Pipedrive connector · CRM & Marketing
Pipedrive Power BI connector
The DigiData Pipedrive connector reads your CRM data from the connected Pipedrive company over OAuth2 and makes it available through OData and CSV.
Here you will find the supported data, operation and availability of the connection.
Last reviewed:
The reason
Why connect Pipedrive to DigiData?
Connect Pipedrive over OAuth2 and sync company and users, persons, organizations, active and archived deals, leads, pipelines, stages, activities, products, notes and goals to DigiData. Field definitions are fetched before records, so your custom fields and option lists are preserved. Changes in Pipedrive also reach DigiData quickly.
More about Pipedrive: www.pipedrive.com.
Connecting Pipedrive to Power BI in short
The Pipedrive connector is available and synchronizes supported tables such as Company and users, Persons and organizations, Deals and leads and Pipelines and stages. DigiData offers these source records via OData for Power BI and Excel and via CSV for separate exports. The connector only supplies the entities listed on this page; source permissions, the source API, and your sync schedule determine which records and updates are available. You set up relationships, calculations and dashboards in the reporting tool.
Conditions
Availability, setup and conditions
- Availability
- Status: Available. The connector provides the entities listed on this page under "Available data".
- Setup
- Add Pipedrive in the DigiData dashboard and configure access to the source. DigiData confirms during setup which accounts and entities are available.
- Refresh
- Automatic synchronization based on the integration schedule. New source data will not appear until the source sync and then the Power BI refresh are complete.
- Security
- API keys and tokens for linked applications are stored encrypted.
- Limitations
- Only the listed entities are supported. Availability and timeliness depend in part on the source API and your rights in Pipedrive. DigiData supplies the source data to DigiData dashboards and the AI agent, and through OData and CSV to your own reporting tool. In Power BI or Excel you set up relationships and measures yourself.
- Price and trial period
- €50 per month for the Pipedrive connector, plus a €95 monthly DigiData platform fee, without start-up costs. You can test DigiData 14 days for free. View current prices.
What you get
What do you get with the Pipedrive link?
An overview of what DigiData does with your Pipedrive data:
Which data
Available Pipedrive data in DigiData
The following entities are automatically synchronized and available via OData or CSV export:
Use cases
What can you do with Pipedrive data?
Report pipeline value and conversion per stage
Track sales activity per team member
Analyse won and lost deals
Combine Pipedrive with accounting data in one reporting model
How it works
How does the Pipedrive link work?
Connect Pipedrive
Link your Pipedrive account via the DigiData dashboard. Safe and fast.
Select your dates
Check which accounts, environments, and entities are available for this resource. The options differ per connector.
Analyze in Power BI
Use the OData feed in Power BI, Excel or download CSV exports.
Build a Pipedrive dashboard with AI
Describe which overview of your Pipedrive data you want to see and the DigiData AI agent builds the dashboard, with filters, drilldowns and a presentation mode for TV screens or meetings. You do not need a Power BI model and you do not pay per viewer.
Pipedrive in Power BI
Load Pipedrive_Deals, Pipedrive_Persons, Pipedrive_Organizations, Pipedrive_Activities, Pipedrive_Stages and more into Power BI through the DigiData OData feed. Each table has fixed columns and joins by ID, for example deals to stages, persons and organizations. Custom fields are stored per record in Pipedrive_CustomFieldValues.
Frequently asked questions
Questions about the Pipedrive integration
How do I connect Pipedrive to Power BI?
With DigiData you automatically synchronize Pipedrive data to an OData feed. In Power BI Desktop, choose 'Get Data', select OData feed and paste the DigiData URL. You can then load, combine and refresh the tables without building a Pipedrive API connection yourself.
How often is Pipedrive data refreshed?
DigiData synchronizes Pipedrive according to your integration schedule. The exact frequency and availability of new records depend on your settings and the source API.
What does the Pipedrive connection cost?
DigiData charges platform costs plus an amount per active integration. There are no start-up costs and you can test for 14 days for free. View the current price on the prices page.
Which Pipedrive data does DigiData sync?
Company and users, persons, organizations, deals, leads, pipelines, stages, activities, products, notes and goals, including custom fields. Goals are available when your Pipedrive plan and permissions allow it.
Can DigiData change data in Pipedrive?
No. The connector only reads data. DigiData only receives a signal when something changes, so your data is up to date sooner.
Combine
Other integrations that may interest you
Most companies do not run on one package. Place Pipedrive next to your other sources, so that you have one report.
14 days free · no start-up costs
Ready to connect Pipedrive to DigiData?
Use the trial period to validate the available tables, synchronization and your reporting model with your own data.
