Excel Add-In for Pipedrive

Build 24.0.9060

Leads

Returns lead data.

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.
  • SearchByEmail supports the '=' operator.
  • OwnerId supports the '=' operator.
  • PersonId supports the '=' operator.
  • OrganizationId supports the '=' operator.

For example, the following query is processed server side:

SELECT * FROM Leads

SELECT * FROM Leads WHERE Id = 'a300ea00-5d6c-11ec-9270-93cbb0be1eed'

SELECT * FROM Leads WHERE SearchByEmail = 'all'

INSERT

Insert can be executed by specifying the Title column. The columns that are not required can be inserted optionally. For example:

INSERT INTO Leads (Title, Personid, Visibleto, ExpectedCloseDate) VALUES ('CData123', 1, 1, '2022-01-01')

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 Leads SET Title = 'CdataIndia' WHERE Id = 'bf1bb1e0-6e13-11ec-b981-a127469657bd'

DELETE

Delete can be executed by specifying the Id in the WHERE Clause. For example:

DELETE FROM Leads WHERE Id = 'bf1bb1e0-6e13-11ec-b981-a127469657bd'

Columns

Name Type ReadOnly Description
Id [KEY] String True

The ID of the Lead.

Addtime Datetime True

Addtime.

CcEmail String True

Ccemail.

CreatorId Integer True

Creatorid.

ExpectedCloseDate String False

The date of when the Deal which will be created from the Lead is expected to be closed.

Isarchived Boolean True

A flag indicating whether the Lead is archived or not.

Labelids String False

The IDs of the Lead Labels which will be associated with the Lead.

NextactivityId Integer True

Nextactivityid.

OrganizationId String False

The ID of an Organization which this Lead will be linked to.

OwnerId Integer False

The ID of the User which will be the owner of the created Lead.

PersonId Integer False

The ID of a Person which this Lead will be linked to.

Sourcename String False

Sourcename.

Title String False

The name of the Lead.

Updatetime Datetime True

UpdateTime.

Amount Integer False

The potential value of the Lead.

Currency String True

The currency value of the Lead.

Visibleto String False

Visibility of the Lead.

The allowed values are 1, 3, 5, 7.

Wasseen Boolean False

A flag indicating whether the Lead was seen by someone in the Pipedrive UI.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
SearchByEmail Integer

Filtering based on archived status of a Lead. If not provided, All is used.

The allowed values are archived, not_archived, all.

The default value is all.

Copyright (c) 2024 CData Software, Inc. - All rights reserved.
Build 24.0.9060