How to Integrate Pipedrive with Daton

This subtopic provides step-by-step instructions to create Pipedrive integrations in Daton, detailing the prerequisites, the integration process, and important notes.

Pre-requisites

Before starting, ensure you have

• An active Pipedrive and Daton account.

• Pipedrive Company URL. (If you are unable to fetch the company URL, read How to get the company domain.)

Integrate Daton with Pipedrive

1. Log in to your Daton account and search for Pipedrive in the list of Connectors, then click Configure.

2. Enter or select the following details and click Authenticate:

   • Integration Name (required) Note that the Integration Name will be used to create the integration tables and cannot be modified later.

   • Pipedrive Company URL (required)

   • Optionally, add a description to identify the integration.

   • Replication Frequency

   • Replication Start Date

   • Optionally, expand the Advanced Configuration Options section and, based on your requirements, modify the options to control the loading behavior of Daton.

   
3. You'll be redirected to the Pipedrive login page in a new browser tab; proceed to log in to your account. Provide the required authorizations and return to your Daton integration tab.

   
4. After successful authentication, select the required tables from the list of available tables and click Next.

   • Based on your requirement, select specific options for each selected table.

   
5. Select the required fields for each table and click Submit.

   

   • Note that you will be prompted to select the destination for your account.

6. Select the destination for extracting Pipedrive data for replication and click Confirm. An integration successful message will be displayed.

Important Note

• Integrations would begin in the Pending state and change to the Active state once the first job successfully loaded data into the configured warehouse.

• Users can check job status and process logs from the integration details page by clicking on the integration name in the active list.

• Users can Re-Authenticate, Edit, Clone, Pause, or Delete the integration at any moment by clicking on settings. You can also adjust the frequency and history of the integration.

• On the Sources page, click Integration to access each table in your integration. The page also shows the state of each table, the last replicated time, and the Reload access buttons.