Sync dbt to Pipedrive

Accelerate your pipeline from lead to close with customer data from your data warehouse

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Integration in Four Steps

Step 1: Connect dbt

Connect to your dbt repo, select a branch that you'd like to use, and tag your models with "census" to make them available.

Step 2: Connect Pipedrive as a destination

You can connect to Pipedrive by creating an API key in Pipedrive and providing it to Census in an intuitive interface.

Step 3: Define the core data that matters for your business

Choose your sync frequency with options to transfer data continuously, on a schedule, or triggered after dbt run.

Step 4: Schedule your sync

Choose your sync frequency with options to transfer data in real time, on a schedule, or triggered via our API.

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Where can you sync your dbt in Pipedrive?

Deals

Deals represent ongoing, lost or won sales to an organization or to a person. Each deal has a monetary value and must be placed in a stage. Deals can be owned by a user, and followed by one or many users. Each deal consists of standard data fields but can also contain a number of custom fields.

API Docs Description

Notes

Notes are pieces of textual (HTML-formatted) information that can be attached to deals, persons and organizations. Notes are usually displayed in the UI in chronological order – newest first – and in context with other updates regarding the item they are attached to. The maximum note size is approximately 3,000,000 characters (or 3MB per note).

API Docs

Organization

Organizations are companies and other kinds of organizations you are making deals with. Persons can be associated with organizations so that each organization can contain one or more persons.

API Docs Description

Persons

Persons are your contacts, the customers you are doing deals with. Each person can belong to an organization. Persons should not be confused with users.

API Docs

Stage

Stage is a logical component of a pipeline, and essentially a bucket that can hold a number of deals. In the context of the pipeline a stage belongs to, it has an order number which defines the order of stages in that pipeline.

API Docs

User Object

Users are people with access to your Pipedrive account. A user may belong to one or many Pipedrive accounts, so deleting a user from one Pipedrive account will not remove the user from the data store if he/she is connected to multiple accounts. Users should not be confused with persons.

API Docs

A single source of truth in all your tools

Census is the easiest way to share a consistent view of your data across your entire business. Define your models, metrics, and business logic in your data warehouse and sync them to all your operational tools.

Create trust in consistent metrics
Automate confidently with clean data
Simplify your data integration strategy
Improve data security and visibility

Trusted by companies you know

Advantages of Census

Build once. Reuse everywhere.

Once you define your models in dbt or in Census, you can sync them to all of the tools, so every team is using the same data to achieve their goals.

No more CSV files & Python scripts

Focus on building a data stack and improving data quality, not writing custom code to integrate with Sales & Marketing tools. Census takes care of getting the data into the hands of your business team. No Engineering favors required.

It just works. At scale.

Whether you sync 100 records or 100 million, we will keep your data in sync across your warehouse and your business tools. Census automatically navigates API failures and monitoring keeps you aware of worst case scenarios.

Data Activation Use Cases

Syncing from dbt

dbt (data build tool) is a data modeling and data management tool that enables analytics engineers to transform data in their warehouses by simply writing select statements. dbt handles turning these select statements into tables and views. dbt approach to data modeling is the leading paradigm for ELT (Extract, Load, Transform). It makes it easy to transform data that has been delivered to the data warehouse via an ETL tool like Fivetran, Stitch, or Airbyte. Census has a native integration with dbt that expands the reach of your trustworthy models by putting them into the places where business teams can take action.

Now you can use the data in dbt for more than just analytics and BI. With Amazon dbt you can operationalize your data across your entire customer data stack.

Learn how to use Census with 👉 our dbt docs