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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.

Bruin supports Pipedrive as a source for Ingestr assets, and you can use it to ingest data from Pipedrive into your data platform.

To set up a Pipedrive connection, you must add a configuration item in the .bruin.yml and asset file. You need api_token. For details on how to obtain these credentials, please refer here.

Follow the steps below to set up Pipedrive correctly as a data source and run ingestion.

Step 1: Add a connection to the .bruin.yml file ​

In order to set up Pipedrive connection, you need to add a configuration item in the .bruin.yml file and asset file. This configuration must comply with the following schema:

yaml
connections:
      pipedrive:
        - name: "pipedrive"
          api_token: "token-123"
  • api_token: token used for authentication with the Pipedrive API

Step 2: Create an asset file for data ingestion ​

To ingest data from Pipedrive, you need to create an asset configuration file. This file defines the data flow from the source to the destination. Create a YAML file (e.g., Pipedrive_ingestion.yml) inside the assets folder and add the following content:

yaml
name: public.pipedrive
type: ingestr

parameters:
  source_connection: pipedrive
  source_table: 'users'

  destination: postgres
  • name: The name of the asset.
  • type: Specifies the asset’s type. Set this to ingestr to use the ingestr data pipeline. For Pipedrive, it will be always ingestr
  • source_connection: The name of the Pipedrive connection defined in .bruin.yml
  • source_table: The name of the table in Pipedrive to ingest. Available tables are:
    • activities: Refers to scheduled events or tasks associated with deals, contacts, or organizations
    • organizations: Refers to company or entity with which you have potential or existing business dealings.
    • products: Refers to items or services offered for sale that can be associated with deals
    • deals: Refers to potential sale or transaction that you can track through various stages
    • users: Refers to Individual with a unique login credential who can access and use the platform
    • persons: Refers individual contacts or leads that can be linked to sales deals
  • destination: The name of the destination connection.

Step 3: Run asset to ingest data ​

bruin run assets/Pipedrive_asset.yml

As a result of this command, Bruin will ingest data from the given Pipedrive table into your Postgres database.

Pipedrive