Databases
Sales & Support Analytics

How to load data from Pipedrive to YugabyteDB

Learn how to use Airbyte to synchronize your Pipedrive data into YugabyteDB within minutes.

TL;DR

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:

  1. set up Pipedrive as a source connector (using Auth, or usually an API key)
  2. set up YugabyteDB as a destination connector
  3. define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is Pipedrive

Pipedrive is a customer relationship management (CRM) platform built with the needs of the salesperson in mind. The data it provides helps teams and individual salespeople discover their most effective strategies to close deals and make them repeatable. The pipeline delivers detailed, accurate, timely sales reports and revenue projections that help users monitor deals, plan sales events and support financial decisions.

What is YugabyteDB

YugabyteDB is the 100% open source cloud native database for mission critical applications.It runs in any public or hybrid cloud. YugabyteDB is also a high-performance, cloud-native, distributed SQL database that aims to support all PostgreSQL features. It is best suited for cloud-native OLTP applications that needs absolute data correctness and need at least one of the following: scalability, high tolerance to failures, or worldwide distributed deployments. The YugabyteDB connector permits moving data from Kafka to YugabyteDB 1.x, and 2.x.

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Prerequisites

  1. A Pipedrive account to transfer your customer data automatically from.
  2. A YugabyteDB account.
  3. An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including Pipedrive and YugabyteDB, for seamless data migration.

When using Airbyte to move data from Pipedrive to YugabyteDB, it extracts data from Pipedrive using the source connector, converts it into a format YugabyteDB can ingest using the provided schema, and then loads it into YugabyteDB via the destination connector. This allows businesses to leverage their Pipedrive data for advanced analytics and insights within YugabyteDB, simplifying the ETL process and saving significant time and resources.

Step 1: Set up Pipedrive as a source connector

1. Open the Airbyte dashboard and click on "Sources" from the left-hand menu.
2. Click on "Create new source" and select "Pipedrive" from the list of available connectors.
dsa3. Enter a name for your Pipedrive source and click on "Next". 4. Enter your Pipedrive API token in the "API Token" field. You can find your API token in your Pipedrive account settings.
5. Click on "Test connection" to ensure that your credentials are correct and that Airbyte can connect to your Pipedrive account.
6. Once the connection is successful, click on "Next" to configure your sync settings.
7. Select the data you want to sync from Pipedrive, such as deals, contacts, or activities.
8. Choose how often you want Airbyte to sync your data and whether you want to sync all data or only new data since the last sync.
9. Click on "Create source" to save your Pipedrive source and start syncing your data.

Step 2: Set up YugabyteDB as a destination connector

1. First, navigate to the YugabyteDB destination connector on Airbyte's website.
2. Click on the "Get Started" button to begin the process.
3. You will be prompted to enter your YugabyteDB connection details, including the host, port, database name, username, and password.
4. Once you have entered your connection details, click on the "Test Connection" button to ensure that your connection is working properly.
5. If your connection is successful, you can then proceed to configure your destination settings, including the table name and schema.
6. Once you have configured your destination settings, click on the "Save" button to save your configuration.
7. You can then run your data integration job to begin transferring data from your source to your YugabyteDB destination.
8. Monitor your data integration job to ensure that it is running smoothly and that your data is being transferred correctly.
9. Once your data integration job is complete, you can then access your data in YugabyteDB and begin analyzing it as needed.

Step 3: Set up a connection to sync your Pipedrive data to YugabyteDB

Once you've successfully connected Pipedrive as a data source and YugabyteDB as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

  1. Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
  2. Choose your source: Select Pipedrive from the dropdown list of your configured sources.
  3. Select your destination: Choose YugabyteDB from the dropdown list of your configured destinations.
  4. Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
  5. Select the data to sync: Choose the specific Pipedrive objects you want to import data from towards YugabyteDB. You can sync all data or select specific tables and fields.
  6. Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
  7. Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
  8. Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Pipedrive to YugabyteDB according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your YugabyteDB data warehouse is always up-to-date with your Pipedrive data.

Use Cases to transfer your Pipedrive data to YugabyteDB

Integrating data from Pipedrive to YugabyteDB provides several benefits. Here are a few use cases:

  1. Advanced Analytics: YugabyteDB’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Pipedrive data, extracting insights that wouldn't be possible within Pipedrive alone.
  2. Data Consolidation: If you're using multiple other sources along with Pipedrive, syncing to YugabyteDB allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
  3. Historical Data Analysis: Pipedrive has limits on historical data. Syncing data to YugabyteDB allows for long-term data retention and analysis of historical trends over time.
  4. Data Security and Compliance: YugabyteDB provides robust data security features. Syncing Pipedrive data to YugabyteDB ensures your data is secured and allows for advanced data governance and compliance management.
  5. Scalability: YugabyteDB can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Pipedrive data.
  6. Data Science and Machine Learning: By having Pipedrive data in YugabyteDB, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
  7. Reporting and Visualization: While Pipedrive provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to YugabyteDB, providing more advanced business intelligence options. If you have a Pipedrive table that needs to be converted to a YugabyteDB table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

  1. Configure a Pipedrive account as an Airbyte data source connector.
  2. Configure YugabyteDB as a data destination connector.
  3. Create an Airbyte data pipeline that will automatically be moving data directly from Pipedrive to YugabyteDB after you set a schedule

With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.

We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

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Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
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Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
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Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

Connectors Used

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

flag icon
Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
high five icon
Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
stars sparkling
Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

Connectors Used

Frequently Asked Questions

What data can you extract from Pipedrive?

Pipedrive's API provides access to a wide range of data related to sales and customer relationship management. The following are the categories of data that can be accessed through Pipedrive's API:  

1. Deals: Information related to deals such as deal name, deal value, deal stage, deal owner, and deal activities.  
2. Contacts: Information related to contacts such as contact name, contact email, contact phone number, and contact activities.  
3. Organizations: Information related to organizations such as organization name, organization address, organization phone number, and organization activities.  
4. Activities: Information related to activities such as activity type, activity date, activity duration, and activity participants.  
5. Users: Information related to users such as user name, user email, user role, and user activities.  
6. Products: Information related to products such as product name, product price, product description, and product activities.  
7. Pipelines: Information related to pipelines such as pipeline name, pipeline stages, pipeline activities, and pipeline owner.  
8. Notes: Information related to notes such as note content, note date, note author, and note activities.  

Overall, Pipedrive's API provides access to a comprehensive set of data that can be used to improve sales and customer relationship management processes.

What data can you transfer to YugabyteDB?

You can transfer a wide variety of data to YugabyteDB. This usually includes structured, semi-structured, and unstructured data like transaction records, log files, JSON data, CSV files, and more, allowing robust, scalable data integration and analysis.

What are top ETL tools to transfer data from Pipedrive to YugabyteDB?

The most prominent ETL tools to transfer data from Pipedrive to YugabyteDB include:

  • Airbyte
  • Fivetran
  • Stitch
  • Matillion
  • Talend Data Integration

These tools help in extracting data from Pipedrive and various sources (APIs, databases, and more), transforming it efficiently, and loading it into YugabyteDB and other databases, data warehouses and data lakes, enhancing data management capabilities.