Pipedrive to CSV

Automatically Export & Sync Pipedrive Data to CSV

Conjuntos de datos completos

No se necesitan instrucciones

Sin código

Sin diagramas de flujo complicados

Sin desencadenantes

Se configura en menos de 3 minutos

Flat pricing starting at $19 /month

Conjuntos de datos

Activities-AllUsers

Enriched by ACTIVITY-FIELDS

Filterable

Activities-AllUsers-Last X

Enriched by ACTIVITY-FIELDS

Date Rangable

Activities-SingleUser

Enriched by ACTIVITY-FIELDS

ActivityFields

Activity Types

Activities+Details-AllUsers

Enriched by ACTIVITY-FIELDS

Filterable

Pre-blended combo set DETAILS

Activities+Details-AllUsers-Last X

Enriched by ACTIVITY-FIELDS

Date Rangable

Pre-blended combo set DETAILS

Activities+Details-SingleUser

Enriched by ACTIVITY-FIELDS

Pre-blended combo set DETAILS

CallLogs

Currencies

Deals-All

Enriched by DEAL-FIELDS

Filterable

Deals-Open

Enriched by DEAL-FIELDS

Deals-Won

Enriched by DEAL-FIELDS

Deals-Lost

Enriched by DEAL-FIELDS

Deals-All+Activities

Enriched by DEAL-FIELDS

Filterable

Pre-blended combo set ACTIVITIES

Deals-Open+Activities

Enriched by DEAL-FIELDS

Pre-blended combo set ACTIVITIES

Deals-All+Details

Enriched by DEAL-FIELDS

Filterable

Pre-blended combo set DETAILS

Deals-Open+Details

Enriched by DEAL-FIELDS

Pre-blended combo set DETAILS

DealFields

Deals-All+Files Attached

Enriched by DEAL-FIELDS

Filterable

Pre-blended combo set FILES

Deals-Open+Files Attached

Enriched by DEAL-FIELDS

Pre-blended combo set FILES

Deals-All+Followers

Enriched by DEAL-FIELDS

Filterable

Pre-blended combo set FOLLOWERS

Deals-Open+Followers

Enriched by DEAL-FIELDS

Pre-blended combo set FOLLOWERS

Deals-All+Mail Messages

Enriched by DEAL-FIELDS

Filterable

Pre-blended combo set MAILMESSAGES

Deals-Open+Mail Messages

Enriched by DEAL-FIELDS

Pre-blended combo set MAILMESSAGES

Deals-All+Participants

Enriched by DEAL-FIELDS

Filterable

Pre-blended combo set PARTICIPANTS

Deals-Open+Participants

Enriched by DEAL-FIELDS

Pre-blended combo set PARTICIPANTS

Deals-All+Permitted Users

Enriched by DEAL-FIELDS

Filterable

Pre-blended combo set PERMITTEDUSERS

Deals-Open+Permitted Users

Enriched by DEAL-FIELDS

Pre-blended combo set PERMITTEDUSERS

Deals-All+Persons

Enriched by DEAL-FIELDS

Filterable

Pre-blended combo set PERSONS

Deals-Open+Persons

Enriched by DEAL-FIELDS

Pre-blended combo set PERSONS

Deals-All+Products

Enriched by DEAL-FIELDS

Filterable

Pre-blended combo set PRODUCTS

Deals-Open+Products

Enriched by DEAL-FIELDS

Pre-blended combo set PRODUCTS

Deals-All+Subscriptions+Details

Enriched by DEAL-FIELDS

Filterable

Pre-blended combo set SUBSCRIPTIONS

Deals-All+Subscriptions+Payments

Enriched by DEAL-FIELDS

Filterable

Pre-blended combo set SUBSCRIPTIONS

Deals-All+Updates

Enriched by DEAL-FIELDS

Filterable

Pre-blended combo set FLOW

Deals-Open+Updates

Enriched by DEAL-FIELDS

Pre-blended combo set FLOW

Files

Filters

Global Messages

Goals-All

Goals-All+ResultsLast X days

Date Rangable

Pre-blended combo set RESULTS

Leads

Notes

Note Fields

Organizations

Enriched by ORGANIZATION-FIELDS

Filterable

Organizations+Activities

Enriched by ORGANIZATION-FIELDS

Filterable

Pre-blended combo set ACTIVITIES

Organizations+Deals

Enriched by ORGANIZATION-FIELDS

Filterable

Pre-blended combo set DEALS

Organizations+Deals-Open

Enriched by ORGANIZATION-FIELDS

Filterable

Pre-blended combo set DEALS

Organizations+Deals-Lost

Enriched by ORGANIZATION-FIELDS

Filterable

Pre-blended combo set DEALS

Organizations+Details

Enriched by ORGANIZATION-FIELDS

Filterable

Pre-blended combo set DETAILS

OrganizationFields

Organizations+Files Attached

Enriched by ORGANIZATION-FIELDS

Filterable

Pre-blended combo set FILES

Organizations+Followers

Enriched by ORGANIZATION-FIELDS

Filterable

Pre-blended combo set FOLLOWERS

Organizations+Mail Messages

Enriched by ORGANIZATION-FIELDS

Filterable

Pre-blended combo set MAILMESSAGES

Organizations+Persons

Enriched by ORGANIZATION-FIELDS

Filterable

Pre-blended combo set PERSONS

Organizations+PermittedUsers

Enriched by ORGANIZATION-FIELDS

Filterable

Pre-blended combo set PERMITTEDUSERS

Organizations+Relationships

Enriched by ORGANIZATION-FIELDS

Filterable

Pre-blended combo set RELATIONSHIP

Organizations+Updates

Enriched by ORGANIZATION-FIELDS

Filterable

Pre-blended combo set FLOW

Permission Sets

PermissionSets+Assignments

Pre-blended combo set ASSIGNMENTS

Persons

Enriched by PERSON-FIELDS

Filterable

Persons+Activities

Enriched by PERSON-FIELDS

Filterable

Pre-blended combo set ACTIVITIES

Persons+Deals-All

Enriched by PERSON-FIELDS

Filterable

Pre-blended combo set DEALS

Persons+Deals-Open

Enriched by PERSON-FIELDS

Filterable

Pre-blended combo set DEALS

Persons+Details

Enriched by PERSON-FIELDS

Filterable

Pre-blended combo set DETAILS

PersonFields

Persons+Files

Enriched by PERSON-FIELDS

Filterable

Pre-blended combo set FILES

Persons+Followers

Enriched by PERSON-FIELDS

Filterable

Pre-blended combo set FOLLOWERS

Persons+Messages

Enriched by PERSON-FIELDS

Filterable

Pre-blended combo set MAILMESSAGES

Persons+Products

Enriched by PERSON-FIELDS

Filterable

Pre-blended combo set PRODUCTS

Persons+Permitted Users

Enriched by PERSON-FIELDS

Filterable

Pre-blended combo set PERMITTEDUSERS

Persons+Updates

Enriched by PERSON-FIELDS

Filterable

Pre-blended combo set FLOW

Pipelines

Pipelines+Conversion Rates-All

Pre-blended combo set CONVERSION-STATISTICS

Pipelines+Conversion Rates-Last X

Date Rangable

Pre-blended combo set CONVERSION-STATISTICS

Pipelines+Deals

Pre-blended combo set DEALS

Pipelines+MovementStats-All

Pre-blended combo set MOVEMENT-STATISTICS

Pipelines+MovementStats-Last X

Date Rangable

Pre-blended combo set MOVEMENT-STATISTICS

Products

Enriched by PRODUCT-FIELDS

Filterable

Products+Deals-All

Enriched by PRODUCT-FIELDS

Filterable

Pre-blended combo set DEALS

Products+Deals-Open

Enriched by PRODUCT-FIELDS

Filterable

Pre-blended combo set DEALS

ProductFields

Products+Files Attached

Enriched by PRODUCT-FIELDS

Filterable

Pre-blended combo set FILES

Products+Followers

Enriched by PRODUCT-FIELDS

Filterable

Pre-blended combo set FOLLOWERS

Products+PermittedUsers

Enriched by PRODUCT-FIELDS

Filterable

Pre-blended combo set PERMITTEDUSERS

Recents-All

Recents-Last X

Date Rangable

Stages

Stages+Deals-SoleUser

Pre-blended combo set DEALS

Stages+Deals-Everyone

Pre-blended combo set DEALS

Users

User Connections

Users+Followers

Pre-blended combo set FOLLOWERS

Users+Permissions

Pre-blended combo set PERMISSIONS

Users+PermissionSetAssignments

Pre-blended combo set PERMISSIONSETASSIGNMENTS

Users+RoleAssignments

Pre-blended combo set ROLEASSIGNMENTS

Users+RoleSettings

Pre-blended combo set ROLESETTINGS

UserSettings

Información adicional

This service is designed to help anyone continuously export (i.e. "sync") bulk data from Pipedrive.

If you only need to export your data one time, check the website of Pipedrive to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Pipedrive.

Pipedrive is a sales-focused CRM that is an attractive option for its ease of use and various tools and integrations.

Enriquecimiento de campos personalizados

Enriquece automáticamente algunos campos de algunos conjuntos de datos de Pipedrive si contienen Campos personalizados. Los datos resultantes contendrán columnas adicionales, creadas por Flatly, etiquetadas con una combinación del prefijo «flatly_enriched» y un sufijo derivado de la etiqueta de tu campo personalizado. Los valores de estas columnas enriquecidas serán útiles e interpretables por los usuarios humanos, en lugar de ser identificadores destinados a programas informáticos. También se incluyen los valores originales sin procesar y sin enriquecer de la API de Pipedrive para estos campos, y puedes optar por filtrarlos o conservarlos mediante la opción Incluir solo columnas en la configuración avanzada de tu trabajo.

Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Cloud Required

Flatly is designed to refresh CSV files on a scheduled basis. Since Flatly does not have access to your desktop, the service requires a connection to any cloud drive or cloud storage. You can easily download your CSV from your cloud using that cloud's download option.

‍

Comma-Separated Values (CSV) files are simple, versatile, self-contained databases.

Formatos de archivo

Integration Flow

Pipedrive API

Flatly

CSV API

Dashboard

Setup

Step 1

Select Pipedrive from the Data Source dropdown and CSV from the Data Destination dropdown.

Step 2

Authorize Pipedrive with your credentials using the flow.

Step 3

Authorize CSV with your credentials using the flow.

Step 4

Select your Data Set from the 99 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Vídeo tutorial

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