Pipedrive

Pipedrive is a sales CRM and pipeline management tool used by sales teams to track deals, manage contacts, and log activities. By connecting Pipedrive to Coupler.io, you can automatically export CRM data to spreadsheets, BI tools, or data warehouses — without manually exporting CSV files or building custom integrations.

Coupler.io's Pipedrive integration pulls data from the Pipedrive API using OAuth authentication, covering 9 data entities including Deals, Persons, Organizations, Activities, Leads, Products, Files, Call logs, and an admin-only all-deals export.

Why connect Pipedrive to Coupler.io?

• Automate sales reporting — Schedule regular exports of deals with pipeline stages, values, and owners so your dashboards always reflect the current state of your pipeline.

• Combine CRM entities — Merge Deals with Persons and Organizations using Coupler.io's data join to build enriched contact-level or account-level reports.

• Track sales activity — Export Activities, Call logs, and Files to analyze rep behavior, call outcomes, and document activity over time.

• Flexible destinations — Export to AI tools, Google Sheets, Excel, BigQuery, Looker Studio, or other supported destinations.

Prerequisites

Before connecting, make sure you have:

• A Pipedrive account with access to the data you want to export

• A Coupler.io account

The All deals (BETA) entity requires Pipedrive global admin access. If you're not a global admin, use the standard Deals entity instead.

Quick start

Start with the Deals entity and leave the Fields selector empty (imports all columns). Use the Changed after date picker to limit the export to recently updated deals. Run once to verify the connection and review the output columns, then refine by entering only the field names you need and setting up a daily auto-refresh.

How to connect

1

In Coupler.io, create a new data flow and select Pipedrive as the source. Click Connect and sign in with your Pipedrive account.

2

Click Allow to grant Coupler.io access to view your Pipedrive data.

3

Select a data entity — Deals (default), Persons, Organizations, Activities, Files, Leads, Call logs, Products.

4

Choose your destination and run the import.

Available data entities

Entity	Description	Typical use case
Deals	Sales opportunities with pipeline, stage, value, currency, owner, person/org links, and custom fields. Stages and pipelines are automatically joined to each deal row.	Pipeline dashboards, revenue forecasting, win/loss analysis
Persons	Individual contacts with name, email, phone, organization link, deal counts, activity counts, and custom fields	Contact lists, lead management
Organizations	Companies with owner, address, deal counts, email and activity counts, and custom fields	Account management, company analysis
Activities	Tasks, calls, emails, meetings, and other logged activities with type, due date, subject, person, organization, and deal links	Sales activity tracking, rep productivity
Files	Documents and attachments with metadata: file name, type, size, upload date, and links to deals, persons, organizations, products, and activities	Document audit, attachment tracking
Leads	Leads (pre-deal records) with title, owner, person/org links, status, label, and custom fields	Lead tracking, pre-pipeline analysis
Call logs	Call log records with duration, outcome (connected/not connected), phone number, start/end time, person link, and user link	Call activity analysis, outcome tracking
Products	Product catalog items with name, code, description, unit, category, price, currency, tax, cost, and owner	Product analysis, deal-product reporting