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. |