Sync Microsoft Power BI 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

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

Step 4: Schedule your sync

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

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Where can you sync your 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

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docker
bill
health-union
algolia
mixpanel
drizly
invision
rippling
Zip logo
figs

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.

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Data Activation Use Cases

Syncing from

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

Learn how to use Census with 👉 our docs

Syncing to Pipedrive

Pipedrive is a sales management tool that helps you track your sales pipeline, manage your leads, and close more deals.

Learn how to use Census with 👉 our Pipedrive docs

Census connects to and syncs data to Pipedrive. With 200+ integrations (and counting!) and transparent pricing, it's never been easier to start operationalizing your data. This is what we like to call Reverse ETL.