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Pipedrive

Nexla's bi-directional connectors can both send data to and receive data from any data system. This means that once a user has created or gained access to a credential for any data system, building any data flow to ingest data from or send data to a location within that data system requires only a few simple steps.

pipedrive_api.png

1. Credentials​

This section provides information about and step-by-step instructions for creating a new Pipedrive credential in Nexla.

  • After selecting the data source/destination type, click AddANewCredential.png in the Authenticate screen. This will open the Add New Credential window.

Configure the Credential​

  1. Enter a name for the credential in the Credential Name field.

  2. Optional: Enter a description for the credential in the Credential Description field.

    Resource Descriptions

    Resource descriptions should provide information about the resource purpose, data freshness, etc. that can help the owner and other users efficiently understand and utilize the resource.


  1. Enter or select the following information in the displayed fields:

    • Pipedrive Authorization URL – Pipedrive Authorization URL
    • Pipedrive Client ID – Pipedrive Client ID
    • Piipedrive Authorization State – Piipedrive Authorization State
    • Pipedrive Token URL – Pipedrive Token URL
    • Pipedrive Token Authorization Header – Pipedrive Token Authorization Header
    • Zoho Token Grant Type – Zoho Token Grant Type

Save the Credential​

  1. Once all of the relevant steps in the above sections have been completed, click the Save.png button at the bottom of the Add New Credential screen to save the configured credential.

  2. The newly added credential will now appear in a tile on the Authenticate screen during data source/destination creation and can be selected for use with a new data source or destination.


2. Data Source​

To ingest data from a Pipedrive location, follow the instructions in Section 2 of Common Setup for REST API-Based Systems.


3. Data Destination​

To send data to a Pipedrive location, follow the instructions in Section 3 of Common Setup for Databases and Data Warehouses.