security compared to API keys by allowing you to revoke access at any time through your Pipedrive account settings. The tokens are automatically refreshed by Nexla to maintain continuous access.

After completing the OAuth2 authorization, Nexla tests the connection by making a request to the Pipedrive API /users/me endpoint. If the test succeeds, your credential is ready to use for creating data sources and destinations. If it fails, verify that your Pipedrive account is active, that you have the necessary API access permissions, and that your account allows third-party integrations.

  1. Click the Save button at the bottom of the overlay. The newly added credential will now appear in a tile on the Authenticate screen during data source/destination creation.

Use as a data source​

To create a new data flow, navigate to the Integrate section, and click the New Data Flow button. Select the Pipedrive connector tile, then select the credential that will be used to connect to the Pipedrive instance, and click Next; or, create a new Pipedrive credential for use in this flow.

Endpoint templates​

Nexla provides pre-built templates that can be used to rapidly configure data sources to ingest data from common Pipedrive endpoints. Select the endpoint from which this source will fetch data from the Endpoint pulldown menu. Available endpoint templates are listed in the expandable boxes below.

Get All Persons

Retrieve all person records from your Pipedrive CRM with automatic pagination. This endpoint is ideal for contact management and customer analytics.

  • Person Details: Includes contact information, company associations, and custom fields
  • Automatic Pagination: Handles pagination to retrieve all available person records
  • Contact Management: Comprehensive data for customer relationship analysis

This endpoint retrieves all person records regardless of status or type. Use manual configuration if you need to filter persons by specific criteria such as company or custom fields.

Get All Deals

Retrieve all deal records from your Pipedrive CRM with automatic pagination. This endpoint is ideal for sales pipeline analysis and deal tracking.

  • Deal Details: Includes deal value, stage, probability, and associated contacts
  • Automatic Pagination: Handles pagination to retrieve all available deal records
  • Sales Analytics: Comprehensive data for sales performance analysis

This endpoint retrieves all deal records regardless of stage or status. Use manual configuration if you need to filter deals by specific criteria such as pipeline stage or deal value.

Get All Pipelines

Retrieve all pipeline records from your Pipedrive CRM with automatic pagination. This endpoint is ideal for sales process management and pipeline configuration analysis.

  • Pipeline Details: Includes pipeline stages, order, and configuration settings
  • Automatic Pagination: Handles pagination to retrieve all available pipeline records
  • Process Management: Comprehensive data for sales process optimization

This endpoint retrieves all pipeline records including their stage configurations. Use this data to understand your sales process structure and stage definitions.

Get All Products

Retrieve all product records from your Pipedrive CRM with automatic pagination. This endpoint is ideal for product catalog management and inventory analytics.

  • Product Details: Includes product information, pricing, and inventory data
  • Automatic Pagination: Handles pagination to retrieve all available product records
  • Catalog Management: Comprehensive data for product performance analysis

This endpoint retrieves all product records regardless of status or category. Use manual configuration if you need to filter products by specific criteria such as category or active status.

Once the selected endpoint template has been configured, click the Test button to the right of the endpoint selection menu to retrieve a sample of the data that will be fetched. Sample data will be displayed in the Endpoint Test Result panel on the right, allowing you to verify that the source is configured correctly before saving.

Manual configuration​

Pipedrive data sources can also be manually configured to ingest data from any valid Pipedrive API endpoint, including endpoints not covered by the pre-built templates, chained API calls, or custom request parameters. Select the Advanced tab at the top of the configuration screen, and follow the instructions in Connect to Any API to configure the API method, endpoint URL, date/time and lookup macros, path to data, metadata, and request headers.

Pipedrive API endpoints are accessed through the API proxy base URL https://api-proxy.pipedrive.com (for example, https://api-proxy.pipedrive.com/deals). Response records are found under the $.data[*] path, with pagination and status information available under $.additional_data and $.success. Pipedrive has rate limits that vary by endpoint and account type — monitor your API usage in the Pipedrive admin panel to avoid throttling.

Once all of the relevant settings have been configured, click the Create button in the upper right corner of the screen to save and create the new Pipedrive data source. Nexla will now begin ingesting data from the configured endpoint and will organize any data that it finds into one or more Nexsets.

Use as a destination​

Click the + icon on the Nexset that will be sent to the Pipedrive destination, and select the Send to Destination option from the menu. Select the Pipedrive connector from the list of available destination connectors, then select the credential that will be used to connect to the Pipedrive organization, and click Next; or, create a new Pipedrive credential for use in this flow.

Endpoint templates​

Nexla provides pre-built templates that can be used to rapidly configure destinations to send data to common Pipedrive endpoints. Select the endpoint to which data will be sent from the Endpoint pulldown menu. Then, click on the template in the list below to expand it, and follow the instructions to configure additional endpoint settings.

Add a Person

Create new person records in your Pipedrive CRM. This endpoint is ideal for contact management and customer onboarding automation.

  • Person Data: Provide contact information, company associations, and custom fields
  • Contact Management: Create comprehensive customer profiles
  • Custom Fields: Include custom fields specific to your CRM configuration

This endpoint creates new person records based on the data you provide. Ensure your data matches Pipedrive's expected person schema for successful creation.

Add a Deal

Create new deal records in your Pipedrive sales pipeline. This endpoint is ideal for sales automation and deal management workflows.

  • Deal Data: Provide deal value, stage, probability, and associated contacts
  • Pipeline Integration: Assign deals to specific pipelines and stages
  • Sales Tracking: Include deal metadata and custom fields

This endpoint creates new deal records based on the data you provide. Ensure your data includes required fields such as title and pipeline ID for successful creation.

Add a Pipeline

Create new sales pipelines in your Pipedrive CRM. This endpoint is ideal for sales process management and pipeline configuration automation.

  • Pipeline Data: Provide pipeline name, stages, and configuration settings
  • Process Management: Define custom sales processes and workflows
  • Stage Configuration: Set up pipeline stages with probabilities and settings

This endpoint creates new pipeline records based on the data you provide. Ensure your data includes required fields such as name and stage configurations for successful creation.

Add a Product

Create new product records in your Pipedrive product catalog. This endpoint is ideal for product management and catalog automation.

  • Product Data: Provide product information, pricing, and inventory details
  • Catalog Management: Maintain comprehensive product catalogs
  • Pricing Information: Include cost and selling price data

This endpoint creates new product records based on the data you provide. Ensure your data includes required fields such as name for successful creation.

Manual configuration​

Pipedrive destinations can also be manually configured to send data to any valid Pipedrive API endpoint. Select the Advanced tab at the top of the configuration screen, and follow the instructions in Connect to Any API to configure the API method, data format, endpoint URL, request headers, attribute exclusions, record batching, and response webhooks.

Pipedrive destinations use the same API proxy base URL as data sources, https://api-proxy.pipedrive.com (for example, https://api-proxy.pipedrive.com/deals), and expect JSON as the request body format for most create and update operations. For update operations, include the resource ID at the end of the URL. Pipedrive has strict data validation requirements, so ensure your data matches the expected schema for the resource type you're creating or updating.

Save & activate​

Once all endpoint settings have been configured, click the Done button in the upper right corner of the screen to save and create the destination. To send the data to the configured Pipedrive endpoint, open the destination resource menu, and select Activate.

The Nexset data will not be sent to the Pipedrive endpoint until the destination is activated. Destinations can be activated immediately or at a later time, providing full control over data movement.