Building Pipedrive dashboards

Pipedrive is a CRM and sales management tool built for salespeople by salespeople. Used by more than 50,000 sales teams around the world, it helps to see the big picture, then gives step-by-step guidance to keep everyone focused on the activities that drive deals to close.

Integrating Pipedrive with Klipfolio allows you to develop custom dashboards that give you and your team insight into your performance. Pull key metrics from your Pipedrive account into a dashboard that's up-to-date and easy to share with the whole team. Take your dashboard to the next level by combining your Pipedrive data with services like Salesforce, Excel, and hundreds more.

Connect to your Pipedrive data

You can connect to Pipedrive two different ways. Use our Connector Gallery and the pre-built API queries to pull in some of the most common Pipedrive data, or build your own connections to pull in even more data.

Combine your Pipedrive data with other services

Pipedrive offers you a fantastic glimpse into your CRM and sales data. With Klipfolio, you can combine that data with data from 100s of other cloud based services to build a custom dashboard.

Create custom visualizations

Use the Klip Editor to design and build custom visualizations using your Pipedrive data. Building your own visualizations allows you to easy interpret your data and make real-time decisions.

Build client dashboards

Are you looking for a reporting solution for your clients? With Klipfolio, you can build and import Pipedrive dashboards between client accounts making it fast and easy to show the data they care about.

Beautiful TV dashboards

Don't get stuck building manual reports. Get your Pipedrive data up on the big screen so your entire team can rally behind your numbers.

Use pre-built Pipedrive metrics

Assemble a Pipedrive dashboard by selecting pre-built metrics from the Klip Gallery.

Use the Connector Gallery to create a custom Pipedrive dashboard

With our Connector Gallery, you can create custom API queries to pull in data from your Pipedrive account. Building custom queries allows you to specify the metrics and time periods that you want to track.

You can use custom queries to build out visualizations in Klipfolio. You can also combine your Pipedrive data with other relevant data to create your custom dashboard.

Learn more about working with the Pipedrive API and how you can start building your own Pipedrive queries in Klipfolio.

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