How to load data from Pipedrive to SQL Data Warehouse

Pipedrive to SQL Data Warehouse

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes successfully. What if I want to get more data-driven and analyse the CRM data you have on Pipedrive to my BI or custom analytics stack or to my data warehouse like SQL Data Warehouse? How can I analyse the data generated with Pipedrive? This guide is going to provide you with a clear picture about how to load data from Pipedrive to SQL Data Warehouse.  We will use Pipedrive’s API to access and extract your data and load it into Redshift for further analysis.You will need to write the code to get the data and make sure that this process will run every time new data are generated. Alternatively, you can use products like Blendo that can handle this kind of problems automatically for you.

What is Pipedrive?

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes successfully. Based on a philosophy of activity-based selling, it ensures teams focus on the actions that drive deals to close. Some of the differences of Pipedrive to other CRM and sales management platforms are the following:

  • Dedicated Sales Management Platform. CRM is more generic. Pipedrive instead focuses more on offering a great experience for sales teams specifically.
  • Pipeline focused. Instead of focusing on numbers and metrics, Pipedrive focuses on the sales pipeline which is the overall process that your company will be running for acquiring new customers.
  • Optimised data experience. While CRMs are all about user data, Pipedrive is built in such a way that the minimal time is spent on data entry, so your salesmen can focus on selling instead of maintaining data.

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