# 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

{% hint style="info" %}
The **All deals (BETA)** entity requires **Pipedrive global admin access**. If you're not a global admin, use the standard Deals entity instead.
{% endhint %}

## Quick start

{% hint style="success" %}
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.
{% endhint %}

## How to connect

{% stepper %}
{% step %}
In Coupler.io, create a new **data flow** and select **Pipedrive** as the source.\
Click **Connect** and sign in with your Pipedrive account.
{% endstep %}

{% step %}
Click **Allow** to grant Coupler.io access to view your Pipedrive data.
{% endstep %}

{% step %}
Select a **data entity** — Deals (default), Persons, Organizations, Activities, Files, Leads, Call logs, Products.
{% endstep %}

{% step %}
Choose your **destination** and run the import.
{% endstep %}
{% endstepper %}

### 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                    |