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Pipedrive

Connect Pipedrive to sanda: what to prepare, the fields the connection form asks for, and how its data lands in your warehouse.

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Connect Pipedrive

  1. Open the catalogue. In the console, go to Data · Connections and press New connection.
  2. Choose Pipedrive. It is listed under crm and support; you can also search for it by name.
  3. Fill in the form. Enter the fields below. Credentials go straight to sanda’s sync engine and are never stored in sanda’s database.
  4. Choose what to sync. Pick the streams you want, and a sync mode for each. See choose what to sync.
  5. Run the first sync. sanda tests the connection, then lands each stream as a table in your warehouse.

Configuration fields

What the connection form asks for. Required fields are marked; the rest are optional.

Field Type Required Description
API Token string, secret Yes Your personal Pipedrive API token. In Pipedrive, click your name (top right) · Company settings · Personal preferences · API and copy the token. If the API tab is missing, ask your Pipedrive admin to enable API access for your user.
Start Date string No Only records created or updated on or after this UTC date and time are replicated. Format YYYY-MM-DDTHH:MM:SSZ, for example 2017-01-25T00:00:00Z. Defaults to 2010-01-01T00:00:00Z when left empty. Default 2010-01-01T00:00:00Z.
Number of concurrent workers integer No Number of streams synced in parallel (1-10). All requests share one client-side request budget sized to Pipedrive's lowest-plan burst limit, so higher values rarely make a sync faster. Default 3.

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