Pipedrive feature snapshot

A high-level look at Stitch's Pipedrive (v05-10-2016) integration, including release status, useful links, and the features supported in Stitch.

STITCH
Release Status

Deprecated

Supported By

Singer Community

Stitch Plan

Free

DATA SELECTION
Table Selection

Unsupported

Column Selection

Unsupported

REPLICATION SETTINGS
Anchor Scheduling

Unsupported

Advanced Scheduling

Unsupported

Table-level Reset

Unsupported

Configurable Replication Methods

Unsupported

TRANSPARENCY
Extraction Logs

Unsupported

Loading Reports

Supported

Connecting Pipedrive

Connecting your Pipedrive data to Stitch is a five-step process:

  1. Create a Stitch Pipedrive user
  2. Retrieve your Pipedrive API token
  3. Add Pipedrive as a Stitch data source
  4. Define the Historical Sync
  5. Define the Replication Frequency

Creating a Stitch Pipedrive User

To ensure Stitch can access and replicate all your data, the Pipedrive credentials you use to connect to Stitch need Admin permissions. We recommend that you create a separate Pipedrive Admin user for Stitch, but this isn’t mandatory to use the integration. Creating a user for us simply makes our activity easier to distinguish in logs and audits.

If you don’t want to create a user for us, simply ensure that the credentials you use to connect to Stitch have Admin permissions. If the API token associated with a non-Admin user is used to set up the integration, Stitch may be unable to access and replicate all of your data.

Note that users are counted at the account-level in Pipedrive, not the company level. If you want to create a user for us and are concerned about the cost of your Pipedrive subscription, don’t worry - you won’t be charged twice.

Connecting Multiple Pipedrive Companies

If you want to connect more than one Pipedrive company to Stitch, you’ll have to repeat the entire process in this article for each company you want to add. Essentially, you’ll have to create a separate Pipedrive integration for each company.

Our Pipedrive integration uses an API Token to authenticate. Pipedrive API tokens are unique not only at the user level, but the company level as well. This means that a user’s API Token will vary from company to company, even if everything is housed in the same Pipedrive account.

Retrieving Your Pipedrive API Token

  1. If you created a Pipedrive user for Stitch, sign into Pipedrive as the Stitch user.

    If you didn’t, sign into Pipedrive as an Admin user.

  2. Click the user menu (where your avatar is) in the top right corner of the screen.
  3. Click Settings.
  4. In the settings menu, click API.
  5. The user’s API Token will display.

Leave this page open for now - you’ll need it to complete the setup in Stitch.

Add Pipedrive as a Stitch data source

  1. Sign into your Stitch account.
  2. On the Stitch Dashboard page, click the Add Integration button.

  3. Click the Pipedrive icon.

  4. Enter a name for the integration. This is the name that will display on the Stitch Dashboard for the integration; it’ll also be used to create the schema in your destination.

    For example, the name “Stitch Pipedrive” would create a schema called stitch_pipedrive in the destination. Note: Schema names cannot be changed after you save the integration.

  5. Paste the Pipedrive API Token into the API Token field.

Define the Historical Sync

The Sync Historical Data setting will define the starting date for your Pipedrive integration. This means that:

  • For tables using Incremental Replication, data equal to or newer than this date will be replicated to your data warehouse.
  • For tables using Full Table Replication, all data - including records that are older, equal to, or newer than this date - will be replicated to your data warehouse.

Change this setting if you want to replicate data beyond Pipedrive’s default setting of 1 year. For a detailed look at historical replication jobs, check out the Syncing Historical SaaS Data guide.

Create a replication schedule

In the Replication Frequency section, you’ll create the integration’s replication schedule. An integration’s replication schedule determines how often Stitch runs a replication job, and the time that job begins.

Pipedrive integrations support the following replication scheduling methods:

To keep your row usage low, consider setting the integration to replicate less frequently. See the Understanding and Reducing Your Row Usage guide for tips on reducing your usage.

Initial and historical replication jobs

After you finish setting up Pipedrive, its Sync Status may show as Pending on either the Stitch Dashboard or in the Integration Details page.

For a new integration, a Pending status indicates that Stitch is in the process of scheduling the initial replication job for the integration. This may take some time to complete.

Free historical data loads

The first seven days of replication, beginning when data is first replicated, are free. Rows replicated from the new integration during this time won’t count towards your quota. Stitch offers this as a way of testing new integrations, measuring usage, and ensuring historical data volumes don’t quickly consume your quota.


Pipedrive Schema

Want to check out what your data looks like in Pipedrive’s API? If you still have your API Token handy, you can enter it on Pipedrive’s website to interact directly with the API and see your data in raw JSON format.

In the Attributes section for each table is a link to Pipedrive’s documentation for that endpoint. Use those links to interact with Pipedrive’s API.

Included Tables

Stitch's Pipedrive integration includes these tables:


activities

Replication Method: Key-based Incremental
Primary Key: id
Contains Nested Structures?: No

The activities table contains info about the activities (calls, tasks, lunches, etc.) in your Pipedrive account.

Table Info & Attributes

activities Attributes

While we try to include everything Pipedrive has here, this may not be a full list of attributes. Refer to Pipedrive's documentation for a full list and description of each attribute.

  • Activity ID (id)

  • active_flag

  • add_time

  • assigned_to_user_id

  • company_id

  • created_by_user_id

  • deal_dropbox_bcc

  • deal_id

  • deal_title

  • done

  • due_date

  • due_time

  • duration

  • marked_as_done_time

  • note

  • org_id

  • org_id

  • owner_name

  • person_dropbox_bcc

  • person_id

  • person_name

  • reference_type

  • subject

  • type

  • update_time

  • user_id

activity_types

Replication Method: Full Table
Primary Key: id
Contains Nested Structures?: No

The activity_types table contains info about the various activity types in your Pipedrive account.

Table Info & Attributes

activity_types Attributes

While we try to include everything Pipedrive has here, this may not be a full list of attributes. Refer to Pipedrive's documentation for a full list and description of each attribute.

  • Activity Type ID (id)

  • active_flag

  • add_time

  • icon_key

  • is_custom_flag

  • key_string

  • name

  • order_nr

currencies

Replication Method: Full Table
Primary Key: id
Contains Nested Structures?: No

The currencies table contains info about the currencies listed in your Pipedrive account.

Table Info & Attributes

currencies Attributes

While we try to include everything Pipedrive has here, this may not be a full list of attributes. Refer to Pipedrive's documentation for a full list and description of each attribute.

  • Currency ID (id)

  • active_flag

  • code

  • decimal_points

  • is_custom_flag

  • name

  • symbol

deals

Replication Method: Key-based Incremental
Primary Key: id
Contains Nested Structures?: No

The deals table contains info about the deals in your Pipedrive account.

Table Info & Attributes

deals Attributes

While we try to include everything Pipedrive has here, this may not be a full list of attributes. Refer to Pipedrive's documentation for a full list and description of each attribute.

  • Deal ID (id)

  • active

  • activites_count

  • add_time

  • cc_email

  • creator_user_id

  • currency

  • deleted

  • done_activities_count

  • expected_close_date

  • followers_count

  • formatted_value

  • formatted_weighted_value

  • last_activity_date

  • last_activity_id

  • next_activity_date

  • next_activity_duration

  • next_activity_id

  • next_activity_note

  • next_activity_subject

  • next_activity_time

  • next_activity_type

  • notes_count

  • org_hidden

  • org_id

  • org_name

  • owner_name

  • participants_count

  • person_hidden

  • person_id

  • person_name

  • pipeline_id

  • reference_activites_count

  • rotten_time

  • stage_id

  • stage_order_nr

  • status

  • title

  • undone_activites_count

  • update_time

  • user_id

  • value

  • visible_to

  • weighted_value

email_messages

Replication Method: Key-based Incremental
Primary Key: id
Contains Nested Structures?: Yes

The email_messages table contains info about the email messages sent and received through your Pipedrive account. Your Pipedrive account must have the Mailbox feature enabled to replicate this data.

Table Info & Attributes

email_messages & Nested Structures

This table contains nested structures. If you use a data warehouse that doesn't natively support nested structures, some of the attributes listed below may be in a subtable.

These items are marked with a *

email_messages Attributes

While we try to include everything Pipedrive has here, this may not be a full list of attributes. Refer to Pipedrive's documentation for a full list and description of each attribute.

  • Email Message ID (id)

  • company_id

  • user_id

  • message_id

  • external_message_id

  • thread_id

  • mailbox

  • subject

  • summary

  • active

  • read

  • replied

  • sent

  • draft

  • has_body

  • include_body

  • read_time

  • language_code

  • reply_to_message_id

  • messages_to*

  • messages_from*

  • sent_error

  • attachment_count

  • draft_parameters

  • person_id

  • org_id

  • message_time

  • update_time

  • add_time

email_threads

Replication Method: Key-based Incremental
Primary Key: id
Contains Nested Structures?: Yes

The email_threads table contains info about the email threads in your Pipedrive account. Individual emails are organized into threads.

Table Info & Attributes

email_threads & Nested Structures

This table contains nested structures. If you use a data warehouse that doesn't natively support nested structures, some of the attributes listed below may be in a subtable.

These items are marked with a *

email_threads Attributes

While we try to include everything Pipedrive has here, this may not be a full list of attributes. Refer to Pipedrive's documentation for a full list and description of each attribute.

  • Email Thread (id)

  • company_id

  • user_id

  • deal_id

  • first_message_subject

  • last_message_subject

  • total_messages

  • unread_messages

  • last_message_summary

  • first_message_time

  • last_message_time

  • replied

  • shared

  • last_message_attachment

  • last_message_cc

  • last_message_bcc

  • active

  • attachment

  • draft_messages

  • org_id

  • add_time

  • update_time

  • last_message_from*

  • last_message_to*

  • labels*

files

Replication Method: Key-based Incremental
Primary Key: id
Contains Nested Structures?: No

The files table contains info about the files in your Pipedrive account.

Table Info & Attributes

files Attributes

While we try to include everything Pipedrive has here, this may not be a full list of attributes. Refer to Pipedrive's documentation for a full list and description of each attribute.

  • File ID (id)

  • name

  • type

  • active

  • inline

  • remote_location

  • remote_id

  • cid

  • s3_bucket

  • deal_name

  • person_name

  • org_name

  • product_name

  • url

  • description

  • add_time

  • update_time

  • user_id

  • person_id

  • org_id

  • product_id

  • email_message

  • activity

  • mail_message

filters

Replication Method: Key-based Incremental
Primary Key: id
Contains Nested Structures?: No

The filters table contains info about the filters that can be applied to Deals, Persons, Organizations, Products, and Activities in your Pipedrive account.

Table Info & Attributes

filters Attributes

While we try to include everything Pipedrive has here, this may not be a full list of attributes. Refer to Pipedrive's documentation for a full list and description of each attribute.

  • Filter ID (id)

  • active_flag

  • add_time

  • name

  • type

  • update_time

  • user_id

  • visible_to

notes

Replication Method: Key-based Incremental
Primary Key: id
Contains Nested Structures?: No

The notes table contains info about notes associated with deals.

Table Info & Attributes

notes Attributes

While we try to include everything Pipedrive has here, this may not be a full list of attributes. Refer to Pipedrive's documentation for a full list and description of each attribute.

  • Note ID (id)

  • active_flag

  • add_time

  • content

  • deal__title

  • deal_id

  • org_id

  • organization_name

  • pinned_to_deal_flag

  • pinned_to_organization_flag

  • pinned_to_person_flag

  • update_time

  • user__email

  • user__is_you

  • user__name

  • user_id

organizations

Replication Method: Key-based Incremental
Primary Key: id
Contains Nested Structures?: No

The organizations table contains info about the organizations - or the companies you’re doing deals with - in your Pipedrive account.

Table Info & Attributes

organizations Attributes

While we try to include everything Pipedrive has here, this may not be a full list of attributes. Refer to Pipedrive's documentation for a full list and description of each attribute.

  • Organization ID (id)

  • active_flag

  • activities_count

  • add_time

  • address

  • address_admin_area_level_1

  • address_admin_area_level_2

  • address_country

  • address_formatted_address

  • address_locality

  • address_postal_code

  • address_route

  • address_street_number

  • address_sublocality

  • address_subpremise

  • cc_email

  • company_id

  • done_activities_count

  • email_messages_count

  • first_char

  • followers_count

  • last_activity_date

  • last_activity_id

  • lost_deals_count

  • name

  • next_activity_date

  • next_activity_id

  • next_activity_time

  • notes_count

  • open_deals_count

  • owner_id

  • people_count

  • reference_activites_count

  • undone_activities_count

  • update_time

  • visible_to

  • won_deals_count

persons

Replication Method: Key-based Incremental
Primary Key: id
Contains Nested Structures?: Yes

The persons table contains info about the ‘persons’ in your Pipedrive account. These are the customers you’re doing deals with.

Table Info & Attributes

persons & Nested Structures

This table contains nested structures. If you use a data warehouse that doesn't natively support nested structures, some of the attributes listed below may be in a subtable.

These items are marked with a *

persons Attributes

While we try to include everything Pipedrive has here, this may not be a full list of attributes. Refer to Pipedrive's documentation for a full list and description of each attribute.

  • Person ID (id)

  • active_flag

  • activities_count

  • add_time

  • cc_email

  • company_id

  • done_activities_count

  • email*

  • email_messages_count

  • first_char

  • followers_count

  • last_activity_date

  • last_activity_id

  • last_incoming_mail_time

  • last_name

  • lost_deals_count

  • name

  • next_activity_date

  • next_activity_id

  • next_activity_time

  • notes_count

  • open_deals_count

  • org_id

  • org_name

  • owner_id

  • participant_closed_deals_count

  • participant_open_deals_count

  • phone*

  • reference_activities_count

  • undone_activities_count

  • update_time

  • visible_to

  • won_deals_count

pipelines

Replication Method: Full Table
Primary Key: id
Contains Nested Structures?: No

The pipelines table contains info about the pipelines in your account.

Table Info & Attributes

pipelines Attributes

While we try to include everything Pipedrive has here, this may not be a full list of attributes. Refer to Pipedrive's documentation for a full list and description of each attribute.

  • Pipeline ID (id)

  • active

  • add_time

  • name

  • order_nr

  • selected

  • url_title

products

Replication Method: Key-based Incremental
Primary Key: id
Contains Nested Structures?: No

The products table contains info about the products in your account. Products must be enabled in your account, or there’ll be no data for Stitch to replicate.

Table Info & Attributes

A set of the prices__[currency]__[attribute] columns will be created for every currency enabled in your account.

If USD, for example:

  • prices__usd__cost - prices__usd__currency
  • prices__usd__id
  • prices__usd__overhead_cost
  • prices__usd__price
  • prices__usd__product_id

products Attributes

While we try to include everything Pipedrive has here, this may not be a full list of attributes. Refer to Pipedrive's documentation for a full list and description of each attribute.

  • Product ID (id)

  • active

  • add_time

  • code

  • first_char

  • followers_count

  • name

  • owner_id

  • prices__[currency]__cost

  • prices__[currency]__currency

  • prices__[currency]__id

  • prices__[currency]__overhead_cost

  • prices__[currency]__price

  • prices__[currency]__product_id

  • selectable

  • tax

  • update_time

  • visible_to

stages

Replication Method: Full Table
Primary Key: id
Contains Nested Structures?: No

The stages table contains info about the stages in each of your pipelines.

Table Info & Attributes

stages Attributes

While we try to include everything Pipedrive has here, this may not be a full list of attributes. Refer to Pipedrive's documentation for a full list and description of each attribute.

  • Stage ID (id)

  • active_flag

  • add_time

  • deal_probability

  • name

  • order_nr

  • pipeline_id

  • pipeline_name

  • rotten_days

  • rotten_flag

  • update_time

users

Replication Method: Key-based Incremental
Primary Key: id
Contains Nested Structures?: No

The users table contains information about the internal users of your Pipedrive account.

Table Info & Attributes

users Attributes

While we try to include everything Pipedrive has here, this may not be a full list of attributes. Refer to Pipedrive's documentation for a full list and description of each attribute.

  • User ID (id)

  • activated

  • active_flag

  • created

  • default_currency

  • email

  • is_admin

  • is_you

  • lang

  • last_login

  • locale

  • modified

  • name

  • phone

  • role_id

  • timezone_name



Questions? Feedback?

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