Setup Guide - Pipedrive

Follow our setup guide to reverse ETL to Pipedrive using DataChannel.

Prerequisites

To connect Pipedrive to DataChannel, you need an active Pipedrive account with permissions to write data to the accounts you’d like to sync.

Setup Instructions

  1. Create a data model and specify the data warehouse from which you want the data for your Pipedrive. If you have not yet added a data warehouse, go to data warehouse tab and add a warehouse.

  2. Authorise DataChannel to connect to your Pipedrive using your Name, API Key & Sub Domain. Read more about Pipedrive authentication here

    pipedrive reverse new creds

  3. Click on + Data Sync to start adding data syncs to your account.

    pipedrive reverse data source detail

  4. Details of individual syncs are available here.

  5. Select the required sync fron the list and click Next

pipedrive reverse syncs list

  1. Configure the sync 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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