{{ transformations:ImportPipedriveAction.png}} ====== IMPORT FROM PIPEDRIVE====== Category: Import / App/Cloud\\ \\ =====Description===== This action imports data from Pipedrive, such as deals, organizations, or persons. A configured\\ [[connectors:pipedrive|Pipedrive connector]] is required. \\ ===== Action settings ===== ^ Setting ^ Description ^ |Connector*| Select a configured Pipedrive connector.| |Entity| Select the Pipedrive entity to import data from. Options: //Deals//, //Organizations//, //Persons//, or //Leads//.| |Import options|Select required import options. Options: //Import all//, //Use filter//, //Import only selected attributes//. See table below for details. | * Setting can be specified using a [[:parameters|parameter]].\\ \\ ====Import options==== ^Setting^Description^ |Import all|Define which record parameters to import. Options: //All non-deleted//, //Open//, //Won//, //Lost//, or //Deleted//.| |Use filter|When selected, enter a filter to use to constrain the records being imported.| |Import only selected attributes|When checked, select which attributes to import from the list.| \\ =====Shortcuts===== Fast ways to create the action: * Press the "Add data" menu button and select "Fetch from cloud/application". \\ =====See also===== *[[connectors:pipedrive|Pipedrive connector]]