Happy whatever-day-it-is-you're-reading-this everyone! This is David here from the hotglue team and today, you are going to learn how you can build your own Pipedrive integration without ever referencing Pipedrive's API docs.
Before we start
If you haven't registered your product as an application for Pipedrive, then you will need to do that first. You can check out how to do that here.
Once you've registered your product as an app, the only credential you'll need is your own Pipedrive account's API token (check out how to get that from your free Pipedrive account here). Once you have your token, you are ready to go!
Let's get your Pipedrive integration set up! First things first, we need to create a flow. Let's do that by clicking the "New Flow" button in the top right corner of the hotglue panel.
I am going to go ahead and call my flow Pipedrive, though you can call yours whatever you would like. Once you are done determining what you would like to call your flow, go ahead and click the "Save and Continue" button on the right hand side.
Setting up the source
Now we need to select Pipedrive as our data source.
Go ahead and type in "Pipedrive" in the search bar to pull up the Pipedrive connector. Once you do, go ahead and click the "Connect" button.
Now that you have selected Pipedrive, you need to get out that API token that I mentioned earlier! This is where you will be using it. Go ahead and paste it in here. Next, go ahead and click "Save & Continue" button.
Now that you have Pipedrive saved as a source, you need to configure what data you want to pull from Pipedrive. To do this, go ahead and click the "Field Map" button.
Now, you have opened the Field Editor and can select what data you want to pull. In this case, I am going to click on the gear icon for "stages."
Now you have the opportunity to select the exact items you want to pull from my stages in Pipedrive. To do that, you select the item in the "Available" column and use the arrows to move it over to the "Chosen" column. Once you are done configuring what you want to pull, you click the "Confirm" button.
Now you should go ahead and click "Save" to confirm your choices once again.
And that is it for setting up your Pipedrive configuration!
Setting up your target
So you have set up your Pipedrive source, but it is equally important that you determine where you want the data from Pipedrive to end up. In this example, I am going to use S3 as my target (what we call where you send the data), but you can use whatever target fits into your tech stack best. I am going to go ahead and click the "Connect" button on the S3 target.
Now, you are going to tell hotglue exactly where to put the data that you just pulled from Pipedrive. To do so, you are going to fill in your credentials for your target. Once you do so, go ahead and click the "Save & Continue" button.
Now you have set up your target and are ready to run a job.
Running a test job
Now that you have set up your Pipedrive source and have set up your target, let's run a testing job to make sure everything is working properly. To do so, click the "New Job" in the top right hand corner of the page.
Now you can give the test job any name you want, I called mine "Initial Sync." Make sure to select Pipedrive as your tap. Once you are done with that, go ahead and click the "Create Job" button.
Now, all you have to do is wait a couple minutes and your job will be complete!
Once you've waited for a couple minutes, click the refresh button next to the "New Job" button on the top right and the status of the job just switch to "JOB_COMPLETED."
At this point you have everything set up, and can even check the logs of your job to see what actually happened. To do this, just click on the job.
Wrap up Wrap up
And that is all there is to it! You now have a fully functioning Pipedrive integration that load your customers' data into your product.
If you have any questions about hotglue, please feel free to reach out to us at firstname.lastname@example.org or live chat with us on our site! Thanks for reading!