Documentation

Description

‍Pipedrive is the easy-to-use, #1 user-rated CRM tool.

The schema information shows all report types you can use to extract data from Pipedrive.

Follow our setup guide to connect Pipedrive to Improvado.

‍Step 1. Click the Make a new Connection on the Connections page.
Categories on the Data sources page group all available platforms. Use a search to find the required one.

‍Step 2. Click on the Pipedrive tile.

Step 3. Authorize your Pipedrive account using your API Token.

Important: You can get your API Token by following the official instruction.

‍Step 4. After completing the connection process, the Pipedrive connection will appear in your Connected sources list.

‍Step 5. When the connection status is Active, and the account status column shows a number of accounts, you can move on to data extraction.

Step 6. To extract data from the connected sources, check the instruction on how to set up data extraction.