This guide contains all permissions and requirements for connecting your Pipedrive data to Supermetrics.
You can connect to data sources from the Data sources page on the Supermetrics Hub. On the Hub, you can also share an authentication link to connect to a data source you don't have direct access to.
After you connect to the data source on the Hub, you can use the data source connection in all available destinations.
Required permissions
You need a Pipedrive account to pull data.
Query types
Query types define what sort of metrics and dimensions are available. You need to select one of the following query types when pulling data:
- Leads: Retrieve detailed insights on your Pipedrive leads data.
- Deals: Retrieve detailed insights on your Pipedrive deals data.
Connection instructions
When connecting to Pipedrive, you need to log in to Pipedrive and select the accounts to use when prompted.
- Select the Pipedrive data source on the Supermetrics Hub or in the data destination.
- If prompted, choose to make this connection shared or private.
- Click Start.
- Log in to Pipedrive. If you're already logged in to Pipedrive in the browser, Supermetrics will use those credentials automatically.
- Click Continue to app.
- In your data destination, select the account to pull data from and a query type to use.
See detailed instructions on how to connect to a data source from the Supermetrics Hub.
You can also connect to Pipedrive from these destinations:
- Google Sheets: How to log in to a Supermetrics data source in Google Sheets
- Looker Studio: How to connect data sources to Looker Studio
- Excel: How to connect data sources to Excel with Supermetrics
- Power BI: How to create your first Supermetrics query for Power BI
- The Supermetrics API: How to use the Query Manager
- Data warehouse and cloud storage (Hub): How to create a transfer
- BigQuery (marketplace): How to create a BigQuery (marketplace) transfer