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Pipedrive

Connect Pipedrive with your personal API token. Qubit syncs your CRM data, such as deals, persons, organizations, and activities, on a schedule.

Before you start

In Pipedrive, open your profile menu, choose Personal preferences, then open the API tab and copy your personal API token. The token has the same access as your Pipedrive user, so the data Qubit can read matches what that user can see.

Connect Pipedrive

  1. Open Data Catalog from the sidebar, click Add Data, then choose Connect a database.
  2. On the New Data Source page, click Pipedrive. It is under SaaS Apps.
  3. Enter a Connection Name.
  4. Fill in the fields:
    • API Token: the token you copied.
    • Start Date: required. Data is synced from this date.
  5. Choose a Sync Schedule. The default is Daily.
  6. Click Create.

After you connect

Qubit checks that the required fields are filled in, saves the connection, and starts the first sync. It confirms that the token works during that sync.

To check the connection at any time, open its menu in the Data Catalog and choose Test connection. If Last sync shows Failed, hover over it to see the reason, correct the details with Edit, then choose Sync now.