# Pipedrive

### Snapshot

| Features                        | Details                                          |
| ------------------------------- | ------------------------------------------------ |
| Release Status                  | Released                                         |
| Source API Version              | 2.0                                              |
| Table Selection                 | Yes                                              |
| Column Selection                | Yes                                              |
| Edit Integration                | Yes                                              |
| Replication Type Selection      | No                                               |
| Authentication Parameters       | <p>Pipedrive email <br> pipedrive password</p>   |
| Replication Type                | <p>Full Replication<br>Key based replication</p> |
| Replication Key                 | <p>NA<br>lastRunDate</p>                         |
| Suggested Replication Frequency | 24 hrs                                           |

| Tables/APIs Supported |              |
| --------------------- | ------------ |
| Deals                 | DealsSummary |
| DealActivities        | Notes        |
| Activities            | Stages       |
| Persons               | Files        |
| Pipelines             | Users        |
| Organisations         | Leads        |
| LeadLabels            | LeadSources  |

### Integrate Pipedrive with Daton

1. Signin to Daton
2. Select Pipedrive from Integrations page
3. Provide Integration Name Replication Frequency and History. Integration name would be used in creating tables for the integration and cannot be changed later
4. Provide your pipedrive email and password to authorize Daton to periodically extract data Pipedrive.
5. Post successful authentication you will be prompted to choose from the list of available tables
6. Then select all required fields for each table
7. Submit the integration

### Workflow

1. Integrations would be in Pending state initially and will be moved to Active state as soon as the first job loads data successfully on to the configured warehouse
2. Users would be able to edit/pause/re-activate/delete integration anytime
3. Users can view job status and process logs from the integration details page by clicking on the integration name from the active list

### Pipedrive Data

**Deals**

Purpose: Returns all deals. For more information on how to get all deals,

Source API Documentation  <https://developers.pipedrive.com/docs/api/v1/#!/Deals/get_deals>

Replication: Key-Based Replication

Replication Key: lastRunDate

**Fields**

| Name                       | Target Datatype |
| -------------------------- | --------------- |
| deal\_participants         | RECORD          |
| deal\_activities           | RECORD          |
| deal\_persons              | RECORD          |
| deal\_followers            | RECORD          |
| deal\_details              | RECORD          |
| deal\_updates              | RECORD          |
| id                         | NUMERIC         |
| creator\_user\_id          | RECORD          |
| user\_id                   | RECORD          |
| person\_id                 | RECORD          |
| org\_id                    | RECORD          |
| stage\_id                  | RECORD          |
| title                      | STRING          |
| value                      | NUMERIC         |
| currency                   | STRING          |
| add\_time                  | TIMESTAMP       |
| update\_time               | TIMESTAMP       |
| stage\_change\_time        | STRING          |
| active                     | BOOLEAN         |
| deleted                    | BOOLEAN         |
| status                     | STRING          |
| probability                | NUMERIC         |
| next\_activity\_date       | STRING          |
| next\_activity\_time       | STRING          |
| next\_activity\_id         | STRING          |
| last\_activity\_id         | STRING          |
| last\_activity\_date       | STRING          |
| lost\_reason               | STRING          |
| visible\_to                | STRING          |
| close\_time                | STRING          |
| pipeline\_id               | NUMERIC         |
| won\_time                  | TIMESTAMP       |
| first\_won\_time           | TIMESTAMP       |
| lost\_time                 | TIMESTAMP       |
| products\_count            | NUMERIC         |
| files\_count               | NUMERIC         |
| notes\_count               | NUMERIC         |
| followers\_count           | NUMERIC         |
| email\_messages\_count     | NUMERIC         |
| activities\_count          | NUMERIC         |
| done\_activities\_count    | NUMERIC         |
| undone\_activities\_count  | NUMERIC         |
| participants\_count        | NUMERIC         |
| expected\_close\_date      | DATE            |
| last\_incoming\_mail\_time | TIMESTAMP       |
| last\_outgoing\_mail\_time | TIMESTAMP       |
| label                      | STRING          |
| stage\_order\_nr           | NUMERIC         |
| person\_name               | STRING          |
| org\_name                  | STRING          |
| next\_activity\_subject    | STRING          |
| next\_activity\_type       | STRING          |
| next\_activity\_duration   | STRING          |
| next\_activity\_note       | STRING          |
| formatted\_value           | STRING          |
| weighted\_value            | NUMERIC         |
| formatted\_weighted\_value | STRING          |
| weighted\_value\_currency  | STRING          |
| rotten\_time               | TIMESTAMP       |
| owner\_name                | STRING          |
| cc\_email                  | STRING          |
| org\_hidden                | BOOLEAN         |
| person\_hidden             | BOOLEAN         |
| custom\_fields             | RECORD          |

**DealsSummary**

Purpose: Returns summary of all the deals.

Source API Documentation  <https://developers.pipedrive.com/docs/api/v1/#!/Deals/get_deals_summary>

Replication: Full Replication

Replication Key: NA

**Fields**

| Name                                                   | Target Datatype |
| ------------------------------------------------------ | --------------- |
| values\_total                                          | RECORD          |
| weighted\_values\_total                                | RECORD          |
| total\_count                                           | NUMERIC         |
| total\_currency\_converted\_value                      | NUMERIC         |
| total\_weighted\_currency\_converted\_value            | NUMERIC         |
| total\_currency\_converted\_value\_formatted           | STRING          |
| total\_weighted\_currency\_converted\_value\_formatted | STRING          |

**DealActivities**

Purpose: Lists activities associated with a deal.

Source-Api documentation: <https://developers.pipedrive.com/docs/api/v1/#!/Deals/get_deals_id_activities>

Replication: Full Replication

Replication Key: NA

**Fields**

| Name                             | Target Datatype |
| -------------------------------- | --------------- |
| id                               | NUMERIC         |
| company\_id                      | NUMERIC         |
| user\_id                         | NUMERIC         |
| done                             | BOOLEAN         |
| type                             | STRING          |
| reference\_type                  | STRING          |
| reference\_id                    | STRING          |
| conference\_meeting\_client      | STRING          |
| conference\_meeting\_url         | STRING          |
| due\_date                        | DATE            |
| due\_time                        | STRING          |
| duration                         | STRING          |
| busy\_flag                       | STRING          |
| add\_time                        | TIMESTAMP       |
| marked\_as\_done\_time           | STRING          |
| last\_notification\_time         | STRING          |
| last\_notification\_user\_id     | STRING          |
| notification\_language\_id       | NUMERIC         |
| subject                          | STRING          |
| public\_description              | STRING          |
| calendar\_sync\_include\_context | STRING          |
| location                         | STRING          |
| org\_id                          | STRING          |
| person\_id                       | STRING          |
| deal\_id                         | NUMERIC         |
| lead\_id                         | STRING          |
| lead\_title                      | STRING          |
| active\_flag                     | BOOLEAN         |
| update\_time                     | TIMESTAMP       |
| update\_user\_id                 | NUMERIC         |
| gcal\_event\_id                  | STRING          |
| google\_calendar\_id             | STRING          |
| google\_calendar\_etag           | STRING          |
| source\_timezone                 | STRING          |
| rec\_rule                        | STRING          |
| rec\_rule\_extension             | STRING          |
| rec\_master\_activity\_id        | STRING          |
| conference\_meeting\_id          | STRING          |
| note                             | STRING          |
| created\_by\_user\_id            | NUMERIC         |
| location\_subpremise             | STRING          |
| location\_street\_number         | STRING          |
| location\_route                  | STRING          |
| location\_sublocality            | STRING          |
| location\_locality               | STRING          |
| location\_admin\_area\_level\_1  | STRING          |
| location\_admin\_area\_level\_2  | STRING          |
| location\_country                | STRING          |
| location\_postal\_code           | STRING          |
| location\_formatted\_address     | STRING          |
| attendees                        | RECORD          |
| participants                     | RECORD          |
| series                           | STRING          |
| note\_clean                      | STRING          |
| org\_name                        | STRING          |
| person\_name                     | STRING          |
| deal\_title                      | STRING          |
| owner\_name                      | STRING          |
| person\_dropbox\_bcc             | STRING          |
| deal\_dropbox\_bcc               | STRING          |
| assigned\_to\_user\_id           | NUMERIC         |
| file                             | STRING          |

**Notes**

Purpose: Returns all notes.

Source API Documentation  <https://developers.pipedrive.com/docs/api/v1/#!/Notes/get_notes>

Replication: Key-Based Replication

Replication Key: lastRunDate

**Fields**

| Name                           | Target Datatype |
| ------------------------------ | --------------- |
| id                             | STRING          |
| user\_id                       | NUMERIC         |
| deal\_id                       | NUMERIC         |
| person\_id                     | NUMERIC         |
| org\_id                        | NUMERIC         |
| content                        | STRING          |
| add\_time                      | TIMESTAMP       |
| update\_time                   | TIMESTAMP       |
| active\_flag                   | BOOLEAN         |
| pinned\_to\_deal\_flag         | BOOLEAN         |
| pinned\_to\_person\_flag       | BOOLEAN         |
| pinned\_to\_organization\_flag | BOOLEAN         |
| last\_update\_user\_id         | STRING          |
| organization                   | RECORD          |
| person                         | RECORD          |
| deal                           | RECORD          |
| user                           | RECORD          |

**Activities**

Purpose: Activities are appointments/tasks/events on a calendar that can be associated with a Deal, a Person and an Organization. Activities can be of different type (such as call, meeting, lunch or a custom type - see ActivityTypes object) and can be assigned to a particular User.

Source API Documentation  <https://developers.pipedrive.com/docs/api/v1/#!/Activities/get_activities>

Replication: Key-Based Replication

Replication Key: lastRunDate

**Fields**

| Name                             | Target Datatype |
| -------------------------------- | --------------- |
| activity\_details                | RECORD          |
| id                               | NUMERIC         |
| company\_id                      | NUMERIC         |
| user\_id                         | NUMERIC         |
| done                             | BOOLEAN         |
| type                             | STRING          |
| reference\_type                  | STRING          |
| reference\_id                    | STRING          |
| conference\_meeting\_client      | STRING          |
| conference\_meeting\_url         | STRING          |
| due\_date                        | DATE            |
| due\_time                        | STRING          |
| duration                         | STRING          |
| busy\_flag                       | STRING          |
| add\_time                        | TIMESTAMP       |
| marked\_as\_done\_time           | TIMESTAMP       |
| last\_notification\_time         | TIMESTAMP       |
| last\_notification\_user\_id     | STRING          |
| notification\_language\_id       | NUMERIC         |
| subject                          | STRING          |
| public\_description              | STRING          |
| calendar\_sync\_include\_context | STRING          |
| location                         | STRING          |
| org\_id                          | STRING          |
| person\_id                       | STRING          |
| deal\_id                         | NUMERIC         |
| lead\_id                         | STRING          |
| lead\_title                      | STRING          |
| active\_flag                     | BOOLEAN         |
| update\_time                     | TIMESTAMP       |
| update\_user\_id                 | NUMERIC         |
| gcal\_event\_id                  | STRING          |
| google\_calendar\_id             | STRING          |
| google\_calendar\_etag           | STRING          |
| source\_timezone                 | STRING          |
| rec\_rule                        | STRING          |
| rec\_rule\_extension             | STRING          |
| rec\_master\_activity\_id        | STRING          |
| conference\_meeting\_id          | STRING          |
| note                             | STRING          |
| created\_by\_user\_id            | NUMERIC         |
| location\_subpremise             | STRING          |
| location\_street\_number         | STRING          |
| location\_route                  | STRING          |
| location\_sublocality            | STRING          |
| location\_locality               | STRING          |
| location\_admin\_area\_level\_1  | STRING          |
| location\_admin\_area\_level\_2  | STRING          |
| location\_country                | STRING          |
| location\_postal\_code           | STRING          |
| location\_formatted\_address     | STRING          |
| attendees                        | RECORD          |
| participants                     | RECORD          |
| series                           | STRING          |
| org\_name                        | STRING          |
| person\_name                     | STRING          |
| deal\_title                      | STRING          |
| owner\_name                      | STRING          |
| person\_dropbox\_bcc             | STRING          |
| deal\_dropbox\_bcc               | STRING          |
| assigned\_to\_user\_id           | NUMERIC         |
| file                             | STRING          |

**Stages**

Purpose: Returns data about all stages.

Source API Documentation  <https://developers.pipedrive.com/docs/api/v1/#!/Stages/get_stages>

Replication: Key-Based Replication

Replication Key: lastRunDate

**Fields**

| Name                        | Target Datatype |
| --------------------------- | --------------- |
| dealsInStages               | RECORD          |
| id                          | NUMERIC         |
| order\_nr                   | NUMERIC         |
| name                        | STRING          |
| active\_flag                | BOOLEAN         |
| deal\_probability           | NUMERIC         |
| pipeline\_id                | NUMERIC         |
| rotten\_flag                | BOOLEAN         |
| rotten\_days                | STRING          |
| add\_time                   | STRING          |
| update\_time                | STRING          |
| pipeline\_name              | STRING          |
| pipeline\_deal\_probability | BOOLEAN         |

**Persons**

Purpose: Returns all persons

Source API Documentation  <https://developers.pipedrive.com/docs/api/v1/#!/Persons/get_persons>

Replication: Key-Based Replication

Replication Key: lastRunDate

**Fields**

| Name                              | Target Datatype |
| --------------------------------- | --------------- |
| person\_details                   | RECORD          |
| person\_deals                     | RECORD          |
| person\_updates                   | RECORD          |
| person\_followers                 | RECORD          |
| id                                | NUMERIC         |
| company\_id                       | NUMERIC         |
| owner\_id                         | RECORD          |
| org\_id                           | RECORD          |
| name                              | STRING          |
| first\_name                       | STRING          |
| last\_name                        | STRING          |
| open\_deals\_count                | NUMERIC         |
| related\_open\_deals\_count       | NUMERIC         |
| closed\_deals\_count              | NUMERIC         |
| related\_closed\_deals\_count     | NUMERIC         |
| participant\_open\_deals\_count   | NUMERIC         |
| participant\_closed\_deals\_count | NUMERIC         |
| email\_messages\_count            | NUMERIC         |
| activities\_count                 | NUMERIC         |
| done\_activities\_count           | NUMERIC         |
| undone\_activities\_count         | NUMERIC         |
| files\_count                      | NUMERIC         |
| notes\_count                      | NUMERIC         |
| followers\_count                  | NUMERIC         |
| won\_deals\_count                 | NUMERIC         |
| related\_won\_deals\_count        | NUMERIC         |
| lost\_deals\_count                | NUMERIC         |
| related\_lost\_deals\_count       | NUMERIC         |
| active\_flag                      | BOOLEAN         |
| phone                             | RECORD          |
| email                             | RECORD          |
| first\_char                       | STRING          |
| update\_time                      | TIMESTAMP       |
| add\_time                         | TIMESTAMP       |
| visible\_to                       | STRING          |
| picture\_id                       | STRING          |
| next\_activity\_date              | STRING          |
| next\_activity\_time              | STRING          |
| next\_activity\_id                | STRING          |
| last\_activity\_id                | STRING          |
| last\_activity\_date              | STRING          |
| last\_incoming\_mail\_time        | TIMESTAMP       |
| last\_outgoing\_mail\_time        | TIMESTAMP       |
| label                             | STRING          |
| org\_name                         | STRING          |
| cc\_email                         | STRING          |
| owner\_name                       | STRING          |
| custom\_fields                    | RECORD          |

**Files**

Purpose: Returns data about all files.

Source API Documentation  <https://developers.pipedrive.com/docs/api/v1/#!/Files/get_files>

Replication: Key-Based Replication

Replication Key: lastRunDate

**Fields**

| Name               | Target Datatype |
| ------------------ | --------------- |
| id                 | NUMERIC         |
| user\_id           | NUMERIC         |
| deal\_id           | STRING          |
| person\_id         | NUMERIC         |
| org\_id            | NUMERIC         |
| product\_id        | STRING          |
| activity\_id       | STRING          |
| log\_id            | STRING          |
| add\_time          | TIMESTAMP       |
| update\_time       | TIMESTAMP       |
| file\_name         | STRING          |
| file\_type         | STRING          |
| file\_size         | NUMERIC         |
| active\_flag       | BOOLEAN         |
| inline\_flag       | BOOLEAN         |
| remote\_location   | STRING          |
| remote\_id         | STRING          |
| cid                | STRING          |
| s3\_bucket         | STRING          |
| mail\_message\_id  | STRING          |
| mail\_template\_id | STRING          |
| deal\_name         | STRING          |
| product\_name      | STRING          |
| org\_name          | STRING          |
| person\_name       | STRING          |
| url                | STRING          |
| name               | STRING          |
| description        | STRING          |

**Pipelines**

Purpose: Returns data about all pipelines.

Source API Documentation  <https://developers.pipedrive.com/docs/api/v1/#!/Pipelines/get_pipelines>

Replication: Key-Based Replication

Replication Key: lastRunDate

**Fields**

| Name                           | Target Datatype |
| ------------------------------ | --------------- |
| dealConversionRatesInPipelines | RECORD          |
| dealsInPipelines               | RECORD          |
| id                             | NUMERIC         |
| name                           | STRING          |
| url\_little                    | STRING          |
| order\_nr                      | NUMERIC         |
| active                         | BOOLEAN         |
| deal\_probability              | BOOLEAN         |
| add\_time                      | TIMESTAMP       |
| update\_time                   | TIMESTAMP       |
| selected                       | BOOLEAN         |

**Users**

Purpose: Returns data about all users within the company.

Source API Documentation  <https://developers.pipedrive.com/docs/api/v1/#!/Users/get_users>

Replication: Key-Based Replication

Replication Key: lastRunDate

**Fields**

| Name                    | Target Datatype |
| ----------------------- | --------------- |
| id                      | NUMERIC         |
| name                    | STRING          |
| default\_currency       | STRING          |
| locale                  | STRING          |
| email                   | STRING          |
| phone                   | STRING          |
| created                 | TIMESTAMP       |
| modified                | TIMESTAMP       |
| lang                    | NUMERIC         |
| active\_flag            | BOOLEAN         |
| is\_admin               | NUMERIC         |
| last\_login             | STRING          |
| signup\_flow\_variation | STRING          |
| role\_id                | NUMERIC         |
| has\_created\_company   | BOOLEAN         |
| activated               | BOOLEAN         |
| timezone\_name          | STRING          |
| timezone\_offset        | STRING          |
| icon\_url               | STRING          |
| is\_you                 | BOOLEAN         |

**Organisations**

Purpose: Returns all organizations

Source API Documentation  <https://developers.pipedrive.com/docs/api/v1/#!/Organizations/get_organizations>

Replication: Key-Based Replication

Replication Key: lastRunDate

**Fields**

| Name                           | Target Datatype |
| ------------------------------ | --------------- |
| organisation\_updates          | RECORD          |
| organisation\_persons          | RECORD          |
| organisation\_followers        | RECORD          |
| organisation\_activities       | RECORD          |
| organisation\_deals            | RECORD          |
| organisation\_details          | RECORD          |
| id                             | NUMERIC         |
| company\_id                    | NUMERIC         |
| owner\_id                      | RECORD          |
| name                           | STRING          |
| open\_deals\_count             | NUMERIC         |
| related\_open\_deals\_count    | NUMERIC         |
| closed\_deals\_count           | NUMERIC         |
| related\_closed\_deals\_count  | NUMERIC         |
| email\_messages\_count         | NUMERIC         |
| people\_count                  | NUMERIC         |
| activities\_count              | NUMERIC         |
| done\_activities\_count        | NUMERIC         |
| undone\_activities\_count      | NUMERIC         |
| files\_count                   | NUMERIC         |
| notes\_count                   | NUMERIC         |
| followers\_count               | NUMERIC         |
| won\_deals\_count              | NUMERIC         |
| related\_won\_deals\_count     | NUMERIC         |
| lost\_deals\_count             | NUMERIC         |
| related\_lost\_deals\_count    | NUMERIC         |
| active\_flag                   | BOOLEAN         |
| category\_id                   | STRING          |
| picture\_id                    | STRING          |
| country\_code                  | STRING          |
| first\_char                    | STRING          |
| update\_time                   | STRING          |
| add\_time                      | STRING          |
| visible\_to                    | STRING          |
| next\_activity\_date           | STRING          |
| next\_activity\_time           | STRING          |
| next\_activity\_id             | STRING          |
| last\_activity\_id             | STRING          |
| last\_activity\_date           | STRING          |
| label                          | STRING          |
| address                        | STRING          |
| address\_subpremise            | STRING          |
| address\_street\_number        | STRING          |
| address\_route                 | STRING          |
| address\_sublocality           | STRING          |
| address\_locality              | STRING          |
| address\_admin\_area\_level\_1 | STRING          |
| address\_admin\_area\_level\_2 | STRING          |
| address\_country               | STRING          |
| address\_postal\_code          | STRING          |
| address\_formatted\_address    | STRING          |
| cc\_email                      | STRING          |
| owner\_name                    | STRING          |
| custom\_fields                 | RECORD          |

**Leads**

Purpose: Returns multiple Leads.

Source API Documentation  <https://developers.pipedrive.com/docs/api/v1/#!/Leads/getLeads>

Replication: Full Replication

Replication Key: NA

**Fields**

| Name                  | Target Datatype |
| --------------------- | --------------- |
| id                    | STRING          |
| title                 | STRING          |
| owner\_id             | NUMERIC         |
| creator\_id           | NUMERIC         |
| label\_ids            | STRING          |
| value                 | RECORD          |
| expected\_close\_date | DATE            |
| note                  | STRING          |
| person\_id            | STRING          |
| organization\_id      | STRING          |
| is\_archived          | BOOLEAN         |
| source\_name          | STRING          |
| was\_seen             | BOOLEAN         |
| next\_activity\_id    | STRING          |
| add\_time             | TIMESTAMP       |
| update\_time          | TIMESTAMP       |

**LeadLabels**

Purpose: Returns details of all Lead Labels.

Source API Documentation  <https://developers.pipedrive.com/docs/api/v1/#!/Leads/getLeadLabels>

Replication: Full Replication

Replication Key: NA

**Fields**

| Name         | Target Datatype |
| ------------ | --------------- |
| id           | STRING          |
| name         | STRING          |
| color        | STRING          |
| add\_time    | TIMESTAMP       |
| update\_time | TIMESTAMP       |

**LeadSources**

Purpose: Returns all Lead Sources.

Source API Documentation  <https://developers.pipedrive.com/docs/api/v1/#!/Leads/getLeadSources>

Replication: Full Replication

Replication Key: NA

**Fields**

| Name | Target Datatype |
| ---- | --------------- |
| name | STRING          |