Pipedrive Integration

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Sales

Partner website

www.pipedrive.com

About Pipedrive

Pipedrive is a CRM software created around activity-based selling and visual pipelines. Most Pipedrive users close an average of 28% more deal thanks to its CRM system.

Additional help

help.plecto.com/pipedrive

Create real-time Pipedrive dashboard with Plecto

Integrating Pipedrive with Plecto allows you to develop real-time custom dashboards, to give you and your sales team a better insight into their performance. Pull key metrics from your Pipedrive account directly into an updated dashboard that's easy to share with the whole team on any TV, mobile or desktop screens.

By using the Pipedrive integration, you can track and monitor every KPI you need from your sales processes and activities in real-time. Combine data across systems and data types and create useful KPIs, such as hit rate and quota attainment. Track your team's performance in real-time and recognize each team member's achievements and efforts. Start increasing performance today!

Take your dashboard to the next level, and combine your Pipedrive data with services like Salesforce, Aircall, and hundreds more. With Plecto's integration to Pipedrive, you are able to create, edit, iterate, and display focused Pipedrive dashboards. Get full visibility on the latest deals and deals by stage.

What types of data can you import from Pipedrive?

Deals

Keep track of your sales pipeline(s) in real-time and monitor how deals are progressing in your stages. Customize your forecast on a monthly or quarterly basis and stay on top of your deal flow. Recognize each employee's wins and enforce team efforts.

Technical details for Pipedrive Deals

Update frequency
Instant with web-hooks and every 2m

Default member field
user_id

Default date field
expected_or_actual_close_date

Supports custom fields?
Yes

Supports automatic registration deletion?
Yes

Activities

Pipedrive Activities will provide you with a full overview of your team's activities in real-time. Recognize your team's efforts on a daily, weekly or monthly basis and make sure you stay on track. Stay on top of your open activities and make sure they are completed on time.

Technical details for Pipedrive Activities

Update frequency
Instant with web-hooks and every 2m

Default member field
user_id

Default date field
add_time

Supports custom fields?
No

Supports automatic registration deletion?
No

Organizations

Pipedrive Organizations act as the larger collections of data. People are related to organizations. In other words, the organizations are the companies the people are working for.

Technical details for Pipedrive Organizations

Update frequency
Instant with web-hooks and every 2m

Default member field
owner_id

Default date field
add_time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

People

Pipedrive People are the contacts of specific customers you are selling to from Pipedrive. It includes the contact's phone number, email and the number of deals related to that contact.

Technical details for Pipedrive People

Update frequency
Instant with web-hooks and every 2m

Default member field
created_by_user_id

Default date field
add_time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Pre-built Pipedrive KPIs

Browse our extensive library of pre-built Pipedrive KPIs or customize and create your own.

Win Rate of Deals

The amount of won deals compared to the total opportunities created during a certain period.

Value of New Deals

Amount of money your potential new client’s account is worth.

Number of Won Deals

Count of the number of opportunities that have turned into clients.

Number of New Tasks

Count of your pending tasks.

Number of Calls Completed

Count of the support calls that have already been successfully answered.

Number of Tasks Completed

Count of the total amount of tasks that each employee has completed.

Number of Booked Meetings

Overview of the number of pending meetings you have in a certain period of time.

Value of Lost Deals

Amount of money the company is not going to earn due to a lost client.

Duration of All Calls

Time spent talking on the phone with potential or current customers per day.

New MRR

New subscriptions that have been added recently and that will, therefore, contribute to your MRR.

Number of Meetings Completed

Total number of meetings a team or employee has already had in the last period measured.

Number of New Deals Created

Total number of new clients that your company has welcomed over the last period.

Average Call Duration

Average time spent by your entire team in their calls with clients.

Value of Won Deals

Amount of money your new client’s account is worth.

Number of Lost Deals

Count of the number of opportunities that haven’t turned into clients.

Don't see the KPI you are looking for?

Build your own KPIs to use for custom widgets with our easy-to-use formula editor.

Improving performance and bringing the departments in PL & Partners

PL & Partners are on a rapid growth journey. Every year they expand their team with 25%, while their yearly revenue growth rate is between 50-100%. Since 2017, has PL & Partners used Plecto, and with the implementation, they experienced an increase in transparency, motivation, and performance.