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Connect Pipedrive to Infograph

What it brings in: deals, archived deals, persons, organizations, activities and 18 more.

Connect Pipedrive 3 steps to set up

What you need

  • A Pipedrive account. Infograph reads with your user's permissions, so it sees the deals, people and organisations you can see in Pipedrive.
  • API access in your Pipedrive plan and role. If you cannot find your API token, ask a Pipedrive admin.

Steps

  1. Find your API token

    In Pipedrive, click your profile picture at the top right and choose Personal preferences, then the API tab. Each user has one API token.

  2. Copy it

    Copy the token. It is a string of 40 letters and numbers.

  3. Paste it in Infograph and choose your tables

    Open Pipedrive in Infograph, paste the token into API token and press Connect. Pick the tables you want and Infograph starts loading them, with their full history.

    Connect

What it syncs

Each becomes a table in Infolake that you can chart, report on or ask about. You choose which to sync.

Dealsdeals

Every deal that is not archived, open, won, lost and deleted, with its value, currency, stage, pipeline, owner, person, organisation and dates, plus your custom fields with their option labels. The base for pipeline and win-rate dashboards.

Ask: “What is our win rate by pipeline this quarter?”

Archived dealsarchived_deals

Deals you archived in Pipedrive, with the same fields as Deals.

Ask: “How much deal value did we archive last year?”

Peoplepersons

Every contact, with their name, emails, phones, organisation, owner and your custom fields.

Ask: “How many new contacts did we add each month this year?”

Organizationsorganizations

Every organisation, with its name, address, owner and your custom fields.

Ask: “Which organisations have the most open deals?”

Activitiesactivities

Calls, meetings, tasks and emails logged in Pipedrive, with type, owner, due date, whether done, and the deal or person they belong to.

Ask: “How many calls did each salesperson log last week?”

Show all 23 tables
Productsproducts

The products in your catalog, with their prices and your custom fields.

Ask: “Which products appear on the most won deals?”

Leadsleads

Every lead in your leads inbox that is not archived, with its title, value, labels, owner, and the person or organisation it is for.

Ask: “How many leads did we add each week this quarter?”

Archived leadsarchived_leads

Leads you archived, with the same fields as Leads.

Ask: “How many leads did we archive without converting them last quarter?”

Notesnotes

Notes written on deals, people, organisations and leads, with who wrote them and when.

Ask: “Which deals have had no notes in the last month?”

Deal historydeal_changes

Every change to a deal's fields, one row each, with the old and new value and when it happened. A stage change is a row for stage_id, so you can see how long deals spend in each stage.

Ask: “How many days do deals spend in each stage before they are won?”

Archived deal historyarchived_deal_changes

The same change history, for archived deals.

Ask: “Which stage did our archived deals stall in?”

Deal productsdeal_products

The product lines on each deal, with quantity, price and discount. A line removed from a deal can stay in this table.

Ask: “What is the average deal value by product?”

Pipelinespipelines

Your sales pipelines, with their names. Ties every deal and stage to its pipeline.

Ask: “How much open deal value is in each pipeline?”

Stagesstages

The stages of each pipeline, with their order and win probability. Turns stage ids on deals into names.

Ask: “How many open deals are in each stage of our main pipeline?”

Usersusers

The users in your Pipedrive company, with their name, email and role. Turns the owner on each deal into a name.

Ask: “Which salesperson closed the most deal value this quarter?”

Lead labelslead_labels

The labels you use on leads, with their names and colours.

Ask: “How many leads carry each label?”

Activity typesactivity_types

The types of activity in your account, such as call, meeting and email.

Ask: “What share of our activities are meetings?”

Currenciescurrencies

The currencies Pipedrive supports, with their codes and symbols, for reading deal values.

Ask: “Which currencies are our deals in?”

Deal fieldsdeal_fields

Every field on deals, built-in and custom, with its name, type and options. Explains what each custom field on a deal means.

Ask: “Which custom fields do we have on deals?”

Person fieldsperson_fields

Every field on people, with its name, type and options.

Ask: “Which custom fields do we have on contacts?”

Organization fieldsorganization_fields

Every field on organisations, with its name, type and options.

Ask: “Which custom fields do we have on organisations?”

Product fieldsproduct_fields

Every field on products, with its name, type and options.

Ask: “Which custom fields do we have on products?”

Activity fieldsactivity_fields

Every field on activities, with its name, type and options.

Ask: “Which custom fields do we have on activities?”

Troubleshooting

Each entry is the message Infograph shows when a connection fails. Open it for the fix.

Those credentials were not accepted.

Pipedrive did not accept the token. Check you copied all 40 characters. A token stops working when its user is deactivated or regenerates it under Personal preferences, API: copy the new one, open the connection in Infograph, choose Edit configuration and paste it.

Common problems

These happen in Pipedrive itself, where Infograph cannot see them.

Some deals or people are missing

The token reads what its user can see. If your Pipedrive uses visibility groups, records hidden from your user are not synced. Connect with the token of a user who can see everything, such as an admin.

Archived deals and leads are in their own tables

Pipedrive lists archived deals and leads separately, so Infograph syncs them as Archived deals and Archived leads. A deal archived after it was synced keeps its last row in Deals too: to count only active deals, leave out the ones whose id is in Archived deals.

Deleted records stay for a while

Deals deleted in Pipedrive come back with is_deleted set for 30 days, then Pipedrive purges them. Filter on is_deleted when you add up totals.