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transformations:importpipedrive

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 optionsSelect 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

SettingDescription
Import allDefine which record parameters to import. Options: All non-deleted, Open, Won, Lost, or Deleted.
Use filterWhen selected, enter a filter to use to constrain the records being imported.
Import only selected attributesWhen 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