Pipedrive connector for Zoho DataPrep

Pipedrive connector for Zoho DataPrep [BETA]

Zoho DataPrep allows you to bring in data from Pipedrive CRM, a sales management platform that helps track leads and automate processes. With this integration, you can schedule regular imports, prepare your CRM data, and gain actionable sales insights. With this connector, you can streamline your ETL workflows, enable smooth data movement, and simplify data integration between Pipedrive and Zoho DataPrep.

To import data from Pipedrive

1. Open an existing pipeline or create a pipeline from the Home Page, Pipelines tab or Workspaces tab and click the Add data option.

InfoInfo: You can also click the Import data  icon at the top of the pipeline builder to bring data from multiple sources into the pipeline.


2. Choose the Sales/CRM category from the left pane and click Pipedrive. You can also search for Pipedrive in the search box.



NotesNote: If you had already added a Pipedrive connection earlier, click the Saved connections category from the left pane and proceed to import. To learn more about Saved connections, click here.

3. Select an account from the saved connections or connect a new account using Add new option.
You can create as many Pipedrive connections as required.


To authenticate Pipedrive account

4. Provide a unique Connection name for your Pipedrive account and click Authenticate. You will need to authorize Zoho DataPrep to access your files when you do this for the first time.



Note: The connection configuration will be saved for importing from Pipedrive in the future. Credentials are securely encrypted and stored.

5. Choose the required Account from the dropdown and the corresponding modules and fields will be displayed. Select the Modules and Fields that you would like to import.



Here's the complete list of supported modules.

Currencies Activity Types Team Users
Leads Organisations Subscription
Lead Label Association Organisation Labels Product Followers
Product Variation Person Labels Goals
Product Prices Deal Labels Goals Pipeline
Products Stages Goals Activity Type
Product Variation Prices Call Logs Goal Intervals
Deals Lead Labels Deal Followers
Deal Label Association Notes Deal Participants
Deal Products Users Person Followers
Pipelines User Access Organisation Followers
Persons Permission Sets Activity Participants
Person Phone Number Groups Activity Attendees
Person Email Product Category
Activities Teams

Note: You can import a maximum of 20 modules at a time.

6. Choose one of the options to import data from your Pipedrive account.

All Data - This option imports all data from your account.
From date - This option imports data from a specific date till the current date.
Note: The From date option is available for the following modules. For modules that do not support this option, all data will be imported.
  1. Products
  2. Deals
  3. Persons
  4. Activities
  5. Organizations
  6. Notes

7. Once you have completed importing data, Pipeline builder page opens and you can start applying transforms to the ETL pipeline. You can also right-click the stage and choose the Prepare data option and prepare your data in the DataPrep Studio page. Click here to know more about the transforms.



Note: When you import more than one module from your Pipedrive account, each dataset will be created as a stage in DataPrep as above.
8. Once you are done creating your data flow and applying necessary transforms in your stages, you can right-click a stage and add a destination to complete your data flow.
NotesNote:  After adding a destination to the ETL pipeline, you can try executing your pipeline using a manual run at first. Once you make sure manual run works, you can then set up schedule to automate the pipeline and data movement. Learn about the different types of runs here.

Schedule

You can schedule your pipeline using the Schedule option. 

Schedule configuration

1. Select the Schedule option in the pipeline builder.

2. Select a Repeat method (hourly, daily, weekly, monthly) and set frequency using Perform every dropdown. The options of the Perform every dropdown change with the Repeat method. Click here to know more.




3. Select the GMT at which you want to import new data found in the source. By default, your local time zone will be selected.


4. Pause schedule afterThis option allows you to choose to pause the schedule after n number of failures.
InfoInfo: The range can be between 2-100. The default value is 2.

Import configuration

You can configure how to import and fetch data from your Pipedrive account using the Import configuration option. Refer to the sheet below to view the available import configuration options for each modules and corresponding run types.
Note: The import configuration needs to be mandatorily setup for all the sources in the pipeline. Without setting up the import configuration, the schedule cannot be saved.



5. Select the Click here link to set the import configuration. 

6. Select the required option from the How to import data from source? drop down. You can choose to Import all data, Only modified and new data or Do not import data using this option.

Import all data  

If you want to import all data, select the date from when data needs to be imported in the From field. This option will import all available data from the selected date.



Note: The From date option is available for the selected modules (refer the above sheet). For modules that do not support this option, all data will be imported.

Only modified and new data

To import the modified and new data incrementally from the last imported time, select Only modified and new data option from the drop-down.


Use existing data if new data is not available:
 

When there are no new data in the source during incremental import,

If the checkbox is checked: The last fetched data will be imported again.
If the checkbox is unchecked: The import will be skipped and no data will be imported.
InfoThe modified and new data will be fetched using the Update_time column from the last imported time.

Only new data

To import the new data incrementally from the last imported time, select Only new data option from the drop-down.



InfoThe new data will be fetched using the Add_time column from the last imported time.

Do not import data 

The data is imported only once. The second time, the rules get applied to the same data and get exported.



7. Click Save to schedule import for your data.
NotesNote: If you have already configured a schedule from Pipedrive, data will be reloaded based on your earlier configuration under the Import configuration section when you click on the Edit schedule option and set a new schedule.

Schedule settings

Stop export if data has invalid values: Enabling this will stop the export when prepared data still has invalid values.



Order exports

You can use this option when you have configured multiple destinations and would like to determine in what order the data has to be exported to destinations.

If not enabled, export will run in the default order.
Note: This option will be visible only if you have added more than one destination in your pipeline.

To rearrange the order of your export destinations

1) Click the Order exports toggle.

2) You can drag and drop to change the order of the destinations and then click Save.



Note: Click the Edit order link if you want to rearrange the order again.


8. After you configure the schedule configuration, click 
Save to execute the schedule. This will start the ETL pipeline.



Each scheduled run is saved as a job. When a pipeline is scheduled, the data will be fetched from your data sources, prepared using the series of transforms you have applied in each of the stages, and then data will be exported to your destination through seamless data integration at regular intervals. This complete process is captured in the job history.

9. To go to the jobs list of a particular pipeline, go to the  ellipses icon in the pipeline builder, and click on the Job history menu to check the job status of your pipeline.

10. Click the required job ID in the Jobs history page to navigate to the Job summary of a particular job.

The Job summary shows the history of a job executed in a pipeline flow. Click here to know more.

11. When the schedule is completed, the data prepared in your pipeline will be exported to the configured destinations.
NotesNote: If you make any further changes to the pipeline, the changes are saved as a draft version. Choose the Draft option and mark your pipeline as ready for the changes to reflect in the schedule.




After you set your schedule, you can choose to Pause schedule or Resume scheduleEdit schedule and Remove schedule using the Schedule Active option in the pipeline builder.

When you edit and save a schedule, the next job will be from the last schedule run time to the next scheduled data interval.

Important: Adding Pipedrive as destination and pushing data to Pipedrive from DataPrep is not supported yet.

Limitations

For the Pipedrive connector, incremental import is performed on a page-wise basis, with each page containing a maximum of 500 records.

For example:

  • If the Deals module has 510 total records and 300 have been updated, a single page containing 500 records will be fetched.

  • If there are 900 total records and 600 have been updated, two pages will be imported - one with 500 records and another with the remaining 400 - based on the total record count.

This means the import is based on total record count per page, not strictly on the number of updated records.

Troubleshooting FAQs

1. What should I do if I see a "Something went wrong!" error or a blank screen during Pipedrive authentication?

If you encounter a "Something went wrong!" message or a blank screen while trying to authenticate with Pipedrive, it’s usually a temporary issue. Simply refresh the page and try authenticating again.



2. What should I do if I see a console error while authenticating?

If you encounter a console error while authenticating with Pipedrive, please check whether your trial period has expired. If it has, extend the trial and try authenticating again.

SEE ALSO 

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                                   
                                                                    

                                                                  Videos

                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now










                                                                                                                            • Related Articles

                                                                                                                            • White labelled Zoho DataPrep vs Standalone Zoho DataPrep

                                                                                                                              White Labelled Zoho DataPrep makes data preparation easy for independent software vendors, solution developers, business consultants, etc by providing integrated solution into their product. It streamlines ETL processes, simplifies data movement, and ...
                                                                                                                            • Teamwork connector for Zoho DataPrep [BETA]

                                                                                                                              Teamwork connector for Zoho DataPrep
                                                                                                                            • Zoho Creator connector for Zoho DataPrep

                                                                                                                              Zoho DataPrep allows you to seamlessly bring in your forms data from Zoho Creator using the Zoho Creator connector. Zoho Creator is a powerful low-code application development platform that helps businesses build custom web and mobile apps faster. ...
                                                                                                                            • Zoho Bigin connector for Zoho DataPrep

                                                                                                                              Zoho DataPrep allows you to seamlessly bring in your sales data from Zoho Bigin connector. You can import your sales data from Bigin to perform data cleanup, data migration, and data backup in more than one way. With this connector, you can ...
                                                                                                                            • Ruleset in Zoho DataPrep

                                                                                                                              This page covers the following sections: What is a Ruleset? Data source settings Ruleset operations Options with individual rules Ruleset Templates What is a Ruleset? Each transform applied on the data is stored in DataPrep as a rule, in order of ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources