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.
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:
- Log in to Pipedrive.
- Click on the username icon on the top right hand side of the screen and select Settings from the dropdown.
- In the Settings tab, under Personal click on API.
- Copy and save your API token and use it in your query.
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:
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
To get all the filters
|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
To get all users
- Introduction to the Connector Gallery
- Guide to REST API data sources
- Working with XML/JSON data sources
- Data Sources with Multiple Pages