Pre-Built Tooling
| Category | Details |
|---|---|
| Authentication | API Key (Query Parameter or Header) |
| Two-Way Sync | No |
| Events Supported | No |
| Realtime | Polling |
| Supports Rate Limiting | Yes |
| Authentication Scopes Supported | N/A (API Key) |
Objects Supported
Alloy Automation supports syncing the following objects from Pipedrive:- Activities
- Deals
- Products
- Persons
- Organizations
- Pipelines
- Stages
Set Up Guide
Trial Access
| Question | Answer |
|---|---|
| Offers free trial? | Yes. Pipedrive offers a 14-day free trial with no credit card required. Start free trial |
| Requires paid sandbox? | No. The trial account can be used for testing and development. |
| Requires partnership to obtain authentication? | No. Any Pipedrive user can generate API keys from their account. |
Authentication (API Key)
For customers who want to completely whitelabel their authentication experience, you can provide your own developer keys instead of using Alloy Automation’s. For comprehensive API documentation, visit Pipedrive API Reference.Use Cases
1) CRM data synchronization
Sync deals, contacts, and activities between Pipedrive and other business systems to maintain a unified view of customer relationships across your organization.2) Sales automation workflows
Automatically create deals, update stages, and log activities in Pipedrive based on triggers from other systems like email, forms, or e-commerce platforms.3) Lead enrichment and routing
Enrich new Pipedrive leads with data from external sources and automatically route them to the appropriate sales representatives based on territory, industry, or deal size.4) Sales reporting and analytics
Pull deal data, activity metrics, and pipeline information from Pipedrive into your analytics platform for custom reporting and sales performance dashboards.5) Product catalog synchronization
Keep product information synchronized between Pipedrive and your e-commerce or ERP system to ensure sales teams have accurate pricing and product details.API Gotchas
-
Custom fields: Pipedrive supports extensive custom fields which are identified by long hash keys (e.g.,
a1b2c3d4e5f6). Use the Fields API endpoints to map these hashes to human-readable field names. - API token in URLs: When using API tokens as query parameters, be careful with logging and error handling to avoid exposing tokens in logs or error messages. Consider using header-based authentication when possible.
- Rate limiting: Pipedrive enforces rate limits (typically 100 requests per 2 seconds). Implement proper rate limiting handling with exponential backoff to avoid hitting limits.
-
Pagination: List endpoints return paginated results. Use the
startandlimitparameters along with pagination metadata in responses to retrieve all records. - Time zones: Pipedrive stores dates in UTC but may display them in user-specific time zones. Be mindful of time zone conversions when working with date fields.
For questions or troubleshooting, contact support@runalloy.com.