PipeDrive
What is Pipedrive Connector?
Pipedrive Connector is a Looker Studio connector that helps to connect Looker Studio with PipeDrive and use it as a data source in Looker Studio.
Pipedrive Connector turns your data into informative dashboards and reports that are easy to read, easy to share, and fully customizable.
What is Pipedrive?
Pipedrive is the first CRM platform made for salespeople, by salespeople. Pipedrive is a Customer relationship management for your company’s strategy of maintaining engagement with your clients and potential clients.
The purpose is to personalize a business relationship, whether it’s B2B or B2C, in hopes that this personalized and strategic touch will result in more business.
How does it work?
Step 1: Choose the "PipeDrive" connector from Google Looker Studio Partner Gallery
Step 2: Click on the 'AUTHORIZE' button for authorizing your google account.
Step 3: Once you click Authorize button, you can provide access to your Google account
Click on the 'Allow' button to Access your Google Account.
Step 4: Click on the 'Accept' button for authorization.
Step 5: Get API Credential from PipeDrive
Login into PipeDrive
Click on User avatar (top right corner)
Click on "Personal preferences"
Copy "Your personal API token"
Step 6: Enter your API key and click "SUBMIT"
Step 7: Choose the Object you want to use.
Step 8: Click on 'Connect' button.
Step 9: The available fields from the Object is listed .
Step 10: Use this as a data source and continue normally with designing your report in Looker Studio.
Step 11: Click on 'Create Report' button.
Step 12: You can customize the dashboard as you want.
Pricing
PipeDrive - Looker Studio Dashboard
An example of a dashboard created in Looker Studio with PipeDrive Connector.
Pipedrive_-Dashboard_report-_by_Jivrus_Technologies.pdf