Pipedrive

Pipedrive is a cloud-based sales Customer Relationship Management (CRM) tool designed to help businesses manage leads and deals, track communication, and automate sales processes.

omniload supports pipedrive as a source.

URI format

The URI format for pipedrive is as follows:

pipedrive://?api_token=<api_token>

URI parameters:

• api_token: token used for authentication with the Pipedrive API

Setting up a pipedrive Integration

To grab pipedrive credentials, please follow the guide here.

Once you complete the guide, you should have a api_token. Let’s say your api_token is token_123, here’s a sample command that will copy the data from pipedriveinto a DuckDB database:

omniload ingest \
--source-uri 'pipedrive://?api_token=token' \
--source-table 'users' \
--dest-uri duckdb:///pipedrive.duckdb \
--dest-table 'dest.users'

pipedrive source allows ingesting the following resources into separate tables:

Table	PK	Inc Key	Inc Strategy	Details
activities	id	update_time	merge	Refers to scheduled events or tasks associated with deals, contacts, or organizations
deals	id	update_time	merge	Refers to potential sale or transaction that you can track through various stages
persons	id	update_time	merge	Refers individual contacts or leads that can be linked to sales deals
organizations	id	update_time	merge	Refers to company or entity with which you have potential or existing business dealings.
products	id	update_time	merge	Refers to items or services offered for sale that can be associated with deals
users	id	update_time	merge	Refers to Individual with a unique login credential who can access and use the platform

Use these as --source-table parameter in the omniload ingest command.