Excel Add-In for Pipedrive

Build 24.0.9060

Goals

Goals help your team meet your sales targets.

Select

The add-in 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 add-in.

  • 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.

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Build 24.0.9060