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Klips: Creating Pipedrive data sources

Updated

You can set up a connection between Klipfolio® Klips and Pipedrive to display your sales management data on a dashboard.

This article includes:

What options do I have for visualizing my Pipedrive data?

Create data visualizations based on pre-built options or build your own. The choice is yours!

Pre-built by Klipfolio

Take advantage of our pre-built data sources to gather the data most meaningful to you.

  • Pipedrive pre-built data sources: Data sources provide the foundation for Klip® building, so we suggest you create a data source as a first step (before building Klips™ and adding them to your dashboard). Our pre-built data sources focus on the most sought-after Pipedrive data and are found on the Service Connectors page, available from this link or from your list of data sources. When you select a service connector from this page, the data source for that service is automatically added.

Custom-built by you

Taking the time to learn how to create your own data sources and Klips unlocks your data and enables you to control, manipulate, and transform it, leading you to unprecedented insights into your business.

  • Custom data sources: When you create a custom data source, you can either use the pre-built data source as a starting point from which to write your own query or you can write your own queries from the ground up and build a data source from scratch. You create custom-built data sources in the Service Connectors page, accessible from this link or from your list of data sources.
  • Custom Klips: Using our Klip Editor, you can construct and manipulate your data, including integrating multiple data sources, to produce unique, custom-built data visualizations. You create custom Klips from either your list of Klips or your Dashboard.

Regardless of whether you choose pre-built, custom-built, or a combination of both, before you can start building Klips and dashboards you need to connect to Pipedrive data in Klipfolio.

How do I connect to Pipedrive data in Klipfolio?

To connect your Pipedrive data to Klipfolio, you will need your Pipedrive API Token.

To get the right data from Pipedrive, you use your Pipedrive API Token in the queries provided by Klipfolio or in your own query when building data sources.

How do I find my Pipedrive API Token?

To find your Pipedrive API Token:

  1. Log in to Pipedrive.
  2. Click on the username icon on the top right of the screen and select Settings from the drop-down list.
  3. Under OTHER, click API.
  4. Copy and save your API token and use it in your query.

How do I add a Pipedrive pre-built data source?

To add a Pipedrive pre-built data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose Pipedrive from the list.
  2. Select a pre-built data source from the left section of the Choose a pre-built or custom connection page.
  3. Enter your Pipedrive API key. If prompted, choose the appropriate options from the drop-down lists.
  4. Click Get data or, if you want to modify the pre-built data request, click Switch to Custom settings.
    Note: If you switch back to the Basic settings page after making changes in the Custom settings page, your changes will not be saved.
  5. Ensure this is the data you’re looking for. Optionally, select the checkbox to Model your data. Learn more about modelling data sources.
  6. Click Continue.
  7. Name, choose refresh settings, and, optionally, share your data source.
  8. Click Save.

If you clicked Switch to Custom settings:

  1. On the Configure your data source page, modify the Query URL to get the data you want. You can use the existing information in the Query URL text box as a base. It was auto-filled based on the pre-built data source you selected on the Choose a pre-built or custom connection page.
  2. Click Get data.
  3. Ensure this is the data you’re looking for. Optionally, select the checkbox to Model your data. Learn more about modelling data sources.
  4. Click Continue.
  5. Name, choose refresh settings, and, optionally, share your data source.
  6. Click Save.

How do I create a Pipedrive custom-built data source?

To create a Pipedrive custom-built data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose Pipedrive from the list.
  2. On the Choose a pre-built or custom connection page, click Create a custom Pipedrive data source.
  3. Adjust the Query URL information, as noted on the Configure your data source page, to replace any generic placeholder query information with your own.
    For example, replace <yourApiToken> with your API token.
  4. Edit the Query URL to return the data you need. Refer to the Pipedrive API documentation for details.
  5. Click Get data.
  6. Ensure this is the data you’re looking for. Optionally, select the checkbox to Model your data. Learn more about modelling data sources.
  7. Click Continue.
  8. Name, choose refresh settings, and, optionally, share your data source.
  9. Click Save.

How do I create a Pipedrive custom Klip?

You create custom Klips from either your list of Klips or your Dashboard. You choose a data visualization format, for example, a pie chart, gauge, or table, and decide whether you want to use an existing data source or create a new one. In the Klip Editor, there are limitless opportunities to modify, relate, and display your data. See the following related articles for more information and get building!

More about Pipedrive's API and queries

You can choose to build a data source from scratch. Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn your service’s API to create queries for the data you want, your possibilities are endless. Here’s a quick overview video on APIs and Klipfolio:

  Klipfolio API's 101

If you need assistance using APIs, enlist a data analyst or developer.

Use the Pipedrive API documentation and API Explorer to discover more data requests and build and test your queries before you use them to bring data into Klipfolio.

See the reference table below for API related information and sample queries.

API Documentation and Explorer Pipedrive API documentation
Authentication Method API Key Authentication 
Response Format JSON
Date Format

Example date format:

yyyy-MM-dd
Sample Queries

Get all filters:

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

Get all users:

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

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