Pipedrive Dashboard & Live Metrics
Open deals and pipeline value, won revenue, 90-day win rate and activities due — plus every deal as a dataset.
Pipedrive connects to DataHub Pro with an API token or key you paste in and gives you 5 live metrics (Open Deals, Open Pipeline Value, Won Revenue (30d)…) and a dataset that refreshes in place, refreshed daily (hourly available). Setup is 4 steps and takes a few minutes.
Once connected, one click builds a live dashboard from it, the numbers land in My Metrics with history and alerts, and you can ask Claude or ChatGPT about them through the built-in MCP server. No CSV exports, no re-uploads.
What you get
Metrics it tracks
- Open Deals — a saved metric with history, a sparkline, goals and alerts.
- Open Pipeline Value — a saved metric with history, a sparkline, goals and alerts.
- Won Revenue (30d) — a saved metric with history, a sparkline, goals and alerts.
- Win Rate (90d) — a saved metric with history, a sparkline, goals and alerts.
- Activities Due — a saved metric with history, a sparkline, goals and alerts.
The dataset
A dataset in Files that is replaced in place on every sync. The file id never changes, so a dashboard pointed at it is a live dashboard, a metric defined on it is a live metric, and a scheduled report built on it sends fresh numbers.
How to connect Pipedrive
- In Pipedrive click your profile picture (top right) → Personal preferences → API.
- Copy 'Your personal API token'. It gives read access to what your user can already see.
- Note your company domain — the word before .pipedrive.com in the address bar.
- Paste both here. The first pull runs immediately and the deals dataset appears in Files.
What the app asks for
| Company domain | The subdomain in your Pipedrive address bar: https://acme.pipedrive.com → acme. acme |
|---|---|
| API token | Settings → Personal preferences → API → Your personal API token. |
| Currency symbol (optional) | £ |
What you can build on it
- A live dashboard in one click — every metric becomes a card with its value, change since last sync and a sparkline; a dataset gets the auto-built dashboard. Share it by link, embed it, or put it on a TV.
- Goals and alerts — set a target on any metric and get an email when it crosses a line or moves more than 10%.
- Scheduled reports — a branded weekly or monthly report that sends itself with the latest numbers.
- Ask your data — a grounded AI analyst in the app, and the same data available to Claude or ChatGPT through the MCP server.
See the 48 dashboard designs →
Questions
Does connecting Pipedrive need OAuth or an app approval?
No. Pipedrive connects with an API token or key you paste in. There is no OAuth app to register, no review queue and nothing to install. Credentials are encrypted before they reach the database and are never displayed again.
How often does Pipedrive data refresh?
By default daily. You can set every hour, every six hours, daily per connection, and there is a Sync now button for the moment you want it. Every sync replaces the dataset in place, so any dashboard, metric or scheduled report built on it simply shows the new numbers.
Is the Pipedrive connector free?
Uploading files and building dashboards is free. Live connectors — sources that refresh themselves — are on the Pro plan at $19.99 per seat, which includes every connector on this page, unlimited dashboards, scheduled reports and white-label sharing. Databox charges $159 a month for the equivalent tier.
Other connectors
Your Pipedrive numbers, live, for $19.99
Connect it in a few minutes. A dashboard that refreshes itself, metrics with history and alerts, and reports that send themselves.
Connect Pipedrive →