Sync SQL Server to Pipedrive
Accelerate your pipeline from lead to close with customer data from your data warehouse
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Integration in Four Steps
Step 1: Connect Microsoft SQL Server
Connect SQL Server with standard API and ODBC credentials.
Step 2: Connect Pipedrive as a destination
You can connect to Pipedrive by creating an API key in Pipedrive and providing it to Census in an intuitive interface.
Step 3: Define the core data that matters for your business
Write a SQL statement. Select the records you want to sync from SQL Server. Census will match records based on the unique identifier you provide (like email or ID).
Step 4: Schedule your sync
Choose your sync frequency with options to transfer data in real time, on a schedule, or triggered via our API.
Get a demoWhere can you sync your Microsoft SQL Server in Pipedrive?
Deals
Deals represent ongoing, lost or won sales to an organization or to a person. Each deal has a monetary value and must be placed in a stage. Deals can be owned by a user, and followed by one or many users. Each deal consists of standard data fields but can also contain a number of custom fields.
API Docs DescriptionNotes
Notes are pieces of textual (HTML-formatted) information that can be attached to deals, persons and organizations. Notes are usually displayed in the UI in chronological order – newest first – and in context with other updates regarding the item they are attached to. The maximum note size is approximately 3,000,000 characters (or 3MB per note).
API DocsOrganization
Organizations are companies and other kinds of organizations you are making deals with. Persons can be associated with organizations so that each organization can contain one or more persons.
API Docs DescriptionPersons
Persons are your contacts, the customers you are doing deals with. Each person can belong to an organization. Persons should not be confused with users.
API DocsStage
Stage is a logical component of a pipeline, and essentially a bucket that can hold a number of deals. In the context of the pipeline a stage belongs to, it has an order number which defines the order of stages in that pipeline.
API DocsUser Object
Users are people with access to your Pipedrive account. A user may belong to one or many Pipedrive accounts, so deleting a user from one Pipedrive account will not remove the user from the data store if he/she is connected to multiple accounts. Users should not be confused with persons.
API Docs
A single source of truth in all your tools
Census is the easiest way to share a consistent view of your data across your entire business. Define your models, metrics, and business logic in your data warehouse and sync them to all your operational tools.
- Create trust in consistent metrics
- Automate confidently with clean data
- Simplify your data integration strategy
- Improve data security and visibility
Helping business & data teams collaborate at
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Advantages of Census
Build once. Reuse everywhere.
Once you define your models in dbt or in Census, you can sync them to all your tools, so every team is using the same data to achieve their goals.
No more CSV files & Python scripts
Focus on improving data quality and collaboration, not writing custom code to integrate with Go-t0-Market tools. Census takes care of getting the data into the hands of your business team. No engineering favors required.
It just works. At scale.
Whether you sync 100 records or 100 billion, we will keep your data in sync across your warehouse and your business tools. Census automatically navigates API failures and monitors errors to keep you aware of worst case scenarios.
Census is the #1 Data Activation and Reverse ETL platform
“Census is a big part of how we drive net new business and greatly reduce costs using data.”
