transformations:importpipedrive
Table of Contents
IMPORT FROM PIPEDRIVE
Category: Import / App/Cloud
Description
This action imports data from Pipedrive, such as deals, organizations, or persons. A configured
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 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
transformations/importpipedrive.txt · Last modified: 2021/07/05 02:25 by craigt