Need to manage your Pipedrive data more effectively? Whether you're preparing for data cleaning, bulk deduplication, enrichment, or analysis, Datablist's Pipedrive Source makes importing your CRM data simple and secure.
This guide walks you through connecting your Pipedrive account and importing People or Organizations into Datablist.
Step-by-Step Guide: How to Import Pipedrive Data
Datablist is a powerful data cleaning, deduplication, and enrichment tool. Follow these steps to import data from your Pipedrive account.
1. Create a New Collection
First, create a new collection in Datablist. This will be the workspace where your imported Pipedrive data will live. Then, open the Sources list.
2. Select "Pipedrive" Source
Choose Pipedrive from the available data sources.
3. Enter Your Pipedrive API Key
You'll be prompted to enter your Pipedrive API key to authorize the connection. Datablist uses the official Pipedrive API, ensuring a secure and reliable connection.
How to find your Pipedrive API Key: Log in to your Pipedrive account, go to Settings → Personal preferences → API, and copy your "Personal API token". Paste it into Datablist.
4. Choose the Pipedrive Object Type to Import
Select the type of data you want to import from Pipedrive:
- People: Your contacts.
- Organizations: Your company records.
Important: If you plan to deduplicate or clean People and Organizations separately, it's best practice to import them into two separate Datablist collections.
5. Review Importable Data Fields
Before starting, Datablist shows the fields it will import from Pipedrive for the selected object type. This includes:
- Standard Pipedrive fields (e.g., Name, Email, Phone, Owner, Address, Value for Deals, etc.).
- All your custom fields.
This screen confirms the data fields that will be pulled into your Datablist collection.
6. Start the Import
Click the Run import now button.
Datablist will securely connect to your Pipedrive account and begin fetching the data. A notification will show the progress.
7. View the Imported Data
Once the import is complete, your Pipedrive data will appear in your Datablist collection, ready for cleaning, analysis, or enrichment.
Next Steps: Clean, Deduplicate, and Enrich Your CRM Data
Now that your Pipedrive data is in Datablist, you can use Datablist's advanced algorithms to deduplicate People and Organizations far beyond Pipedrive's built-in capabilities.