Linking Pipedrive as a source
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Contents
The Pipedrive connector syncs your CRM data – deals, deal products, deal history, persons, organizations, products, pipelines, stages, activities, notes, leads, users, field metadata, mailbox data, and projects – into PostHog.
Adding a data source
Go to the sources tab of the data pipeline section in PostHog.
Click + New source and then click Link next to Pipedrive.
Enter your Company domain. This is the subdomain of your Pipedrive account URL. For example, if your Pipedrive URL is
https://mycompany.pipedrive.com, entermycompany. You can also paste the full URL – PostHog normalizes it automatically.Next, you need an API token from Pipedrive. In your Pipedrive account, go to Settings > Personal preferences > API. Copy your personal API token. The token inherits your user's permissions, so make sure your user can access the data you want to sync.
Back in PostHog, paste the API token in the API token field and click Next.
Select the tables you want to sync, set the sync frequency, then click Import.
Once the syncs are complete, you can start using Pipedrive data in PostHog.
Available tables
| Table | Description | Sync method |
|---|---|---|
deals | Sales deals in your Pipedrive account | Full refresh |
persons | Contact persons | Full refresh |
organizations | Organizations linked to deals and persons | Full refresh |
products | Products available in your catalog | Full refresh |
pipelines | Sales pipelines | Full refresh |
stages | Stages within pipelines | Full refresh |
activities | Activities like calls, meetings, and tasks | Full refresh |
activity_types | Activity types like call, meeting, and email | Full refresh |
notes | Notes attached to deals, persons, or organizations | Full refresh |
leads | Sales leads | Full refresh |
lead_labels | Labels for categorizing leads | Full refresh |
users | Users in your Pipedrive account | Full refresh |
deal_fields | Custom field definitions for deals | Full refresh |
deal_changelog | Per-field deal history including stage moves | Full refresh |
deal_products | Product line items attached to deals | Full refresh |
person_fields | Custom field definitions for persons | Full refresh |
organization_fields | Custom field definitions for organizations | Full refresh |
archived_deals | Archived sales deals (excluded from the deals table) | Full refresh |
mail_threads | Email threads synced to the Pipedrive mailbox | Full refresh |
mail_messages | Individual email messages within threads | Full refresh |
projects | Projects in Pipedrive Projects | Full refresh |
archived_projects | Archived projects (excluded from the projects table) | Full refresh |
project_tasks | Tasks within projects | Full refresh |
project_boards | Project boards that organize projects into phases | Full refresh |
project_phases | Phases (columns) on project boards | Full refresh |
Full refresh tables reload all data on each sync.
Configuration
| Option | Description |
|---|---|
Company domainType: text Required: True | Enter just your Pipedrive subdomain, not a full URL. For acme.pipedrive.com, enter acme. |
API tokenType: password Required: True |
Supported tables
| Table | Description | Sync method | Incremental field | Primary key |
|---|---|---|---|---|
deals | A sales deal (opportunity) tracked in Pipedrive, with its value, stage, and status. | Webhook, Full refresh | — | — |
archived_deals | An archived sales deal in Pipedrive. The deals table leaves these out. | Full refresh | — | — |
persons | A contact person stored in Pipedrive, with their contact details and links to deals. | Webhook, Full refresh | — | — |
organizations | A company or organization stored in Pipedrive, grouping its people and deals. | Webhook, Full refresh | — | — |
products | A product or service that can be attached to deals in Pipedrive. | Webhook, Full refresh | — | — |
pipelines | A sales pipeline — an ordered set of stages deals move through. | Webhook, Full refresh | — | — |
stages | A stage within a pipeline that deals progress through. | Webhook, Full refresh | — | — |
notes | A free-text note attached to a deal, person, or organization in Pipedrive. | Full refresh | — | — |
leads | An inbound lead in Pipedrive that has not yet been converted into a deal. | Full refresh | — | — |
users | A user (team member) of the Pipedrive account. | Full refresh | — | — |
deal_fields | A field definition (standard or custom) available on deals in Pipedrive. | Full refresh | — | — |
person_fields | A field definition (standard or custom) available on persons in Pipedrive. | Full refresh | — | — |
organization_fields | A field definition (standard or custom) available on organizations in Pipedrive. | Full refresh | — | — |
lead_labels | A label that can be attached to leads in Pipedrive. Resolves the label IDs stored on each lead. | Full refresh | — | — |
activity_types | An activity type (such as call, meeting, or email) configured in Pipedrive. Resolves the type key on each activity. | Full refresh | — | — |
deal_products | A product line item attached to a deal in Pipedrive, with its quantity, price, discount, and tax. | Full refresh | — | — |
deal_changelog | A change to a field value on a deal in Pipedrive, such as a stage move. One row per field change. | Full refresh | — | — |
mail_threads | An email conversation synced to Pipedrive's mailbox, which can be linked to a deal or lead. One row per thread across the inbox, sent, archive, and drafts folders. | Full refresh | — | — |
mail_messages | A single email message in a Pipedrive mail thread. Message bodies are not included. | Full refresh | — | — |
projects | A project in Pipedrive Projects, usually delivery work that follows a won deal. Archived projects are in the archived_projects table. | Full refresh | — | — |
archived_projects | An archived project in Pipedrive Projects. The projects table leaves these out. | Full refresh | — | — |
project_tasks | A task inside a Pipedrive project. | Full refresh | — | — |
project_boards | A board in Pipedrive Projects. Resolves the board_id on projects and project phases. | Full refresh | — | — |
project_phases | A phase (column) on a Pipedrive project board. Resolves the phase_id on projects. | Full refresh | — | — |
activities | A scheduled or logged activity (call, meeting, task, email) linked to deals or contacts. | Webhook, Full refresh | — | — |