In this article, we'll walk you through the steps to connect your Pipedrive account to QuotaPath. Please refer back to these steps and tips as needed.
Before connecting, this is the information you will need to ensure you can properly connect your Pipedrive source:
API Token:
In your Pipedrive account, click into Settings → Personal Preferences → API. From there please copy the API token and keep it readily available
If you are unable to view your API key within your Pipedrive account, please reach out to your organization’s Pipedrive admin and request the key from them
Data Start Date:
During the connection process you will need to input the earliest possible date for data you would like flowing into QuotaPath. (i.e. if you want records from 5/10/2025 flowing into QuotaPath, use a start date of 5/9/2025)
Now that you have all the information needed, you are ready to connect. You can view the following video, or follow the steps below:
Navigate to the Integrations page within the left hand navigation menu.
Find the Pipedrive integration card and click ‘Connect’.
You will be prompted with a form to complete your authentication. Here is where you will need all the information from the first section above.
Fill in the ‘API Token’ and the ‘Data Start Date’ (using the date picker) then click Submit. The Start Date defaults to one year ago.
Now that you are successfully authenticated, click ‘Next’ within the modal to move onto the next stage of completing your integration.
Next, you will select your sync schedule and the objects/streams you would like to sync.
You will need to select both deals AND users as objects to sync in order for QuotaPath to match the deal record to the user record.
Once you select ‘Sync Now’ your data will start flowing into QuotaPath:
This will take a few minutes so feel free to close the modal and navigate away. We will send you an email once your integration is ready to use.
You will also be able to see your sync status across the top of the integration card under the “Connected Integrations section.”
At any point you can Return to the integrations page and click “Manage” or “Sync and Refresh”:
“Manage” will allow you to check your sync history, update your sync schedule or any of the streams/objects you have connected, update your data start date, check your source data, reset data or disconnect.
"Sync and Refresh” will allow you to kick off a manual sync, ahead of your next scheduled sync time.
If at any point you need to ingest a brand new field that you have just created in Pipedrive, you will need to:
Click Manage on your Pipedrive connection card.
Go to the Manage Source tab.
Scroll down and click the Reset Data button and .
Reset data kicks off a full data schema refresh. QuotaPath will ingest any new fields that were not part of your previous source data. The standard sync and refresh button will not pull in new fields. It will only update data in previously synced fields.
Once Pipedrive is connected, navigate to your Plans to map a plan component to your Pipedrive data. See our article on how to map your components to your data.
If you are having any troubles, please feel free to reach out to our support team, [email protected], or start a chat from the icon on the lower right hand corner of your page.