Securely integrate Pipedrive with Chartio
Pipedrive creates a visual sales pipeline that allows businesses to better manage each stage of their deals. Additionally, Pipedrive provides detailed analytics that show how many deals are won and lost, what stages they are lost at, and how individual agents are performing based on various metrics.
Chartio is a business intelligence solution that prides itself on ease of use. With its out-of-the-box connections to Snowflake, Google BigQuery, Amazon Redshift, and other popular data sources — along with its ability to provide direct access to information in Google Sheets, CSVs, and cloud applications — Chartio deploys in a few clicks and doesn’t require additional hardware.
Popular Use Cases
Bring all your Pipedrive data to Amazon Redshift
Load your Pipedrive data to Google BigQuery
ETL all your Pipedrive data to Snowflake
Move your Pipedrive data to MySQL
Integrate Pipedrive With Chartio Today
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Pipedrive's End Points
Retrieve information - like deal ID, associated users, estimated timeline and expected revenue - about any deals that your company has engaged in. This will allow you to better gauge the profitability of individual deals or track deal trends throughout your sales history.
Add, track, or modify contacts that have begun their journey through your sales pipeline. You can see what deals are attached to a person, what organizations they belong to, and what activities are scheduled for that person. This information can help you decide the best course of action for moving that person along your sales pipeline and winning the deals you have with them.
Track products that your company is selling - by product name, price, or product code - or associate products with specific deals in your pipeline. This will give you a more detailed view of the revenue generated by specific products, allowing you to better prioritize them in your sales pipeline.
Fetch data about an activity that is scheduled in your pipeline. This could include things like the activity’s type, due date, and status, along with associated deals, contacts, and organizations. Then, use that data to track the progress and effectiveness of various activities that are being performed to help you win deals.
Get data about an organization that has deals in your pipeline, including the organization’s ID, associated persons, and related deals. This will allow you to track which organizations are delivering the most profitable deals and the best leads.
Chartio's End Points
Chartio Analytics with Visual SQL
Chartio's 'visual SQL' makes it easy for anyone without coding experience to explore, transform, and visualize your data through an intuitive, drag-and-drop user interface. When employees without SQL knowledge can set up a custom report in minutes, this frees up data and engineering teams to focus on more important tasks. Moreover, since the platform is built on SQL, Chartio offers more advanced capabilities to those with SQL knowledge.
Chartio's visual user interface makes it easy to customize dashboards for a more brand-consistent experience. Chartio also allows you to schedule and automate the sharing of dashboards by email, PDF, or a link. In addition, you can create alerts to track your most important metrics and receive notifications that tell you when to take action in response to new developments. Lastly, Chartio dashboards offer a 'Snapshots' tool for viewing historical data and keeping track of the most important metrics for your company.
Chartio Data Security and Compliance
Chartio's database connections offer full control by utilizing a reverse SSH tunnel for the connection. The platform also makes it easy to manage your team members' access and permissions to different types of information. Finally, transferred data is subjected to SSL-encryption, so you don't have to worry about your information being exposed.
Chartio Business Intelligence Features
Chartio's advanced business intelligence features offer the following: (1) data blending to combine different types of data for more robust insights; (2) data stores to save data segments in Chartio without needing to change operational databases; (3) drill-downs to easily dig deeper into your data; (4) drag-and-drop table joins that are automatically built into queries when using Chartio's visual SQL interface; (5) customizable schemas by writing SQL to create specialized tables and columns; (6) extrapolation features to forecast future trends; and many other features.