Data Overview

Coupler.io's Pipedrive integration pulls data from the Pipedrive REST API. You select one entity per data flow — core CRM records like Deals, Persons, or Organizations; activity records like Activities, Call logs, and Files; or specialized entities like Leads and Products.

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

Custom fields are automatically resolved and merged into the output for Deals, Persons, Organizations, Leads, and Products. Custom field hash keys (e.g., abc123_field) are replaced with their human-readable names.

Configuration options

Entity selection

Each data flow exports one entity. To combine data from multiple entities (e.g., Persons with their Deals), set up a separate data flow for each entity and use Coupler.io's data join feature.

Filter

For the following entities — Deals, Persons, Organizations, Activities, Products, and Leads — you can apply a Pipedrive filter by entering its filter ID. Filters must be created in Pipedrive first (under each object's filter panel), then referenced here by ID.

The filter ID must match the entity type. A filter created for Deals cannot be applied to the Persons entity. To find a filter ID in Pipedrive, open the filter in the relevant list view and check the URL — the ID is the number in filter_id=<ID>.

Date range (Changed after / Changed before)

Filter records by last-modified date. These map to the since and until parameters in the Pipedrive API. Use the date picker to set a fixed date, or leave empty to export all records regardless of when they were last modified.

Date range filtering applies to the Deals entity. For other entities, it may have limited or no effect depending on Pipedrive API support for that endpoint.

Fields (column selection)

Enter field names one per line to select only specific columns to export. Leave empty to import all available columns. Field names use Pipedrive's internal API field names (e.g., org_id, person_id.name, value).

To find field names, run the data flow once with no fields specified, then look at the column headers in your destination. You can then copy the exact names into the Fields selector to narrow the export.

Common data combinations

Goal	Configuration
Sales pipeline dashboard	Deals entity with title, value, currency, status, stage_id.name, pipeline_id.name, owner_id.name, person_id.name, org_id.name, add_time, close_time
Contact-deal join	Two data flows: Persons (with id, name) + Deals (with person_id.value), joined on id = person_id.value
Account-level deal reporting	Two data flows: Organizations (with id, name) + Deals (with org_id.value), joined on id = org_id.value
Sales activity report	Activities entity with type, subject, due_date, user_id.name, person_id.name, deal_id.title, done
Lead pipeline report	Leads entity with title, owner_id.name, person_id.name, org_id.name, label_ids, is_archived, add_time
Call outcome analysis	Call logs entity with duration, outcome, to_phone_number, start_time, end_time, person_id.name, user_id.name

Use cases by role

Sales

Export Deals with pipeline stages, owners, and values to build custom pipeline and forecasting dashboards. Use the Changed after date filter to pull only recently updated deals for incremental reporting. Join Deals with Persons and Organizations for enriched contact- and account-level analysis.

Sales Management

Operations

Marketing / Lead Gen

Platform-specific notes

• Stages and Pipelines automatically joined — For the Deals entity, Coupler.io fetches Stages and Pipelines data alongside deals and merges them automatically. You don't need a separate data flow for stage or pipeline names.

• Custom fields auto-resolved — For Deals, Persons, Organizations, Leads, and Products, Pipedrive custom fields are fetched and their hash-key column names are replaced with human-readable names. No manual mapping is needed.

• Activities include all users — The Activities entity is fetched with user_id=0, which returns activities from all Pipedrive users, not just the connected account.

• Call logs page size limit — Call logs are fetched with a maximum of 50 records per page due to a Pipedrive API constraint. Very large call log datasets may take longer than other entities.

• No reports or analytics — Pipedrive's in-app analytics and forecast reports are not available via the API. Coupler.io exports raw CRM data only; any aggregation or forecasting must be done in your destination or BI tool.