How do I connect Klipfolio and Pipedrive?

You can set up a connection between Klipfolio and Pipedrive to show your sales on a dashboard. Use the steps in this article to learn how set up that connection.

What is Klipfolio?

Klipfolio integrates with many cloud services and tools to create beautiful data visualizations.

How do I get started with Pipedrive?

You have the following options for visualizing your Pipedrive data on a dashboard in Klipfolio:

Use the Connector Gallery
The Connector Gallery helps you get your data fast with pre-built queries. Use this article as a guide to build your own Pipedrive data source.

Connect with Pipedrive

You can connect to Pipedrive using the Connector Gallery in Klipfolio.

To get the right data from Pipedrive, you'll need to find your Pipedrive API Token and use it in the queries provided in Klipfolio or in your own query (more information in the Advanced section below.)

Where to find your API Token in Pipedrive:

  1. Log in to Pipedrive.
  2. Click on the username icon on the top right hand side of the screen and select Settings from the dropdown.
  3. In the Settings tab, under Personal click on API.
  4. Copy and save your API token and use it in your query.

Advanced: Build a data source yourself

Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn how to get data into Klipfolio using APIs, your possibilities are endless. Here's a quick and simple overview video on APIs and Klipfolio:

  Klipfolio API's 101

If APIs are a bit too tricky for you, enlist a data analyst or developer to help you.

If you want to edit a Pipedrive data source that you already created, check out How to edit or reconfigure a data source, and get step-by-step instructions.

Pipedrive quick reference table

Authentication: API Token
Sample Query:

To get all the filters

https://api.pipedrive.com/v1/filters?api_token=yourapitoken
API Documentation: Pipedrive API Documentation

 

Advanced query examples

Pipedrive offers a variety of query options from which you can retrieve data. Refer to the Pipedrive API Documentation to find out more.

Here are a pair of sample queries to get you started:

To get all filters

https://api.pipedrive.com/v1/filters?api_token=yourapitoken&limit=500

To get all users

https://api.pipedrive.com/v1/users?api_token=yourapitoken&limit=500

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