Pipedrive

This feature requires SeoTools Pro.


Contacts Features

  • Contacts List - Returns all contacts. Sort results by:
    • First Name & Last Name
    • Open Deals & Closed Deals
    • Emails Sent
    • Activities & Completed Activities
    • Won Deals & Lost Deals
    • Followers
    • Next Activity Day
    • Created & Updated
    • Contact Id
  • Contact Lookup - Returns details of a specific contact.
  • Contacts Search - Searches all Contacts. Search by:
    • Name
    • Email

Activities Features

  • Activities List - Returns all activities assigned to a particular user. Available filters:
    • Select a particular user from a list.
    • Filter by Meeting Type (Call/Meeting/Task/Deadline/Email/Lunch)
    • Select a Date interval
    • Filter by Activity Status (All/Done/Not Done)
  • Activity Lookup - Returns details of a specific activity.

Deals Features

  • Deals List - Returns all Deals. Sort results by:
    • Title & Id
    • Status
    • Deal Value
    • Organization Name & Contact Name
    • Added & Updated
    • Owner Name
    • Followers & Participants
    • Activities
    • Email
    • Expected Close Date
  • Deals Search - Searches all Deals. Filter by:
    • Organization
    • Contact

Organization Features

  • Organization List - Returns all organizations. Sort results by:
    • Name
    • Contacts Count
    • Open Deals & Closed Deals
    • Emails Sent
    • Activities & Completed Activities
    • Won Deals & Lost Deals
    • Followers
    • Next Activity Day
    • Created & Updated
    • Organization Id
  • Organization Lookup - Returns details of a specific organization.
  • Organizations Search - Searches all Organizations.

Notes Features

  • Notes List - Returns all Notes. Sort & Filter results by:
    • Note Id/Owner Id/Contact Id
    • Added & Updated
    • Content
    • Deal Pin Status (Pinned/Not Pinned)
    • Organization Pin Status (Pinned/Not Pinned)
    • Contact Pin Status (Pinned/Not Pinned)

Users Features

  • Users List - Returns all Users and their contact information & settings.

API Token

To use the Pipedrive Connector you need an API token.

  1. Go to the Settings Page and click on API:

  2. Copy the generated API Token and use it with SeoTools for Excel.


Contribute

This connector suite is open-sourced on GitHub.


See

Official Documentation


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