Pipeline

What is Pipeline CRM Connector?

Pipeline CRM Connector is a Data Studio connector that helps to connect Data Studio with Pipeline and use it as a data source in Data Studio.

Pipeline CRM Connector turns your data into informative dashboards and reports that are easy to read, easy to share, and fully customizable.

What is Pipeline?

Pipeline(Formerly PipelineDeals) is a simple and useful CRM in the cloud. With Pipeline, your sales team can easily organize your sales pipeline, track leads and deals, and manage your tasks.

Sales CRM (Customer Relationship Management) Software by Pipeline CRM Allows You to Easily Organize, Track, and Manage Your Sales Management Leads.

How does it work?

Step 1: Choose "Pipeline" connector from Google Data Studio Partner Gallery

Step 2: Get App Key from Pipeline > Account Settings > API Integration > APP_KEY.


Step 3: Get API Keys from Pipeline > Account Settings > API Integration > API Keys.


Step 4: Provide your API Key(Token) and APP Key(Username) for accessing Pipeline CRM. You can follow the instructions for getting the API key.




Step 5: Choose the Object you want to use

Step 6: The available fields from the Object are listed.


Step 7: Use this as a data source and continue normally with designing your report in Data Studio.

Step 8: You can customize the dashboard as you want.

Pipeline - Data Studio Dashboard

An example of a dashboard created in Data Studio with Pipeline CRM Data Connector.

Pipeline_-Dashboard_report-_by_Jivrus_Technologies.pdf