Data Targets
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      Pipedrive Data Targets

      Overview

      DataBlend supports the following data targets for creating records in Pipedrive:

      • Add Deal

      • Add Follower To Deal

      • Add Participant To Deal

      • Add Product To Deal

      • Delete Follower From Deal

      • Delete Participant From Deal

      • Delete Deal

      • Delete Product From Deal

      • Duplicate Deal

      • Merge Deals

      • Update Product On Deal

      • Update Deal

      • Add Follower To Organization

      • Add Organization

      • Delete Follower From Organization

      • Delete Organization

      • Merge Organizations

      • Update Organization

      Configuration 

      Setting

      Required/ Optional 

      Description

      Type

      Required

      Pipedrive

      Name

      Required

      Enter descriptive free text to name your Data Target.

      Query

      Required

      Select the query that will generate the data for this target.
      See the relevant target type documentation for additional details on what query columns are required for your target.

      Credential

      Required

      Select the Pipedrive credential from the populated drop-down menu

      Query Mode

      Required

      Choose New unless you have a reason for choosing Latest or Specific.
       To learn more about Pipedrive API requirements, please visit Pipedrive API v1 Reference.

      Advanced

      History Retention

      History Retention (Days) allows users to decide how long they want the information from their data targets to be stored. This field is optional.

      Timeout (seconds)

      The Timeout section allows users to determine if they would like to timeout collections taking longer than a set number of seconds to collect data.

      Skip If No Records Found

      The “Skip if No Records Found” button is used to eliminate sending information to Data Targets unnecessarily. Simply enable the “Skip if No Records Found” toggle. The use of this toggle is optional.

      Agent

      The Agent drop-down for users to select any agent they have established. This is optional.

      Run As

      Run As allows users to select from a drop-down list of users to run the Workflow. This is optional. Please note that Run As is only available to Admin users. If a user is set as the Run As and then demoted to a Member, the user which demoted the Run As user will instead be set as the Run As.