Sources
Pipedrive
Configuration
To connect to the Pipedrive CRM API and set up the Pipedrive source in Mage, provide the following configuration parameters:
| Key | Description | Sample Value |
|---|---|---|
start_date | The start date in ISO format (YYYY-MM-DDTHH:MM:SSZ) to begin syncing data from Pipedrive (for supported resources). | 2010-01-01T00:00:00Z |
api_key | API key used to authenticate your Pipedrive account and access CRM data. | fake_api_key... |
What is Pipedrive?
Pipedrive is a leading customer relationship management (CRM) platform designed to help sales teams manage their pipelines efficiently. Integrating Pipedrive with Mage allows you to automate the extraction of CRM data like deals, leads, contacts, and activities for reporting and analytics.
How to Get Your api_key
- Log in to your Pipedrive account.
- Click on your profile picture (top right) → Company Settings → Personal Preferences → API.
- Copy your personal API token.
For more information, refer to Pipedrive’s API documentation.
Why Integrate Pipedrive with Mage?
- Automate data extraction: Schedule and sync CRM data without manual intervention.
- Custom analytics: Build advanced reports using Pipedrive data.
- Sales performance insights: Analyze deals, stages, activities, and forecasts.
- Unified data warehouse: Combine Pipedrive data with other business data for holistic reporting.
Supported Streams in Pipedrive
Mage’s Pipedrive integration extracts data from the following objects (streams):
- Activities
- Activity Types
- Currency
- Deal Products
- Deals
- Dealflow
- Filters
- Files
- Notes
- Organizations
- Persons
- Pipelines
- Products
- Stages
- Users