Goals
Returns goals defined in the Pipedrive account, including their type, assignee, tracking metric, expected outcome, and active duration.
Table-Specific Information
SELECT
The provider uses 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 provider.
| Column | Supported Operators |
| Id | = |
| Title | = |
| Name | = |
| Type | = |
| Title | = |
| PipelineId | = |
| ActivityTypeId | = |
For example, the following queries are 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
Execute INSERT by specifying the Content and PersonId columns. All columns that are not read-only can be updated.
For example:
INSERT INTO Goals (Title, AssigneeId, AssigneeType, DurationStart, DurationEnd, Target, [Interval], TypeName, CurrencyId,TrackingMetric,PipelineId,ActivityTypeId) VALUES ('QA Goal', 27952448, 'person', '2025-01-01', '2025-03-31', 50, 'monthly', 'deals_started', 148, 'sum', '[1]','[7]')
UPDATE
Execute UPDATE by specifying the Id in the WHERE clause. All columns that are not read-only can be updated.
For example:
UPDATE Goals SET title = 'test' WHERE Id = 'c924154b747f214228a906d3de079801'
DELETE
Execute DELETE by specifying the Id in the WHERE clause.
For example:
DELETE FROM Goals WHERE Id = 'c924154b747f214228a906d3de079801'
Columns
| Name | Type | ReadOnly | References | Description |
| Id [KEY] | String | True |
The unique identifier of the goal. | |
| 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 |
The numeric target value the goal aims to reach within the specified period. | |
| CurrencyId | String | False |
The ISO 4217 currency code used when the tracking metric is a monetary value. | |
| 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 | True |
Whether goal is active or not. The default value is true. | |
| OwnerId | Integer | True |
The ID of the user who owns this goal. | |
| ReportIds | String | True |
The IDs of the reports associated with this goal's progress tracking. | |
| 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. |