Back

This article describes how to set up the Pipedrive connector in your Universal Data Hub account.

In this article:

Table of Contents Placeholder

Connector Actions

Action Name AudienceStream EventStream
Create a Person
Update a Person
Merge Two Persons
Delete a Person

Configure Settings

Go to the Connector Marketplace and add a new connector. Read the Connector Overview article for general instructions on how to add a connector.

After adding the connector, configure the following settings:

  • Subdomain
    • The subdomain for your Pipedrive account.
  • API Token
    • If you are working with a manual integration, the API token must be provided as part of the query string for all requests, using the api_token variable.
    • You can obtain the API token manually from the Pipedrive app or by fetching the objects of Authorizations.
    • For more information, see: https://pipedrive.readme.io/docs/core-api-concepts-authentication.

Action Settings - Parameters and Options

Click Next or go to the Actions tab. This is where you configure connector actions.

This section describes how to set up parameters and options for each action.

Action - Create a Person

Parameters

Parameter Description
Name
  • Name of person to be created.
  • For more information, see: Add a Person.
Owner ID
  • ID of the user who will be marked as the owner of this person.
  • When omitted, the authorized user ID will be used.
Organization ID ID of the organization this person will belong to.
Email Email address of the person.
Phone Phone number of the person.
Visible To
  • Visibility of the person.
  • If omitted, visibility will be set to the default visibility setting of this item type for the authorized user.
Add Time
  • Optional creation date and time of the person in Coordinated Universal Time (UTC) format.
  • Example: YYYY-MM-DD HH:MM:SS.
  • Requires admin user API token.

Action - Update a Person

Parameters

Parameter Description
ID
Name Name of person to be created.
Owner ID
  • ID of the user who will be marked as the owner of this person.
  • When omitted, the authorized user ID will be used.
Organization ID ID of the organization this person will belong to.
Email Email address of the person.
Phone Phone number of the person.
Visible To
  • Visibility of the person.
  • If omitted, visibility will be set to the default visibility setting of this item type for the authorized user.
Add Time
  • Optional creation date and time of the person in Coordinated Universal Time (UTC) format.
  • Example: YYYY-MM-DD HH:MM:SS
  • Requires admin user API token.

Action - Merge Two Persons

Parameters

Parameter Description
ID
  • ID of the person that will be merged.
  • For more information, see: Merge Two Persons
Merge With ID ID of the person that the person will be merged with.

Action - Delete a Person

Parameters

Parameter Description
ID
  • ID of the person to be deleted.
  • For more information, see: Delete a Person.