Pipedrive
Connect Pipedrive to Klipfolio Klips and build real-time sales dashboards. Combine CRM data with 100+ other services and share with your team automatically.
Track all your Pipedrive KPIs in one place
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Tracking your pipeline shouldn't mean exporting CSVs every Monday morning. Connect Pipedrive to Klipfolio Klips and your sales data updates automatically, in one place, ready to share with your whole team.
How to connect Pipedrive to Klipfolio
Klipfolio connects to Pipedrive using API key authentication. The setup takes a few minutes.
- Find your Pipedrive API token: log in to Pipedrive, click your username icon, select Settings, then navigate to Other > API and copy your token.
- In Klipfolio, open the Service Connectors page and select Pipedrive from the list.
- Choose a pre-built data source or select Create a custom Pipedrive data source to write your own query.
- Enter your API token, click Get data, confirm the data looks right, then click Continue.
- Name your data source, set a refresh schedule, and click Save.
View the step-by-step setup guide
Top reasons to use Klipfolio for Pipedrive dashboards
Before connecting Pipedrive to Klipfolio, you're likely pulling reports manually, sharing static slides, or toggling between tabs to piece together a picture of pipeline health. Here's what changes:
Real-time pipeline visibility: Your Klipfolio dashboard pulls live data from Pipedrive so your team always sees current deal stages, activity counts, and revenue forecasts, without waiting for a Monday morning export.
Cross-source reporting: Combine Pipedrive data with 100+ other services, including spreadsheets, marketing platforms, and finance tools, to build a single dashboard that reflects your full business picture.
Custom visualizations for your workflow: Use the Klip Editor to design charts, gauges, and tables that match how your team actually reads data, not a generic template.
Client and team distribution: Build branded Pipedrive dashboards for clients or internal teams. Share via public link, scheduled PDF, embedded view, or TV mode, so the right people see the right numbers.
Automated reporting: Scheduled data refreshes replace manual exports. Set your refresh rate and let Klipfolio handle the rest.
What Klipfolio adds to your Pipedrive workflow
| What you do in Pipedrive | What Klipfolio adds |
|---|---|
| Export deals and activity reports manually | Automated dashboards that update on a schedule you set |
| View pipeline data inside Pipedrive only | Share live dashboards with anyone, on any screen |
| Report on CRM data in isolation | Combine Pipedrive with 100+ data sources in one view |
| Build static slides for client updates | Deliver branded, always-current dashboards to clients |
Stop rebuilding the same report every week. Connect Pipedrive to Klipfolio and start sharing dashboards your team will actually use.
Use the Connector Gallery to create a custom Pipedrive dashboard
With our Connector Gallery, you can create custom API queries to pull in data from your Pipedrive account. Building custom queries allows you to specify the metrics and time periods that you want to track.
You can use custom queries to build out visualizations in Klipfolio. You can also combine your Pipedrive data with other relevant data to create your custom dashboard.
Learn more about working with the Pipedrive API and how you can start building your own Pipedrive queries in Klipfolio.
