Pipedrive is a CRM that lets you track your sales pipeline, optimize leads, manage deals with AI and automate your entire sales process so you can focus on selling.

This article provides an overview to get started with the Pipedrive connector in Peliqan. Please contact support if you have any additional questions or remarks.

Contents

Connect Pipedrive

In Peliqan, go to Connections > Add Connection > Select Pipedrive in the list > Enter the details of your Pipedrive instance.

Steps to fetch your API Key in Pipedrive:

1. Login to your Pipedrive Instance
2. Navigate to MyAccount > Personal Preference
3. Click on "API" tab.
4. Copy the Personal API Token.

Writeback to Pipedrive from Python scripts

Basic writeback functions

Example to add a Person to Pipedrive:

pipedrive_api = pq.connect('Pipedrive')

person = {
    'name': "Lee James",
    'emails': [{'label': 'work', 'value': '[email protected]', 'primary': True}],
    'org_id': 2,
}
result = pipedrive_api.add('person', person)
st.json(result)

Working with custom fields in Pipedrive

Read data from Pipedrive

Example function to convert custom fields from a Pipedrive object to readable field names: