DATA SOURCE · CRM

Pipedrive integration — CRM deal reporting and exports

Put your sales pipeline beside marketing data. Analyze deal creation and recorded wins with explicit dates and currencies, while keeping CRM value separate from collected revenue.

Configure Pipedrive How to connect

APPLICATIONS

How to use Pipedrive in Netiker?

Sales and marketing on one chart

Overlay created or won deal counts with website traffic or advertising data. Compare date ranges without claiming individual deal attribution.

Separate deals from payments

Compare CRM values and Stripe balance movements as different measures. Keep currency and date semantics visible; a difference is not automatically missing revenue.

Stripe integration

Share saved CRM reports

Export the saved deal table through Sheets, CSV, Data API or authorized MCP tools. Provider credentials stay on the server.

Netiker Data API

SCOPE OF INTEGRATION

What data does it support? Pipedrive?

Deals

Deal ID, title, current status, pipeline ID and stage ID.

Values and dates

Current deal value and currency, creation time, recorded win time and loss time.

Comparison metrics

Created deals and their current values by creation date; currently won deals and their values by recorded win date. Each currency is a separate metric.

EXAMPLE AND INTERPRETATION

Example CRM deal data

Illustrative example - data does not come from a customer account.

Transaction	Status	Deal value	Currency	Created at	Won at
Deal A	won	1200	EUR	2026-10-01	2026-10-05
Deal B	open	900	USD	2026-10-02	—

Illustrative data: both deals count on their creation dates, but only Deal A contributes to wins on October 5. EUR and USD remain separate, and neither value proves payment.

CONFIGURATION

From call to report

Before connecting

Use the API token from Personal preferences → API. Enter company.pipedrive.com:TOKEN. Access follows that user's visibility in the company; the token itself can grant broader permissions than Netiker uses.

Find your API token
In Pipedrive Personal preferences, open API and copy your token. Note your company's pipedrive.com domain.
Connect Pipedrive
Select Pipedrive in Sources and enter company.pipedrive.com:TOKEN. Netiker verifies access through the Deals API.
Schedule a CRM snapshot
Choose a refresh schedule. Inspect the saved deals and add created or won deal metrics to comparison charts.

Connection and refresh: most common problems

Some deals are missing

Check the connected user's visibility, archived or deleted status, and truncation indicator. The integration does not bypass company permissions.

Access stops after replacing a token

Pipedrive has one active API token per user. Changing it can break other integrations. Update the saved Netiker connection with the new token.

What is worth knowing before downloading

One Pipedrive company per connection. The snapshot includes visible non-archived, non-deleted deals, up to your plan's row and report-size limits.
This is current deal state, not a historical pipeline ledger. Reopened, archived or deleted deals can change earlier cohort totals after refresh.
CRM deal value is not collected revenue. No currency conversion, contact lists, custom fields, activity history or payment reconciliation is included.

Questions about Pipedrive

No. A CRM win is a sales status. Use payment data to establish whether and when money was collected.

The API token inherits the Pipedrive user's permissions. Netiker calls only read endpoints, but cannot reduce the token's permissions at Pipedrive.

Combine this flow with other tools

Data sources

SEO

Google Search Console

Connect Google Search Console with Netiker. Save clicks, impressions, CTR and position reports, set synchronization and export results.

Scope and configuration

SEO

Bing Webmaster Tools

Connect Bing Webmaster Tools with your own API key. Sync clicks, views, queries and pages across multiple sites and export results to Sheets, CSV and Data API.

Scope and configuration

SEO

Ahrefs

Save domain metrics with Ahrefs. Get estimated traffic and keyword counts, then export the results to spreadsheets or via API.

Scope and configuration

Revenue

Stripe

Download Stripe balance transactions to Netiker: amounts, fees, net, currencies and statuses. Save reports and export data for further analysis.

Scope and configuration

CRM

HubSpot

Save HubSpot transactions in Netiker: names, stages, amounts, currencies and dates. Connect your private application and set report synchronization.

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Brevo

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Analytics

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MetaAds

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E-commerce

Shopify

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Email marketing

Mailchimp

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