Pipedrive

Connect Pipedrive CRM to build dashboards on deals, persons, organizations, activities, products, pipelines, and stages.

Read only access to your Pipedrive sales pipeline. No writes back to Pipedrive.

Sign in with a user that can see the records you want. Pipedrive only returns data that user has access to, so connect with an account that has broad visibility if you want full coverage.

Objects

Object	Fields
Deals	Deals across your pipelines, value, stage, status, owner, timestamps
Persons	Individual contacts, properties, organization, owner
Organizations	Companies linked to deals and persons, properties, owner
Activities	Calls, meetings, tasks and other logged actions, type, due date
Products	Items in your product catalog, code, price
Pipelines	Your sales pipelines, name, order
Stages	Stages within each pipeline, name, order, pipeline association

Only the objects listed above are imported.

Scopes

deals:read
contacts:read
activities:read
products:read

Read scopes only. No write or delete scopes.

Connect

Open Data

In app.flitch.io, open the Data page.

Add Pipedrive

Top right, click Add, pick Pipedrive.

Complete the OAuth popup and approve read-only access.

Pick objects and save

Tick the objects you want. Set a name. Save.

Each object becomes a dataset.

Refresh

Refresh is off by default. Every dashboard load runs a live query against Pipedrive. Enable refresh to schedule a background refresh and serve from cache between runs. See Refresh.

Disconnect

In Flitch: open the connection from the Data page and delete it. Tokens revoked, cache cleared.
In Pipedrive: Settings → Marketplace Apps → Installed apps, uninstall Flitch.

Troubleshooting

Reconnect required. Tokens revoked or expired. Open the connection and click Reconnect.

Missing records. Pipedrive only returns data the signed-in user can access. Reconnect with a user that has broader visibility.

Pipedrive

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