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Stream marketing data from Pipedrive to Snowflake
About Pipedrive
About SnowFlake
Connect Pipedrive to Snowflake in 2023
It is very simple to connect Pipedrive to Snowflake, it can be done in a fast and easy manner with Windsor.ai.
First Step
Follow the Tutorial Below:
- Add all the columns that are returned by your connector’s URL.
- Create the WINDSOR_UPLOAD role (name has no importance)
- Create a user and add the previously created role to that user
- Grant rights to the DATABASE to the created user
- Grand the rights to the destination table
- Get the required fields from Snowflake to use the Snowflake destination in Onboard Form
- Get the username
- Get the password
- Get the account
- Get the warehouse
- Get the database
- Get the schema
- Get the table name
Second step
1.You need to select Pipedrive as a Data Source and Grant Access to Windsor.ai.
2. In Select Destination select Snowflake as destination
3. Enter all the credentials required and click Save
4.Your data will now be streamed to Snowflake. In case there is an error you will be notified.
Pipedrive metrics and dimensions available for streaming into Snowflake
| name | type | description |
|---|---|---|
| Account ID | TEXT | The Pipedrive account identifier |
| Account Name | TEXT | The Pipedrive account name |
| Add Time | TIMESTAMP | Time when the object was added. |
| Data Source | TEXT | The name of the Windsor connector returning the row |
| Date | DATE | Time when the object was updated |
| Day of month | TEXT | Day of the month |
| Deal Is Active | BOOLEAN | Indicates whether the deal is active. |
| Deal Activities Count | NUMERIC | The count of activities associated with the deal |
| Deal Add Time | TIMESTAMP | Time when the deal was added. |
| Deal Additional Data | OBJECT | Additional data related to the deal |
| Deal Close Time | TIMESTAMP | The time when the deal was closed |
| Deal Currency | TEXT | The currency of the deal. |
| Deal Is Deleted | BOOLEAN | Indicates whether the deal is deleted. |
| Deal Done Activities Count | NUMERIC | The count of completed activities associated with the deal |
| Deal Email Messages Count | NUMERIC | The count of email messages associated with the deal |
| Deal Expected Close Date | DATE | The expected close date of the deal. In ISO 8601 format: YYYY-MM-DD. |
| Deal Files Count | NUMERIC | The count of files associated with the deal |
| Deal First Won Time | TIMESTAMP | The time when the deal was first won |
| Deal Followers Count | NUMERIC | The count of followers of the deal |
| Deal Formatted Value | TEXT | The formatted value of the deal |
| Deal Formatted Weighted Value | TEXT | The formatted weighted value of the deal |
| Deal ID | TEXT | The ID of the deal |
| Deal Last Activity Date (Pipedrive) | DATE | Date of the last activity of the deal |
| Deal Last Activity ID | NUMERIC | The ID of the last activity of the deal |
| Deal Lost Reason | TEXT | The reason for losing the deal |
| Deal Lost Time | TIMESTAMP | The time when the deal was lost |
| Deal Next Activity Date (Pipedrive) | DATE | Date of the next activity of the deal |
| Deal Next Activity Duration | TEXT | Duration of the next activity of the deal |
| Deal Next Activity ID | NUMERIC | The ID of the next activity of the deal |
| Deal Next Activity Note | TEXT | Note content of the next activity of the deal |
| Deal Next Activity Subject | TEXT | The subject of the next activity of the deal |
| Next Activity Time | TIMESTAMP | Time of the next activity of the deal |
| Deal Next Activity Type | TEXT | The type of the next activity of the deal |
| Deal Notes Count | NUMERIC | The count of notes associated with the deal |
| Deal Organization Hidden | BOOLEAN | Indicates whether the organization is hidden |
| Deal Owner Name | TEXT | The name of the deal owner |
| Deal Participants Count | NUMERIC | The count of participants in the deal |
| Deal Person Hidden | BOOLEAN | Indicates whether the person is hidden |
| Deal Pipeline ID | NUMERIC | The ID of the pipeline of the deal |
| Deal Probability | PERCENT | The probability of the deal closing in percent. |
| Deal Products Counts | NUMERIC | The count of products associated with the deal |
| Deal Related Objects | OBJECT | Related objects associated with the deal |
| Deal Rotten Time | TIMESTAMP | Time when the deal turned rotten |
| Deal Stage Change Time | TIMESTAMP | Time when the deal stage changed. |
| Deal Status | TEXT | The status of the deal |
| Deal Title | TEXT | The deal title |
| Deal Undone Activities Count | NUMERIC | The count of incomplete activities associated with the deal |
| Deal Update Time | TIMESTAMP | Time when the deal was updated. |
| Deal User ID | TEXT | The ID of the user associated with the deal |
| Deal Value | NUMERIC | The value of the deal. |
| Deal Visible To | TEXT | The visibility of the deal |
| Deal Weighted Value | NUMERIC | The weighted value of the deal |
| Deal Weighted Value Currency | TEXT | The currency of the weighted value of the deal |
| Deal Won Time | TIMESTAMP | The time when the deal was won |
| Label IDs | OBJECT | The IDs of the lead labels which will be associated with the lead |
| Lead Add Time | TIMESTAMP | Time when the lead was added. |
| Lead Company Email | TEXT | The lead company email |
| Lead Creator ID | TEXT | The ID of the creator of the lead |
| Lead Expected Close Date | DATE | The date of when the deal which will be created from the lead is expected to be closed. |
| Lead ID | TEXT | The ID of the lead. |
| Lead Is Archived | BOOLEAN | A flag indicating if the lead is archived or not. |
| Lead Next Activity ID | NUMERIC | The next activity ID of the lead. |
| Lead Owner ID | TEXT | The ID of the owner of the leadD |
| Lead Person ID | TEXT | The ID of a person which this lead will be linked to. If the person does not exist yet, it needs to be created first. This property is required unless organization_id is specified. |
| Lead Organization ID | NUMERIC | The ID of an organization which this lead will be linked to. If the organization does not exist yet, it needs to be created first. |
| Lead Source Name | TEXT | The source name of the lead (e.g. API) |
| Lead Title | TEXT | The name of the lead |
| Lead Update Time | TIMESTAMP | Time when the lead was updated. |
| Lead Value Amount | NUMERIC | The amount of the deal which will be created from the lead |
| Lead Value Currency | TEXT | The currency of the deal which will be created from the lead |
| Lead Visible To | TEXT | Visible to |
| Lead Was Seen | BOOLEAN | A flag indicating whether the lead was seen by someone in the Pipedrive UI |
| Month | TEXT | Number of the month |
| Source | TEXT | The name of the Windsor connector returning the row |
| Activity Flag | BOOLEAN | Flag whether the stage is active or not |
| Stage Add Time | TIMESTAMP | Time when the stage was added. |
| Stage Deal Probability | PERCENT | The stage probability in percent |
| Stage ID | TEXT | The stage ID |
| Stage Name | TEXT | The stage name |
| Stage Order Number | NUMERIC | The stage order number |
| Stage Pipedrive Pipeline ID | NUMERIC | The pipeline ID |
| Stage Pipeline Deal Probability | BOOLEAN | The pipeline deal probability |
| Stage Pipeline Name | TEXT | The name of the pipeline |
| Stage Pipeline Rotten Days | NUMERIC | The number of days the deals not updated in this stage would become rotten. Applies only if the rotten_flag is set. |
| Stage Pipeline Rotten Flag | BOOLEAN | Whether deals in this stage can become rotten. |
| Stage Update Time | TIMESTAMP | Time when the stage was updated. |
| Today | DATE | Today's date |
| Update Time | TIMESTAMP | Time when the object was updated. |
| Week | TEXT | Week (Sun-Sat). |
| Day of week and day number | TEXT | Weekday number and name combined (Sun-Sat).Numbered from 0 Sunday to 6 Saturday. |
| Day of week and day number, ISO | TEXT | Weekday number and name combined, ISO format (Mon-Sun).Numbered from 1 Monday to 7 |
| Week ISO | TEXT | Week, ISO format (Mon-Sun). |
| Year | TEXT | Year |
| Yearmonth | TEXT | Year and month, e.g. 2024|3 |
| Year of week | TEXT | The year that contains first day of the week (Sun-Sat). |
| Year of week, ISO | TEXT | The year that contains first day of the ISO week (Mon-Sun). |
| Year week | TEXT | Year and week for US weeks (Sun-Sat), e.g. 2024|15 |
| Year week ISO | TEXT | Year and week for ISO weeks (Mon-Sun), e.g. 2024|20 |
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