Pipedrive to CSV

Automatically Export & Sync Pipedrive Data to CSV

Pipedrive
a black arrow pointing to the right
CSV
Full data sets
No instructions needed
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
Flat pricing starting at $19 /month

Data sets

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

Built for Synchronization

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.
Custom Field Enrichment

Flatly automatically enriches some fields in some Pipedrive data sets if they contain Custom Fields. Your resulting data will contain extra columns, created by Flatly, which are labeled by a combination of the prefix "flatly_enriched" and a suffix derived from your Custom Field's label. The values under these enriched columns will be useful and interpretable by human users, instead of being identifiers meant for computer programs. The original raw, unenriched values for these fields from Pipedrive's API are also included, and you can choose to filter them out or keep them using the Include Only Columns option in your job's Advanced Settings.

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.

File Formats

Integration Flow

Flatly
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 OAuth flow.

Step 3

Authorize CSV with your credentials using the Basic, OAuth or Service Account Authentication flow.

Step 4

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

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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