Connect Pipedrive with Bold Data Hub

The Bold Data Hub Pipedrive connector loads sales CRM data from Pipedrive into Bold Reports^®. Pipedrive is a cloud-based sales Customer Relationship Management (CRM) tool for managing leads and deals.

How do I get the Pipedrive API token?

You copy the Pipedrive API token for Bold Data Hub from your Pipedrive personal preferences.

Set up a Pipedrive account.
In Pipedrive, go to your name (in the top right corner).
Select company settings.
Go to personal preferences.
Select the API tab.
Copy your API token.

Connection Properties

The Pipedrive connector in Bold Data Hub reads the following properties from the config section of a YAML file:

Connectorname: Pipedrive
Pipedrive_api_key: Pipedrive API key

Example Configuration

The following Bold Data Hub YAML template shows a complete Pipedrive extractor configuration:

version: 1
encrypt_credentials: false
plugins:
  extractors:
    - name: Pipedrive_data
      connectorname: Pipedrive
      config:
        pipedrive_api_key: <PIPEDRIVE API KEY>
      select:
        - TABLE1
        - TABLE2
      properties:
        since_timestamp: <SINCE TIME STAMP>

How do I connect Pipedrive in Bold Data Hub?

You connect Pipedrive by creating a project in Bold Data Hub and adding the Pipedrive template to it.

Click the Bold Data Hub icon on the Navigation Pane.
Click Add Project and enter a name for the new project.
Select the newly created project and add the Pipedrive template.
Update the Pipedrive API key in the template, and update the resources in the select property.
Click Save and choose the destination to save the pipeline.

Creating a pipeline in Bold Data Hub automatically creates a data source in Bold Reports^®. The Bold Reports^® data source is a live data source to the destination database used in Bold Data Hub.

Which Pipedrive resources are supported?

The Bold Data Hub Pipedrive connector supports the following resources:

The available resources are supported in Pipedrive
- activity
- organization
- person
- product
- deal
- pipeline
- stage
- user

Warning:

1. The `Encrypt_Credentials` property should be set to false when updating the new access token on the template. If you have modified other properties, such as 'select' or 'account id', the `Encrypt_Credentials` property must be set to true.  
2. The default lifetime of the access token is 1 hour. Therefore, you need to convert it to a long-lived access token to use the same token for 60 days. Existing tables should be maintained even if the token has expired or is being used as an invalid token.

How do I schedule the Pipedrive pipeline?

You schedule the Pipedrive pipeline in Bold Data Hub from the schedules tab, or you run it on demand.

To configure interval-based scheduling, click the schedules tab, select the created pipeline, click the schedule icon, and configure the schedule.
For an on-demand refresh, click the Run Now button.
Check the schedule history with the history option and the logs.
Click Logs to see whether the run is completed and the data source is created in Bold Reports^®.
Click the Edit DataSource option to view the created tables.