Pipedrive to SFTP

Automatically Export & Sync Pipedrive Data to SFTP

Pipedrive
a black arrow pointing to the right
SFTP
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.

SSH File Transfer Protocol (also Secure File Transfer Protocol, or SFTP) is a network protocol that provides file access, file transfer, and file management over any reliable data stream.

Formatos de archivo

XLSX (Parsed)
XLSX (Raw)
CSV File

Integration Flow

Flatly
Dashboard

Setup

Step 1

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

Step 2

Authorize Pipedrive with your credentials using the flow.

Step 3

Authorize SFTP 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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