Pipedrive Setup Guide In Dev

Follow our setup guide to connect Pipedrive to Fivetran.

Prerequisites

To connect Pipedrive to Fivetran, you need a Pipedrive account.

Setup instructions

Find subdomain

Find your subdomain in your Pipedrive URL and make a note of it. For example, if your Pipedrive URL is fivetran.pipedrive.com, then your subdomain is fivetran.

Find API token

1. In your Pipedrive account, go to Personal preferences > API.

2. Make a note of your personal API token. You will need it to configure Fivetran.

   

Update user permissions

1. Log in to your Pipedrive account.

2. In the top right corner, click your profile picture. Select Company settings > Manage users.

3. Grant the current user with the Deals admin permission set.

4. Save the changes.

Finish Fivetran configuration

1. In the connection setup form, enter your Destination schema name.
2. Enter the subdomain you found.
3. Enter the API Token you found.
4. Click Save & Test. Fivetran will take it from here and sync your Pipedrive data.

Related articles

Connector Overview

Schema Information

Release Notes

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