Pipedrive connector for Amazon AppFlow - Amazon AppFlow
Amazon AppFlow support for PipedriveBefore you beginConnecting to PipedriveTransferring data from PipedriveSupported destinationsSupported objects

Pipedrive connector for Amazon AppFlow

Pipedrive is a Customer Relationship Management (CRM) service that helps companies track and carry out projects. If you’re a Pipedrive user, your account contains data about connections with your customers and within your organization. This can include deals, contacts, demos, proposals, and more. You can use Amazon AppFlow to transfer data from Pipedrive to certain AWS services or other supported applications.

Amazon AppFlow support for Pipedrive

Amazon AppFlow supports Pipedrive as follows.

Supported as a data source?

Yes. You can use Amazon AppFlow to transfer data from Pipedrive.

Supported as a data destination?

No. You can't use Amazon AppFlow to transfer data to Pipedrive.

Before you begin

To use Amazon AppFlow to transfer data from Pipedrive to supported destinations, you must meet these requirements:

  • You have an account with Pipedrive that contains the data that you want to transfer. For more information about the Pipedrive data objects that Amazon AppFlow supports, see Supported objects.

  • In your Pipedrive account, you've created an unlisted app in Marketplace Manager. This app provides the credentials that Amazon AppFlow uses to make authenticated calls to your account and securely access your data. For the steps to create an app, see Creating an app in the Pipedrive Developer Documentation.

    You've configured your app as follows:

    • You've specified a redirect URL (also referred to as a callback URL) for Amazon AppFlow.

      Redirect URLs have the following format:

      https://region.console.aws.amazon.com/appflow/oauth

      In this URL, region is the code for the AWS Region where you use Amazon AppFlow to transfer data from Pipedrive. For example, the code for the US East (N. Virginia) Region is us-east-1. For that Region, the URL is the following:

      https://us-east-1.console.aws.amazon.com/appflow/oauth

      For the AWS Regions that Amazon AppFlow supports, and their codes, see Amazon AppFlow endpoints and quotas in the AWS General Reference.

    • You've activated the access scopes that provide access to the data that you want to transfer. For more information about Pipedrive scopes, see Scopes and permission explanations in the Pipedrive Developer Documentation.

From the settings for your app, note the client ID and client secret. When you connect to your Pipedrive account, you provide these values to Amazon AppFlow.

Connecting Amazon AppFlow to your Pipedrive account

To connect Amazon AppFlow to your Pipedrive account, provide details from your Pipedrive project so that Amazon AppFlow can access your data. If you haven't yet configured your Pipedrive project for Amazon AppFlow integration, see Before you begin.

To connect to Pipedrive

  1. Sign in to the AWS Management Console and open the Amazon AppFlow console at https://console.aws.amazon.com/appflow/.

  2. In the navigation pane on the left, choose Connections.

  3. On the Manage connections page, for Connectors, choose Pipedrive.

  4. Choose Create connection.

  5. In the Connect to Pipedrive window, enter the following information:

    • Client ID – The client ID of the OAuth 2.0 client ID in your Pipedrive project.

    • Client secret – The client secret of the OAuth 2.0 client ID in your Pipedrive project.

    • Instance URL – The URL of the instance where you want to run the operation, for example, https://awsappflow-domain.pipedrive.com.

  6. Optionally, under Data encryption, choose Customize encryption settings (advanced) if you want to encrypt your data with a customer managed key in the AWS Key Management Service (AWS KMS).

    By default, Amazon AppFlow encrypts your data with a KMS key that AWS creates, uses, and manages for you. Choose this option if you want to encrypt your data with your own KMS key instead.

    Amazon AppFlow always encrypts your data during transit and at rest. For more information, see Data protection in Amazon AppFlow.

    If you want to use a KMS key from the current AWS account, select this key under Choose an AWS KMS key. If you want to use a KMS key from a different AWS account, enter the Amazon Resource Name (ARN) for that key.

  7. For Connection name, enter a name for your connection.

  8. Choose Connect.

  9. In the window that appears, sign in to your Pipedrive account, and grant access to Amazon AppFlow.

On the Manage connections page, your new connection appears in the Connections table. When you create a flow that uses Pipedrive as the data source, you can select this connection.

Transferring data from Pipedrive with a flow

To transfer data from Pipedrive, create an Amazon AppFlow flow, and choose Pipedrive as the data source. For the steps to create a flow, see Creating flows in Amazon AppFlow.

When you configure the flow, choose the data object that you want to transfer. For the objects that Amazon AppFlow supports for Pipedrive, see Supported objects.

Also, choose the destination where you want to transfer the data object that you selected. For more information about how to configure your destination, see Supported destinations.

Supported destinations

When you create a flow that uses Pipedrive as the data source, you can set the destination to any of the following connectors:

Supported objects

When you create a flow that uses Pipedrive as the data source, you can transfer any of the following data objects to supported destinations:

Object

Field

Data type

Supported filters

Activities

Activity Types

Active

Boolean

Add Time

DateTime

Color

String

Custom Flag

Boolean

ID

Long

Icon

String

Key

String

Name

String

Order Number

Long

Update Time

DateTime

CallLogs

Activity Id

Long

Company Id

Long

Deal Id

Integer

Duration

String

End Time

DateTime

From Phone Number

String

Has Recording

Boolean

ID

String

Note

String

Organization Id

Integer

Outcome

String

Person Id

Integer

Start Time

DateTime

To Phone Number

String

User Id

Long

Currencies

Active Flag

Boolean

Code

String

Decimal Points

Integer

ID

Integer

Is Custom Flag

Boolean

Name

String

Symbol

String

Deals

Lead Labels

Add Time

DateTime

Color

String

ID

Integer

Name

String

Update Time

DateTime

Lead Sources

Name

String

Leads

Add Time

DateTime

CC Email

String

Creator Id

Long

Expected Close Date

String

ID

String

Is Archived

Boolean

Label Ids

String

Next Activity Id

Long

Organization Id

Integer

Owner Id

Long

Person Id

Long

Source Name

String

Title

String

Update Time

DateTime

Value

Struct

Visible To

String

Was Seen

Boolean

Notes

Organization

Permission Sets

App

String

Assignment Count

Integer

Description

String

ID

Integer

Name

String

Type

String

Persons

Pipelines

Active

Boolean

Add Time

DateTime

Deal Probability

Boolean

ID

Integer

Name

String

Order Number

Integer

Selected

Boolean

URL Title

String

Update Time

DateTime

Products

Roles

Active Flag

Boolean

Assignment Count

Integer

Description

String

ID

Integer

Level

Integer

Name

String

Parent Role Id

Integer

Sub Role Count

Integer

Stages

Active Flag

Boolean

Add Time

DateTime

Deal Probability

Integer

ID

Integer

Name

String

Order Number

Integer

Pipeline Deal Probability

Boolean

Pipeline Id

Integer

Pipeline Name

String

Rotten Days

String

Rotten Flag

Boolean

Update Time

DateTime

Users

Access

List

Active Flag

Boolean

Created

DateTime

Default Currency

String

Email

String

Has Created Company

Boolean

ID

String

Icon URL

String

Is Admin

Integer

Is You

Boolean

Language

Integer

Last Login

DateTime

Locate

String

Modified

DateTime

Name

String

Phone

String

Role Id

Integer

Signup Flow Variation

String

Timezone

String

Timezone Offset

String