Pipedrive Data Source

Overview

The Pipedrive connector provides powerful data ingestion capabilities for CRM data, sales pipeline management, and customer relationship analytics. You can choose from pre-configured endpoint templates for common use cases or manually configure custom endpoints for specific data requirements.

Prerequisites

Before creating a Pipedrive data source, ensure you have:

• A configured Pipedrive credential (see Pipedrive Authorization)
• Access to the Pipedrive data you want to ingest
• Understanding of Pipedrive's data structure and API endpoints

For complete information about Pipedrive's API capabilities, see the official Pipedrive API documentation.

Endpoint Templates

The following pre-configured endpoint templates are available for common Pipedrive data ingestion scenarios:

• Get All Persons: Retrieve all person records with automatic pagination
• Get All Deals: Retrieve all deal records with automatic pagination
• Get All Pipelines: Retrieve all pipeline records with automatic pagination
• Get All Products: Retrieve all product records with automatic pagination

Get All Persons

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

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

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

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.

Manual Configuration

If the pre-configured templates don't meet your needs, you can manually configure custom Pipedrive API endpoints.

API Method

Select the HTTP method for your API request:

• GET: For retrieving data (most common for Pipedrive API)
• POST: For creating or updating resources

API Endpoint URL

Configure the complete Pipedrive API endpoint URL:

1. Base URL: Use the Pipedrive API proxy URL: https://api-proxy.pipedrive.com
2. API Path: Specify the Pipedrive API resource you want to access (e.g., persons, deals, pipelines)
3. Query Parameters: Add any required or optional query parameters

Example URLs:

• https://api-proxy.pipedrive.com/persons - Retrieve all persons
• https://api-proxy.pipedrive.com/deals - Retrieve all deals
• https://api-proxy.pipedrive.com/products - Retrieve all products

Date/Time Macros

Use dynamic datetime placeholders for flexible endpoint configuration:

• ${start.cron}: Current execution time in cron format
• ${start.iso}: Current execution time in ISO 8600 format
• ${start.unix}: Current execution time as Unix timestamp

Example with date filtering:

https://api-proxy.pipedrive.com/deals?since_timestamp=${start.unix}

Lookup-Based Macros

Reference data from other Nexla sources for dynamic endpoint configuration:

• ${lookup.source_name.field_name}: Access specific fields from other data sources
• ${lookup.source_name.field_name[*]}: Access array elements from lookup sources

Path to Data

Specify which part of the Pipedrive API response contains the relevant data:

• JSON Path: Use dot notation for nested data access
  • $.data.items[*] - All items in the response
  • $.data[*] - All data items in the response
  • $.additional_data[*] - Additional data items

Metadata

Preserve contextual information from Pipedrive API responses:

• $.additional_data: Pagination and metadata information
• $.success: API response success status
• $.data: Main data array containing the requested records

Request Headers

Configure additional HTTP headers for API customization:

• Authorization: Automatically handled by Nexla using your Pipedrive credential
• Content-Type: Usually application/json for Pipedrive API
• Accept: Specify response format (e.g., application/json)

Example headers:

Content-Type: application/json
Accept: application/json

Testing Your Configuration

After configuring your Pipedrive data source:

1. Test Connection: Verify that Nexla can successfully connect to Pipedrive
2. Preview Data: Review a sample of the data that will be ingested
3. Validate Schema: Ensure the data structure matches your expectations
4. Check Rate Limits: Monitor Pipedrive's rate limiting to avoid API throttling

Pipedrive has rate limits that vary by endpoint and account type. Monitor your API usage in the Pipedrive admin panel to ensure you stay within limits.

Important

Always test your Pipedrive data source with appropriate permissions. Ensure your credential has access to the specific Pipedrive data you're trying to retrieve.