Before you connect
- The personal API token of a Pipedrive admin. A token only sees what its own user may see.
- An owner or admin account in Northdeck.
Connect Pipedrive
- In Northdeck, open Data → Sources and choose Pipedrive.
- Sign in to Pipedrive as an admin.
- Open Personal preferences and the tab API.
- Copy your personal API token and paste it in Northdeck.
- Click Connect Pipedrive. The first sync adds a Sales module with pipeline, won deals and win rate.
Someone else holds the access? In Data → Sources, click Send an invite link: they fill in the key without a Northdeck account. The link is valid for 7 days and works once.
Keeping it up to date
Every hour Northdeck reads what changed in Pipedrive, and every night everything. Sync now reads everything at once.
Troubleshoot
The message in Northdeck says what went wrong. These are the most common ones.
Pipedrive did not accept the API token.
Copy it again from Personal preferences → API and connect again.
This Pipedrive user may not read this data.
Use the API token of a Pipedrive admin.
Paste the Pipedrive API token.
What was pasted does not look like a Pipedrive token. Copy the whole token, without spaces.
Pipedrive asks us to slow down.
Wait a few minutes and try again; the hourly sync catches up by itself.
Good to know
- Only deals in euros count in the totals. Deals in another currency keep their own amount and currency.
- Persons come in without e-mail addresses or phone numbers.
- A sync reads at most 20,000 records per object.