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, see Pipedrive's guide on how to find the API token.

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

Configuration

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:

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:

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.
• destination: The destination platform/type, for example postgres.

Available Source 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

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.

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