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How to Import Pipedrive Leads to Airtable

Apr 7, 2022Rosie Threlfall

In this guide, we'll import Pipedrive leads into Airtable. We'll use the Data Fetcher Airtable app to connect to Pipedrive and import selected fields from our Pipedrive leads ('Title', 'Id' 'Value' and 'Add time').

We'll need to locate your Pipedrive API Key in order to sync the data from your account into Airtable. Finally, we'll schedule new leads to automatically sync into Airtable. 

Install Data Fetcher

Install Data Fetcher from the Airtable app marketplace. After the app launches, sign up for a free Data Fetcher account by entering a password and clicking 'Sign up for free'. If you already have a Data Fetcher account, sign in using the 'Have an account?' button at the bottom left of the box.

Data Fetcher Sign Up

Import Pipedrive Leads to Airtable

On the home screen of the Data Fetcher app, click 'Create your first request'. Requests in Data Fetcher are how you import data to or send data from your Airtable base.

Create your first request

On the create request screen in Data Fetcher, for Application, select 'Pipedrive'.

application-pipedrive.png

Copy and paste your personal API token from your Pipedrive account into Data Fetcher. Your Pipedrive API key authorises Data Fetcher to read from your Pipedrive account. Find help on locating your Pipedrive API token here

pipedrive-authorisation.png

For Endpoint, select 'List all leads'.

end-point-all-pipedrive-leads.jpg

You can also add a Name for your request, e.g. 'Import Pipedrive Leads'. 

Click 'Save & Continue'.

select Pipedrive and add api code and endpoint

On the next screen, you'll see the Archived status option, which allows you to fetch only leads that have been assigned a specific status. (For this example we will use 'Not archived'). 

The Filter option allows you to only fetch leads with a certain filter. (Leave this blank to import all leads.)

Select the Output Table & View you want to import the leads into.

output-table-1.png

Click 'Save & Run'.

Select status, filter and choose output

This request will run, and the Response Field Mapping window will open. This is where you set which fields from Pipedrive will map to which fields in the output table.

You can easily find the fields you want to import using the 'Find Field' search bar.

Make sure you import the 'Id' field, as we will use this to ensure the leads we import into Airtable are kept in sync with any changes in Pipedrive. 

We will import the 'Title', 'Id', 'Value' and 'Add time' fields. 

You can choose whether to add these to existing Airtable fields or to create new ones. You can also choose the type of any new field (e.g. Single line text, Multi line text, Email etc.) 

Click 'Save & Run'.

Pipedrive to Airtable response field mapping

Data Fetcher will create any fields that need to be created in the output table, then run the request and import the leads from Pipedrive to Airtable. You can now choose to view the output table.

Pipedrive Leads Output Table

We'll also need to ensure Data Fetcher can match up items in Pipedrive with records in Airtable and check all data is syncing correctly. To do this, click 'Advanced settings' to open the advanced output settings. Then for Update Based on Field, select 'Id'. 

Click 'Save'.

advanced-settings-pipedrive-leads.png

Import Pipedrive Leads to Airtable Automatically

Instead of manually running a request to import new leads we can use Data Fetcher's scheduled requests feature to automatically import them every 15 minutes/ hour/ day etc. To enable this, you'll need a paid Data Fetcher account. This also means that changes you make to existing leads in Pipedrive will sync with Airtable.

In Data Fetcher, scroll to Schedule and click 'Upgrade'.

table-1-schedule-upgrade-button.png

A new tab will open where you can select a plan and enter your payment details to upgrade.

Screenshot 2021-12-29 at 10.25.19.png

Return to the Data Fetcher app and click "I've done this".

table-1-schedule-ive-done-this-button.png

Click 'Add API key' in order to add your Airtable API key. You can find your Airtable API key here.

Group 11(1).png

Enter your Airtable API key and click 'Save'.

save-airtable-api-key.png

Enable Schedule this request.

schedule-data-fetcher-request.png

Select how often you want the request to run, e.g. 'Every 15 mins'. Click 'Save'.
The request will now run on the schedule and import new Pipedrive leads, plus any changes you have made to existing leads automatically.

Group 11(2).png

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