Setup Guide - Pipedrive

Follow our setup guide to connect Pipedrive to DataChannel.

Prerequisites

To connect Pipedrive to DataChannel, you need:

  • An active Pipedrive account with permissions to access data from accounts you’d like to sync and decide which breakdowns and fields you’d like to sync

Setup instructions

  1. Select a data destination for your Pipedrive Data. If you have not yet added a data warehouse, go to data warehouse tab and add a warehouse.

    Data Warehouse once selected cannot be changed.

  2. Authorise DataChannel to connect to your Pipedrive account using the + icon with your Name, API Key & Subdomain. For more details on obtaining your API Key refer here.

    pipedrive new creds

  3. Click on + Data Pipeline to start adding data pipelines to your account.

    pipedrive data source detail

  4. Details of individual objects and reports are available here.

  5. Select the required pipeline from the list and click Next

pipedrive pipelines list

  1. Configure the pipelines by setting the report parameters in the given fields.

Still have Questions?

We’ll be happy to help you with any questions you might have! Send us an email at info@datachannel.co.

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