Connect Pipedrive to Metabase to Streamline Marketing Analytics

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What is Pipedrive?

Pipedrive is a powerful CRM software designed to help enterprise companies streamline their sales processes and boost productivity. Its intuitive interface helps organizations manage deals, track communication, and gain insights into sales performance. With Pipedrive, companies can better prioritize tasks, automate repetitive tasks, and customize their sales pipelines to match their unique processes. By leveraging Pipedrive's robust features, large enterprises can enhance their sales and marketing strategies, ultimately driving growth and increasing revenue.

What is Metabase?

Metabase is an open-source data visualization and business intelligence (BI) tool that empowers enterprise companies to make data-driven decisions. With its user-friendly interface, Metabase allows users to create interactive dashboards, explore data, and answer complex business questions without needing any coding or technical expertise. Its extensive library of data connectors makes it easy to import data from various sources, enabling businesses to benefit from a unified view of their data. By utilizing Metabase, large organizations can gain actionable insights, optimize their operations, and stay ahead of the competition.

Connecting Pipedrive to Metabase

Connecting Pipedrive to Metabase can be achieved by following these steps:

  • Export data from Pipedrive: Use Pipedrive's built-in export functionality to export your desired data as CSV or Excel files.
  • Import data into a database: Choose a database compatible with Metabase, such as PostgreSQL or MySQL, and import your exported Pipedrive data.
  • Configure Metabase data sources: In Metabase's admin panel, add the database you've imported your Pipedrive data into as a new data source.
  • Build visualizations and dashboards: Once the data source is connected, you can create custom Pipedrive dashboards and visualizations within Metabase.
  • Alternatively, use Improvado: Instead of manually exporting, importing, and configuring data sources, use Improvado's data extraction and load capabilities to automatically connect Pipedrive to Metabase.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
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Connecting Pipedrive to Metabase with Improvado

Improvado is the best solution for connecting Pipedrive to Metabase because it offers a seamless, automated process that eliminates manual data handling and ensures data accuracy. With Improvado, you can extract data from Pipedrive, transform and normalize it, and load it directly into Metabase. Its pre-built metrics and dimensions enable you to easily visualize and analyze your Pipedrive data in Metabase without any coding or technical expertise.

Moreover, Improvado's platform is highly scalable, allowing it to accommodate large volumes of data from multiple sources, making it perfect for enterprise companies. Its customization options enable businesses to tailor the data pipeline to their unique needs, ensuring they receive the most relevant insights. Lastly, Improvado's dedicated customer support ensures a seamless integration process and ongoing assistance when needed.

Summary of connection Pipedrive to Metabase

In summary, connecting Pipedrive to Metabase allows large enterprises to gain valuable insights from their sales and marketing data. Improvado simplifies this process by providing an automated, scalable, and customizable solution for integrating Pipedrive with Metabase. Its ability to process large volumes of data and centralize marketing and sales data ensures that businesses receive the most relevant insights for driving growth. To learn more about how Improvado can help you connect Pipedrive to Metabase, book a call with one of our experts today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.

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