Goals
Goals help your team meet your sales targets.
Select
The connector will use the Pipedrive API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
- Id supports the '=' operator.
- Title supports the '=' operator.
- Name supports the '=' operator.
- Type supports the '=' operator.
- Title supports the '=' operator.
- PipelineId supports the '=' operator.
- ActivityTypeId supports the '=' operator.
For example, the following query is processed server side:
SELECT * FROM Goals WHERE id = 'c924154b747f214228a906d3de079801' AND DurationEnd = '2022-02-03' AND DurationStart = '2022-01-01' SELECT * FROM Goals WHERE Title = 'test' SELECT * FROM Goals WHERE Type = 'test' SELECT * FROM Goals WHERE TypeName = 'test'
INSERT
Insert can be executed by specifying the Content and PersonId columns. The columns that are not required can be inserted optionally.
For example:
INSERT INTO Goals (Title, AssigneeId, AssigneeType, DurationStart, DurationEnd, Target, CurrencyId, TrackingMetric, Iterval, TypeName, PipelineId) VALUES ('test', 13815887, 'person', '2022-01-21', '2022-02-03', 50, 1, 'sum', 'monthly', 'deals_started', 'null')
UPDATE
Update can be executed by specifying the Id in the WHERE Clause. The columns that are not read-only can be Updated.
For example:
UPDATE Goals SET title = 'test' WHERE id = 'c924154b747f214228a906d3de079801'
DELETE
Delete can be executed by specifying the Id in the WHERE Clause.
For example:
DELETE FROM Goals WHERE id = 'c924154b747f214228a906d3de079801'
Columns
Name | Type | ReadOnly | Description |
Id [KEY] | String | True |
Id. |
AssigneeId | Integer | False |
ID of the user who's goal to fetch. |
AssigneeType | String | False |
Type of the goal's assignee. If provided, everyone's goals will be returned. The allowed values are person, team, company. |
DurationEnd | Date | False |
End date of the period for which to find goals. |
DurationStart | Date | False |
Start date of the period for which to find goals. |
Target | Integer | False |
Numeric value of the outcome. If provided, everyone's goals will be returned. |
CurrencyId | String | False |
Numeric value of the outcome. If provided, everyone's goals will be returned. |
TrackingMetric | String | False |
Tracking metric of the expected outcome of the goal. If provided, everyone's goals will be returned. |
Interval | String | False |
Interval of the goal. The allowed values are weekly, monthly, quarterly, yearly. |
IsActive | Boolean | False |
Whether goal is active or not. The default value is true. |
OwnerId | Integer | True |
OwnerId. |
ReportIds | String | True |
ReportIds. |
Title | String | False |
Title of the goal. |
TypeName | String | False |
Type of the goal. If provided, everyone's goals will be returned. The allowed values are deals_won, deals_progressed, activities_completed, activities_added, deals_started. |
PipelineId | String | False |
ID of the pipeline. |
ActivityTypeId | String | False |
ID of the activity_type. |