Pipedrive

Introduction

Qobra connects to Pipedrive through an application, which needs to be installed via an Oauth check.

The integration is used to synchronize tables from Pipedrive, with their fields and their content. This integration is readonly and does not write anything in your Pipedrive.

Access

Oauth authentication & scopes

To connect your Pipedrive to Qobra, you’ll need to go through an Oauth flow, granting us access to several scopes:

• base (Access to basic information)
• deals:read (Deals: Read only)
• mail:read (Mail: Read only)
• activities:read (Activities: Read only)
• contacts:read (Contacts: Read only)
• products:read (Products: Read only)
• users:read (Read users data)
• recents:read (See recent account activity)
• search:read (Search for all data)
• leads:read (Leads: Read only)
• goals:read (Goals: Read only)

You’ll find more information about Pipedrive application scopes here.

Synchronization

Refresh Frequency

Your Pipedrive data is kept in sync with Qobra through our automated refresh schedule:

• Daily Full Refresh: Every night, we perform a complete sync of all your Pipedrive data
• Bi-hourly Updates: Every 2 hours throughout the day, we sync any recent changes
• On-Demand Updates: Need the latest data right away? Just click the refresh button in your integration settings

Incremental synchronization

This integration is an incremental synchronization. This means that all imports are based on each record last modified date, and that we only refresh what has been modified in the system since the previous import. When an import is launched, we thus refresh all records that have been modified since the start of the last successful import.

Once we have refresh range, synchronization work is split and parallelized in smaller tasks for performance enhancement. The synchronization tasks are split according to the last modified date.

It is important to note that Qobra admin can manually trigger complete synchronization in the application.

Supported tables

You’ll find here all tables supported by the Pipedrive integration:

Pipedrive table	Name field
Deals	title
Activities	subject
Organizations	name
Persons	name
Products	name

Supported types

You’ll find below the fields types supported by the Qobra integration, and their mapping to Qobra types.

Pipedrive type	Qobra type
double	number
int	number
monetary	amount
varchar	string
enum	picklist
status	picklist
set	multi-picklist
date	date
user	user