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      Guide: Using Pipedrive CRM with Databox

      HOW TO

      1. Connect Pipedrive CRM to Databox
      2. Access pre-built Pipedrive CRM Templates
      3. Build a Databoard using Pipedrive CRM data
      4. Use the Metric Builder for Pipedrive CRM

      How to connect Pipedrive CRM to Databox

      IN THIS SECTION

      1. How to connect Pipedrive CRM to Databox
      2. Which Pipedrive Filters are available in Databox?
      3. How much historical data is synced when you first connect Pipedrive CRM to Databox?
      4. What time zone does Pipedrive CRM data sync in?

       

      How to connect Pipedrive CRM to Databox

      To connect a Pipedrive CRM Account in Databox, go to  Data Manager > + New connection. Type Pipedrive CRM in the search bar and click on the green Connect button. 

      This will open the  Authorization window, which is where you will be prompted to enter your Pipedrive CRM login credentials and authorize the Databox app. 

      Which Pipedrive Filters are available in Databox?

      You are able to use custom Pipedrive Filters that are set within your Pipedrive CRM account within the Metric Builders for Pipedrive CRM. Learn more about Metric Builders for Pipedrive CRM here.

      Pipedrive Filters are only accessible from within the object where they were created in the Pipedrive CRM Account. This means Filters created in the Deals object will only be visible in the Metric Builder for Pipedrive CRM (Deals), Filters created in the Organizations object will only be visible in the Metric Builder for Pipedrive CRM (Organizations), etc. 

      If a Pipedrive Filter is set to Shared in the Pipedrive CRM Account, it will be available in Databox. If a Pipedrive Filter is set to Private in the Pipedrive CRM Account, it will only be visible in Databox if the user who created the private Pipedrive Filter is the same as the user who connected the Pipedrive CRM Account to Databox.

      How much historical data is synced when you first connect Pipedrive CRM to Databox?

      When you connect a new Pipedrive CRM Data Source in Databox, 36 months worth of historical data is initially synced. 

      Certain Metrics may have more or less historical data available. For more information about the amount of historical data available for a specific Metric, please contact our Support Team at help@databox.com.

      Pro Tip: Once your Pipedrive CRM Data Source is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical Pipedrive CRM data in your Databox reports. Learn more here. 

      What time zone does Pipedrive CRM data sync in? 

      Pipedrive CRM data is synced in UTC.

      How to access pre-built Pipedrive CRM Templates

      1. Navigate to Databoards > Public Templates
      2. In the Data Source drop-down list, select  Pipedrive CRM
      3. To view a preview of the Template populated with dummy data, click Preview
      4. To pull the Template into your Account and re-populate it with your own Pipedrive CRM data, click Use Template
      5.  Select the appropriate Pipedrive CRM Data Source from the drop-down list to complete the process. The Databoard will be re-populated with data from the selected Pipedrive CRM Account and can be found on the  Databoards page.

      Pro Tip: Once the Databoard is available on the Databoards page, it is completely disconnected from the public Template. Therefore, you can further customize this Databoard to meet your specific needs using the Designer.

      Popular Pipedrive CRM Templates

      Pipedrive CRM account overview Pipedrive CRM activities effort

      This template provides you with insights about opportunities, lost and won deals, all to make sales more efficient. 
      This template was made to give you insight about your sales team activities and KPI's. 

      How to build a Databoard using Pipedrive CRM data

      IN THIS SECTION

      Popular Pipedrive CRM Metrics

      Deals Won Amount

      Deals Won

      Calls Added

      View a full list of Pipedrive CRM Metrics available in Databox here.

      How to build a Databoard

      1. Navigate to  Databoards > + New Databoard > Start Blank
      2. Click on the Metric  Library icon on the left-hand side of the Designer.
         
      3. Select the appropriate Pipedrive CRM Account from the Data Source drop-down list in the Metric Library.
      4. View the list of pre-built Pipedrive CRM Datablocks in the  Metric Library. Drag and drop your selected Datablock onto your Databoard.
      5. If a pre-built Datablock isn't available for your use case, click on the  Visualization Types icon under the  Metric Library icon.
      6. View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard.
      7. Click on the Datablock on the Databoard to open the corresponding Datablock Editor on the righthand side of the Designer.
      8. Select the appropriate Pipedrive CRM Data Source and Metric in the right-hand Datablock Editor. This will update the Datablock, and it will populate the Datablock with the corresponding data.
      9. Complete steps 4-8 until your Databoard is complete.

      How to use the Metric Builder for Pipedrive CRM

      With the Metric Builder for Pipedrive CRM, you can create Custom Pipedrive CRM Metrics using a combination of Metrics, Dimensions, and Filters. Some popular use cases for the Metric Builder for Pipedrive CRM include tracking individual Sales Rep performance and filtering by custom Deal Properties. 

      Learn more about the Metric Builder for Pipedrive CRM here.